Membership Plans
Online Dental Membership Plans Software
Easily manage your in-house membership plans with seamless integration into the CareStack Membership Online Portal. From a single online platform, offer affordable and personalized care by designing your plans, enrolling your patients, and viewing performance metrics.
With the seamless integration, you can leverage the CareStack ecosystem and tools for increased case acceptance & reimbursement rates, thereby generating recurring revenue, boosting patient loyalty, and improving patient satisfaction.
Most importantly, leave behind the burdens of third party payment delays, claim denials, and paperwork. Instead, CareStack gives your practice full customization and control of its plans and members, utilizing data-driven insights for deeper analysis of plan performance and accelerated revenue growth.
For the ultimate dental software, choose the solution that’s scalable for growing dental start-ups or large DSOs and still affordable for small mobile providers and single-office dental practices. Choose CareStack!
Membership module may be a paid add-on for select pricing plans.

Key Benefits
Why Practices Love CareStack’s Membership Plans
Eliminate the need for 3rd party membership plans.
Full integration between the patient record and the membership management portal, reducing manual entry and increasing office productivity.
Intuitive plan creation workflow to get you started within minutes.
Automatic benefit tracking, plan renewal, and discount automation in the patient record, improving efficiency and reducing errors and costs.
Easy access to membership analytics dashboard and intelligent metrics to measure and compare plan performance as well as drive growth.
Main Highlights
Membership Plans for Modern Dental Practice Networks




Dedicated Membership Management Portal
- Plan Health AnalyticsMonitor vital plan health metrics sliced across locations and plans.
- Plan Creation & ManagementIntegrated in-house membership plans include fully customizable benefits, premium payment dollar amounts and payment terms, as well as discounts.
- Member ManagementOne place to manage all subscribers—current, past, and interested prospects. Plus, kickstart specialized plan-related campaigns.
- TransactionsView and manage all patient payment premium transactions in multiple statuses, such as Failed, Pending, Success, and Terminated.

Integrated Workflow Management
- Contextual Plan PresentationEnabling users with information to present plans at various touchpoints in the patient record, such as from the appointment, the chart, or the treatment planner.
- Seamless Patient Subscription & CollectionsEasy to use workflows to sign a patient up for a membership plan, along with automated subscription collection and automatic plan renewal.
- Track Benefits UtilizationAutomatic record keeping of remaining free benefits in each patient record.
- Automated DiscountsDiscounts are calculated and posted automatically for services performed as a free or included benefit, as well as discounted services, leaving no room for error or manual entry or a forgotten entry.
- Financial Reporting ImpactDiscounts are also easily trackable under a multitude of CareStack Financial Reports, giving you the ability to customize how you view financial reporting and manage provider payroll in regard to membership discounts.

Leverage CareStack Ecosystem
- Seamless IntegrationAccess all of CareStack’s exclusive features such as use cases at treatment planning, revenue management, reporting, and analytics.
- Data Driven InsightsVital metrics that can be sliced and diced across plans and locations for deeper analysis, which enables early course correction and growth strategies.
- Expand Your Business OfferingsEnable uninsured and underinsured patients to receive exceptional care at a discounted rate, without the hassle of waiting to get paid from third party payors and subject to insurance exclusions, limitations, and reimbursement fees. In-House Memberships give your office the ability to tap into a new market without the hassle of membership management.
FAQ
Why CareStack Is the Best Dental Practice Management Software
support@carestack.com
Trusted by 3000+ Dental Practices
CareStack’s cloud dental software provides efficient practice management, world-class support, and modern tools and technology.
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CareStack's software is cost-effective and efficient, helping organizations of all sizes streamline operations and reduce costs while also helping to provide outstanding care.
CEO, Plum Dental Group