dentistry of university pointe
west chester, oh

Simplifying Care for Patients and Teams

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The Challenge: Balancing Insurance Changes and Patient Retention

Dentistry at University Pointe, led by long-time Office Manager and VP of the Tri-State Dental Managers Community, Angie Coffey, has proudly served the West Chester area for more than two decades.

Like many dental offices, they wanted to make care affordable and accessible, especially for retirees, small business employees, and uninsured patients. But as insurance reimbursements shrank and administrative hurdles grew, Angie’s team faced an all-too-common challenge: how to keep patients loyal and schedules full while reducing dependence on insurance.

Before DentalHQ, their in-office membership plan was managed manually. Renewal reminders, billing updates, and payment tracking required constant attention. “We used to do everything through Dentrix with continuing care codes,” Angie said. “It worked, but it was a lot to keep up with.”


The Solution: Automating and Expanding with DentalHQ

After years of managing their membership plan by hand, Angie’s team was ready for a better way. DentalHQ offered exactly that: an automated platform that made managing renewals, payments, and communication effortless.

“The changeover was seamless,” Angie shared. “Patients got notifications automatically, renewals happened on time, and it completely took the manual work off our plate.”
The automation freed Angie’s team to focus on what mattered most: their patients. With DentalHQ, they could easily enroll patients, offer flexible payment options, and track memberships in one place.

And when patients were hesitant about entering credit card details online, DentalHQ’s flexibility made it easy to accommodate them. “Most of our patients pay through the portal, but for those who prefer to pay in person, we can still track everything in the platform. It’s the best of both worlds.”


“The changeover was seamless,” Angie shared. “Patients got notifications automatically, renewals happened on time, and it completely took the manual work off our plate.”

The Results: Stronger Retention, Higher Treatment Acceptance, and Happier Patients

Since implementing DentalHQ, the office has seen stronger patient retention and growing plan participation.

  • 95% of patients were retained even after the office dropped a major insurance provider.
  • 50+% of their yearly membership goal was met in just two months.
  • Higher treatment acceptance among retirees and self-employed patients, driven by transparent pricing and discounts on all services.

Angie credits the plan for helping more patients get the care they need, especially those previously limited by insurance. “We have more patients moving forward with treatment because they know what they’re paying up front,” she said. “They don’t have to wait for approvals or worry about maximums. It’s simpler and more affordable.”

“We have more patients moving forward with treatment because they know what they’re paying up front,” she said. “They don’t have to wait for approvals or worry about maximums. It’s simpler and more affordable.”

The Future: Team Buy-In and Business Growth

Angie’s team meets daily for morning huddles, where membership plan conversations are now a routine part of patient prep. “When someone calls and says they don’t have insurance, that’s the first thing we tell them about,” she said. “Our team fully believes in it.”

She also sees huge potential for growth through DentalHQ’s BusinessCONNECT™ tool, which allows small business owners to enroll their employees in the office’s membership plan. “We already have small business owners using the plan for their teams,” Angie said. “It’s such an easy, affordable benefit for them.”

Her advice for other offices? “Your patients are looking for something like this. Don’t be afraid to offer it. It’s built our patient base and helped us retain patients who otherwise might have left.”


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