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Time-Saver for Open Dental Users: 5 Tasks Flex Automates for Your Practice

Written by Team Flex | November 4, 2025

Flex was created to solve the real-world challenges dental professionals face. It’s a solution designed to free your team from the daily grind and empower them to do their best work. Here are five administrative tasks Flex automates to give your team the ultimate power-up.

1. Appointment Reminders and Confirmations

The Traditional Way: Your team spends hours on the phone, making calls to confirm appointments, leaving voicemails, and waiting for callbacks. It's a massive drain on their time and a leading cause of phone tag.

The Flex Way: Flex handles appointment reminders and confirmations automatically via two-way text messages. This reduces phone calls by up to 60%, freeing your team from the phone so they can have genuine, meaningful conversations with patients.

“I have found Flex to be essential to the daily functioning of my start-up practice.  I think of Flex as my most dependable employee!” - Aliisha C.

2. Intake and Health History Forms

The Traditional Way: A new patient arrives, and your team hands them a clipboard full of paper. They're left to manually enter the handwritten information into the patient's chart, a process that is slow and prone to errors.

The Flex Way: With smart digital forms, patients can complete their paperwork on any device before they even arrive. The forms adapt dynamically, and the data syncs directly with Open Dental, so your team can say goodbye to clipboards, scanners, and manual data entry forever.

“Love your pre and post op sheets that you can go over with patients and have them sign” - Lara      

3. Recalls and Reactivations

The Traditional Way: Your team manually searches for patients who are due for a recall and then calls, emails, or sends postcards. It's a reactive, time-consuming process that often misses patients.

The Flex Way: Flex automatically tracks which patients are due for a visit and sends personalized, automated recall messages via text. You're proactively re-engaging your patients and filling your schedule without lifting a finger.

4. Insurance Verification

The Traditional Way: Your team spends hours on hold or jumping between multiple insurance portals to verify eligibility and benefits. This manual process is inefficient and prone to errors that can lead to costly claim denials.

The Flex Way: FlexVerification automates this tedious process, providing real-time eligibility and a full breakdown of benefits directly in the patient's chart. Your team gets the answers they need instantly, so they can focus on patient care rather than paperwork.

FlexVerification has been so helpful to our office. I have used several other platforms and this is the best one!” - Nicole 

5. Online Scheduling

The Traditional Way: Your front desk is a slave to the phone, answering the same scheduling questions and searching for open slots. They're only available during office hours, which means you're missing out on new patients who want to book outside of office hours, including on weekends.

The Flex Way: FlexSchedule not only lets patients book online 24/7, but it also protects your schedule with smart credit card holds. This reduces no-shows by up to 65%, giving your team a predictable day and the peace of mind they deserve.

A Happier Team is a Healthier Practice

When your team is no longer bogged down by administrative chaos, they regain their time. They can finally focus on providing an exceptional patient experience, building relationships, and doing the work that brings them joy.

It's time for your team to stop being glorified administrators and start being the dental professionals they were meant to be.

Give your team the automation tools they need to end manual data entry and phone tag for good!