The Business Insight Needed to Manage and Grow Your Dental Membership Program

As your program grows, you need quick and easy insight into your program. Questions like – How many enrollments have I had, how are renewals tracking , what is the total value to my practice, and more. We deliver the tools that allow you to get critical insight into your program. Couple with our Business of Membership coaching to ensure your success year over year.

Setting Goals and Forecasts

The Business of Membership starts with understanding the overall opportunity of your program and forecasting target results t­­o help the whole team drive the success of the program. Your membership coach will help you set goals with threshold monitoring to help you realize the full potential of your program.

EC forecasting calculator with variables that allow you to manipulate program performance based on various input parameters such as:

  • Average Monthly Uplift
  • 3-year horizon on number of enrollments per practice
  • 3-year horizon on number of practices producing plans, by month
  • Missed payment rates
  • Renewal Rates

Setting Thresholds to Meet Your Forecast

  • Determine goals by practice to meet your forecasting goals and set metrics with appropriate monitoring thresholds, by KPI
  • Metrics can easily be added, starting with roughly 15 at this point, designed to drive visibility at all levels of the organization and to quickly identify issues, at a practice level
  • Practice Level view allows a regional or corporate manager to easily communicate with the practice about results

Performance Dashboard

The Performance Dashboard provides you a detailed view of key data points, using easy to understand charts, so you can monitor the success of your program. It also allows you to download the data so that you can look at it in different ways. Key categories such as new enrollments, service consumption, ancillary spending, active plans breakdown and more, provide information such as:

  • Number of new plans broken down by plan
  • Total value of your program, broken down in various ways
  • Detailed breakdown of active plan activity, including count, usage and dollars.
  • And more

The utilization dashboard is designed to let you set goals for your program (year to year) and easily monitor your progress against those goals. Your EC team works with you to set up your goals, based on actuals from other practices like yours. This dashboard allows you to monitor your progress and quickly see where you are succeeding and where you might want to focus additional effort – keeping in mind, your EC team is with you every step of the way, helping you make adjustments as necessary.

  • Red, Yellow and Green Indicators to Easily Identify Areas Needing Attention
  • Ties Analytics to Mutually Agreed Upon Thresholds and Displayed on a Practice Report Card
  • Detail screen showing the actual performance and other key information to understand the nature of your practice’s performance
  • Data downloads available to give you visibility at the patient level
The ability for specific team members to quickly see how well the membership program is tracking to your goals is very important. The report card allows key members to instantly visualize how the program is going using red, yellow and green achievement indicators. At any time, members can quickly dive in deeper to get details. Allowing visibility to key measurements of success will ensure everyone is on the same page and moving forward as a team.

The EC Utilization and action center is a allows you and your membership coach to set goals and key performance indexes (KPIs) for your program and the green, yellow and red dots provide a quick visual of status. Your membership coach can easily work with you and provide insight to help in any areas that may be under performing and help ensure your program is a success.

EC, the software that fuels Dental Membership Plan Programs.

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