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No one wants to start January burdened by old, lingering patient balances or denied claims from the previous year. A successful year-end means a clean Accounts Receivable (AR) and finalized insurance payments.
Here is your two-part plan to scrub your books clean using FlexPay and Open Dental.
1. Automate Patient Collections with FlexPay
- The Open Dental Start: Run your Aging of A/R Report in Open Dental. This identifies every patient with a balance that needs to be addressed.
- The FlexPay Finish: Instead of printing costly paper statements, use FlexPay's mass statement automation. Send digital invoices via text or email with a secure, embedded payment link. Patients can pay on their phone in seconds.
- The Result: You aggressively pursue old debt with minimal effort, significantly improving your year-end collection percentage and minimizing balances that roll into the next year.
2. Finalize Insurance Claims with FlexVerification
- The Open Dental Check: Run the Outstanding Insurance Claims Report. Focus on any claims older than 30 days.
- The Flex Edge: Use Flex's automated Insurance Verification, also known as FlexVerification, to quickly verify current patient benefits. This reduces the risk of denial on final claims and ensures you have the correct information before resubmitting.
- The Data Lock: After finalizing all collections and claims, ensure the Accounting Lock Date is set in Open Dental. This prevents accidental back-dating of payments or adjustments, protecting your 2025 financial records for tax purposes.
Quick Flex Win
FlexPay is the most efficient way to turn old Open Dental balances into collected income before the year is over.
Act now and let Flex turn your year-end into momentum.
