Flex Wrapped 2025: Your Year of Practice Power-Ups!

As 2025 comes to a close, it’s the perfect time to reflect on a year of meaningful growth and powerful new tools! At Flex, every innovation this year was driven by one mission: to help your practice run more efficiently, communicate more effectively, and strengthen financial health, without adding complexity.

From productivity-boosting insights to patient-focused communication upgrades, here’s a look back at the Flex features that helped practices level up in 2025, and a sneak peek at what’s coming next.

New Flex Features Released in 2025

Insights Carousel

Your practice health, at a glance.

The new Insights Carousel puts critical financial and patient activity data right on your Flex landing screen. With year-over-year trend arrows, you can instantly spot wins, catch potential issues, and make confident decisions, no deep digging required.

Providing clear visuals and intuitive year-over-year trend arrows, the Insights Carousel shows you whether key areas like production, collections, scheduling activity, and patient engagement are moving in the right direction. Positive trends are easy to celebrate, while downward shifts are immediately visible, so nothing slips by unnoticed.

This instant visibility empowers doctors and team members alike to make proactive decisions. Is production pacing ahead of last year? Are collections slowing down? Is patient activity trending up or signaling a scheduling gap? The answers are right there, helping you course-correct early, prioritize the right actions, and keep your practice running efficiently. 

New Insights Graph: Days in AR

Faster payments, stronger cash flow.

Tracking how quickly payments are collected is essential for financial stability. The Days in AR graph helps you monitor collection speed and reduce outstanding accounts receivable before they become a bigger problem.

By tracking trends over time, the Days in AR graph makes it easy to spot slowdowns in collections before they impact cash flow. If accounts receivable begins to creep up, you’ll see it early and can take action, whether that means adjusting billing workflows, sending statements sooner, or prioritizing patient outreach through FlexPay and FlexCommunicator.

This insight helps practices stay proactive rather than reactive. When Days in AR is trending down, you know your financial systems are working efficiently. When it trends up, Flex gives you the visibility to pinpoint issues and correct them quickly, keeping revenue predictable, cash flow healthy, and your practice financially confident.

Snipping Tool in Treatment Plans

Clearer cases, higher treatment acceptance.

Now you can add x-rays and photos directly into treatment plans from anywhere on your computer. Visual storytelling makes treatment easier to understand, and easier for patients to say yes to.

Visually highlighting areas of concern, patients no longer have to rely solely on clinical explanations. They can see the problem for themselves, which builds trust, improves comprehension, and removes uncertainty from the decision-making process. This visual context turns treatment conversations into collaborative discussions rather than one-sided recommendations.

Integrated seamlessly into Flex treatment plans, the Snipping Tool also saves time for your team. There’s no need to switch platforms, upload files separately, or interrupt the flow of a case presentation. The result is a smoother chairside experience, stronger patient confidence, and ultimately, higher treatment acceptance that supports both patient outcomes and practice growth.

Missed Text Auto Reply

Because patient inquiries don’t stop after 5 PM.

Automatically respond to texts received outside office hours, set expectations instantly, and ensure no opportunity slips through the cracks.

This immediate acknowledgment reassures patients that their message was received, improving their experience and reducing the chance they move on to another practice. At the same time, it protects your team’s time by eliminating the need for after-hours monitoring or manual follow-ups.

Keeping communication flowing 24/7, Missed Text Auto Reply helps capture new patient inquiries, supports existing patients, and creates a polished, reliable first impression. It’s a simple automation that prevents gaps in communication, so every conversation starts strong, even after hours.

Advanced Patient List (APL)

Smarter filtering, more powerful outreach.

Select multiple filters at once, appointment status, procedure categories, patients without insurance, to create targeted, high-impact outreach lists in seconds.

This level of precision means every outreach effort has a purpose. Whether you’re following up on unscheduled treatment, filling last-minute openings, reactivating overdue patients, or connecting with patients without insurance, APL helps your team focus on the patients who will have the greatest impact on production and schedule efficiency.

Built directly into Flex, APL also streamlines your workflow. Lists update dynamically, outreach can be initiated immediately, and your team spends less time searching and more time engaging. The result is faster scheduling, stronger patient relationships, and smarter use of your practice’s time and resources.

Rapid Fill: Saved Searches

Fill open schedule spots faster.

Save frequently used APL searches (like “ASAP Recare Patients”) so your team can quickly identify and contact patients ready to come in.

Instead of rebuilding lists from scratch, staff can pull up a ready-made, targeted group of patients who are most likely to book right away. This allows your team to act quickly, send timely messages, and turn last-minute cancellations into productive chair time.

Aiming  to reduce downtime and keep schedules full, Rapid Fill helps practices stay efficient and proactive. It transforms open time from a stress point into an opportunity, maximizing production while delivering convenient appointment options to patients who are already prepared to come in.

Potential Production Column

See revenue opportunities instantly.

