Part 3 of 3: Flex Insights Dashboards: Treatment Dashboard
Open Dental practices capture unscheduled treatment by seeing who is waiting, knowing what the care is worth, and reaching out while the plan is still fresh. Flex’s Treatment Dashboard puts all three in one place. Built into Insights and powered by your Open Dental data, it counts patients with unscheduled treatment, tracks Case Acceptance, and shows the dollar value still waiting, with a text to those patients a few clicks away.
Part 1 covered the Executive Dashboard, and Part 2 covered Recare. Part 3 turns to the care your team has already diagnosed.
The Exam: a patient leaves their hygiene visit with a treatment plan and every intention of booking.
The Plan: weeks pass, life gets busy, and the procedures sit in Open Dental with no future appointment attached.
The Treatment Dashboard: with Open Dental and Flex Dental Solutions, your team sees exactly who is waiting and what their care is worth, so the first follow-up goes to the patient who needs it most.
The care was found, entered, and presented. The patient promised to call in a couple of days, and when the days passed, so did the follow-up.
Diagnosed care only helps a patient, and your practice, once it is on the schedule.
Four metrics, one screen:
Text the patients, right from the Flex Insights Dashboard. In many practices, unscheduled treatment lives in a report nobody has time to run, or in one team member’s memory, and a plan that felt certain on exam day slowly goes quiet. For Open Dental practices using Flex, the number is already on the dashboard, and the patients behind it are one click away.
With FlexSchedule, your message can carry a scheduling link to online booking, so a patient who is ready to say yes can book right from the text.
Prefer to share the load? On the Top 25 list, Assign hands a patient to the team member who knows them best, and Assign All sends the full list at once. Everything lands in the Tasks panel, so everyone knows who owns each follow-up, whether it ends in a text, a call, or a conversation at their upcoming appointment.
Watch Case Acceptance and Unscheduled Treatment Value on the Flex Insights Treatment Dashboard. Case Acceptance shows what share of treatment-planned procedures landed on a future appointment this month, by provider, so a soft month points to a specific conversation instead of the whole practice. Unscheduled Treatment Value puts a dollar figure on what is still waiting, so you can see whether the gap is closing.
A dip in Case Acceptance is a cue to look inward: how is treatment being presented, and could your team use some coaching? If you aren’t presenting treatment with Flex yet, start today. It’s included in every Flex subscription.
For patients held back by cost, Flex offers payment options, and practices using FlexPayments, powered by Stripe, can add Buy Now, Pay Later, so patients can accept care with peace of mind.
The Treatment Dashboard answers one question: how much of the care we diagnosed is on the calendar? Because it works from your Open Dental data, the answer is waiting on the dashboard when your team opens it, with the next step one click away.
That is how Flex helps practices keep schedules full: the Executive Dashboard shows the big picture, Recare brings patients back, and Treatment fills the schedule with care you have already diagnosed.
| Question | Metric | What You Get |
| Who is waiting? | Patients with Unscheduled Treatment | The count of patients still needing a next step |
| Is planned care landing on the schedule? | Case Acceptance | The share of planned procedures booked, by provider |
| What is the gap worth? | Unscheduled Treatment Value | The dollar value still waiting |
| Who do we reach first? | Top 25 Patients | Your highest-value patients to contact |
Every diagnosed treatment plan deserves a next step. How much diagnosed treatment is one text away from your schedule? Find out how the Treatment Dashboard puts it within reach. Book a Demo.
What is the Flex Treatment Dashboard?
A view inside Flex Insights that uses your Open Dental data to measure treatment conversion and follow up on diagnosed care that has not been scheduled.
What does the Treatment Dashboard track?
Patients with Unscheduled Treatment, Case Acceptance, Unscheduled Treatment Value, and the Top 25 Patients with Outstanding Treatment Value. Case Acceptance and Unscheduled Treatment Value can be viewed as a number or a graph.
How does Flex help me reach patients with unscheduled treatment?
From the Treatment Dashboard, one click opens a ready-made list of patients with unscheduled treatment, and a few clicks later your team’s text is on its way. FlexSchedule users can add a scheduling link to online booking, so patients can schedule right from the message.
Can my team follow up from the dashboard?
Yes. On the Top 25 list, Assign hands a patient to a team member and Assign All sends the full list at once, with follow-ups landing in the Tasks panel.
Is the Treatment Dashboard included in my Flex subscription?
Yes. Insights, including the Treatment Dashboard, comes with every Flex subscription at no extra cost.