Automated reminders, recall, online scheduling, and follow-up tools that help reduce no-shows and fill gaps faster.
How Flex Works
From demo to done. Without the implementation headache.
See how Flex helps your Open Dental practice identify workflow gaps, launch the right tools, train your team, and keep improving with ongoing support and education.
What happens when you choose Flex?
Getting started with new software should not create more work for your team. Flex is built for Open Dental practices, and our process is designed to help you understand what your practice needs, launch the right workflows, and get your team comfortable quickly. From the first demo to onboarding and ongoing education, Flex gives your practice a clear path forward. No guesswork. No "figure it out yourself" energy. Just a practical process built around the way dental teams actually work.
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1
Schedule a Demo — start with the workflows slowing you down.
Your demo is not a generic feature tour. We’ll talk through where your Open Dental practice is losing time, patients, or revenue — scheduling gaps, manual intake, insurance verification, treatment follow-up, payments, reporting, or front desk overload.
Review your current workflows Identify where manual work is creating friction See the Flex tools that match your practice’s needs Get clear next stepsSchedule a Demo -
2
Kick-Off Call — build around what your practice actually needs.
After the demo, meet with your Implementation Coordinator to align on goals, timelines, and next steps before implementation begins. We help you identify which features make the most sense for your team now, and where you may want to grow later. You do not need five disconnected tools to solve one workflow problem — Flex connects the pieces around Open Dental.
Keep Schedules Full Make Intake Effortless Collect Every Payment Verify Insurance Fast Know Your Numbers -
3
Installation — Flex works alongside Open Dental.
Our team installs Flex and connects it with Open Dental. The process is designed to be simple and requires minimal involvement from your team, with little to no disruption to your day.
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4
Onboarding & Training — launch without turning your week upside down.
Through guided training sessions, we’ll walk your team through the Flex tools they’ll be using, review key configurations, and show how Flex fits into day-to-day workflows. Training focuses on practical, real-world use so your team is prepared for launch and ongoing success.
Team training sessions Front desk workflows Reporting and huddle usage Patient communication best practices Recommended configuration guidance Communication templates Payment setup guidance Insurance verification setup Where to go for help -
5
Go Live and Keep Improving — measure what matters.
After launch, Flex continues to support your team with ongoing education, support, updates, and resources. As your practice grows, your workflows can grow with you.
Support resources Help center / knowledge base Customer education Product updates Best practice guidance Webinars or trainings Feature adoption support Success check-ins
One platform for the workflows Open Dental practices use every day.
Make Intake Effortless
Smart forms, self check-in, instant photo capture, and digital intake tools that reduce paperwork and manual entry.
Collect Every Payment
FlexPayments, automated statements, text-to-pay, recurring payment plans, Buy Now Pay Later, and cost recovery tools that help practices collect faster.
Verify Insurance Fast
FlexVerification helps automate eligibility checks, surface coverage updates, and reduce manual benefit entry.
Know Your Numbers
Huddle reports and analytics help teams track production, collections, case acceptance, follow-up opportunities, and more.
Built for every role that keeps the practice moving.
Practice Owners
See how Flex helps reduce manual work, improve revenue-moving workflows, and give teams better visibility.
Office Managers
Learn how to manage daily workflows, reporting, payments, forms, insurance verification, and follow-up.
Front Desk Teams
Get practical training on the tools they use most — texting, reminders, scheduling, forms, check-in, treatment planning, and patient communication.
Treatment & Financial Coordinators
Learn how FlexPayments, statements, payment requests, recurring payments, and Open Dental posting support cleaner collections.
Not another tool. A better way to run the workflows around Open Dental.
- Built specifically for Open Dental practices
- Designed around real dental workflows
- Helps reduce manual work, not create more of it
- Keeps data moving back to Open Dental
- Supports the front desk, not just leadership
- Helps practices save time, fill chairs, collect faster, and improve follow-through
Your software should remove the workarounds — not create them.
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We’ve used Flex for several years and value the partnership. The Flex team is always willing to take the time to walk us through updates, answer questions, and ensure we’re getting the most out of the platform. We’ve discovered features we might’ve otherwise missed — making Flex even more impactful for our teams.
Sharon · Pure Smiles
FREQUENTLY ASKED QUESTIONS
How It Works FAQs
Most practices begin onboarding shortly after signup, with timing depending on the features selected and any required integrations or payment setup.
No. Flex does not replace Open Dental — it works alongside it, adding automation, communication, and payment tools your practice needs.
Yes. Flex syncs key data back to Open Dental so your team is always working from the same information.
Training usually includes front desk staff, office managers, and anyone handling scheduling, payments, or insurance verification.
Practices can use Flex a la carte — start with the workflows costing you the most time, and add more as you're ready.
Flex continues to support your team with ongoing education, updates, and resources as your practice grows.
Ready to see what Flex could fix first?
Every practice has a workflow that is costing time, revenue, or patient follow-through. Let’s find yours.
Typically responds within 1 business day · No credit card required