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Dental shelf · Companion page

The Uninsured Patient List

Price, Offer and Run an In-House Dental Membership Plan, and Know Whether It Pays

Book coming soon

Everything the book points to is here, chapter by chapter. The page is free, has no forms, and doesn't need an account or an email address. It stays at this address after the book is printed, and it's where corrections go.

Chapter by chapter

Each chapter's resource callout points here. The worksheets are free PDFs that print on US Letter, with no form to fill in first. The same blank sheets are printed in Appendix A of the book.

Part I · The patients who pay their own way

  3. Chapter 3: What the Plan Would Really Earn

Part II · Building the plan

  2. Chapter 5: A Fee from Your Own Fee Schedule

  3. Chapter 6: The Members Who Were Already Coming

Part III · Running the plan

  2. Chapter 10: The Member Record

Chapters 3, 5, 6, 7 and 10 · Appendices B and C

The membership plan calculator

It sets each member's first plan year against what the same patient paid the year before, segment by segment, and prints every line of Appendix C: the baseline year, what a member brings, the cost per member, the change per member, the plan floor, the break-even fee for each kind of patient, the break-even mix, and the same plan billed monthly. A fuller view, with more treatment by members, is there too, labelled as a guess and kept out of the floor. It runs in your browser and takes totals only. The Kestrel Park example loads first and reproduces Appendix B to the cent.

Open the calculator

Worksheets and records (Appendix A)

Blank versions of the sheets built in each chapter, plus a filled copy of A3 for the book's composite practice. Each one takes counts, fees and totals only; none needs a patient's name. Each is a free PDF that prints on US Letter and holds up in black and white. There's no form, no email and nothing to sign up for. Four are in review. A4, the included-services sheet, waits for a dentist reviewer, as Chapter 4 says it should. A7 and A8 touch plan terms and the checks before launch, so they wait for the insurance-law reviewer, as the rules pages do. A9, the offer map, opens with the consent check, so it waits for the regulatory reviewer. All four blanks are in Appendix A of the book.

Dated and planned pages

Anything that changes after printing lives on a dated web page instead of in the book. These are the eleven pages the book routes to the web. The calculator and the benchmark page are live. The rest have a page at their address that says what they will carry and who is reviewing them, and nothing more yet. The consent, calling and privacy pages were written for The Inactive Patient List, and the checkout guide for The Overdue Patient List; this book links to them rather than repeating them.

The rules pages and the guides need a qualified reviewer. No page about whether a plan is insurance where you practice, what its agreement must say, consent, calling and texting rules or privacy will go up until the reviewer named below has read it, and each will carry its review date and reviewer. The book gives no legal advice, and this page doesn't summarise those rules in the meantime.

Errata and updates

None yet. The book isn't published. Corrections will be listed here with the date and the exact change, as the editorial policy describes.

What's next

The current list of books in this series, kept up to date. See the catalogue.

The Letter

Occasional news of new books, tools and corrections. About The Letter.

Help with the work

If you'd rather have someone help make the change, see Services. Any business connection to the author is disclosed there.