The end of the year is just around the corner, which means it’s the perfect time to remind patients about making the most of their dental benefits! As insurance plans reset in January, there’s no better opportunity to encourage them to wrap up their dental treatments before the clock runs out. Here are some tips to help your office finish the year strong while helping patients avoid missing out!
Tips for Patients with Remaining Insurance Benefits
1. Share the Good News!
Who doesn’t love hearing that they still have some money left to use? Tell patients, “Good news! You still have $1,500 in insurance benefits available this year.” It’s a positive nudge that reminds them they’ve got some “dental dollars” left that don’t cost them anything extra out of pocket!
2. “Take Advantage of Your Remaining Benefits Before the Year Runs Out – They Don’t Roll Over!”
This friendly reminder lets patients know that their benefits are there for them to use but won’t carry into next year. It creates a gentle sense of urgency without sounding too serious, encouraging them to book those appointments now.
3. Help Them Maximize What They’ve Paid For
It’s all about making the most of their already paid for benefits! Explain that using up their remaining coverage is a great way to ensure they’re getting the full value of what they’ve been paying for all year. Nobody likes to feel like they’re leaving money behind, right?
Strategies for Patients Who Have Maxed Out Their Insurance
Not everyone has benefits leftover, but that doesn’t mean they should skip out on dental care! Here’s how you can help patients who have used up their annual insurance maximum:
1. Focus on the Value of Staying on Track
Say something like, “Even though you’ve met your annual insurance max, you still have insurance benefits. Think of your insurance like a coupon. You will still receive benefits and keeping up with your dental care is incredibly valuable.” Remind them that regular checkups can help prevent bigger issues down the road, saving them more in the long run.
2. Highlight the Difference Between UCR Fees and Contracted Discounts
Many patients might not realize that even without benefits, they’re often still receiving a discount thanks to your contracted rates with insurance providers. Helping them understand they’re paying less than the standard fee can make a big difference in their comfort continuing with treatment.
Extra Tips to Fill Your Schedule Before Year-End
Promote Any In-Office Savings Plans
If your office has a membership or in-office savings plan, now is the time to mention it! Patients without insurance – or those who have it maxed out – may appreciate a cost-effective option to keep their dental care on track. For example, an in-office plan might offer affordable monthly rates with discounted treatments.
Friendly Reminders Go a Long Way
Don’t underestimate the power of a gentle nudge! A friendly email or text reminding patients about their remaining benefits and upcoming deadlines can be just the encouragement they need. Just remember to keep the tone positive to avoid sounding too pushy.
Flexible Appointment Options
With the holiday season in full swing, patients’ schedules are tighter than ever. Offering a few extra evening or weekend slots can make it easier for them to fit in an appointment. They’ll appreciate the flexibility and you’ll keep your schedule booked!
Share Some Success Stories
People love hearing about others who’ve made the most of their benefits! Sharing a couple of stories (anonymously, of course) about patients who completed treatments using their remaining insurance can be motivating. It’s a fun way to show them that it’s doable and worth it.
Wrapping Up the Year on a High Note
With these tips, your dental office can end the year with a full schedule, helping patients make the most of their benefits and keep their smiles healthy. By creating a fun, friendly environment and offering flexible options, you’ll not only fill your schedule, but also remind patients that you’re there to support their dental health every step of the way. Let’s finish the year strong and set patients up for an even brighter 2025!!
Until next time,
Sydney Robinson
Executive Director of Operations
Dental Success Companies
P.S. Do you need help increasing case acceptance? Join FOA today to receive virtual or in-person training, end-of-year letter templates, and social media graphic templates. From training new rookies into rockstars, FOA helps you every step of the way. Click here to start your journey toward a more productive and profitable practice!





