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Show Notes

“Members cancel or break appointments half as often as insured patients and one-third as often as uninsured patients.” In this episode of Beyond the Operatory®, host John Stamper sits down with Jane Levy, Co-Founder and CEO of Plan Forward, to discuss how dental membership programs are changing the economics of modern dentistry. Drawing on years of membership performance data, Levy explains why recurring revenue, improved treatment acceptance, and stronger patient loyalty are becoming critical business advantages for independent practices and DSOs alike. The conversation explores key operational challenges facing practices in 2026, including insurance dependency, hygiene shortages, patient retention, compliance requirements, and economic uncertainty. Levy shares why membership patients consistently visit more often, accept significantly more treatment, and create a more predictable growth model. She also discusses how AI-powered patient scoring and analytics are creating new opportunities for practices to identify ideal membership candidates and improve patient engagement. In this episode, we cover: Chapters 00:00:00 Welcome & Meet Jane Levy 00:01:20 Wall Street to Dentistry Journey 00:04:10 Why Plan Forward Stood Out as an Investment 00:06:30 Membership Data That Changes Practice Economics 00:08:40 How Patient Expectations Are Changing 00:11:10 The Insurance Alternative Opportunity 00:13:20 Compliance Challenges Practices Overlook 00:16:45 Using Membership Plans as a Competitive Advantage 00:18:10 Building Recurring Revenue in Dentistry 00:20:30 The Hygiene Staffing Challenge 00:23:25 AI and the Future of Membership Growth 00:24:47 Plan Forward and Dental City Partnership About the Guest: Jane Levy is the Co-Founder and CEO of Plan Forward. Levy entered the dental industry in 2017 after a career focused on investing and business development. She previously worked with Henry Schein identifying strategic technology opportunities and later helped lead a successful acquisition in dental analytics before joining Plan Forward in 2021. She now leads growth, strategy, compliance, and innovation initiatives focused on dental membership adoption. Shop Dental City November Specials: (https://dentalcity.com/category/3868/november-specials)