Patient Plan Direct Integration now Live

Medfin x Patient Plan Direct: Your PPD Data is Now Inside Medfin

Dental practices running membership plans have always faced the same frustration: your plan data lives in one system, your financials in another. Getting a clear picture of your business means logging into multiple platforms, exporting spreadsheets, and reconciling numbers manually. It's time-consuming, error-prone, and frankly — it shouldn't have to be this way.

Today, that changes.

The Integration is Live

Medfin now integrates directly with Patient Plan Direct (PPD), one of the UK's leading dental membership plan providers. If your practice runs membership plans through PPD, your data now flows automatically into Medfin — no exports, no manual reconciliation, no switching between systems.

This is the first plan provider we've brought into the Medfin platform. Early feedback from customers speaks for itself — and there are many more integrations to come.

What You Can Now See in Medfin

Once connected, your PPD data sits alongside the rest of your practice financials inside Medfin, giving you a single, unified view of your business. Here's what that looks like in practice:

• Monthly Recurring Revenue from your membership plans, updated in real time
• Active plan patients and how that number is moving month on month
• New joiners, cancellations, churn rate, and net growth — all in one dashboard
• A full breakdown by plan type and by practitioner, so you know exactly where your membership revenue is coming from
• Plan patient movement over time, so you can spot trends before they become problems

This is data that previously lived in a silo. Now it's part of your financial intelligence layer — informing decisions across your entire dental business.

Why This Matters

Membership plans are one of the most reliable and predictable revenue streams in a dental practice. But without visibility into how that revenue is performing — plan by plan, practitioner by practitioner — you're making decisions with incomplete information.

Medfin is built to be the financial intelligence layer across your dental business. That means bringing every data source that matters into one place, so dental groups and practices can move faster and with more confidence.

The PPD integration is a significant step towards that — and it's just the beginning.

Who Can Access It

The PPD integration is available now to all practices running membership plans through Patient Plan Direct.

Already a Medfin customer? Reach out to us directly and we'll get you connected — it takes minutes.

Not using Medfin yet? We'd love to show you what your PPD data looks like inside the platform. Book a demo by clicking here and we'll walk you through it.