Care Plan Subscriptions — Module Specification

/modules/care-plan-subscriptions

Page purpose (Design Standard — non‑negotiable)

This page positions Care Plan Subscriptions as Primoro’s in‑house membership engine — enabling practices to run their own fully branded dental care plans without relying on third‑party providers.

It must clearly communicate that practices can:

• run their own plans, under their own brand, pricing and terms
• automate enrolment, Direct Debit billing, entitlements and recalls
• improve patient retention and preventive attendance
• save money by avoiding ongoing commissions charged by external care‑plan providers

This page must communicate

• Care Plan Subscriptions is an optional ROADMAP module in Primoro’s Membership suite
• Membership plans are owned, branded, and controlled by the practice
• Subscription billing is automated via Direct Debit (GoCardless)
• Entitlements, reminders, renewals and missed usage are enforced consistently by the platform
• The Primoro patient mobile app is the default member experience

This page is not

• a generic payment plan feature
• a third‑party membership resale
• a discount‑only scheme (discounts are optional and configurable)

Tone: confident, practical, governance‑safe. Outcome‑led, not technical.

Hero

Care Plan Subscriptions — run your own plans, keep more revenue

Create and manage fully branded dental membership plans — with automated billing, recalls, and entitlements — all inside Primoro.

Care Plan Subscriptions lets practices replace third‑party schemes with their own in‑house plans, improving patient loyalty while keeping recurring revenue under their control.

CTAs → Request a demo (/request-a-demo) → Explore the Primoro Platform

What Care Plan Subscriptions does

Care Plan Subscriptions enables practices to design, launch, and manage their own dental membership plans — covering routine care such as examinations, hygiene visits, and emergency consultations — for a fixed recurring fee.

Unlike external providers, plans are:

• branded as the practice’s own offering
• priced and structured by the practice
• governed by the practice’s own terms

Patients join and manage their membership primarily through the Primoro patient mobile app, while staff maintain full visibility and control via the Primoro Portal.

Core capabilities (Design Standard)

1) Branded plan creation & ownership

• Create multiple plan tiers (e.g. Basic / Standard / Premium / Family)
• Define pricing, billing cycle (monthly or annual), and included services
• Configure optional discounts, emergency allowances, family coverage, and optional plan terms such as treatment discounts and additional benefits (for example, worldwide dental insurance or protection, where offered by the practice)
• Plans are presented to patients under the practice’s own brand, not a third‑party scheme

This preserves patient trust and reinforces long‑term loyalty to the practice.

2) Direct Debit billing & contract automation

• Memberships are billed automatically via Direct Debit
• Patients set up a secure mandate during enrolment
• Digital Terms & Conditions are accepted and signed in‑app
• Signed membership agreements are stored and accessible to both patient and practice

Recurring income is predictable, compliant, and requires minimal administration.

3) Eligibility & contribution rules

• Enrolment is gated by clinical eligibility (e.g. recent exam and hygiene)
• Practices can enforce contribution rules (e.g. minimum payments before benefits unlock)
• These rules are applied automatically and consistently across all members

This ensures fairness for both patient and practice.

4) Entitlements & usage tracking

• Track included services in real time (exams, hygiene, emergency visits)
• Entitlements decrement automatically when services are delivered
• Unused entitlements do not roll over and do not convert into monetary credit

Patients and staff always see exactly what has been used and what remains.

5) Recall‑aligned booking window & automated reminders (key behaviour)

Care Plan Subscriptions tightly links entitlements to recall scheduling.

Booking window logic

• Each included service has a defined due date based on the care plan
• Patients may book an included appointment within one month either side of the due date
• Coverage applies only inside this booking window

Automated reminders

• If the patient does not already have an appointment in the diary within the window, the system automatically prompts them to book
• Reminders are delivered app‑first, with fallbacks handled via the Communication Hub

Missed entitlement rule

• If the booking window closes without an appointment being booked or attended:
• the entitlement is marked as Missed
• the entitlement is forfeited for that plan year
• Patients are clearly informed that failing to book in time may result in losing that included service

This approach improves attendance while setting clear, fair boundaries.

6) Patient self‑service experience

Through the Primoro patient mobile app, members have full, transparent access to their care plan and can manage it without needing to contact the practice.

Patients can:

• view plan details, including plan name, included services, and term information
• track payments, see how much they pay, and see when upcoming Direct Debit payments are due
• view renewal details, including plan anniversary dates and renewal status
• access and download their signed care plan contract and related documents at any time
• receive reminders to book included services within the allowed booking window
• request changes to their plan (such as upgrades or switches) at the appropriate points, in line with practice rules (for example, at renewal or when permitted by the plan terms)

This self‑service approach reduces inbound administrative queries, improves patient confidence, and makes the value of the care plan clear at all times.

7) Staff dashboards & chairside prompts

• Membership dashboards show:
• active members
• upcoming renewals
• failed payments
• unused or missed entitlements
• Chairside prompts (tablet) highlight when a patient is eligible for a plan
• Interest can be handed off seamlessly to reception for enrolment

How it fits within Primoro

Care Plan Subscriptions (ROADMAP → Membership) works across the platform:

• Appointment Manager — diary checks and booking enforcement
• Communication Hub — reminders, alerts, and follow‑ups
• Document Hub — membership contracts and records
• Smart Dashboards — operational visibility
• Financial Insights (optional) — recurring revenue and retention metrics
• Campaign Manager (optional) — promoting plans to eligible patients
• Recall & Reconnect — recall logic supplied with plan rules

Value for the practice

By running care plans in‑house, practices benefit from:

• Higher retention through prepaid preventive care
• Predictable recurring income month‑to‑month
• Improved margins by avoiding third‑party commissions
• Lower admin overhead through automation
• A stronger, practice‑owned patient relationship

Frequently asked questions

Are these plans branded to the practice?

Yes. All care plans are fully branded and presented as the practice’s own offering, including plan names, pricing, and terms.

Can practices include optional benefits like treatment discounts or insurance?

Yes. Practices can optionally include different plan terms such as treatment discounts, emergency allowances, or additional benefits (for example, worldwide dental insurance or protection), where they choose to offer them. These options are defined by the practice and made clear to patients.

Can patients see their payments and when they’re due?

Yes. Patients can view how much they pay, their payment history, and when upcoming Direct Debit payments are due directly within the Primoro patient mobile app.

Can patients access their care plan contract and documents?

Yes. Patients can view and download their signed care plan contract and related documents at any time within the mobile app.

Do patients have to book within a specific time window?

Yes. Included appointments must be booked and attended within one month either side of the due date to be covered under the plan.

What happens if a patient doesn’t book in time?

If the booking window closes without an appointment being booked or attended, the entitlement is marked as Missed and forfeited for that plan year.

Can patients change or upgrade their plan?

Yes. Patients can request plan changes, such as upgrades or switches, at the appropriate points — typically at renewal or where allowed by the practice’s plan rules.

Do unused visits roll over or convert into credit?

No. Unused entitlements do not roll over into future plan years and do not convert into credit.

Final CTA

Run your own care plans — improve loyalty, stabilise income, and keep more of what you earn.

→ Request a demo (/request-a-demo) → Explore the Primoro Platform

Module Specification v1.0

Aligned to Design Standard and ROADMAP → Membership suite