Flex Learning Hub

Put All Your Practice Needs in One Flex Basket

Written by Team Flex | April 18, 2025

They say never put all your eggs in one basket - but when the basket’s filled with features like Treatment Planning, Two-Way Texting, and Intra-Office Chat, it’s hard not to want to load up!

Treatment Planning: Cracking the Case with Care

Just like finding the golden egg, Flex makes discovering the perfect treatment plan easy and exciting. Plans saved in Open Dental instantly appear in Flex - no hunting around required! Present crystal-clear breakdowns, like a well-organized Easter basket, tailored by appointment with customized views and reliable insurance estimates, powered by Flex and pulled straight from Open Dental.

Hop into fully customizable payment options - unique to Flex. Whether you need to adjust plans on the fly or automate displays based on cost or coverage, Flex makes it a treat. One click, and the plan’s updated, signed, and stored as a PDF in Open Dental - no extra hopping around needed!

Smart Web Forms + Custom Consent Forms: Spring into Simplicity

Spring-clean your admin tasks with Flex's digital forms. As an authorized integration vendor with Open Dental the forms fully integrate and sync faster than a bunny on a sugar rush. Forms bloom in real-time with customizable logic, so you never ask more than needed. Whether you're texting forms ahead of time, having them filled out in the office on a tablet, or having the client complete them on their own device, Flex keeps your garden of data neat and efficient.

Photo Capture: Snap, Crackle, Capture

Say goodbye to messy paper trails - With Flex you can capture images as easily as finding Easter eggs, using your office tablet—whether it's patient pictures, a driver’s license, insurance card photos, etc., capturing it all is a breeze. 

Egg-stra special images are instantly uploaded to Open Dental, so you can keep everything organized. It's the photo finish your records need!

Discount Plans: Sweet Savings in Every Egg

Enrolling patients in membership/discount plans shouldn’t feel like chasing runaway jelly beans. Flex integrates with discount plans right into Open Dental, making it easy to add for patients and apply sweet savings on the spot.

Patients can sign up using curated digital forms, with all the details securely saved in their chart. Plans auto-apply and log expiration dates - because no one enjoys old candy or outdated discounts.

Appointment Confirmations & Reminders: Peep These Powerful Messages

Automated, egg-sactly-timed messages help your practice stay top-of-mind. From confirming appointments to sending cheerful birthday GIFs, Flex makes messaging as delightful as an adventurous egg hunt. 

Send appointment reminders, digital form links, and even nudge patients about unscheduled treatments - all while personalizing the tone like a homemade Easter card. 

FlexBlast Emails: Spring Your Message into Action

Send beautiful, seasonal campaigns that are as refreshing as an April shower. With Flex’s drag-and-drop email builder, anyone can design newsletters, promos, or spring announcements with total control and zero tech stress.

Segment your audience with precision and deliver vibrant updates - from membership perks to holiday hours - right when they matter most, and in the language your patients prefer.

Two-Way Text Messaging: Chat That Hops Back

Keep communication as quick and friendly as a bunny hop. With Flex’s two-way texting, you can respond in real time, view patient info instantly, and even receive photos — all from one egg-cellent dashboard.

Use templates filled with personalized details and pin important texts so no messages get lost in the tall grass.

Boost Patient Review Requests: Bloom Your Reputation

Plant the seeds of glowing reviews with Flex’s automated (or manual) invite system. Patients can easily hop over to Google, Facebook, or Yelp to share the love.

Track how many invites were sent, pause for specific patients, and keep your garden of five-star feedback growing strong.

Phone Integrations: Ring in the Spring

Bring some seasonal flair to your front desk flow. With Flex and Mango phone integration, you’ll see patient details pop up like daisies when calls come in.

Missed a call? Let Flex send a thoughtful text follow-up so your practice never drops the egg:

  • Set custom text for messages sent during open/closed times and specific dates or holidays.
  • Configure text templates for things like follow-up appointments, reminders, or rescheduling prompts.
  • Personalize the messaging tone and content.

FlexMobile App: Practice in Your Pocket

Whether you're enjoying a picnic dinner or just stepping out, FlexMobile keeps your office in hand. Schedule changes, emergency responses, and message replies all sync with Open Dental instantly.

Customize settings for your team while protecting patient info like it’s the golden egg.

Intra-Office Chat: A Bunny Trail of Communication

Hop from op to op with instant messaging that’s faster than a peep disappearing from a kid’s hand. Flex keeps your team connected with real-time chat - perfect for hygiene checks, insurance clarifications, or just saying “Happy Spring!”

Huddle Report: Springboard Your Morning

Start your day as fresh as morning dew with Huddle Reports. Review balances, planned treatments, and important notes like you're collecting colorful eggs of insight.

Track yesterday’s performance, highlight action items, and rally your team around clear, motivating goals.

Analytics Dashboards: Crack Into Your Data

Flex lets you uncover hidden trends and egg-citing opportunities with beautiful dashboards. Monitor key metrics like production, reappointment rates, and A/R - all in one simple view.

Drill down from trends to individual patients with just a click. No guesswork. No hard-boiled confusion.

FlexPay: Peep-Easy Payments

Simplify payments like finding eggs in the front yard. Patients can pay from anywhere - no logins or portals needed. Just tap, pay, and done!

With automated reminders, accurate procedure-level allocations, and real-time Open Dental syncing, collecting payments is no longer a scramble.

FlexSchedule: Book Appointments in a Hoppier Way

Your calendar’s about to feel as full as a kid’s Easter basket. FlexSchedule gives patients smart, mobile-friendly booking that fills your schedule with logic, flexibility, and flair.

Define availability by provider, use block scheduling, gather custom details, and reduce no-shows with deposit features - all while syncing instantly with Open Dental. It’s the scheduling magic you’ve been searching for.

FlexVerification: Bunny-Proof Eligibility Checks

No more hopping between portals. FlexVerification does the legwork, instantly verifying patient insurance and syncing updates directly to Open Dental.

From COB rules and downgrades to waiting periods, Flex helps you keep all your verifications in one spot - with real-time accuracy and serious time savings.

So yeah, we put all our Flex eggs in one basket.

And that basket does everything except brush your teeth (for now).

Flex: An egg-cellent choice for your practice. 

Flex Dental Solutions empowers your practice with patient engagement software solutions that foster stronger patient relationships with minimal effort. By automating reminders, personalizing communication, and streamlining workflows, Flex helps practices improve revenue cycle management for dental offices while maintaining a high level of patient care. Keep your office running smoothly and strengthen patient connections with one of the best patient engagement software solutions available today.

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