#181 Managing Membership Plans in Dentrix
from The High Performing Dental Team Hosted by Dayna Johnson
Are you managing membership plans in your dental practice but not sure if you’re doing it efficiently? In this episode, Dayna Johnson breaks down how to manage membership plans inside Dentrix—without creating chaos in your system. She walks you through the levels of membership management—from basic tracking to advanced setups—so you can choose what works best for your team. Whether you're just starting or optimizing your process, you’ll get practical, real-world tips to simplify workflows, protect profitability, and keep your data accurate. ✅ Key Takeaways: ~ Understand your practice’s unique needs for membership management ~ Learn how to track hygiene and discounts correctly ~ Avoid common Dentrix mistakes (like linking membership to insurance!) ~ Discover how to use fee schedules and custom codes effectively ~ Streamline your operations and save time using built-in Dentrix tools 💡 Free Resource: Download the Membership plan Tip Sheet to help you better manage your membership plan setup and financial tracking: 👉 https://novoneecommunity.mykajabi.com/Membership-plans-setup-dentrix ⏱️ Chapters: 00:00 Navigating Membership Plans in Dentistry 13:54 Best Practices for Managing Membership Plans 🔗 Learn more: Explore more resources and training at novonee.com Book a Discovery Call with Dayna to optimize your systems: novonee.com
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