Plan Forward, Inc.

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Plan Forward, Inc. provides dental membership plan software and administration services that help dental practices create, manage, and grow in‑house patient membership plans.

Westfield, IN, United States
planforward.io

About Plan Forward, Inc.

Plan Forward, Inc. is a dental-focused software and services company that powers in‑house membership plans for dental practices. Built specifically for dentistry and used by independent offices, groups, and DSOs, Plan Forward provides a platform to design, price, and administer recurring membership plans for uninsured or cash‑pay patients. The company combines cloud-based software with consulting support to help practices set profitable plan pricing, streamline accounting, and generate predictable recurring revenue while improving patient access to care.([al.linkedin.com](https://al.linkedin.com/company/teamplanforward?utm_source=openai))

A charge from Plan Forward, Inc. on a patient’s or provider’s card statement typically relates to membership plan activity associated with a dental office. For patients, this may appear as an initial enrollment fee, a monthly or annual membership plan payment, or a renewal charge processed on behalf of their dental provider. For dental practices, charges may reflect subscription or platform fees that Plan Forward bills for the use of its software and administrative services supporting membership plans. Some charges can recur automatically as part of ongoing plan participation or SaaS billing.([rogersfamilydental.membershipenrollment.com](https://rogersfamilydental.membershipenrollment.com/?utm_source=openai))

If you have questions about a Plan Forward charge, start by checking recent communications and receipts from your dental practice, especially documentation about any in‑house membership plan you joined or manage. Patients can usually verify plan details and billing history through their dental office or plan documentation; practices can confirm billing in the Plan Forward portal and in their practice management or accounting systems. If the charge still looks unfamiliar, contact your dental provider’s office or reach out to Plan Forward Member Support using the phone or email listed in plan documents or at planforward.io, providing the date, amount, and last four digits of the card to help locate the transaction.([rogersfamilydental.membershipenrollment.com](https://rogersfamilydental.membershipenrollment.com/?utm_source=openai))

Bank Statement Variations

1 known variations

These are the raw merchant codes that appear on bank and credit card statements that we've identified as belonging to Plan Forward, Inc..

  1. PB**Plan Forward Inc

Frequently Asked Questions

Why do I see a charge from Plan Forward, Inc. instead of my dentist’s name?

Plan Forward, Inc. administers in‑house dental membership plans and billing for participating dental practices. Your membership or related charges may be processed under Plan Forward’s name, even though the plan itself is associated with your specific dentist or dental group. Check your dental membership paperwork or portal for Plan Forward branding and references.

Is the recurring Plan Forward charge my dental membership fee?

In many cases, yes. If you enrolled in an in‑house membership plan at your dental office (often an annual or monthly plan for cleanings, exams, and discounts), Plan Forward may process those recurring payments on behalf of your provider. Review your plan enrollment documents or contact your dental office to confirm your membership amount and billing schedule.

How do I cancel or pause my dental membership plan managed by Plan Forward?

Membership plans are typically direct agreements between you and your dental provider, with Plan Forward serving as the administrator. To cancel or pause your plan, contact your dental office directly or follow the cancellation instructions they provided. You can also use the contact details in your membership terms, which may include Plan Forward Member Support, to request help with cancellation or billing changes.([rogersfamilydental.membershipenrollment.com](https://rogersfamilydental.membershipenrollment.com/?utm_source=openai))

How can I request a refund for a Plan Forward membership charge?

Refunds for dental membership plans usually depend on the terms set by your dental practice and the membership agreement. Many plans allow full or prorated refunds within a specified period or when no services have been used. Start by contacting your dental office to review your plan’s refund policy; they or Plan Forward’s support team can then process any eligible refund through the Plan Forward system.([rogersfamilydental.membershipenrollment.com](https://rogersfamilydental.membershipenrollment.com/?utm_source=openai))

What are typical amounts for Plan Forward charges?

Amounts vary by dental practice and plan design, but common patterns are fixed monthly charges (for example, $20–$60 per month) or annual charges (often a few hundred dollars per year) for a preventive care membership plan. Dental practices may also be billed separately by Plan Forward for platform fees, which can appear as business charges on the practice’s accounts.

Why do I see an automatic renewal or new term charge from Plan Forward?

Plan Forward–administered membership plans often renew automatically at the end of each term, as disclosed in the membership agreement. Before renewal, you may receive advance notice of any fee changes and your renewal date. If you no longer wish to participate, contact your dental office or Plan Forward support before the renewal date to avoid additional charges or to request cancellation.([rogersfamilydental.membershipenrollment.com](https://rogersfamilydental.membershipenrollment.com/?utm_source=openai))

Can Plan Forward place temporary or pending charges on my card?

While most Plan Forward transactions are standard membership or subscription payments, some card statements may briefly show a pending or pre‑authorization entry when a new card is added or updated. These pending items should resolve to the final membership amount or fall off if not completed. If a pending charge looks incorrect or does not clear, contact your dental office or Plan Forward Member Support with the exact amount and date.

How can a dental practice verify its Plan Forward subscription and fees?

Dental practices can log into their Plan Forward dashboard to review subscription details, invoices, and payment history for platform and service fees. The practice’s designated admin can also contact their Plan Forward account representative or support via the contact information on planforward.io for an itemized breakdown of charges and assistance reconciling them with internal accounting systems.([opendental.com](https://www.opendental.com/site/vendorssupplementalservices.html?utm_source=openai))

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