Membership Plans: The Secret Weapon for Doubling Dental Production with Megan Lohman
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.
Here’s a glimpse of what you’ll learn:
- [01:47] Megan introduces herself and her background in developing dental membership plans
- [04:02] How Plan Forward discovered that membership plans deliver unexpected business benefits beyond patient retention
- [06:46] Why white-labeling and proper accounting matter for successful membership plans
- [09:22] The data-backed approach to pricing membership plans based on practice goals
- [13:07] How membership plans drive 2-3X higher revenue per patient compared to uninsured patients
- [15:20] Why bundling x-rays into membership plans leads to better diagnoses and treatment acceptance
- [17:32] The mindset shift: offering discounts only in exchange for patient loyalty and commitment
- [19:33] How to efficiently market membership plans through existing communication channels
In this episode…
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.
Resources mentioned in this episode:
- Brett Allen on LinkedIn
- Marketing32 – Performance-based dental marketing with a growth guarantee
- Megan Lohman on LinkedIn
- Plan Forward – Dental membership plan management software
- Bryton Nield episode – Previous episode mentioned about successfully recruiting an associate
- Online enrollment links – Plan Forward provides landing pages for patient enrollment
- Texting campaigns – Brett mentions their text marketing team for existing patients
Quotable Moments
- “We do see an increase pretty consistently, a two to three X increase on net revenue per patient. And usually at least, usually close to double revenue per visit.”
- “When we look at visits per member, they increase over uninsured patients… typically one and a half to two times for a member over an uninsured patient.”
- “Practices give ad hoc discounts to cash patients all the time. Instead of this mindset of these ad hoc discounts or writing off x-rays, why don’t you switch that mentality? Discounts should be in exchange for something—their loyalty and their commitment to overall health.”
- “By far, the more patients know about the plan before their appointment, the easier it is on the front desk team… when they know ahead of time, the easier it is for the office team.”
- “Stop giving discounts for nothing. Stop just writing stuff off and having separate fees… when these patients walk through the door, they’re so valuable, but help them commit to their standard of care.”
Action Steps
- Implement a membership plan that bundles preventive care and offers discounts on treatment as a strategic alternative to random discounting for uninsured patients
- Ensure your membership plan is white-labeled with your practice branding to increase patient trust and conversion rates
- Price your membership plan strategically based on your specific practice goals—higher discounts (15-20%) for practices focusing on treatment acceptance, more conservative discounts for those optimizing per-patient production
- Integrate membership plan information into all existing patient communications—appointment reminders, recall messages, social media, and patient referral requests
- Adopt the mindset that discounts should only be offered in exchange for patient loyalty and commitment through plan membership, not as random courtesies
Sponsor for this episode…
This episode is brought to you by Marketing 32, the only dental marketing agency with the Practice Impact Formula™ for predictable growth without financial risk.
With a focus on new patient generation, addressing missed opportunities, and expert scheduling, Marketing 32 has helped over 170 practices in the US, Canada, and Australia. Grow in 30 days, or you don’t pay — it’s that simple.
To learn more, visit marketing32.com and schedule a 15-minute discovery call. If you’re a visionary practice ready for impact, Marketing 32 is ready to help you grow!
Episode Transcript:
Brett Allen (00:03)
Hi, Brett Allen here, host of the Marketing 32 show where I connect with leading dentists, dental influencers, and industry experts to uncover the latest and greatest to help you guys grow and thrive in your dental practices. This episode, as always, is brought to you by our awesome team here at Marketing 32. We are the only dental marketing team that I know of that is truly performance-based. We have a performance guarantee, so if you’re not growing, we don’t get paid. We’re truly invested in your growth.
So if you need help with growing your practice and wanna learn more about what it is that we do with our practice impact formula, head over to marking32.com, set up a quick call and we’ll see if we’re, be a great fit to work together. Quick shout out to Brighton Neil, the dentist partner pros. Recently had him on the show, talked all about how to hire an associate, what they do in their process to get a 75 % success rate on partnering up associates with.
practice owners and navigating all of that, finding the right team members to do that. Check that episode out, it’s awesome. Today I’m super excited to have Megan Lohman on the show. She is the founder and president and COO of Plan Forward, a software platform empowering dental practices to drive growth and profitability through smarter membership plan management. So we’re talk all about membership plans and all of that today.
