Infographic | Taking Advantage of Your Unscheduled Dental Work

Dental Speaker

With the end of the year comes the mad dash to book unscheduled treatment before the clock strikes midnight and our patients’ benefits vanish. Here are 3 steps to taking advantage of unscheduled treatment and unused dental benefits before the year is up. 

Step 1: Run a Report

First things first, it’s time to figure out just how many patients have unscheduled treatment. Run an “unscheduled work” report to find which patients throughout the year were told they fillings, crowns, or other work with the dentist that needs to be done, but have yet to schedule their appointments. Of these people, there may be some that have already maxed their dental benefits and should wait until the new year to begin their work. More likely, the majority will have unused insurance money that will NOT be rolling over into the new year––those are the people we want to contact. 

Step 2: Reach Out

According to a 2017 report from the Lincoln Financial Group, 96% of all consumers wish their dental team explained their dental insurance plan and benefits to them. Benefits are a use ’em or lose ’em deal––so, don’t be afraid to contact patients who have unscheduled work and benefits to use. Remind your patients that their yearly insurance money will be gone come December 31st, but their need for treatment will still be there.

Step 3: Schedule for Now & Later

Get patients to say “yes” to scheduling their appointments in advance by emphasizing the benefits! By proactively scheduling treatment out, we can avoid the mad dash to schedule all work at the end of the year before benefits run out, as well as secure steady production throughout the year. We also want to make sure our patients are maximizing the dental benefits they have, so while you’re scheduling their current appointment, go ahead and get the following one on the calendar, too. You, your practice and your patient will all be thanking you later.

Need additional assistance in proactively managing your practice? contact us today!

Phone: (855) 929-2555

Contact Us

Dental Consultant in Illinois

Dental Consultant Blog

Illinois Dental Consultant

Converting New Patient Calls during an Economic Downturn

March 23, 2020

By Beth Gaddis A lot of people are worried these days. That’s normal. The crazy stock market. Coronavirus. Travel changes. There’s a lot going on in the world. And let’s face it: that may mean fewer people will want, or...

The Pro’s Checklist to Selling A Dental Practice|Dental Consultant

December 17, 2019

As a Dental Consultant and Business Owner for over 16 years, nothing scares me more than a dental practice without a transition plan. So, when a new client informs me they have never even thought about selling their practice and...

Dental Consultant | Windows 7 is Dying––Is your practice prepared?

November 12, 2019

If you haven’t heard by now that support for Windows 7 is ending, you’ve likely been living under a rock. But, just in case that rock has sheltered you from being aware of the dangers that loom, here’s a quick...

Team Development Strategies | Dental Consulting

May 15, 2024

In the realm of business, assembling the perfect team often feels like chasing a mirage - elusive and ever out of reach. Yet, the quest for an optimal workforce need not be fraught with indecision and stagnation. With strategic insights...

Navigating the Path to a Successful Dental Practice | Dental Office Consultant

May 1, 2024

Running a dental practice involves a constant juggle of tasks and responsibilities, often leaving little time for introspection. Yet, periodic evaluations are essential to ensure your practice is operating at its best. Just as you recommend annual check-ups for your...