Megan Lohman is the Founder and Co-CEO of Plan Forward, a software platform empowering dental practices to drive growth and profitability through smarter membership plan management. With a background in sales, marketing, and recruiting, Lohman discovered a critical gap in dental care access when working in a dental office during the Affordable Care Act implementation. What began as a homegrown solution evolved into Plan Forward, launched in 2018, which now helps practices create white-labeled membership plans that increase patient visits, treatment acceptance, and practice revenue. Through her data-driven approach and dedication to practice profitability, Lohman has transformed how dental offices approach uninsured patients, creating win-win solutions that benefit both practices and patients seeking affordable care options.

Feeling frustrated by uninsured patients who delay treatment or hesitate to get necessary x-rays? Many dental practices struggle with inconsistent revenue and patients who resist recommended care due to cost concerns, while others resort to random discounting that erodes profitability. What if there was a strategy that could increase visits, boost treatment acceptance, and create predictable recurring revenue without sacrificing your practice philosophy?

According to Megan Lohman, Founder and Co-CEO of Plan Forward, dental membership plans represent a transformative opportunity when implemented properly. Data from their integrated software shows that membership plan patients generate 2-3X more revenue than typical uninsured patients, with nearly double the production per visit and 1.5-2X more frequent visits. The key difference? Patients who join membership plans no longer hesitate to get recommended x-rays and diagnostics that are bundled into their plan, leading to better diagnoses, increased treatment acceptance, and improved oral health outcomes. Lohman emphasizes that practices should stop giving random discounts and instead offer reduced fees only in exchange for the commitment and loyalty that comes with membership enrollment.

In this episode of The Marketing32 Show, host Brett Allen interviews Megan Lohman about the strategic implementation of dental membership plans. They explore how Plan Forward helps practices develop white-labeled plans that reinforce the practice’s brand identity, the importance of proper accounting procedures for membership revenue, and practical ways to promote plans through existing communication channels. Lohman shares insights on determining optimal pricing structures based on specific practice goals and emphasizes that membership plans serve as an attractive alternative to traditional dental insurance for the growing number of patients without employer-sponsored benefits.