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Help patients say yes. The first time you ask.

Flex turns Open Dental treatment plans into clear, visual presentations that show cost, insurance coverage, and payment options in one view, so patients decide with confidence and you spend less time re-explaining.

 

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Live in two weeks · No data migration · Complimentary team training

WHAT IT DOES

Patients cannot accept treatment they do not understand.

When a treatment plan is confusing, patients hesitate. They leave unsure about what they actually owe, whether insurance is covering it, or how they would pay for it, and “let me think about it” turns into treatment that never gets scheduled. Meanwhile, your team spends fifteen minutes or more walking through details that still do not land. Flex takes the treatment plan you build in Open Dental and turns it into a visual, patient-friendly presentation that lays out cost, insurance coverage, and payment options side by side.

Patients can also see X-rays or intraoral photos captured with Flex's Snipping Tool attached directly to the plan, so they understand not just what something costs, but why it is needed. With everything laid out clearly in one view, patients can make a confident decision on the spot, and your team can move on to the next conversation instead of repeating the same explanation.

Treatment Planning (1)

HOW IT WORKS

Flex turns an Open Dental treatment plan into something patients actually understand.

  1. Build the plan in Open Dental

    Create the treatment plan in Open Dental as usual, and it appears instantly in Flex with appointment breakdowns and insurance coverage details already included.

  2. Patients see costs and payment options clearly

    The plan displays what treatment costs, how insurance applies, and the payment options available, including custom options your practice can adjust or restrict based on rules like dollar value or insurance status.

  3. The signed plan updates Open Dental automatically

    Once a patient selects a payment option, Flex marks the plan as signed in Open Dental and stores it as a PDF, with no manual entry required.

WHAT’S INSIDE TREATMENT PLANNING

Everything a patient needs to decide with confidence.

Visual cost and coverage breakdowns

Patients see treatment costs, insurance coverage, and payment options together instead of piecing it together from separate conversations.

Custom payment options

Configure payment options that can be adjusted on the fly or shown selectively based on rules like minimum dollar value or insurance status.

Snipping Tool attachments

Attach X-rays or intraoral photos directly to the plan so patients can see exactly what is being treated.

WHY FLEX

Built exclusively for Open Dental. That's not a feature — it's the foundation.

Deeper than any integration

Flex doesn't connect to Open Dental — it works alongside it. Every action syncs automatically. Nothing to export, import, or manually update.

Built by people who use Open Dental

Flex was founded by a practicing dentist who ran her own Open Dental practice. Every feature was built to solve a real problem she lived.

Up and running in two weeks

~1 hour install. 2-hour complimentary team training. No downtime, no data migration. From demo to live without disrupting your practice.

Authorized
Integration Vendor

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Ready to turn more consultations into scheduled treatment?

Flex helps Open Dental practices present treatment plans visually, so patients understand costs and options clearly and say yes faster.
Schedule Your Demo

Typically responds within 1 business day · No credit card required

FREQUENTLY ASKED QUESTIONS

Questions about Treatment Planning

Visual treatment planning turns the treatment plan you build in Open Dental into a clear, patient-friendly presentation that shows cost, insurance coverage, and payment options together, instead of relying on a verbal explanation alone.

Yes. Once you create a treatment plan in Open Dental, it appears instantly in Flex with appointment breakdowns and insurance coverage details already included, and signed plans update Open Dental automatically.

Yes. Flex supports custom payment options that can be adjusted on the fly and set to display selectively based on rules like minimum dollar value, insurance status, or specific code exclusions.

Flex's Snipping Tool lets your team capture X-rays or intraoral photos and attach them directly to the treatment plan, helping patients see and understand their treatment more clearly.

Yes. Practices using Flex's visual treatment planning report faster, more confident decisions from patients, since clear cost and coverage information removes the confusion that often leads to delayed or declined treatment.

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