She’s a former startup trailblazer with a background in sales, marketing, and recruiting. Megan discovered a critical gap in dental care access and turned that into a mission. Today she leads Plan Forward with a bold vision to modernize dentistry, bringing powerful intuitive software to teams across the country. Megan, welcome to the show. Glad you joined us.
Meg Lohman (01:47)
Thank you so much for having me, excited to be here.
Brett Allen (01:49)
Yeah, this is going to be a good conversation. You’re our first on the show where we dig deep on membership plans and how practices can leverage that. And I’m excited to dig into the numbers and find out about, share with everybody what you’re doing at Plan Forward.
Meg Lohman (02:05)
I love it. I’m happy to field anything you want to throw at me.
Brett Allen (02:08)
Okay, so let’s dig into this a little bit more. How did you start Plan Forward and what have, ⁓ I know since you’ve launched, you were just sharing with me that you’ve learned quite a bit when it comes to how memberships help practices. Let’s go there.
Meg Lohman (02:27)
think we’ve all learned quite a bit about membership plans since at least I first started doing this. So I won’t go all the way back to the beginning of my career, but I was, you I have been the first employee of a startup. So kind of know a little bit about ⁓ the startup space, but I tripped into dentistry truly ⁓ as a stepping stone. Never planned to stay in the industry, but I started working in the front office of ⁓ a dental practice and
answering the phones. Like I didn’t even know what a pro fee was. I was constantly scheduling the doctor at the same time to be like at the same place, you know, four different chairs. I mean, I don’t want to learn from answering the phones, but luckily, I learned pretty quickly and I stayed much, much longer than I ever thought I would. And I learned so much more, but I came into the role of working in a dental practice with more of a business background. And so when the Affordable Care Act was implemented,
in our practice, we had a lot of patients whose benefit elections had changed. So an employer who was offering dental wasn’t, or the plan they were used to, we were in a network with, you all those changes that a lot of people were dealing with around that time. That was happening in our practice. And so, you know, we just created this plan in our practice. We used Eagle Soft, so we had patient alerts and, you know, fee schedule and…
manually managed it in Excel, and we even did recurring payments to our merchant processor. So we put together a homegrown plan and it did wonderful things for our patients. So we knew it was definitely a solution that patients understood and accepted.
Brett Allen (04:02)
Hmm.
Meg Lohman (04:02)
what
we didn’t expect, but what we were watching was kind of some of those residual business benefits that started to really help the practice in a way that now we’re actually proving out through a lot of different, know, through integration and looking at data. We really have learned what a membership plan can do for a practice when it’s done well and thought through and when the team really embraces it as a strategic move and sort of their pay or mix.
Brett Allen (04:31)
That’s awesome. So you discovered this working in a practice and saw a need in the industry. Let’s dig a little bit deeper on what it is that Plan Forward does to help manage membership plans and how do you roll those out? How do you get people to say yes to those? All of that.
Meg Lohman (04:51)
So early on we launched in 2018 and at the time I think it was really a membership software, it does payments and it helps you offer multiple plans and offer yearly and monthly options. And it’s really kind of your subscription management tool. And that’s really where it started and where…
a practice who’s doing it manually can really benefit from software if you have a plan that’s growing and you want to kind of split up your patient base into Perio or Cosmetic or however you want to break your patient base up and optimize the plan prices so that patients are on the appropriate plan. So you’re optimizing your revenue based on your patient segmentation and then your auto renewing.
and then patients have conveniences of multiple payment options, payment types, auto renewal reminders, things like that that consumers expect if they’re gonna be on a subscription. So that’s how you kind of level up the membership plan. ⁓ But as plan forward, when we launched, we knew that this subscription management tool is what was gonna take our homegrown plan and make it really.
its own program that could kind of run itself. And it didn’t require like me sitting in the office, knowing exactly who’s due to pay, et cetera. So it’s one way to make the plan scalable. But what we as plan forward when we went to market, we knew that
Dentists really are proud of their brand. They want to differentiate from their competitors. And so this idea of white labeling and understanding the accounting flow, so the RCM process, ⁓ recognizing revenue versus expenses. So we wanted to do that a little bit differently than what was out there at the time. So white labeling.
