Getting Started With Flex

You’ve been shopping around for the best patient communication solution for Open Dental and have decided that Flex is the right fit for your practice. What’s next? I'll walk you through the 4 steps you’ll take from Flex newbie on your path toward becoming a Flex-pert.

Step 1 - Sign Up For Flex

So, you’ve completed a Flex demo and our team has answered your questions. You’re now ready to join the growing community of Flexers.

The first step you’ll take is to go ahead and sign up for Flex. We’ve made this process super easy - in fact, it takes less than 5 minutes to sign up and you’ll never have to talk with a person (unless you want to). 

On our website, simply scroll to the bottom of the main page to our “Pricing” section, where you’ll see our 3 package options: Flex, Flex+ and FlexSchedule. Simply click on “Get Started” for the package you would like to subscribe to based upon your practice's needs , enter your account information (billing info, username and password) and your account is set up. You are now a Flex customer!

Keep in mind that you will need a subscription for each clinic/location where you'll be using Flex.

Step 2 - Installation

The idea of a software installation gives most people anxiety - don’t worry, you won’t need anti-anxiety medication or antacids here! After you set up your Flex account on our website, you will receive an email to the address you provided containing a link for you to schedule your installation online . . . you choose the best date and time for your practice. You’ll receive an email confirmation with your installation details. Nothing more is required at this point and you can return to your regularly scheduled dentistry— it's "easy as pie” unless you prefer a “piece of cake”.

On your scheduled install date, our team will reach out and provide a website URL that you will enter into a web browser on your server - this can be done through your IT team if desired. Your Flex installation will take less than an hour with no downtime for your practice - you can go about your day as you normally would. All we need is access to your Open Dental server so we can install Flex.

To keep your practice running like a well-oiled machine, we encourage the team to start getting familiarized with Flex after the installation and prior to your training by watching a training video (at your convenience, of course).

Step 3 - Training

Once Flex is installed, you’ll schedule your training via the link found in your post-install email - just choose the date that works best for you. You’ll receive an email confirmation that will contain all of the details for your remote training session.

Training includes a 90-minute live session with one of our Flex-perts. All of our remote training sessions are conducted via a screen share with a phone call for audio. All that is required of you is to type in a website URL and 5 digit code provided to you by the Flex team at the time of your training.

Our training team is the best in the business, no question about it (I'm proud to be a trainer myself - you can learn more about me here). Our team members are experts in Flex and full of useful tips and tricks to share with you and your team to optimize your experience and use of all Flex features. Our trainers have real-world dental practice experience, so their expertise often goes beyond just our Flex software - including best practices, workflow efficiencies, optimizing processes, and how to best utilize Flex with your Open Dental software based on your specific area of practice and needs.

Additional Integrations

If your team opts to add-on FlexSchedule or FlexPay, there will be additional 30 minute training sessions scheduled separately for each of those features. FlexPay requires a merchant payment processing account with either CardConnect or Moolah. You can learn more about our partners below:

Flex also includes pop-up caller ID features that are compatible with VOIP phone service provided by Mango and RingCentral. If you’re a Mango Voice or RingCentral customer, we can walk you through those integrations as well. If you need to set up phone service, you can reach either Mango Voice or RingCentral at:

Step 4 - Flex Support

Once your training is completed, you’ll be ready to start Flex-ing. However, if you need assistance from our team (meet our support manager here) at any point during your Flex journey, we are always happy to help. You can reach us M-F 8a-7p ET online via chat, through email or by phone:

  • Chat - look for the "Start Chat" button in the lower right-hand corner of your Flex software
  • Email -
  • Phone - (866) 488-1520

Getting Started With Flex

It doesn’t take much to get started with Flex and our onboarding process is designed to be simple and efficient for your practice. We know that disruptions to your practice can be a considerable headache, so we’ve built a process that minimizes downtime, allowing you to keep your staff up and running. We strive to make your customer experience one that you’ll want to tell others about!

If you have any questions about our installation and training process, please feel free to give us a shout. We will be more than happy to help!

Ready to Learn More About Flex?

If you’re an Open Dental user looking for a patient communication solution, please ask for opinions of our solution from other Open Dental practices. We pride ourselves on creating Flex fans for life. The words of our customers are our best reference and we think you’ll like what you find.

Our team members are all what we affectionately call “Flex-perts” and make it a priority to address all requests quickly and knowledgeably. If you have any questions or would like to learn more, please click the button below and submit your questions online. A member of our team will connect with you shortly and help you understand the value that Flex can bring to your practice and your patients.

Reach Out to Our Team