PLANPRO – A software solution that increases your In-Office Savings Plan success
PlanPro is a cloud-based software tool created to make life easier on your team. It allows you to isolate your plan patients and collect the statistics needed to run a successful savings plan program. It takes a lot of time and attention to detail to manually track a growing savings plan. This software can do the work for you.
Current EnrollmentsClear enrollment numbers and plan distribution data.
Clear enrollment numbers and plan distribution data.
Progress Over TimeSet goals based on previous highs and lows. Encourage team involvement and motivation.
Progress Over Time
Set goals based on previous highs and lows. Encourage team involvement and motivation.
Enrollment AND Treatment RevenueTrue plan revenue is a combined total of enrollment fees and treatment completed.
Enrollment AND Treatment Revenue
True plan revenue is a combined total of enrollment fees and treatment completed.
Detailed ReportsReal-time access to more than just the numbers. Complete reports are always available with every plan patient and program detail.
Real-time access to more than just the numbers. Complete reports are always available with every plan patient and program detail.
Benefit TrackingIndividual benefit tracking and savings data for each plan patient.
Individual benefit tracking and savings data for each plan patient.
Program TotalsMTD, YTD, and Overall Program totals.
MTD, YTD, and Overall Program totals.
PlanPro tracks all the details and keeps your team ORGANIZED, PROACTIVE, AND MOTIVATED
PlanPro does not force you to accept a cookie-cutter plan. It allows you to completely customize your account to match what works best for your practice situation. From there, it tracks your progress by recording enrollment AND visit revenue, consumed benefits, patient’s savings and much more. This data motivates everyone involved and allows your team to see and celebrate progress. PlanPro becomes part of your team by automating many of the tasks that would usually fall on the to-do list of the front desk. They will love the extra support! PlanPro automatically sends weekly/monthly progress report emails to your management team, as well as, emails to plan patients that explain plan benefits, notify of upcoming expiration dates, and encourage renewals.
PlanPro Software was created as a membership tracking tool to help practices manage savings plan details, but we didn’t stop there. We are continuously developing new ways PlanPro can make your program easier to run and ultimately more successful.
If you’re looking for a last-minute ‘fee for service discount option’ for a handful of patients,
use your PMS or a spreadsheet.
If you’re looking to add a profitable program to encourage growth, retention and increased practice revenue,
you need PlanPro.
- Practice Management Software Integration
- Automated Data Synchronization
- Team Training – Comprehensive written and live training for your entire team.
- Automated Progress report emails
- Automated Patient expiration and renewal emails
- Patient Renewal Monitoring
- Unlimited stored plans
- Unlimited patient files
- Unlimited technical support and coaching
- Financial Dashboard and Reports- real-time data
- Advanced Patient Portal- patients can login any time to view their plan details, consumed benefits, and visit history.
PlanPro is a software tool created to make your life easier by streamlining the enrollment and tracking process of your savings plan. One of the ways to simplify the process is to integrate PlanPro with your practice management software. PlanPro will in no way take the place of your practice management software. They will work together to track all the details and provide isolated financial data on the progress of your savings plan.
** PLANPRO IS THE ONLY PATTERSON AUTHORIZED PROVIDER FOR IN-OFFICE SAVINGS PLANS
What is Integration?
Think of integration as a communication line that allows us to pull information from your practice management software and combine it with the information in your e-DentalMarket account. Integration takes the place of the data entry process. Integration is not mandatory for application use, but it will save your team time.
PlanPro creates an online Patient Portal for each of your enrolled members. The Patient Portal adds value to being a member of your plan by allowing your patients to continually track their plan details and visit history. Your patients will love the feeling of knowing their preventative care is covered and they will be reassured that they will save on all their dental needs. The Patient Portal solidifies their membership and reminds them of the value their plan provides. As we answer all your patient’s frequently asked questions, we save your team time spent looking into individual details.
Stay Connected – Progress Reports
You became a dentist to work with patients. Your front office team will handle the daily administration of your savings plan. However, we make it effortless to stay connected to your results. PlanPro keeps you updated by sending simple progress reports directly to your inbox. Results can be viewed on your desktop or mobile device.
PlanPro Software sends automated emails to your plan patients to let them know when their plan is about to expire. These emails encourage the patient to contact your office to renew their plan and continue enjoying benefits in your office. This allows your office to be proactive without spending hours in the details.
Training and Support
We will train you and your team on how to use the PlanPro Software. All software support calls are handled in our office and are included in your membership. Our PlanPro software will motivate your team and increase the overall success of your program.