Brett Allen (06:42)
Hmm.
Meg Lohman (06:46)
the office owning the merchant account and ensuring that all of the kind of revenue from your membership plans is separate from the expense of running the membership plan, which is like software. Yeah. And, you know, helping practices really set up the PMS in a way that they can show and report on things like adjusted production or paying an associate, you know, some of these things that really get pretty complex.
Brett Allen (06:57)
⁓ yeah, that’s
Meg Lohman (07:15)
⁓ once you start to kind of peel back the layers and you start to scale the plan. So that’s really what we do. We help in a more consultative way to make sure that you’re offering the right plans at the right price. Make sure your RCM process is set up so that you’re able to run reports and reconcile and run the practice and know what the numbers are doing. And then ultimately train your teams and provide best in class support.
⁓ for the teams and then ultimately the next piece is grow. How do we help you with materials, email templates, ideas, posters, whatever it is to help you grow your plan. ⁓ We try to really set ourselves apart there.
Brett Allen (07:58)
That’s neat, yeah, I love that that’s how you guys operate from an accounting standpoint and from a white labeling standpoint. is as a practice owner, this is my membership plan. I want my patients to feel like this is their interaction with me, not some third party. Yeah.
Meg Lohman (08:15)
Exactly. Well, and
that’s big. When we, when I was working in the practice, that was the thing that made patients completely open and willing to listen. It’s like, ⁓ this is first impressions plan. Like that was our, that was what the practice was called. This is, know, Dr. Flanagan’s plan. This isn’t like third party, you’re signing up with somebody else. And it’s like, okay, wait, what are all the, you know, what’s the fine print? What’s the catch? Who’s this ⁓
Brett Allen (08:33)
Yeah.
Mm-hmm. Yeah.
Meg Lohman (08:41)
makes patients just really willing to sign up and not think twice.
Brett Allen (08:45)
Right, the conversion’s probably a whole lot better. Let’s talk a little bit more about that. Like how do we get patients into the membership plan? What are you guys seeing from a data standpoint that’s helping patients to say yes and also helping doctors to adopt a membership plan? Because I know there’s a lot of concern around, well, if I offer a membership plan, what’s going to happen with my overall revenue? Is that going to decrease because I’m offering some kind of incentive here? ⁓
There’s a lot we can go into with membership plans, but like, how do we get them to say yes? And what, what kind of things are you seeing from a revenue standpoint? Yeah.
Meg Lohman (09:16)
Yeah.
So I think you kind of asked two questions. How do you get the patient
to say yes and how do you get the doctor to say yes? And so I think it’s helpful to start with the second one first. So by all means, membership plans are there to support patients and give them better access to care. But we as Plan Forward, our goal, we are a provider support tool. So our goal is to make that practice as profitable and as, you know, from a business standpoint.
Brett Allen (09:27)
Yeah.
Meg Lohman (09:48)
improve the business side of dentistry. So when we start working with a dentist, we wanna know what their goals are and ultimately, how do we price this plan and package this plan in a way that’s gonna help the doctor reach the goal. if like treatment acceptance is, they wanna increase treatment acceptance, well then you probably wanna offer more than a 10 % discount. 10 % people are like, ⁓ I might sign up.
But if you offer 15 or 20, people are much more likely. It is a big difference if you’re struggling with treatment acceptance, that’s kind of a lever that you pull. If you just want to optimize production per visit or production per patient, well then you really have to watch kind of what those discounts off of your UCR are because you don’t want to discount your UCR too deep and get a bunch of patients. It’s not going to optimize your production. You’re just going to reduce your production. So it’s under, it’s…
helping that business owner get comfortable with what is it that you’re trying to do with the plan and then how do we help guide that team through the pricing analysis and we look at some benchmarks, different data to see how are your fees compared to other people in your area and then how do these discounts off your UCR look at scale with a membership plan.
