Plan Forward Pricing: How Much Does Plan Forward Cost in 2026

• Plan Forward, dental membership plan software based in Carmel, Indiana, does not publish its rates. It says it typically charges per member per month, with an Essential version and an Advanced version that adds PMS integration, and exact rates come from a custom quote.
• The platform includes a pricing analysis that uses your fees and local competition to recommend your patient plan tiers and prices.
• Clerri serves 25,000+ dentists and 7 of the top 10 DSOs, delivering quantified results including 76% more visits, 146% more procedures, and 172% higher cash production through the Membership Effect.

Plan Forward pricing in 2026

Dental practices searching for membership plan software in 2026 face a common pattern: most platforms hide their pricing behind sales calls and custom quotes. Plan Forward does not publish a rate card either, though it does say it typically charges per member per month.

This approach works for some buyers but creates considerations for practice owners who need quick budget comparisons. Understanding what Plan Forward charges, what's included, and how it stacks up against alternatives like Clerri's membership platform requires digging beyond marketing pages.

This guide breaks down everything known about Plan Forward pricing in 2026, compares costs across competing platforms, and helps practices determine which solution delivers the strongest return on investment. Last reviewed October 2026, with pricing details taken from Plan Forward's website.

How does Plan Forward price its software?

According to Plan Forward, it offers two versions of its software, Essential (without PMS integration) and Advanced (with PMS integration), typically charges per member per month, and offers custom enterprise pricing. Exact rates still come from a quote.

What Plan Forward discloses about its pricing model:

• Pricing analysis included, with Plan Forward's team recommending plan tiers and patient prices from your fees and a competitive analysis of your zip code
• Per-member pricing according to Plan Forward, which says it typically charges per member per month for either its Essential version (without PMS integration) or its Advanced version (with PMS integration), plus custom enterprise pricing
• Inclusive pricing that Plan Forward describes as "none of the nickel-and-diming," though PMS integration and advanced reporting come with the Advanced version
• Custom quote required to receive specific monthly costs

The pricing analysis process examines your practice's zip code, existing patient demographics, and competitor pricing to recommend membership plan structures. Plan Forward emphasizes that its founders built the platform after working in dental practices, giving them firsthand understanding of operational realities.

What the Plan Forward custom quote process involves

Practices requesting Plan Forward pricing typically complete an initial consultation covering patient volume, insurance mix, and growth objectives. The platform then provides recommendations for plan structures, suggested pricing tiers, and projected revenue based on enrollment targets.

This consultative approach adds value for practices uncertain about how to structure membership offerings but extends the decision timeline for practices that simply want to compare monthly software costs.

What is included in Plan Forward pricing?

Understanding total cost requires examining what's included versus what might cost extra. According to Plan Forward, the platform bundles several features into its subscription:

Core features included with Plan Forward:

• 100% custom builder without rigid templates
• Region-specific pricing capabilities for multi-location practices
• AI-powered dashboard with KPI tracking
• White-glove customer support
• Automated billing and renewals
• Marketing materials and patient communications
• PMS integration across 20+ systems (in the Advanced version)

The support team represents meaningful value for practices lacking dedicated IT resources. Plan Forward emphasizes "real guidance from people who understand" dental operations, positioning support quality as a differentiator.

Plan Forward and Clerri PMS integration capabilities

Plan Forward integrates with over 20 systems including Dentrix, Eaglesoft, Open Dental, Dentrix Ascend, and Denticon. These integrations support read/write functionality, eliminating duplicate data entry across systems.

Clerri's integration ecosystem covers over 90% of practice management software, with Clerri Bridge providing one-click enrollment directly from PMS schedule views and sub-second synchronization. This depth of integration reduces front-desk friction significantly.

Total cost of ownership for Plan Forward

Software subscription costs represent only part of total ownership expense. Practices evaluating Plan Forward should consider additional factors that affect real-world costs.

