Sponsored Content
Plan Forward, a leading dental membership platform built for groups and DSOs, announced it has been selected by SGA Dental Partners to manage their membership plans across SGA West (formerly Gen4 Dental Partners). The decision follows Plan Forward’s strong performance supporting SGA East and confirms Plan Forward’s position as the preferred membership partner for doctor-led DSOs.
The selection was driven by SGA’s success with membership at SGA East practice locations, supported by Plan Forward’s actionable analytics dashboard, consistently high levels of customer support, and smooth practice-level rollouts.
“I judge how great a partner is by how little I have to follow around behind them when they meet our practices. I get nothing but incredible feedback – and I can tell by the fact that they’re offering Plan Forward and signing members up that it really is a seamless process,” said Paul Smith, Senior VP Growth at SGA.
Plan Forward’s platform gives multi-location groups centralized visibility into membership performance, patient conversion, production impact, and retention, while delivering hands-on support that reduces the burden on practice teams during and after launch.
Paul Smith continues: “We’ve taken the membership plan concept and made it scalable and customizable. Eighty percent is the same everywhere; that other 20 percent is what gets buy-in from our doctors. It’s not pushing a product – It’s offering an affordable solution to our patients who may not have their own individual insurance plan. While also serving our partner doctors, and supporting their clinical needs.”
“The leadership at SGA Dental Partners have been great partners; we continue to align on the best ways to achieve their goals with membership – growing visits, net production and recurring revenue.” said Jane Levy, CEO at Plan Forward. “We look forward to continuing to execute at the highest level and achieving continued joint success.”
“There is a wrong way to do membership, at least if you’re expecting measurable results. Running a successful plan at scale can be a challenge because it touches every aspect of the business: operations, compensation, RCM, and marketing. It must be done in partnership, and we attribute the success of this program to the strong partnership we’ve built with SGA,” said Megan Lohman, COO at Plan Forward.
The expanded relationship further strengthens Plan Forward’s position as a preferred membership partner for doctor-led DSOs seeking scalable, data-driven, and low-friction membership programs that deliver results.
About Plan Forward
Plan Forward is a pioneering dental membership platform designed specifically for private practices and multi-location dental groups. Built by operators with deep practice and DSO experience, Plan Forward combines customizable membership plans, seamless practice management system integrations, marketing support, and advanced analytics to help practices convert uninsured patients, increase production, and build predictable recurring revenue. Learn more at www.planforward.io.
About SGA Dental Partners
SGA Dental Partners is a national, doctor-led dental support organization formed through the combination of SGA, Gen4 Dental Partners, and Modis Dental Partners. Supporting more than 250 locations and 500+ dentists across 26 states, SGA provides affiliated practices with operational support while preserving clinical autonomy and local identity. Learn more at www. sgadental.com
