Case Study: Heritage Dental Transitions to Fee-for-Service with Kleer

Heritage Dental Successfully Transitions to Fee-for-Service with Kleer

Heritage Dental, a one-office, two-dentist practice in Lady Lake, FL serving more than 3,200 patients, needed a better alternative for its large uninsured population and support for its planned move away from PPOs. After a frustrating year with a competitor’s membership plan, the practice turned to Kleer for a dental membership plan solution that could help support its transition to fee-for-service care.

With Kleer, Heritage Dental used onboarding, training materials, dedicated support, and free marketing tools to build and promote its membership plan across in-office, email, social, and print channels. The results were strong: within five months, Kleer helped Heritage Dental enroll 170 members, generate $83,009 in recurring annual revenue, achieve a 60% increase in members versus its prior vendor, and successfully transition to a fee-for-service practice.

Heritage Dental

Jennifer Tyler

Office Manager