Generate an End-of-Year Revenue Spike with Flex

The end of the year always brings a familiar scramble: patients rushing to use benefits, phone lines heating up, and your team doing everything they can to keep the schedule full without burning out. 

The good news is that this chaos hides a major opportunity. Many of your patients’ annual dental benefits, FSAs, and deductibles are about to expire. If you act quickly and target the right people, you can turn this final stretch into a significant, predictable revenue spike.

Don’t send a mass email and hope something sticks. Use Flex, a leader in patient engagement software and authorized by Open Dental, to run a surgical, high-conversion “Use It or Lose It” campaign that fills your schedule and protects your team from frantic year-end cold calling.

Step 1: Identify Your Targets in Open Dental

Your best opportunities are already in your software. Pull them out quickly and precisely.

• Run the Open Dental Treatment Finder report and filter for patients with unscheduled treatment plans above a specific value (for example, $500+).
• Cross-check patients whose insurance plans reset on the calendar year.
• The goal is simple: a list of patients who have money on the table and dental needs still waiting to be addressed.

This step alone is the closest thing to finding revenue hiding in plain sight.

Step 2: Launch the High-Conversion Flex Campaign

This is where Flex turns data into booked appointments.

• In our Flex Advanced Patient List (APL), create and save searches for future text messages. Use FlexBlast email campaigns to reach patients who prefer email over text. 
• Send automated, personalized two-way text and email campaigns to these patients. Deliver clear, urgent messaging: “Your $[Annual Max] benefits reset in 4 weeks. You still have coverage to use toward your recommended crown.”
• The Conversion Secret: Include a direct link with FlexSchedule, Flex’s online booking feature, so patients can claim an appointment instantly. They skip the phone line, your team avoids the chase, and your Open Dental schedule fills itself.

Flex helps you replace stressful, low-yield phone tag with fast, self-service booking. That alone gives your team a much-needed breather at the busiest time of year.

Quick Flex Win

When you focus on patients with unscheduled treatment and expiring benefits, you transform a simple reminder into a booked, revenue-producing appointment. It’s the lowest-effort, highest-return campaign you’ll run all year.

Act now and let Flex turn year-end into momentum: