Dental Plans & Membership Software

Build, test and run your own dental plans.

Most practices either hand a slice of every plan payment to an external provider, or run an in-house scheme on paperwork and goodwill. Lumina Admin makes membership a product you own: designed, priced, tested, enrolled and collected inside the platform that already runs your clinical workflow.

The plan lifecycle

From an idea to recurring revenue, in one place.

Admin

Design the plan

Name, monthly price, coverage rules, allowances, inclusions and exclusions.

Admin

Test it before launch

Run real treatment scenarios: what is covered, what the patient pays, what you earn.

Core

Coverage runs the workflow

Treatment plans, sessions and checkout price themselves for members.

Portal

Members pay monthly

Recurring collection handled by Lumina, reconciled against the right member automatically.

Plan builder

Coverage rules, written the way dentists think.

A plan is not a flat discount. It is two exams a year, a hygiene allowance, 20% off restorative, emergency cover, and a clear line on what is excluded. Lumina lets you express exactly that: per category, per treatment, per year, with rules for what counts towards each allowance.

Inclusions and allowances

Included exams, hygiene visit allowances, emergency cover and annual limits, with rules for what uses them up.

Category and treatment rules

20% off cosmetic, 20% off restorative, exam discounts, or coverage on a single named treatment.

Exclusions are explicit

Implants out, orthodontics out: written into the plan, so checkout never has to argue about it.

Plan builder

Maple Care · adultRM

Coverage · £18.50 a month

Rules

Add rule

Two routine exams a year

a new patient exam counts as one

Included

Two hygiene visits a year

further visits at 20% off

Allowance

Restorative · 20% off

composites, crowns, bridges

Discount

Cosmetic · 20% off

whitening, veneers

Discount

Emergency appointments

two per year, then standard fee

Included

Implants and orthodontics

excluded from all plan benefits

Excluded

Test this planSave draft

Plan tester

Test the plan before a single patient joins.

The expensive plan mistakes happen at the edges: the heavy-treatment year, the patient who uses every allowance, the discount that stacks in a way nobody intended. Run a scenario through a draft plan and see what it covers, what the patient pays and what the practice earns, before launch.

Real scenarios, real prices

Build a year of treatment from your live fee schedules and run it through the draft coverage rules.

Find the edge cases

See where allowances run out, where discounts bite hardest and which patients the plan is most generous to.

Tweak and re-run

Change an allowance or a percentage and test again. Nothing goes live until you publish.

Plan tester

Draft: Maple Care · adultRM

Scenario · heavy treatment year

2 exams · 3 hygiene · crown

2 × routine exams

included · worth £124

Covered£0

3 × hygiene visits

2 within allowance · 1 at 20% off

Partial£60

Crown · zirconia

restorative · 20% member discount

20% off£432

Patient pays over the year, incl. subscription£714 vs £889 without plan

Practice margin on scenario+£268

Adjust the hygiene allowance and re-run

Profit modelling

Know if the plan makes money before launch.

A plan that feels generous can quietly give away the most profitable treatment in the practice. Because plan rules sit on the same fee schedules, costs and margins as the rest of Lumina, Admin can compare plans against each other, and against staying with a third-party provider.

Plan against plan

Revenue per member, coverage used and margin per scenario, side by side.

In-house against third party

Model what you keep by running the scheme yourself instead of handing a provider their cut.

Stays right after price reviews

When fee schedules change, re-test the plan against the new prices in minutes.

Questions to answer before launch day

Would this plan grow revenue, or quietly give it away?

Which patients actually benefit from membership?

Which plans are too generous to keep selling?

What does each member earn the practice in a year?

How does our plan compare with a third-party scheme?

Is the monthly price still right after this year's fee review?

Enrolment and payments

Enrol members and let collection run itself.

Enrolment is a record on the patient, not a separate portal. The moment someone joins, Core treatment plans, sessions and checkout reflect their coverage, and Lumina handles recurring collection, with failed payments retried and flagged rather than silently lost.

Enrol from the patient record

Join, pause or end membership in one place. Allowance balances follow the patient across visits.

Recurring collection, reconciled

Monthly payments Lumina collects land against the right member, plan and period automatically.

Lapses become work, not surprises

A failed payment can raise a task with an owner, and pause benefits until it is resolved.

Members · Maple Care

142 activeRM

Collection · June

Members

Export

Jordan Okafor

adult · member since Mar 2025

Collected£18.50

Priya Nair

adult · member since Nov 2024

Collected£18.50

Tom Davies

adult · card declined, retry on Friday

Retrying£18.50

Ella Morgan

child · enrolment starts 1 Jul

Starts 1 Jul£8.25

138 of 142 collected · 97%

Lumina Portal

Members manage their plan from the Portal.

No mystery membership. In Lumina Portal, members see exactly what their plan includes, what they have used, what is left of each allowance and every payment they have made. When a card expires, they fix it themselves, without a phone call to reception.

See what is covered

Inclusions, discounts and allowance balances in plain English, kept current by what actually happened in Core.

Payments without the phone call

Every collection on record. Members update their card or settle a missed payment from home.

Costs are never a surprise

Estimates and checkout in the Portal show member pricing, so the bill matches what the plan promised.

My plan

Your Maple Care plan

Adult plan · £18.50 a month · member since 2024

Left this year

1 exam · 1 hygiene visit

Plan year renews 1 March 2027

Book a covered visitSee full coverage

Payments

June · £18.50 Collected

May · £18.50 Collected

Visa ·· 4242 Update card

Two exams a year

1 used · your next exam is covered

Two hygiene visits a year

1 used · further visits 20% off

20% off restorative and cosmetic

applied automatically when you pay

Build, test and run your own dental plans.

Plans

From an idea to recurring revenue, in one place.

Coverage rules, written the way dentists think.

Rules

Test the plan before a single patient joins.

2 exams · 3 hygiene · crown

Know if the plan makes money before launch.

Enrol members and let collection run itself.

Members

Members manage their plan from the Portal.

Membership is not a separate system.

Checkout already knows

Requests arrive with coverage

Built on your fee schedules

Keep the plan revenue in the practice.

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