Reply To: Membership Programs

  • Nelson

    November 17, 2023 at 9:32 am

    We have managed this In house, with Kleer and now we are moving to Dental Menu. I think you need to look at what works best for you and what amount of work you want to put into the plan.

    Self managed:

    Benefit: most cost effective. Many PMS can set up discount plans to help you manage this.

    Con: Can be very time consuming to post monthly payments, keep track of patients who are lapsed and are currently eligible/active.


    Benefit. They have a great customer support team. They service a lot of practices and the can integrate directly into your PMS to help track active patients. Great for a solo practitioner.

    Cons: The monthly membership amount does not easily reconcile for included services. All services are typically adjusted to $0 making your write-offs appear extremely high. This ledger activity gets tricky if you pay providers on production/collection based pay. (this may have changed with Kleer recently, and the new integration may take care of this now…). Kleer is not branded as your office. It is branded as their Brand. This may or may not be a concern to you.

    Dental Menu: (we are onboarding now…)

    Benefit: software makes the membership plan run just like insurance. You do not see the monthly premiums hit your ledger UNTIL included benefits have been performed. All premiums are deposited into an “escrow” account and will be transferred to your Operating Account after services are rendered. You receive an actual EOB to post to the Ledger so all preventative procedures will have direct income posted to the correct Procedure. This makes it very clean to track incentive based pay for multiple providers.

    Cons: They take a cut of your revenue. Similar to any company managing membership plans. We have not worked with them long enough to say anything negative. We’re in the honeymoon phase.

    Hope this helps

    Good luck!