So that’s the first part is helping the business owner really get comfortable with the pricing to know that when this plan gets large, it’s going to be a good business decision. So it’s profitable. Once the business owners bought in, hopefully that means the team’s bought in because that doesn’t always happen. We don’t always have that alignment, which is always an interesting dynamic, but assuming best case scenario, the doctor’s involved in…
Brett Allen (11:21)
Right. Right.
Meg Lohman (11:38)
you know, excited about it, the office manager and the front office team, they’re excited about it, the clinical people, everybody’s excited about it. Then it’s really easy to help, you know, to get your patients to say yes, because you believe in the plan, you know that it’s a good decision for, you know, the business, you know that it’s, ⁓ you know, saving the patient’s money and helping them get the best care that’s recommended by your dentist’s standard of care. So it’s all about the belief in that this plan is doing the right things. It’s a good patient.
Brett Allen (11:54)
Mm-hmm.
Right.
Meg Lohman (12:08)
And then there’s no hesitation.
Brett Allen (12:11)
Right. I love that you bring up getting the team bought into this idea and helping you get, we crossed that bridge so much with when we talk about marketing and getting our practices, you know, bought in with whatever offers we’re running or even working with our team because we’re now a new ⁓ team that’s involved with the practice. Having buy-in just has a good, ⁓ you know, effect across the board when you have everybody on the same page.
But let’s talk a little bit more about the benefits of having a membership plan for both the patient and the practice. So share with us some like revenue numbers and what are you seeing from a predictability standpoint with revenue for the practice? Do we see patients that adopt a membership plan? Do they actually show up more? I think that’s interesting stuff to talk
Meg Lohman (13:07)
Yeah, we do see that visits per member increase over uninsured patients. ⁓ We see all of these numbers actually increase for members versus uninsured patients. So keep in mind, really what we look at the most is how are members behaving compared to your uninsured patients not on the plan.
⁓ So we offer an integrated product. So it’ll integrate with the practice management system so we can see this stuff and we can measure it and we will take a baseline. So like 12 months before.
we implement plan forward, what is your baseline on what your uninsured patients are doing? What are their visits? How many visits per patient? How much production per patient? How much production per visit? So we know, you know, kind of where are you before we implement this plan? Then we look at, as time goes on,
what’s happening with those kind of key numbers. And we do see an increase ⁓ pretty consistently, a two to three X increase on net revenue per patient. And usually at least, usually close to double revenue per visit. ⁓
Brett Allen (14:20)
Wow.
Wow.
Meg Lohman (14:29)
The visits typically increase one and a half to two times for a member over an uninsured patient. ⁓ When we look at your uninsured patient base, we define that by how many uninsured patients have visited your office in the last 18 months and had a completed procedure. So that’s kind how we define that pool of patients. So we’re only looking at people that have been in in the last 18 months. So that gives us a pretty accurate number on
Brett Allen (14:38)
Wow.
Okay.
Meg Lohman (14:59)
What’s that cash base doing for the prep?
Brett Allen (15:01)
Mm-hmm.
Yeah, that’s cool. So 2 to 3X ⁓ revenue per patient when you have a membership plan. So they’re showing up more because they recognize, I’m paying for this. I better use it. ⁓ And they’re moving forward with treatment more likely as well.
Meg Lohman (15:20)
Exactly. Well, and the biggest thing, ⁓ if you think about most membership plans include all the x-rays that a doctor would recommend according to their standard of care in a 12 month period. So whether you’re just doing the four bite wings or you’re doing four bite wings and two PAs or, you know, an FMX, you know, once a year, whatever your x-ray protocol is.
Usually it’s bundled in the plan and that’s typically something that patients tend to kind of push back on when they’re paying out of pocket. They definitely don’t want extra x-rays or they’re gonna try to talk you into taking them next time. And for the clinician, it makes it impossible to do their job well without the x-rays. So.
Brett Allen (15:51)
Mm-hmm.
Mm-hmm.
Yeah, 100%.
I just had this conversation with my brother-in-law. He didn’t want to get x-rays when he went in. was like, how are they going to be able to recommend anything or know what’s going on without the x-ray?
