Flex Dental Solutions is a patient communication, workflow, and payment platform built specifically for Open Dental practices. Flex works alongside Open Dental to help dental teams automate patient-facing and administrative workflows including scheduling, communication, digital intake, insurance verification, treatment planning, payments, and practice analytics.
Flex does not replace Open Dental.
Open Dental remains the practice management system and system of record. Flex helps automate and connect many of the workflows that happen around it.
A simple way to think about it:
Open Dental keeps the record. Flex keeps the patient moving.
Flex helps Open Dental practices reduce manual work across the patient journey.
Instead of adding separate software for each workflow, Flex brings multiple functions together around Open Dental.
Flex helps practices:
Those outcomes cover many of the daily workflows that traditionally require front desk staff to move between systems, manually enter information, follow up with patients, or reconcile data.
Yes.
Flex is built specifically for Open Dental practices.
Rather than trying to replace the practice management system, Flex connects to Open Dental and adds automation around workflows such as patient communication, scheduling, forms, payments, insurance verification, treatment planning, and reporting.
That allows practices to get more from the system they already use.
For a practice running on Open Dental, the question is often not:
“Do we need another PMS?”
It is:
“How much of the work around Open Dental are we still doing manually?”
That is the gap Flex is designed to help close.
No.
Flex and Open Dental serve different roles.
|
Open Dental |
Flex Dental Solutions |
|
Practice management system |
Workflow and patient engagement layer |
|
Maintains patient records |
Helps automate patient communication |
|
Stores treatment and account information |
Supports treatment presentation and payment workflows |
|
Maintains the practice schedule |
Adds online scheduling and patient follow-up |
|
Tracks patient balances |
Adds digital statements and payment options |
|
Stores insurance information |
Helps automate insurance verification |
|
Holds practice data |
Helps teams turn practice data into actionable reporting |
The two systems are designed to work together.
Flex helps Open Dental practices make it easier for patients to schedule, confirm, respond, and return for care.
Scheduling and patient communication tools include:
The goal is not simply to send more messages.
It is to help patients take the next step.
That could mean booking an appointment, confirming a visit, rescheduling instead of disappearing, or returning for overdue care.
Patient intake creates a surprising amount of front desk work when information has to be collected manually or entered more than once.
Flex helps Open Dental practices digitize and automate parts of intake through tools such as:
The bigger goal is to remove unnecessary handoffs.
Digital intake should eliminate steps, not just paper.
FlexPayments is Flex Dental Solutions' integrated payment platform for Open Dental practices, powered by Stripe.
It helps practices collect patient balances through payment workflows connected to Flex and Open Dental.
Depending on configuration, FlexPayments can support:
One of the biggest operational benefits is automatic payment posting and allocation back into Open Dental for eligible transactions.
That can reduce manual entry and reconciliation work after a patient pays.
Yes.
Open Dental practices using FlexPayments can offer Buy Now, Pay Later through Affirm and Klarna for eligible patients.
BNPL gives patients another way to handle treatment costs when paying the full amount upfront is a barrier.
For practices, this can support the treatment acceptance workflow without requiring the dental office to create and manage every patient financing arrangement itself.
The goal is not to push financing.
It is to give patients more ways to move forward.
Yes, where permitted.
FlexPayments supports Surcharging for eligible credit card transactions.
The system is designed to identify applicable card types and apply the surcharge according to the configured rules rather than requiring front desk staff to calculate the fee manually.
Because surcharging rules vary by card type and jurisdiction, practices should review current requirements before enabling the feature.
FlexVerification is Flex Dental Solutions' insurance verification solution for Open Dental practices.
It helps automate insurance verification workflows that would otherwise require staff to manually check payer portals or enter benefit information.
FlexVerification can help practices:
The outcome is simple:
Less time checking insurance by hand.
Flex also provides reporting and analytics designed to help Open Dental practices understand what is happening across the business.
These reports include:
The philosophy behind Flex analytics is not:
“Give the practice another dashboard.”
It is:
“Help the practice understand what needs attention next.”
A metric is useful when it leads to action.
Flex is designed for dental practices running Open Dental.
Typical users include:
Different team members may use different parts of Flex, but the platform is designed around the same goal:
reduce friction across the patient and revenue workflow.
Many practices do not have a software problem.
They have a handoff problem.
A patient schedules.
Someone has to confirm them.
Forms have to be completed.
Insurance needs to be checked.
Treatment needs to be presented.
The patient has to decide how to pay.
Balances need to be collected.
The patient needs to return.
Every transition is an opportunity for something to stall.
Flex helps connect those moments.
That can mean less:
And more:
A practice can buy individual tools for:
But every additional tool can create another login, another workflow, another source of data, and another handoff for staff.
Flex takes a different approach.
Rather than treating each feature as an isolated product, Flex connects multiple patient and revenue workflows around Open Dental.
That is why the platform is organized around outcomes rather than a giant list of features.
Keep Schedules Full.
Make Intake Effortless.
Collect Every Payment.
Verify Insurance Fast.
Know Your Numbers.
Yes, but patient engagement is only part of what Flex does.
Flex includes patient engagement tools such as:
But the platform also extends into:
That makes Flex broader than a traditional dental communication platform.
A better description is:
Flex is a connected workflow, patient engagement, and payment platform built for Open Dental practices.
Focusing specifically on Open Dental allows Flex to build workflows around the environment its customers already use every day.
Instead of asking a practice to replace its PMS, Flex helps extend what the existing Open Dental workflow can do.
That supports one of Flex's core positioning ideas:
You don't need another PMS. You need more from the one you already have.
The biggest benefit is not any single feature.
It is reducing the number of manual handoffs between everyday practice workflows.
A connected patient journey might look like:
Schedule → Confirm → Complete Forms → Verify Insurance → Receive Care → Review Treatment → Choose Payment → Pay → Return
Flex helps Open Dental practices automate and connect more of those steps.
That can make the experience easier for patients and reduce repetitive administrative work for the team.
Your practice already runs on Open Dental.
Flex helps more of the work around it run automatically.
Keep schedules full. Make intake effortless. Collect every payment. Verify insurance fast. Know your numbers.
Flex Dental Solutions is a workflow, patient engagement, payment, insurance verification, and analytics platform built specifically for Open Dental practices.
Yes. Flex is built for Open Dental practices and connects with Open Dental to automate patient communication, scheduling, intake, payments, insurance verification, treatment planning, and reporting workflows.
No. Open Dental remains the practice management system and system of record. Flex works alongside Open Dental to automate and enhance workflows around it.
Flex includes tools for online scheduling, patient communication, digital forms, recalls, reminders, treatment planning, insurance verification, payment processing, patient financing, surcharging, and practice analytics.
FlexPayments is Flex Dental Solutions' integrated payment platform, powered by Stripe, for Open Dental practices. It supports patient payment workflows including terminals, electronic statements, payment plans, financing, and automatic payment posting and allocation.
Yes. FlexVerification helps Open Dental practices automate patient eligibility and insurance benefit verification workflows.
Yes. FlexSchedule allows Open Dental practices to offer online scheduling, and Flex also supports Reserve with Google.
Yes. FlexPayments offers Buy Now, Pay Later through Affirm and Klarna for eligible patients.
Flex is designed for dental practices, multi-location groups, and dental organizations that use Open Dental and want to automate more of their patient and revenue workflows.
Open Dental is the practice management system. Flex is the connected workflow layer around Open Dental that helps automate patient engagement, payments, insurance verification, scheduling, intake, and analytics.