Medfin and PPD Integration: A Smarter Way to Manage Your Practice

At Patient Plan Direct, we’ve always believed that managing dental plans should be simple, efficient, and fully connected. Following our acquisition by Agilio Software in January 2026, we’ve strengthened that commitment – focusing on meaningful collaborations and integrations that genuinely improve how dental practices operate.

This month, we’re excited to announce our latest step forward: Patient Plan Direct is now fully integrated with Medfin! We are the first plan provider to achieve integration thanks to our cloud-based portal and API.

A Seamless Flow of Data

If your practice runs membership plans through Patient Plan Direct, your data now flows automatically into Medfin. That means:

• No exports
• No manual reconciliation
• No switching between systems

Everything sits together in one place, giving you a clearer, more accurate view of your business.

What This Means for Your Practice

Once connected to Medfin, you’ll be able to access the powerful insights available in your PPD portal, which instantly flow to Medfin, including:

• Monthly Recurring Revenue, updated in real time.
• Active plan patient numbers and how they’re changing month-on-month.
• New joiners, cancellations, churn rate, and net growth, all in one dashboard.
• Breakdowns by plan type and practitioner.
• Patient movement over time, helping you spot trends early.

This data, broken down per clinician, sits alongside your wider financial and operational data in Medfin, giving you a single, unified view of your practice and its performance.

Why This Matters

Running a dental practice involves making constant decisions. But too often, those decisions are based on fragmented information – spread across systems, spreadsheets, and portals.

This integration is part of a bigger vision for Medfin: connecting every key data source in UK dentistry. Now we have all the following working together, in real time:

• Practice management system.
• Accounting software.
• Open banking data.
• Plan provider data.
• CRM.

We’re also continuing to invest in further collaborations and integrations at Patient Plan Direct to enhance the experience we offer our clients. There’s plenty happening behind the scenes, and we’re excited to share more updates very soon!

Want to Learn More?

If you’re an existing client and would like to explore Medfin, contact our client services team, and they will assist in connecting your practice portal to Medfin to reap its benefits.

If you’re not yet working with Patient Plan Direct but want to see how we can support your practice, contact us today to discuss your needs and discover how our plan solutions can help enhance the day-to-day running of your dental practice.