PlanPro In-Office Savings Plan

PlanPro In-Office Savings Plan

PlanPro In-Office Savings Plan removes the ‘middle man’ and ensures that you can provide patients with the peace of mind that comes with being a member in your practice regardless of insurance coverage and without devaluing the services you provide. These plans enable you to retain total control over your fees and treatment, keeping third parties out of your practice.

PlanPro software integrates with most practice management systems making it the fastest, most efficient, and effortless way to launch a savings plan program. PlanPro is cloud-based software that allows you to isolate your plan patients and provides you with the statistics needed to make informed decisions about your program. Our software allows you to completely customize your account to match what works best for your practice situation. PlanPro will keep you organized by tracking all the details such as patient enrollments, expiration dates, savings, and consumed services. It also tracks your progress by recording your enrollment and visit revenue. This information is shown in a series of detailed reports, as well as, in visual charts and graphs that allow you to compare your information month by month throughout the year.

Product Features & Benefits

  • PlanPro In-Office Savings Plan Software – This is the fastest, most efficient way to create, administer, and track your PlanPro In-Office Savings Plan Program. PlanPro also integrates with your practice management system.
  • FeePro Software – Your first year of FeePro is included with your PlanPro service. You will have full access to our fee analysis software, training, and support.
  • Customized Plan Development and Recommendations – This is based on your fee analysis and practice goals.
  • Practice Management System Integration*
  • Automated Data Synchronization
  • Team Training – Comprehensive written and live training for your entire team.
  • Unlimited Plans
  • Unlimited Patient Files
  • Unlimited Technical Support, Training, and Coaching
  • Financial Dashboard – These reports will assist you in strategizing and tracking progress.
  • Advanced Patient Communication – This includes automated patient emails and an online Patient Portal for your patients to check their benefits, view their visit history, and review payment details.
  • Marketing Starter Kit – Time-saving templates and suggestions to help you announce and market your new program.


  • $999 One time Set-up Fee
  • $169/mo Monthly Fee
  • $2,724 1 year paid in full (10% Savings)
  • $4,044 2 years paid in full (20% Savings)

*Software functionality ceases upon termination
Epay (Online Credit Card Processing App) Optional

Your customized PlanPro In-Office Savings Plan will ensure that you can provide your patients with a valuable payment solution regardless of insurance coverage. You retain total control over your fees and treatment; keeping third-parties out of your practice. PlanPro is the key to simplify the process and give you the tools you need for success.

Every practice works with a variety of different patient populations: the loyal patients, patients who are visiting you based on a specific and acute need, and the discount-oriented crowd that is looking for the best deal. Furthermore, each practice faces challenges that come from retiring patients, those losing their insurance plan, and the ongoing challenge of attracting new cash patients to the practice. An In-Office Savings Plan Program is the solution to all of these common practice problems. PlanPro will help you attract and retain your patients. You will be in complete control of your plan pricing, included services, terms, and treatment.
If you don’t have your own In-Office Savings Plan, you should know that offering a dental savings plan will lower your dental practice overhead by reducing your dependency on third-party payers and insurance write-offs.

If you have a plan but are using pen and paper or spreadsheets to track membership, trends, payments and everything else, save yourself a load of time and money and take your plan to new heights.

If you need more than just our revolutionary software, you’re in luck, we’ve worked with practices across the country and can make recommendations based on proven success. We can encourage and coach you and your staff every step of the way.

Contact us today to see how you can effectively lower your dental practice overhead costs and customize your In-Office Savings Plan Program to meet your unique goals! Call us at 844-464-2777 or schedule a complimentary consultation online.