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Help your patients access affordable, predictable dental care — without relying on third-party insurance. With Dental Intelligence In-House Membership Plans, you can create customized membership options, enroll patients, and manage renewals, payments, and coverage directly in your Dental Intelligence dashboard.
In this article, you’ll learn how to:
Create and configure in-house membership plans
Enroll patients in a plan
Manage renewals, cancellations, and payments
Apply best practices for membership success
What Is an In-House Membership Plan?
An in-house membership plan is a custom dental plan your practice offers directly to patients who don’t have, or prefer not to use, dental insurance. It helps you provide consistent care and build patient loyalty through predictable pricing and benefits.
Benefits of in-house membership plans include:
Inclusive or discounted services (e.g., cleanings, exams, X-rays)
Predictable recurring revenue for your practice
Simplified billing with automated payments
Increased patient retention and satisfaction
With Dental Intelligence, you can automate enrollment, track memberships, and manage payments — all in one place.
When a patient fills out a digital dental insurance form through Engagement and selects that they do not have dental insurance, you can enable a setting that will trigger another question that asks if they would like to hear more about your practice's in-house membership plan. If they select yes, they will automatically be sent a link with additional information.
Note: In order to edit Forms in Engagement, you must be an Admin user. If you are an Admin user and don't see the Edit pencil icon, please contact Support for assistance.
Follow these step-by-step instructions to learn how to enable this feature for your practice.
Enable In-House Membership Plans Using the Dental Insurance Form
Access Settings by clicking on the gear icon in the upper right corner
Click the Services tab and then click on Resources. Locate the Membership Plans Info field and provide a URL to a landing page with information about your membership plan(s). Generally, this is a link from your practice website.
Once your membership plan link has been added, any time a patient answers "No" when asked for dental insurance, an additional question will appear, asking if they are interested in learning about in-house membership plan options.
If the patient selects "Yes, please!" to learning more about the membership plan, upon form submission they will receive a text message with your membership plan link where they can learn more and sign up.