Identify potential revenue tied to unscheduled treatment plans and prioritize outreach that directly impacts your bottom line.

This insight empowers your team to focus outreach where it matters most. High-value treatment plans that haven’t been scheduled no longer get lost in the shuffle, and follow-ups can be strategically prioritized based on real revenue impact rather than intuition alone.

By connecting patient follow-up directly to production opportunities, the Potential Production Column helps practices turn outstanding treatment into scheduled care faster. The result is smarter decision-making, increased case acceptance, and a measurable boost to your bottom line, without adding extra work for your team.

Unscheduled List from FlexMobile

Easily send appointments to the unscheduled list. 

Move appointments to the unscheduled list directly from the mobile app, ensuring consistent and organized scheduling follow-up, no matter where your team is working.

This creates consistency across your entire scheduling workflow. Whether a patient cancels chairside, over the phone, or while your team is moving between operatories, the next steps are clearly documented and ready for action. Nothing relies on memory or handwritten notes that can be missed later.

It’s a simple but powerful way to keep scheduling momentum strong, no matter where the day takes your team.

Feature Updates That Made a Big Impact

Benefit Injection Improvements

Added indicators show when benefits are injected, and injections are prevented when data isn’t available, ensuring more accurate, reliable insurance information. 

Just as importantly, Flex now prevents benefit injection when required data isn’t available. This safeguard helps avoid inaccurate estimates, incorrect patient balances, and uncomfortable financial conversations at the front desk or chairside.

By improving transparency and accuracy around insurance benefits, Flex helps your team present treatment plans with confidence, set proper patient expectations, and reduce claim-related issues down the line. The result is smoother workflows, fewer billing surprises, and a more trustworthy financial experience for both your team and your patients.

FlexCommunicator Enhancements

Active text threads now move to the top, patient statuses are visible in-thread, and your team can respond faster with better context. 

Additionally, patient statuses are now visible directly within each thread. Whether a patient is active, archived, or requires follow-up, your team has the context they need without switching screens or digging through records. 

By streamlining communication and providing better context, these enhancements reduce response times, improve patient satisfaction, and keep your team organized. FlexCommunicator now makes it easier than ever to maintain a seamless, professional connection with every patient, right from your messaging hub.

FlexPay Statement Updates

Bulk-sent statements now update the “Statement Sent” date immediately and default to only include procedures with balances, saving time and reducing confusion.

Additionally, statements now default to include only procedures with outstanding balances, reducing clutter and preventing patients from receiving confusing or unnecessary billing information.

These enhancements save your team time, minimize errors, and create a clearer, more professional billing experience for patients. With FlexPay, managing patient statements is smoother, faster, and more precise, keeping your practice’s cash flow on track without adding extra steps.

Treatment Plan Presentation Settings

Control how treatment plans appear with defaults for itemized views and notes, ensuring consistent and professional case presentations every time.

Unique customization allows your team to present cases in a way that aligns with your practice’s workflow and communication style. Patients receive clear, professional explanations of recommended treatment, which improves understanding, builds trust, and encourages acceptance.

Standardizing treatment plan presentations, Flex helps your team save time, reduce errors, and deliver a polished experience every time, supporting both patient care and practice growth.

Customized Messaging

Automatically insert patient details into APL messages for a more personal, human touch, without manual effort.

Personalized messages help patients feel seen and valued, which can increase engagement, improve appointment acceptance, and strengthen relationships. Whether you’re sending reminders, follow-ups, or promotional messages, each communication feels intentional and tailored.

When automation meets personalization, Customized Messaging saves time for your team while maintaining the warmth and professionalism that keeps patients coming back. It’s a simple tweak with a big impact on patient satisfaction and practice efficiency.

Universal Email Accent Color

One simple setting keeps all Flex emails on-brand, helping reinforce your practice identity with every patient interaction.

Consistent branding reinforces your practice’s identity, builds trust with patients, and elevates the overall patient experience. No more individually adjusting colors for each email or worrying about inconsistencies, Flex keeps your communications polished and on-brand automatically.

This simple update saves time, strengthens your practice’s image, and helps every email feel intentional, professional, and connected to your overall patient experience.

Coming Soon: A Sneak Peek at 2026

We’re already building what’s next, and it’s all about saving time and elevating patient care.

Automated Consents

Automatically send and receive required consent forms to reduce manual work, improve compliance, and keep appointments moving smoothly.

Procedure-Based Messaging

Send targeted pre-op and post-op messages based on specific procedures, helping patients feel prepared, supported, and confident, while reducing follow-up calls.

Thank You for an Incredible Year

Thank you for being a valued part of the Flex community. Your dedication to patient care inspires everything we build, and we’re proud to support your practice every step of the way.

From all of us at Flex, we wish you and your team a happy holiday season, and an even more successful start to the new year.

Here’s to more practice power-ups in 2026!