Factors affecting total cost of ownership:

• Training time for staff to learn new systems and enrollment workflows
• Compliance management across state-specific regulations for discount medical plans
• Integration complexity when connecting to existing practice management software
• Marketing development if included materials don't fit practice branding
• Opportunity cost from enrollment friction that slows patient sign-ups

Compliance presents particular complexity for multi-state DSOs. Different states regulate Discount Medical Plans with varying licensure requirements. Plan Forward supports both DPC and DMPO structures depending on the state, while Clerri provides automated state compliance, holding DMPO licenses in all 36 states that require them and Knox-Keene compliance in California, so the licensing sits with Clerri rather than the practice.

Plan Forward reviews

Independent reviews of Plan Forward are limited. As of October 2026:

• G2: 5.0 out of 5 from 1 review.
• Capterra: listed, with no published reviews on the listings we checked.
• Plan Forward's own site features customer stories and an ROI calculator, which are company-published.

With few independent reviews to go on, ask any vendor for two or three references from practices your size that use the same practice management system you do.

Plan Forward vs Clerri: cost and ROI

Pricing matters less than return on investment. A platform costing twice as much that delivers three times the revenue growth represents better value than cheaper alternatives with weaker results.

Clerri pricing is quoted per practice and setup is free, so ask both vendors for a quote at the same expected member count.

Plan Forward's performance metrics (per Plan Forward):

• 3x higher production on average compared to uninsured patients
• 2x more visits per year on average from membership patients
• 10% patient growth on average

Clerri's documented Membership Effect results:

• 76% more visits compared to when patients were cash-pay or uninsured
• 146% more procedures accepted and completed
• 172% increase in cash production per patient

Clerri's figures come from platform data across 25,000+ dentists, measured against the same patients before they joined a plan. The platform serves 7 of 10 top DSOs, demonstrating enterprise-scale validation.

Clerri case studies that demonstrate real-world ROI

Documented deployments provide concrete evidence of platform capabilities. Great Lakes Dental Partners achieved a 95% increase in first quarter 2025 enrollments compared to the prior year.

7 to 7 Dental & Orthodontics grew membership revenue from $349,000 to a projected $1.63 million in 2025, with average annual production from members reaching $2,300 versus $1,200 from insurance patients. These customer success stories demonstrate measurable financial impact.

How Clerri compares to Plan Forward

Scale and integration depth separate enterprise-grade platforms from basic membership software. Practices planning significant growth need solutions that won't become bottlenecks.

Clerri's competitive advantages for growing practices:

• Market leadership: 5,000+ independent practices and 200+ group practices already on the platform
• DSO proven: Rapid deployment capabilities demonstrated across multiple locations
• Integration depth: 90%+ PMS compatibility with Clerri Bridge overlay
• Compliance automation: State-specific DMPO regulations handled automatically
• AI capabilities: SmartDesign and SmartPricing for optimized structures

Clerri Bridge transforms existing PMS schedule views into enrollment engines, letting staff review patient types instantly and identify opportunities without toggling between systems. One-click enrollment pulls patient information directly from the PMS, eliminating duplicate data entry.

For single offices and dental groups alike, Clerri's growth services provide white-glove implementation, custom plan design based on practice demographics, and ongoing performance coaching that keeps membership programs on track.

Plan Forward or Clerri: which fits your practice?

Different practices have different priorities. The right choice depends on your specific situation, growth trajectory, and operational preferences.

Plan Forward fits practices that:

• Value founder credibility from dental practice operations background
• Need sophisticated region-specific pricing for multi-state operations
• Prefer a consultative sales process with customized recommendations
• Prefer per-member pricing, where the software cost rises as enrollment grows

Clerri fits practices that:

• Run a single location and want a dedicated success manager, free setup, and launch in about two weeks, or need proven enterprise-scale deployment across many locations
• Need the deepest PMS integration with workflow overlay
• Want quantified ROI data backed by 25,000+ dentist network
• Prioritize automated compliance nationwide
• Plan significant growth requiring scalable infrastructure

Setup is free for every Clerri practice. Single practices are month to month, DSOs usually sign an agreement, and every practice gets bilingual member support that keeps patients' billing questions off the front desk.

Practices comparing top membership platforms should request demos from both platforms, evaluating interface usability, integration setup, and support responsiveness alongside pricing.