No Pressure Treatment Planning

At Flex, we want treatment planning to be an easy experience for both dental practices and patients. Our intuitive treatment planning module allows you to present comprehensive treatment options without any hassle, allowing patients to make informed decisions with clarity and confidence.

Easy Integration with Open Dental

To get started, simply save a treatment plan in Open Dental. As a certified vendor with Open Dental, Flex effortlessly integrates with Open Dental and makes things like saving a treatment plan easy.  Once saved, you can search for your patient in Flex, where their patient profile page will display all available treatment plans.

Two Options: Present Or Consent

When selecting a treatment plan, Flex provides two options to share it with the patient: ‘Present’ or ‘Consent’.

Present View:

• Typically used on the day the treatment plan is created.
• Displays payment options, ways to finance, and any available discounts.
• Patients develop a clearer understanding of their treatment and costs, resulting in higher case acceptance.
• Once signed, it will be reflected in Open Dental.
• If you also have FlexPay, patients can immediately make a payment.

Consent View: 

• Typically used on the day of the treatment.
• Includes linked consents for certain procedures. 
• Verifies that patients have agreed and acknowledged treatment before proceeding. 
• After a patient’s signature is received, they will have the option to sign any needed consents and collect payment if utilizing FlexPay.

Flex offers the flexibility to use one or both of these options, allowing you to tailor the experience to your workflow. 

Enhanced Patient Experience

View & Explain Insurance Coverage

Patients can see their insurance coverage automatically populated within their treatment plan. This transparency helps them understand their out-of-pocket costs and insurance benefits with ease.

Flexible Financing Options

One of the standout features of Flex is the ability to include customizable financing and payment options. Whether it’s same-day discounts, monthly payment plans, or third-party financing, patients can select an option that best suits their financial needs. You can even configure rules to display financing selectively based on factors like minimum dollar value or insurance status.

Automated Documentation & Compliance

Once a patient signs via the ‘Present’ or ‘Consent’ views, Flex generates a PDF of the treatment plan and automatically syncs it into Open Dental. This simple record-keeping makes it easier for your practice to keep track of. 

Optimized Efficiency & Increased Patient Acceptance

Flex’s modern treatment planning module has revolutionized how dental practices present and finalize treatment plans. By providing patients with clear options and a stress-free way to review their treatment, practices can increase treatment plan acceptance rates and improve overall efficiency. 

Final Thoughts

With Flex, treatment planning is no longer a high-pressure sales situation. Instead, it’s a collaborative, transparent process where patients feel empowered to make the best decision for their oral health. Whether you’re offering multiple financing options or simply presenting a breakdown of insurance coverage, Flex helps you deliver information to your patients that they need—without the stress.