Plan for Health
An innovative and comprehensive platform that provides patients with easy and affordable access to care without the restrictions of dental insurance

Patients avoid dental appointments for myriad reasons, but one thing is clear—delaying dental treatment can lead to more serious problems down the road. Office manager Michael Cruz knows all too well that “keeping patients visiting regularly allows us to find problems before they get out of hand.” But how can practices convince patients to visit regularly when they have no access to dental health benefits or affordable treatment? TruBlu’s Plan for Health just might be the answer.
TruBlu’s Plan for Health is a comprehensive membership program for dental practices that helps attract and retain patients, giving them access to affordable care, while reducing a practice’s reliance on insurance company reimbursements. The program also creates new revenue potential for practices while simplifying their billing and accounting practices.
With an Oral Wellness Membership Program customized to f t the needs and philosophy of each practice, Plan for Health helps Cruz “create plans that make sense for our office and standard of care.” Rather than “wasting time creating a plan from scratch,” Cruz and his fellow staff members “can focus all our energy on talking to patients about their oral health” with a platform that “makes creating a plan for any office easy.” Cruz also appreciates Plan for Health’s philosophy to provide optimum care while preserving and supporting private practice dentistry. “It’s not about selling plans,” he said. “It’s about getting and keeping patients healthy. We love that [TruBlu] puts the patient’s oral health front and center.”
Access to Care
TruBlu helps practices with marketing strategies and promotions that motivate patients to enroll in Plan for Health services. In return, patients prepay for treatment and receive customized savings on preventive and restorative care with no deductibles, annual maximums, or exclusions for procedures. Because patients are encouraged to schedule regular appointments, practices enjoy predictable schedules with fewer no-shows and less stress, and patients receive the dental care they need.
Plan for Health was evaluated by office managers, financial coordinators, and insurance billing staff members who use the plan daily in their dental practices. “Patients love that their diagnostic and preventive care is covered, and they get a discount on treatment,” shared Marisol, an appointment coordinator who said some patients compare what they spend on insurance with the cost of Plan for Health and find that “the plan is better for them.” Nancy of J Street Dental called Plan for Health “an affordable option for patients without employer benefits,” and Morgan Smith is pleased that “patients get the comprehensive care they deserve with a discount extended to those without insurance.”
Ease of Use
Created by experienced industry leaders, Plan for Health includes software training and support from the TruBlu team as well as comprehensive coaching to implement, operate, and evaluate the plan. Practices pay a monthly fee to TruBlu with no annual contract.
The evaluators were impressed with the ease of setting up the plan, the quality of the support they receive from TruBlu, the easy enrollment process, and the overall ease of operating the Plan for Health program. Previously frustrated with administrating patient referrals, Susy Fontes is grateful that the Plan for Health “platform is simple” and said, “It is easy to sign up and keep track in our own dental software.” Julie B. called it “very user-friendly,” and Jenny K. was pleased that it “takes less than 10 minutes to sign patients up.” Erin at Great Oaks Dentistry enjoys the user-friendly website and said the program “helped us create a plan value as a great option for uninsured members,” and Smith said the website is “easy to navigate and allows patients to enroll from home.”
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"We create plans that make sense for our offi ce and standard of care"
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"[I appreciate] the opportunity to offer something so beneficial to patients and the practice.."
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"The website is easy to navigate and allows patients to enroll from home"
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Michael Cruz, Office Manager Las Vegas, NV |
Susy Fontes, RDA, Operations Manager Mountain View, CA |
Morgan Smith, Clinical Director Dayton, OH |
“Patients love that their diagnostic and preventive care is covered, and they get a discount on treatment.”
—Marisol, Appointment Coordinator; Walnut Creek, CA
Practice Benefits
With an automated payment process, Plan for Health provides secure transactions that are easy to reconcile, with fees and plan pricing strategies unique to each practice. The membership program coordinates with practice management software, and key performance indicators help evaluate the program’s effectiveness.
Having experienced “accounting issues with a previous in-house loyalty plan,” Jenny experiences “no accounting errors, and all monies are easily tracked and allocated” with Plan for Health. Nancy appreciates the “very straightforward fees for our practice and the ease of understanding the cost of offering the plans to our patients.” Cruz would like to see direct integration with Eaglesoft in the future.
Overall Satisfaction
Impressed with Plan for Health’s ability to improve access to care for patients, Cruz said it gives him and his colleagues “a way to talk to patients about their oral health without the need for dental insurance, while also making it affordable.” Fontes and her team enjoy “the opportunity to offer something so beneficial to patients and the practice.”
Takeaways
• Plans offer savings on dental care with no deductibles, annual maximums, or exclusions
• Oral Wellness Membership Program is customized for each practice
• Practice-specific fee analysis, automated payment process, and KPIs encourage productivity
• Program coordinates with practice management software
• TruBlu assists with marketing strategies, setup, and staff support and training









