Membership Plans

Online Dental Membership Plans Software

Easily manage your in-house membership plans with seamless integration into the CareStack Membership Portal. From a single online platform, offer affordable and personalised care by designing your plans, enrolling your patients, and viewing performance metrics.

With seamless integration, you can leverage the CareStack ecosystem and tools to increase recurring revenue, boost patient loyalty, and improve patient satisfaction.

Most importantly, leave behind the burdens of third-party administration costs, delayed payouts, and rigid plan structures. Instead, CareStack gives your practice full customisation and control over its plans and members, leveraging data-driven insights for deeper analysis of plan performance and accelerated revenue growth.

For the ultimate dental software, choose the solution that’s scalable for growing dental start-ups or large multi-site practices and still affordable for single-location dental practices. Choose CareStack!

Key Benefits

Why Practices Love CareStack’s Membership Plans

• Eliminate the need for 3rd party membership plans.
• Full integration between the patient record and the membership management portal reduces manual entry and increases office productivity.
• Intuitive plan creation workflow to get you started within minutes.
• Automatic benefit tracking, plan renewal, and discount automation in the patient record improve efficiency and reduce errors and costs.
• Easy access to the membership analytics dashboard and intelligent metrics to measure and compare plan performance, as well as drive growth.

Main Highlights

Membership Plans for Modern Dental Practice Networks

Dedicated Membership Management Portal

• Plan Health Analytics: Monitor vital plan health metrics, sliced by location and plan.
• Plan Creation & Management: Integrated in-house membership plans include fully customisable benefits, subscription fee amount and terms, as well as discounts.
• Member Management: One place to manage all subscribers—current, past, and interested prospects. Plus, kickstart specialised plan-related campaigns.
• Transactions: View and manage all patient subscription transactions across multiple statuses, including Failed, Pending, Success, and Terminated.

Integrated Workflow Management

• Contextual Plan Presentation: Empowering users with the necessary information to present plans at various touchpoints in the patient record, such as from the appointment, the chart, or the treatment planner.
• Seamless Patient Subscription & Collections: Easy-to-use workflows to sign a patient up for a membership plan, along with automated subscription collection and automatic plan renewal.
• Track Benefits Utilisation: Automatic tracking of remaining benefits in each patient record prevents revenue leakage. With third-party plans, practices lose 10-15% of revenue from untracked benefit usage across locations.
• Automated Discounts: Discounts are calculated and posted automatically for services performed as a free or included benefit, as well as for discounted services, leaving no room for error, manual entry, or forgotten entries.
• Financial Reporting Impact: Discounts are also easily trackable under a multitude of CareStack Financial Reports, giving you the ability to customise how you view financial reporting and manage provider payroll in regard to membership discounts.

Leverage CareStack Ecosystem

• Seamless Integration: Access all of CareStack’s exclusive features, such as use cases at treatment planning, revenue management, reporting, and analytics.
• Data Driven Insights: Vital metrics that can be sliced and diced across plans and locations for deeper analysis, which enables early course correction and growth strategies. Track membership plan usage by treatment category, time period, location.
• Expand Your Business Offerings: Enable patients without private dental cover, or those seeking an affordable alternative to NHS treatment, to access exceptional care at a discounted rate. In-House Memberships give your office the ability to tap into a new market without the hassle of membership management.

Maximise Membership Plan Value

• All-Inclusive Pricing: Unlike third-party platforms that charge per patient per month, CS Memberships are included as part of the CareStack bundle for a flat incremental cost. A practice with 100 plan patients can save up to 60% compared to third-party membership providers, with no per-patient fees and no surprise overheads.
• Everything Included in One Subscription: Get unlimited membership plans, unlimited patient enrolment, a dedicated membership portal, integrated payment plans, auto-debit through card tokenisation, automatic renewals, benefit tracking, online appointments for plan patients, and dedicated training and onboarding support, all in one subscription.
• Revenue Protection Built In: Membership discounts apply automatically when procedure codes are entered in treatment plans, patient payments are auto-posted against the plan, and clinician production is attributed correctly for payroll. Benefit tracking prevents revenue leakage by ensuring patients only use what they are entitled to.

Feeling Limited with Your Dental Software?

CareStack’s modern user interface is easy to learn. Book a demo with us to learn how CareStack can help you improve patient growth and reduce costs.

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FAQ

Why CareStack Is the Best Dental Practice Management Software

How do I collect payment from my patients for an in-house membership?

Membership subscription payment management is automatic through the fully integrated CS Pay payment solution, which auto-debits funds from your patient’s card or via Direct Debit to fulfil the subscription balance. If a payment bounces, the membership goes into hold status, suspending discounts and benefits until the balance is paid and up to date.

Do I have to manually renew my patients’ membership plans each year?

With the auto-renewal option built into the patient sign-up process, your patient’s membership plan will auto-renew on the sign-up anniversary of each year, automatically creating a new payment schedule for subscription collection.

Do I have to enter the discounts manually?

All procedure codes have an automatic discount mapped to them, determined in the plan setup. Whether it’s a 100% discount, giving that procedure as a free service, or a lesser discount, the discount is not only automatically calculated at the time of treatment planning, but is also posted automatically at the time of a code completion in the patient ledger, removing the possibility of entering a wrong discount or forgetting to enter a discount altogether.

How does the membership discount affect my financial reports?

Given the uniqueness of each practice and their business needs, we created the discount to be flexible so it doesn’t impact your net production; instead, it only affects your collections. Alternatively, each financial report in CareStack lets you include or exclude the membership discount from your totals to provide a customised total based on your business model, including calculating clinician payroll based on production, collections, or applied payments.

More questions? Contact us at

support.uk@carestack.com

Trusted by 300+ Dental Practices

CareStack’s cloud dental software provides efficient practice management, world-class support, and modern tools and technology.