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BOCA DIRECT / IN DEVELOPMENT

BOCA Direct

Membership Management Software for Independent Dental Practices

THE PRACTICE DEFINES THE PROGRAM

Direct helps run the membership business.

Direct coordinates the recurring work that keeps the program organized from enrollment through renewal.

01 / THE MEMBERSHIP BUSINESS

A membership program becomes an ongoing business to operate.

A practice can define its own membership program—what it costs, what it includes, and how it works. For patients, the program can provide discounted preventive care and, if the practice chooses, savings on additional treatment without relying on traditional dental insurance.

Once patients enroll, the practice has recurring work to manage: payments, benefits, communication, renewals, and membership records.

BOCA Direct is being developed to bring that work into one coordinated system.

  1. 01

    DEFINE THE PROGRAM

    Fees, benefits, terms, and payment options.

  2. 02

    ENROLL

    Patients join the practice's program.

  3. 03

    MANAGE PAYMENTS

    Recurring payments and membership status.

  4. 04

    TRACK BENEFITS

    Included care, benefit use, and membership dates.

  5. 05

    RENEW & RETAIN

    Renewals, communication, and continued membership.

02 / OPERATING THE PROGRAM

Membership programs change. The record has to keep up.

Payments change. Visits are missed. Benefits are used. Renewals approach. Members have questions. Staff changes.

None of these situations is unusual. Together, they create the ordinary work of operating a membership program.

BOCA Direct is being developed to keep the program’s terms, payment status, benefit use, communication, and membership activity organized in one place.

The practice should be able to understand where a membership stands and what needs attention without relying on one employee’s memory or reconstructing the history from disconnected systems.

PROGRAM ACTIVITY

  • Payment change
  • Missed visit
  • Benefit used
  • Renewal approaching
  • Member communication
  • Staff change

BOCA DIRECT

Organize the current state of the membership.

PRACTICE VISIBILITY

  • Current membership status
  • Relevant terms and activity
  • What needs attention
See how Direct could handle a missed visit

If a member misses or cancels an included preventive visit—or the practice needs to reschedule it—the practice may allow that visit to be rescheduled within a defined period. Direct could track that opportunity, communicate it to the member, remind them as the deadline approaches, and preserve a clear record of what occurred.

If the visit is later rescheduled, completed, or the available benefit expires, the record can reflect that change. Any authorized member of the team can then see the same current history without having to reconstruct what happened from memory, notes, or disconnected systems.

03 / MEMBERSHIP CONTINUITY

Membership continuity depends on follow-through.

A missed visit, failed payment, unused benefit, or approaching renewal does not necessarily mean a member wants to leave. These are ordinary moments when timely follow-through can matter.

BOCA Direct is being developed to recognize what needs attention, apply the practice’s established rules, keep the member and practice informed, preserve a clear history, and coordinate appropriate follow-up.

Clear terms, deadlines, grace periods, and communications can help keep avoidable administrative gaps from becoming unnecessary cancellations, missed care, or damaged membership relationships.

ATTENTION MOMENTS

  • Missed visit
  • Practice-initiated reschedule
  • Failed payment
  • Unused benefit
  • Renewal approaching
  • Lapsed communication

BOCA DIRECT

  • Recognize what needs attention
  • Apply the practice’s established rules
  • Coordinate communication and follow-through
  • Preserve current status and history

Guided by the practice’s terms, deadlines, grace periods, and established policies.

POSSIBLE CONTINUITY OUTCOMES

  • Care reconnected
  • Payment resolved
  • Renewal completed
  • Membership maintained
Why does continuity matter as a membership program grows?

A small membership program may be manageable with reminders, spreadsheets, and staff memory. As participation grows, the practice may be coordinating different enrollment dates, renewals, payments, benefits, missed visits, rescheduling, and communications across dozens or hundreds of members.

That becomes harder to manage consistently when the process depends on one person knowing what happened and what needs to happen next. BOCA Direct is being developed to make the membership program more system-dependent and less person-dependent—so information and follow-through remain organized as participation grows or staff changes.

Continuity can also have value beyond the membership payment itself. Keeping members engaged in preventive care supports the hygiene side of the practice and creates recurring opportunities for exams, diagnosis, and treatment follow-through. Direct cannot guarantee retention, production, or treatment, but reducing avoidable breaks in that cycle can help preserve more of the value the membership program creates.

04 / WHY DIRECT COMES FIRST

Start with a product practices have a reason to use today.

BOCA Direct is being developed to solve a present-day problem for independent dental practices: operating membership programs consistently as participation grows.

Its commercial case has to stand on the value it provides those practices.

Practices should not need to adopt BOCA Prime, understand future technical architecture, or support the larger BOCA thesis to benefit from Direct.

As Direct earns adoption, its use in participating practices can also provide Cadmus with experience inside membership operations and appropriately permissioned evidence about how those programs perform.

It can also help build a growing network of practices and member patients connected to the work.

Together, that experience, evidence, and network can give the larger BOCA project a stronger foundation: helping Cadmus refine Prime’s economic and operating assumptions while building relationships with the practices and patients a future coverage model would ultimately depend on.

BOCA DIRECT

Standalone commercial product

OPERATING EXPERIENCE

See how membership programs operate in real practice settings.

REAL-WORLD EVIDENCE

Learn from appropriately permissioned evidence about how those programs perform.

PARTICIPANT NETWORK

Build relationships with practices and member patients through a product they have a reason to use today.

INFORM THE LARGER BOCA PROJECT

Experience, evidence and participant relationships from Direct can challenge assumptions and help Cadmus make better-informed decisions about what deserves to come next.

How can Direct strengthen the starting point for Prime?

Evidence foundation

Cadmus has already developed substantial hypotheses and design work around BOCA Prime, but important economic and operating decisions still require further research, modeling, and validation.

With appropriate permissions and safeguards, Direct could provide evidence from membership activity across participating practices—including practice-established fees, membership pricing and discounts, benefit utilization, geographic differences, payment continuity, renewals, and program performance.

That evidence could help Cadmus test assumptions against real-world experience, understand how dental costs and membership behavior vary across markets, and make better-informed decisions about Prime’s economic and operating parameters.

A membership population cannot answer every question a coverage model must resolve. Prime’s contribution structure, spending, reserves, utilization assumptions, legal and regulatory structure, clinical safeguards, and operating responsibilities will still require broader evidence and continued development. Direct can give that work a stronger real-world foundation.

Participation foundation

A future coverage model also requires practices willing to deliver care through it and patients willing to participate. Direct gives Cadmus a practical way to begin building those relationships through a product they have a reason to use today.

As Direct grows, practices and member patients can gain firsthand experience with BOCA technology, provide feedback where appropriate, and become part of a broader network from which voluntary research and potential future participation could emerge.

Using Direct would not commit a practice or patient to BOCA Prime. The strategic value comes from establishing relationships before the larger model is ready to ask for participation—and giving Cadmus an opportunity to earn familiarity and trust through something useful first.

Any research or future participation would remain voluntary and separately permissioned.

05 / HELP SHAPE THE WORK

Connect with Cadmus.

Independent practices interested in BOCA Direct, potential participation, or the larger direction of BOCA are welcome to connect with Cadmus.

Talk with Cadmus