Interview with Megan Lohman at Plan Forward on dental practice annual planning

Megan Lohman, Founder and Co-CEO

As Founder and Co-CEO of Plan Forward, Megan is passionate about creating profitable insurance alternatives for dentists and loves being an integral part of Plan Forward’s evolution. She has a heavy focus on product development, enterprise client onboarding, and internal operations.  

Megan graduated from Indiana University and currently resides in Westfield, IN with her husband, Peter, and two kids, Henry and Leah. 

https://www.planforward.io/

Megan Lohman and her team at Plan Forward help dentists and dental teams grow relationships, increase case acceptance and build loyalty within the dental practice.

Listen to our conversation today about how a membership plan can be a value-added offer to your non-insured patients. You can learn more at: www.planforward.io/

In this episode of Novonee on the Go, host Dayna Johnson interviews Megan Lohman, co-CEO of Plan Forward, about the importance of annual planning for dental practices, particularly as it relates to open enrollment and membership plans. Megan emphasizes that fall open enrollment is a critical time to communicate with patients about their dental insurance choices, as many may be overpaying for underperforming plans. Dental teams can offer added value by educating patients about cost comparisons and alternative options like in-house membership (or loyalty) plans.

The conversation also dives into how membership plans improve patient loyalty, retention, and case acceptance, especially among uninsured or self-employed patients. Megan highlights that many uninsured patients skip X-rays or preventive care due to cost concerns—membership plans help eliminate these barriers. For practices considering implementation, Megan suggests doctors start by analyzing key data points to assess financial impact and involve the team early to ensure buy-in. Finally, Megan encourages offices to reach out to Plan Forward for guidance on setting up sustainable, team-integrated membership systems.