How have other practices found the Simple Switch process?

Put simply, they’ve found it simple… because it is!

But don’t take our word for it – listen to the experience of some of our happy client practices and how they found the process, our support, and a very successful outcome in the videos below.

You can also read many more of our other provider transfer success stories.

Success Stories

The Simple Switch process

The Simple Switch process is very simple. Most plan providers require three months’ notice if a practice intends to move their plan management to another provider. Once notice is given, a communication is sent to patients to inform them of the changes. Thereafter, everything else is managed in the background in line with the notice period. At the appropriate time, collections stop with the previous provider and begin with the new one in the following month – with no break in any cover for patients.

Agree on a plan strategy
and transfer timeline

Our team will work with you to identify a plan strategy unique to your practice, providing the support required to achieve these objectives. We will also set out a transfer timeline.

1

Provide your current
provider with notice

We’ll prepare the necessary notice letter and inform your plan provider of the transfer process and timings. All you need to do is sign a letter – simple.

2

Informing patients
of the changes

We will ensure the transferis communicated positively and clearly to patients and that there is no action required from them. We will arrange and pay for the mailing to your patients.

3

Team
Training

We fully train your practice team in all aspects of the PPD service, A&E scheme, systems, and the timing of the transfer.

4

The bulk
change process

Sit back and relax whilst we liaise with your existing provider and the banks to manage the transfer of patient Direct Debits in the background – completely hassle-free.

5

Expert support
and Huge cost savings

Enjoy huge cost savings thanks to our low admin fees, alongside expert support, training and marketing resources to ensure you achieve plan success.

6

Get In Touch

The Simple Switch process

Agree on a plan strategy
and transfer timeline

Our Business Development team will answer all your questions in relation to the process, our award-winning service and the savings your practice could make. We want to ensure you’re comfortable making the move to let us administer your patient plan.

1

Provide your current
provider with notice

Once you’ve decided a transfer is the right move for your practice and your patients, we’ll help you to determine a transfer date and take the simple steps to give your existing provider any required service termination notice.

2

Informing patients
of the changes

We will ensure your team is
fully trained in all aspects of
the PPD service and systems,
what the transfer means for
your practice and any common
questions they may face from
patients.

3

Team
Training

We fully train your practice team in all aspects of the PPD service, A&E scheme, systems, and the timing of the transfer.

4

The bulk
change process

Sit back and relax whilst we liaise with your existing provider and the banks to manage the transfer of patient Direct Debits in the background – completely hassle-free.

5

Huge
cost savings

Enjoy huge cost savings thanks to our low admin fees, alongside expert support, training and marketing resources to ensure you achieve plan success.

6

Get In Touch

How does Simple Switch make switching plan provider so straight forward?

Where historically a transfer of plan provider was managed by writing to patients and asking them to complete a new direct debit mandate, Simple Switch utilises the bulk change process. The bulk change process is an established and proven banking facility offered by the direct debit scheme provider, Bacs.

This means that with Simple Switch, the transfer of direct debits between providers is managed in the background – a simple letter to patients to inform them of the changes is all that is required. This approach takes away the hassle for patients and any administration or uncertainty for a practice. Practices no longer have to feel tied to a provider, now that a far simpler process is available.

Before now, utilising bulk change in the dental plan provider marketplace was difficult. Some providers refused to cooperate. However, a recent rule change enforced by PayUK and the Payment Systems Regulator (PSR), forced providers to register with Bacs and agree to utilise the bulk change process, ensuring a fair and level playing field.

Get In Touch

Why consider switching to Patient Plan Direct?

Patient Plan Direct is far more than just a ‘low-cost plan provider’. Yes, our admin fees are significantly lower than other plan providers but as we reach 15-years of serving the dental industry, we have established ourselves as one of the leading providers in the market.

We offer unrivalled client services and access to dedicated Account and Business Development Managers who deliver expert support, training, marketing assistance and much more. Our online client portal offers real-time plan insights, financial forecasting and a digital patient plan sign-up process.  Our low admin fees… well they’re just the cherry on the cake.

Want to find out more?

We are running a series of free, 30-minute webinars in March and April, to help practices understand more about the Simple Switch process and the expert support we provide. For more information, and to register click here  

If you can’t wait until then, why not book an exploratory meeting with one of our team by filling in the form below.

Book a meeting to explore Simple Switch

    Looking for help? Get in touch with us

    PPD-Icon3