Your Membership
Program, Finally
Under Control.
Every patient tier, renewal date, and treatment allowance — visible in real time. No more spreadsheets. No more filing cabinets. No more patients on hold.
Every feature your practice needs.
Nothing it doesn't.
Automated Renewals
Cards charged, confirmations sent, records updated — zero front-desk intervention required.
Renewal Rate Tracking
Live renewal rate visible at a glance. Spot churn risk before patients lapse.
Real-Time Revenue Reporting
MRR, ARR, and plan-by-plan breakdowns updated the moment a payment processes.
Two-Click Plan Creation
Name it, price it, set the benefits — your new plan is live in under 60 seconds.
Row by row, the case proves itself.
Every row below is a real pain point from real dental offices. If you've felt it, check the column you're in now.
| Feature | EnrollRecommended | Manual TrackingSpreadsheets + filing | Generic CRMSalesforce, HubSpot, etc. | Insurance BillingDentrix, Eaglesoft, etc. |
|---|---|---|---|---|
| Core Management | ||||
Automated renewal processing↳Manual: Staff manually calls or emails each expiring member — avg. 4 min per patient. | ||||
Real-time member count & tier view↳Spreadsheet: You open the file, filter by column, and still aren't sure if it was updated today. | ||||
Per-patient benefit balance tracking↳CRM: Not built for benefit allowances — you'd need a custom field hack that breaks on export. | ||||
Two-click plan creation↳Manual: New plan = new spreadsheet tab, new printed forms, new staff training session. | ||||
| Front Desk | ||||
Mid-checkout coverage verification↳Manual: Front desk puts patient on hold, walks to the filing cabinet, finds the folder — if it's filed. | ||||
Patient self-service portal↳No self-service = staff fields "what's left on my plan?" calls 15x per day. | ||||
Instant SMS/email renewal reminders↳CRM: Requires custom automation setup — typically needs a developer or $200/mo add-on. | ||||
| Revenue & Reporting | ||||
Monthly recurring revenue dashboard↳Manual: You export, pivot-table, and calculate MRR manually — every single month. | ||||
Churn & lapse rate alerts↳You don't know a member lapsed until they show up for an appointment 4 months later. | ||||
Plan-level revenue breakdown↳Billing software: Revenue by plan requires custom reporting — often a paid add-on. | ||||
| Compliance | ||||
HIPAA-compliant data storage↳Manual: Spreadsheets on shared drives are not HIPAA-compliant — a liability waiting to happen. | ||||
Audit trail for plan changes | ||||
Ready to move out of the spreadsheet?
Every ✓ above is live in your dashboard from day one.
↑ Hover any row to see the real-world pain it replaces
See your recurring revenue before you sign up.
Drag the sliders. Watch the number change. Then ask yourself why you're still on a spreadsheet.
Your Practice Numbers
Quick Presets
Projected Revenue
Annual Recurring Revenue
per year, fully automated
Download the Dashboard.
Your filing cabinet's retirement starts today.
Set up in under 2 days. Import your existing members. Watch your renewal rate climb.
Or text yourself the download link