Project Description

Aims & objectives

After launching a brand new dental practice, Carole Denny implemented a dental plan to allow patients to budget and generate a regular income stream. They worked with a plan provider who was taken over by another one, causing concerns for the future. They therefore re-assessed their plan provision…

Why Patient Plan Direct?

When we started looking for a new plan provider we investigated and researched thoroughly. We were extremely impressed with the offering from Patient Plan Direct which entitled a lot less paper shuffling and significant cost savings.

The team are always just a phone call away, their services are flexible and we thought the web-based sign up and reporting would be a real time saver for us.

Our success

The transfer process, although a big decision at the time, was smooth and successful. Patient Plan Direct helped us to prepare our mailing to patients as well as ensure the transfer was communicated as a positive for the patient. We had ‘hands-on’ training from their team who fully supported us throughout the entire transfer.

It’s been a good business decision. Before the transfer we had around 350 patients on plan. Now two years later we have over 1,000 and continue to grow our plan base. Patient Plan Direct fits with our practice ethos and gives us both confidence and value for money.

Get Started with Patient Plan Direct

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