How It Works
From First Plan to Full Growth System Here's How Practice One Plans Works.
A clear picture of what you get, how it's set up, and what your team does day-to-day.
The platform
Two Layers. One Platform.
Practice One Plans has two distinct layers. The Membership Platform is the foundation - it handles plan design, enrollment, payments, and member management. The Growth System is the optional layer on top - it finds patient opportunities, runs campaigns, brings in new patients, and converts leads automatically.
Related: See the membership plan platform · See the Growth System · View growth reporting · View pricing · Book a demo
You run it.
Build your plan, enroll patients, collect payments, manage members, and track performance.
See the membership plan platformWe grow it.
Everything in the Membership Platform, plus done-for-you patient reactivation, new patient acquisition, AI lead response, and retention workflows.
See the Growth SystemMembership Platform
How the Membership Platform Works.
Design Your Plan
Use the Plan Builder to create adult, child, and family membership plans. Set included preventive benefits, treatment discounts, pricing, and billing frequency. Preview and publish your plan in minutes.
Enroll Patients
Patients can enroll online through a public link, at the front desk, or by scanning a QR code. Digital membership agreements and electronic signatures are included. No paper, no manual entry.
Collect Payments Automatically
Membership fees are collected automatically on a monthly or annual schedule. Failed payments are retried automatically. Your team is notified only when a human touch is needed.
Manage Members
Every member's plan, benefits, utilization, payment history, and communications are tracked in one place. Handle renewals, cancellations, plan changes, and family accounts without leaving the platform.
Track Performance
Monitor active members, MRR, ARR, plan profitability, benefit utilization, and membership cohort performance from your dashboard. Know exactly how your program is performing at all times.
Growth System
How the Growth System Works.
Connect Your Practice Data
Practice One Plans connects to your practice management software to identify uninsured patients, overdue recalls, unscheduled treatment, and lapsed members the opportunities already inside your practice.
Identify Opportunities
The Opportunity Intelligence engine scores and prioritizes every patient by membership potential, treatment value, and reactivation likelihood. Your team sees exactly who to focus on and why.
Run Existing Patient Campaigns
Automated multi-touch SMS and email campaigns reach uninsured patients, overdue recalls, and lapsed members with the right message at the right time without your team lifting a finger.
Acquire New Patients
Done-for-you advertising on Facebook, Instagram, Google Search, and Google Local Services brings new uninsured patients to a practice branded landing page. Ad creative, targeting, and optimization are all managed by Practice One Plans.
Convert Leads with AI
Every new lead gets an immediate AI-powered response via SMS, website chat, or social messaging 24 hours a day, 7 days a week. The AI qualifies the lead, answers questions, and books the appointment.
Track Results
The Growth Results Dashboard shows new leads, appointments booked, patients reactivated, memberships enrolled, revenue attributed, and ROI updated in real time.
Getting started
Live in Under 10 Days.
Kickoff and Plan Design
Your onboarding specialist reviews your practice goals, patient mix, and current fee schedule. Together you design your first membership plan pricing, benefits, and discounts.
Platform Setup
Your plan is built in the platform, your enrollment links are configured, and your payment processing is connected. Growth plan practices also get their campaigns and AI systems set up.
Team Training
Your front desk and clinical team are trained on enrollment workflows, member management, and how to present the plan to patients. Scripts and materials are provided.
First Enrollment Live
Your plan is published, your team is ready, and your first patient enrolls. Your onboarding specialist stays available for the first 30 days to answer questions and optimize performance.
Common questions
See How It Works for Your Practice.
Book a demo and we'll walk you through the platform, show you what your patient opportunity looks like, and answer every question.