Patient-Facing Documents
Membership Plan Patient Agreement
A compliant, plain-language agreement that clearly defines benefits, pricing, renewal terms, and cancellation policy. Reviewed for use in all 50 states.
Get templateOne-Page Plan Summary (Print-Ready)
A single-page overview of your membership plan benefits and pricing. Designed to sit at the front desk and hand to patients at checkout.
Get templatePatient FAQ Sheet
15 common patient questions with clear, non-insurance-sounding answers. Covers what's included, how it works, and how to enroll.
Get templateMembership Renewal Notice
A friendly renewal reminder letter and email template. Includes a summary of benefits used, savings achieved, and a clear renewal call-to-action.
Get templateStaff Training & Scripts
Front Desk Enrollment Script Pack
7 word-for-word scripts for the most common membership conversations: new patient check-in, post-appointment close, phone inquiry, and handling objections.
Get templateStaff Training Checklist
A step-by-step checklist for onboarding your team to the membership plan. Covers plan knowledge, enrollment process, PMS workflow, and role-play exercises.
Get templateMorning Huddle Talking Points
A short daily briefing template to keep membership enrollment top of mind. Includes a slot for tracking yesterday's enrollments and today's uninsured patient count.
Get templatePatient Email Sequences
Launch Announcement Email Sequence
A 3-email sequence for announcing your membership plan to existing patients. Includes a launch email, a follow-up for non-openers, and a last-chance reminder.
Get templateUninsured Patient Reactivation Sequence
A 4-email sequence targeting lapsed patients who have no insurance on file. Positions the membership plan as the reason to come back.
Get templateNew Member Welcome Sequence
A 3-email onboarding sequence for new members. Confirms enrollment, explains how to use their benefits, and sets expectations for their first visit.
Get templateRenewal Reminder Sequence
A 3-email sequence sent 60, 30, and 7 days before renewal. Highlights benefits used, savings achieved, and makes renewal frictionless.
Get templateOperations & Compliance
30-Day Launch Checklist
A week-by-week checklist covering everything from plan design and compliance review to staff training and patient communication. Used by hundreds of practices.
Read guideState Compliance Reference Guide
A summary of discount dental plan regulations by state, including states with specific filing requirements and key compliance principles that apply everywhere.
Get templateMember Tracking Spreadsheet
A simple spreadsheet template for tracking active members, renewal dates, benefits used, and payment status. Designed for practices not yet using a platform.
Get templatePricing & Plan Design
Membership Plan Pricing Calculator
Enter your standard fees and patient mix to calculate the right price for your plan. Includes adult, child, and perio tiers.
Open calculatorPlan Comparison Worksheet
A side-by-side worksheet for comparing your plan design against local competitors and insurance alternatives. Helps you position your plan effectively.
Get templateMarketing & Social
Social Media Post Pack
10 ready-to-post social media captions for announcing and promoting your membership plan on Facebook and Instagram. Includes image guidance for each post.
Get templateGoogle Business Profile Update Guide
Step-by-step instructions for updating your Google Business Profile to mention your membership plan, including suggested description language and post templates.
Get templatePatient Referral Card
A print-ready referral card for members to share with friends and family. Includes a space for a referral code and a brief plan summary.
Get template