Design your membership plan and project the revenue
Build the membership program that replaces dropped PPO income. Set pricing, project enrollment from your terminated plans, and prove that the math works before launch. Every input updates the full model in real time.
Linked to your latest audit
Patient counts, write-off rates, and average production were pulled from your terminated plans. Adjust below if you're modeling a different scenario.
Step 1 of 3
Plan Design
Configure your three plan tiers and the services included with each. Most successful membership plans price between $25–$45/month for adults and discount additional treatment 10–20% off UCR.
Plan Tiers (monthly price)
Adult Plan
$/mo
Annual (×11, one mo free)—
Gross profit / member / yr—
Gross margin—
Perio Plan
$/mo
Annual (×11)—
Gross profit / member / yr—
Gross margin—
Child Plan
$/mo
Annual (×11)—
Gross profit / member / yr—
Gross margin—
Treatment discount (on services beyond preventive)15%
Typical range: 10–20% off UCR. Lower means more revenue per restorative case; higher means a more compelling join-the-plan offer.
Included Services & Cost to Deliver
Service
UCR fee
Cost to deliver
Visits / yr
Annual value at UCR
—
Annual cost to deliver
—
Value-to-cost multiple
—
$
Step 2 of 3
Enrollment Assumptions
Project how many members you'll have over 12 months. The biggest single lever is conversion from your terminated PPO patient list — that's where membership programs land their first hundred members fastest.
Patient retention rate (% who stay after PPO drop)80%
With strong communication scripts and a membership offer ready, 75–90% is realistic. Lower if you're not doing proactive outreach.
% of retained patients joining membership40%
30–50% is realistic for Year 1. Patients with active treatment in progress join at higher rates than those just due for cleanings.
Monthly churn rate (member cancellations)3%
2–5% monthly is typical. Annual prepayment dramatically reduces churn — consider incentivizing it.
Plan Mix · How members distribute across tiers
Adult70%
Perio15%
Child15%
Total: 100%
Initial members from PPO transition
—
Blended monthly rate per member
—
Projected members at Month 12
—
Step 3 of 3
PPO Replacement Analysis
Compare the dropped PPO's net revenue against your projected membership revenue. The key question: do you replace what you walked away from?
Baseline (the PPO you're replacing)
$
$
PPO write-off / discount rate38%
From your audit's blended write-off % on the terminated plan(s).
PPO (Current)
Patients—
Annual UCR production—
Write-offs—
Annual collections—
Claims admin cost—
Net revenue—
Membership (Projected, Year 1)
Members at Yr 1 end—
Membership fees collected—
Treatment revenue (discounted)—
Total collections—
Claims admin cost$0
Net revenue—
—
—
Year 1 Projection
Your membership plan's total projected revenue:
—
Membership fees plus discounted treatment revenue from members. Pulled from the 12-month enrollment forecast below.
Month 1 MRR
—
Monthly recurring revenue at launch
Month 12 MRR
—
After 12 months of growth
Net vs PPO
—
Year 1 membership minus replaced PPO
12-month MRR forecast · hover for exact figures
Step 4 of 4 · Launch Materials
Ready-to-print materials for your team
Two documents auto-generated from the plan above. Print the patient handout for the front desk and exam rooms; print the enrollment script for your team to use in real conversations. Both pull live from your tier pricing and inclusions — adjust the plan and these refresh automatically.
Document 1 — Patient handout
For the front desk & exam rooms
A one-page summary patients can take home or read in the chair. Shows your three tiers, what's included, and the treatment discount. Pulls your practice name from your audit or termination data.
Document 2 — Front-desk enrollment script
What to say when introducing membership
Four scenarios for your front desk, hygienists, and assistants. Words highlighted in yellow are dynamic — they pull from your specific plan tiers and pricing. Tape these inside the front desk station and review with your team before going live.
Ready to launch?
Save your plan and continue setup
Your plan design, projections, and launch materials are saved. Print the materials above for your team, then return to the portal to pick a payment processor (Kleer or BoomCloud for 50+ members; Stripe or Square for simpler setups) and begin enrolling — prioritize patients from any terminated plans first.