Amy Shoumer, DMD
How one practice automated their in-house plan, improved patient engagement, and cut time with Kleer and Membersy
Practice Profile
1
dentists
2
locations
187
members
$272,000
in subscription revenue
Reason for Kleer
Amy Shoumer’s team was looking for a way to streamline their in-house plan that was manual, difficult to manage, and truly a burden to the office staff. Their goal was to find a trusted membership plan partner to strengthen practice performance, and Kleer and Membersy helped them get there.
- Provide patients with a streamlined coverage alternative
- Reduce manual membership plan payment and benefit tracking
- Increase patient engagement and satisfaction
“We wanted something clean cut and pristine that was easy to understand and that's what [Kleer and Membersy] is to us."
The Solution
Eliminate insurance reimbursement delays for patients
Amy Shoumer’s practice only accepted a few insurance policies, which left patients paying out of pocket for essential care and waiting on reimbursements from their provider. With Kleer and Membersy, patients are able to access coverage and care immediately, so there are no waiting periods, claim submissions, or reimbursement delays — fostering a more positive patient experience.
Ability to catch missed membership payments and automate follow-up
While managing the legacy plan, there were multiple instances of missed payments and benefits going unnoticed and unrecorded. Tracking and reporting was done manually, in a binder, making it impossible to manage accurately. Now the team can automatically track member benefits used and remaining in the Practice Portal. Patients also receive email notifications to remind them of upcoming payments and to help resolve payment issues, so their team doesn’t have to.
Provide greater membership plan support to their team
Not having a go-to plan expert, put a toll on the team. Switching to Kleer and Membersy was effortless, thanks to their dedication to onboarding and success. Kleer and Membersy helped with everything from repricing and restructuring Dr. Shoumer’s existing plan to team training on how to utilize the Practice Portal and best engage patients. Plus, the team has continued support whenever they need it.
The Results
Greater patient engagement, resulting in 2X more production
Dr. Shoumer’s membership patients show the highest engagement, with 91% of active patients having a scheduled visit, compared to 80% for insured, and just 44% for uninsured. These patients average more visits (2.6) and procedures (5.6) per patient, leading to the highest gross production ($1,499.88) and collections ($1,217.55). Members demonstrate higher plan utilization and ROI compared to uninsured who exhibit the lowest engagement, underscoring the challenges of not having a coverage benefit.
Dropped their last two PPOs with no impact to patient retention
The support and results from Kleer and Membersy gave Dr. Shoumer’s team the confidence to go fully fee-for-services without the fear of losing patients. Their office is now driving continued patient loyalty exclusively through their Kleer and Membersy powered membership plan — making it easy for patients to stay with the practice they love.
“We really love having [Kleer and Membersy] in our office and I definitely think it's something that will stay with us in the entirety of our office life.”
Justine
Office Associate and Patient Coordinator
A better membership plan to help improve treatment acceptance and grow your practice.
Don’t settle for the status quo. Save time and reduce headaches with an easy-to-manage membership plan. Get started for free today.
Get started, today.
Our experts will show you how our advanced, cloud-based membership plan platform—coupled with resources, tools and support from the experts at Kleer, can bring your practice phenomenal results.
+
more visits
+
more treatment accepted
+
more production
+
more collections