Meg Lohman (16:12)
Yeah, like just something doesn’t hurt as we know, know, we’re preaching to the choir here. So, but from a consumer standpoint, they don’t want to pay for it. But if it’s vulnerable and it’s part of the plan, then they’re like, sure, do whatever you want. If it’s part of the plan, do it. And so when you take the x-rays and you can show the patient what’s going on, it may not be an emergency, but you can see what’s going on. You present more treatment. You…
Brett Allen (16:20)
Yeah. Yeah.
Yeah, do it.
Meg Lohman (16:38)
get more treatment acceptance because now they’re part of the club, they get a discount, a courtesy for their loyalty. And something we were kind of chatting about before we hopped on here was practices give ad hoc discounts to cash patients all the time. And so instead of this mindset of like this cash pay fee schedule or these ad hoc discounts or writing off x-rays,
Brett Allen (16:42)
They get a better rate. Yeah.
Right.
Meg Lohman (17:05)
why don’t you kind of switch that mentality and discounts should be in exchange for something. It should be in exchange for their loyalty and their commitment to the overall health. Otherwise, why not just charge them your full fee? It’s the option. If you want access to discounts, then join our plan. That’s your option. So when it comes to growth ⁓ and how to get patients to join,
Brett Allen (17:12)
Hmm.
Yeah.
Mm-hmm.
Meg Lohman (17:32)
That’s the way, it’s you have to get rid of all other incentives or discounts for cash patients and really proactively promote, this is our standard of care. You don’t have insurance. We would love for you to commit to your overall health and oral health. And that is through our membership plan. If you don’t wanna do that, okay, here’s our rate. And that’s our rate. So it’s much easier for the whole team.
Brett Allen (17:55)
Right.
Meg Lohman (18:01)
when that mindset is adopted and put out there when you roll out a plan.
Brett Allen (18:05)
Mm-hmm.
Yeah, I love that. So we touched a little bit on getting patients to say yes to it and the benefit of having commitment to your oral health and all of that. Have you guys dabbled with any kind of marketing campaigns or texting patients? How are you guys promoting this offer to the patients beyond just, I’m checking out and getting ready for my next appointment or I’m checking in getting ready to see the dentist?
Did you know we offer this member? Rather than just in person, what are some things that you guys have tested and what are you seeing to get them?
Meg Lohman (18:45)
So
by far, the more patients know about the plan before their appointment, the easier it is on the front desk team, whether the patients are calling in or you’re calling to confirm the appointment for a cash patient, or you’re just trying to get people, know, those recall patients to come back in before they know ahead of time, the easier it is for the office team. And so…
You know, we are not a marketing company. We are not a marketing engine. However, this that is one of the biggest, most important pieces of of a membership plan. So, you know, most practices are using some sort of patient communication platform. you know, we provide landing pages with online enrollment links so patients can join these plans. So we give them the links and the.
Brett Allen (19:23)
Mm-hmm.
Mm-hmm.
Meg Lohman (19:33)
to put in these marketing campaigns or put in your appointment confirmation, text or email. So we’re providing our clients with the copy or the verbiage along with the links to click here, whatever, so that the patient can, it’s not an in addition to, if any.
Brett Allen (19:51)
Excuse me.
Meg Lohman (19:52)
Our thought is you’re already paying for all of these additional platforms. You’re using all of these forms of communication to connect with your patients. Just layer this into what you’re currently doing. If you’re doing direct mail for new groups or whatever, put the information about the membership in that same postcard or QR code that goes to the landing page with a membership plan. So you’re not reinventing the wheel and doing double work. You’re just nicely layering in this offering so that
Brett Allen (20:03)
Mm-hmm.
you
Meg Lohman (20:21)
people know about it. And then obviously, if you’re using social media or any kind of, you know, advertising tool, Google ads, this should absolutely be something that’s out there, that’s made public, that’s talked about. ⁓ When you ask for referrals, especially for your membership patients, who else do you know? That’s the best way, that’s the biggest way these grow is truly through word of mouth from your existing patients.
Brett Allen (20:39)
Yeah.
Mm-hmm.
