PlanPro Consulting and Support

An opportunity this big deserves experience! Thousands of practices are adding focus to uninsured patients by implementing an In-Office Savings Plan or membership program. Some are a huge success, while others fail. The difference comes down to how the program is set up and managed within each practice. Adding PlanPro to your team provides experience and a step by step action plan. Our team is here to guide you as you make informed decisions that best fit the needs of your practice. THIS IS NOT A COOKIE CUTTER PROGRAM. You are in complete control over the decisions made for your specific situation.

Don’t waste valuable time and resources trying to figure this out on your own. PlanPro will simplify and expedite the process by providing

FORMULAS AND DATA

To ensure profitability

FORMS AND TEMPLATES

To decrease the time it takes to get started

MARKETING SUPPORT

To increase success

PLANPRO SOFTWARE

The business tool to take care of all the tracking details.

We have worked through this process with practices across the country and we will give you recommendations based on proven strategies. You remain in complete control over your fees and benefits, but we will encourage and coach you and your team every step of the way.

Support Benefits:

FEEPRO Software

MAKE INFORMED DECISIONS. Our savings plan coaching and recommendations will depend on the UCR data shown in your FeePro fee analysis. It’s so important to our process that we include the first year of FeePro with your PlanPro purchase. FeePro was designed to give you the most accurate, up-to-date, geographical data on the fees charged in your area. As you create a plan, we will use this data to help you make important decisions about plan pricing, benefits, and savings. This data will ensure you do not lose money by offering discounts on fees that are already too low.

Customized Plan Development and Consulting

SAVE TIME. Creating a customized plan based on your practice goals does not require starting from scratch. Get a head start by customizing our templates to meet your needs. We will provide you with all the forms and paperwork you need as well as clear program policy recommendations.

Unlimited Training and Support

INCREASE SUCCESS. Training will include things to avoid when creating and explaining your savings plan program, how to get your team on board, and how to evaluate program results.

Marketing Starter Kit

Time-saving templates and suggestions to help you announce and market your new program.

Our Process

  • Account Registration

  • Software Integration

  • Fee Analysis

  • Management Meeting

  • Develop your savings plan

  • PMS setup

  • Team Software Training

Getting Started

The hardest part of developing a new program is figuring out where to start and taking action. As you begin the process of creating a savings plan, take advantage of our experience and strategies. Consider the formulas and suggestions but don’t be afraid to ask questions about your concerns. You know your practice and your patients better than anyone – let’s mold this model to work for your situation.