Running a dental practice is no easy feat, so dental plan management, just one cog in a busy practice, needs to be efficient to ensure you’re on top of all the financial details with ease. But, if you’re working with a system that does not streamline this information to give you total control over your practice’s reporting, all while ensuring the highest level of data security and privacy, maybe it is time to see what else is available to make your life easier. Enter Patient Plan Direct’s ever-evolving online portal—providing everything you need to manage your dental plans as efficiently and effectively as possible at the click of a button.
Real-Time Reporting at Your Fingertips
No more waiting until the middle or end of the month for an update on your dental plan’s performance and key insights. You’re in the driver’s seat with Patient Plan Direct’s online portal. You can instantly access reports across any date range without requesting certain data or information. This feature lets you control your practice’s financials and plan management, saving you valuable time and eliminating the manual labour of collating data. If you have a proactive Practice Manager eager to track the trend of dental plan joiners and leavers, they can do so swiftly, with just a few clicks.
Visual Dashboards for Quick Insights
One of the standout features of Patient Plan Direct’s portal is its visual dashboards. At a glance, you can see key metrics that matter to your practice, making it easier than ever to understand and act on your data. This visual clarity is more than just a convenience; it’s a powerful tool that can give you the confidence to see trends and make informed decisions quickly.
Super Responsive, Dynamic Reporting
The portal isn’t just about static reports—it’s dynamic and responsive. You’ll receive email notifications if there’s any change in a patient’s plan status, and when new patients join or cancel their plans, you’ll be notified immediately. This real-time communication extends to your patients as well. For instance, if there’s a change in their plan level and direct debit amount, they’ll receive an automatic email notification, providing transparency and peace of mind.
Unlike other systems limiting you to monthly or annual reporting, Patient Plan Direct’s portal is designed to meet your needs. It allows you to generate reports for any period you need, whether it’s a quarterly report for your accountant or data to assess the impact of a recent marketing campaign. The portal’s flexibility ensures you get the insights you need when needed, accommodating your unique reporting needs and supporting your practice’s growth.
Sign-Up Simplicity for Patients
Patient Plan Direct has significantly simplified the patient sign-up process compared to other providers. With just one web page and an average completion time of 30 seconds, the sign-up experience is smooth and hassle-free. Patients can sign up in multiple ways—through a QR code at reception, a bespoke URL sent via text or email, on a tablet in your waiting room, or with a link via your website.
When patients sign up, there is also a bank validation check to ensure bank details are correct, avoiding failed direct debit collections from the outset. Finally, there are no complex insurance suitability questionnaires (as Patient Plan Direct runs a discretionary A&E Scheme), which can be a frustrating (albeit necessary) process for patients with other providers.
Centralised Login for Multi-Site Practices
Patient Plan Direct’s online portal offers a centralised login system if you manage multiple practices. This gives you a bird’ s-eye view of your entire portfolio. You can oversee reporting and financials across all your locations with a single login, streamlining management and decision-making processes.
Clinician Net Pay Report and Easy Payment Allocation
The portal also makes it easier to manage clinician payments. With accurate net income and associate clinician pay details readily available, you can quickly generate payment reports. This transparency ensures that your Associate Dentists, Hygienists, and Therapists are paid accurately and on time, making payroll management a breeze.
Data Security and Privacy
In today’s digital landscape, safeguarding patient data is paramount, especially when it comes to sensitive payment information. Patient Plan Direct’s online portal is built with state-of-the-art security measures to ensure that all patient payment details are protected to the highest standards. The portal employs advanced encryption protocols, secure servers, and regular penetration testing to prevent unauthorised access and data breaches.
With Patient Plan Direct, you can confidently manage your dental plans, knowing that your patients’ financial information is safe, secure, and private.
Integration with third-party platforms
We’ve developed an API for our platform with third-party integration in mind, enabling us to connect with various Practice Management Softwares (PMS). We aim to ensure our system can talk to other tech you may use in your practice for convenience. For example, seeing a plan patient’s payment history and status in your PMS makes life easier.
Additional Dental Practice Portal Benefits
Beyond reporting, the portal offers several other valuable features:
- Partner Network: Unlock exclusive offers from Patient Plan Direct’s industry-leading partners, providing additional resources and expertise to enhance your practice.
- Client Resource Hub: Access a growing library of resources to help you optimise your plans, navigate administrative tasks, and promote your services effectively.
- Multi-User Access Permissions: Customise access levels for different team members, ensuring that sensitive financial information is only visible to those who need it.
Patient Plan Direct’s online portal is more than just a reporting tool; it’s a comprehensive management system that empowers your dental practice. By becoming a client of Patient Plan Direct, you’re guaranteed total control over your dental plans, making your practice more efficient, more informed, and ultimately more successful. Don’t let outdated systems hold you back—embrace the future of dental plan management with Patient Plan Direct.
If you’d like to know more about our portal and how working with us could benefit your dental practice, get in touch today.