Yeah, I’m glad you brought up that. As a marketing team ourselves, we’ve got a lot of different initiatives that we do and platforms that we leverage to get the word out, to raise awareness, to get patients in. ⁓ One of the things that I want to explore with you, and we can talk more about this offline, but ⁓ our text marketing team is phenomenal.
We basically check the box for the practice when it comes to marketing to existing patients. We have a whole team and process around how we send out text offers to patients, how we schedule them, find open spots in the schedule to fill those. A lot of times practices aren’t leveraging text beyond just the appointment reminders or the annual recall reminder. But if you have these great relationships with your patients, let’s leverage those and make them aware of the membership plan.
of the Invisalign offer that you’re running. ⁓ There’s so much you can do with texting and patients actually convert better because they actually know email does not work. How many of us have 100,000 unread emails in our inbox? Right? I do too. But if you look at, I know it’s so bad, but if you look at my unread texts, let’s see, I don’t have any unread texts right now. So I’m all caught up. But.
Meg Lohman (21:54)
I get 200 a day, I can’t keep up.
Right.
Brett Allen (22:04)
So
texting works great, we help supplement that and I’m interested and hopefully we can talk more about this offline, leveraging texting to your patients for membership plans. So.
Meg Lohman (22:17)
Yep.
So, well, and it’s funny you mentioned how much more effective texting is over email, even in our own kind of patient communications, specifically about the membership plan. So all the subscription type messages, renewal reminders, transaction issues, receipts, whatever, confirmations, it all goes via email and text. And the texts are 100 % seen and responded to more than the email.
Brett Allen (22:24)
Yeah.
Mm-hmm.
Yeah, I’m sure they are. mean, well, this has been a really fun conversation. you guys, it sounds like membership plans are the way to go, especially if you are looking to drop insurance and go fee for service. That seems to be a big movement that’s happening. If you don’t have a membership plan, I definitely recommend you reach out to plan forward, talk with Megan and her team and figure out how how to incorporate this into your practice. So.
⁓ PlanForward.io is the website and we’ll have that in the show notes so you can go there, check out their website, get started with it and get your questions answered. Real quick before I let you go, Megan, part of the show is at the end I always ask everybody what’s one big epiphany or like if we could push over this one domino it would have a big impact and ripple effect in their practice that would help them grow, help them with lots of different things.
Meg Lohman (23:16)
Yep, that’s right.
Brett Allen (23:43)
In your experience, what would be that one tip that you could share with our listeners?
Meg Lohman (23:49)
Well, it’s kind of just have a membership plan. And I mean, it’s not just because I’m a membership plan company, but look at all the patients out there that ⁓ employment situations change, retirement, you know, divorce, like so many life situations happen. And typically our benefits are tied to the employer or our aid. it just…
Brett Allen (23:52)
Hahaha!
Yeah.
Meg Lohman (24:15)
There are so many people that don’t have a dental insurance plan. And it just, to me, exactly. If my husband didn’t work for a large public company, I probably wouldn’t either. It doesn’t make sense financially for patients to just go buy a standalone dental insurance plan. So give them something in exchange for loyalty and stop giving discounts for nothing. Stop just writing stuff off and having separate fees when
Brett Allen (24:20)
I don’t.
Hmm
Meg Lohman (24:44)
when these patients walk through the door, they’re so valuable, but help them commit to their standard of care. So maybe that was a little self-serving. I don’t know, but I’m a huge believer, obviously, in a membership plan. ⁓ If I could think one other thing, I think it would be follow up on your unscheduled treatment. It’s just your low-hanging fruit right there. know, make sure you’re following those patients. It takes a couple of times to get them back in, but get them in.
Brett Allen (24:54)
That’s good.
⁓ yeah, yeah for sure.
Yep.
Yep. And our
texting team does great with unscheduled treatment as well. if you aren’t leveraging text and you aren’t leveraging membership plan, start doing that. Thank you, Megan. This was awesome. Thank you for your time. Again, planforward.io is the website. We’ll have it in the show notes. Thank you everybody for listening and have a great rest of your day.
Meg Lohman (25:21)
start early.
Thank you so much, Brett. Great to chat.
Brett Allen (25:34)
Yeah, thanks for coming on.


