Dental Insurance Maximum Renewal Letter, Reminders, and Ideas

Dental Insurance Maximum Renewal Letter, Reminders, and Ideas

Hello Friends,

The month of September is a great month to get your “Use it or Lose it!” letters and emails out to your patients. This is for all of your patients that have dental benefits that renew on January 1st .and patients with FSA or HSA dollars that expire at the end of the year. Especially helpful for your patients that are /pastdue/due/or due this year for their hygiene visit and/or with treatment that is yet to be started or needs to be completed and their remaining dental insurance maximums are getting ready to expire.

remaining dental max letter

Time to remind them to Use it or Lose it!  Get your letters, emails and text messages out to your patients reminding them to use any insurance benefits they have remaining for the year to complete any needed treatment or for their continuing care hygiene appointment before they lose them.

Some offices choose to mail these letters out in early September. I think October works well too.  Remember, the closer it gets to the end of the year the more difficult it becomes to get them to schedule and you may not even have room in your schedule to accommodate them.

Your goal is to get them from the filing cabinet/computer to the schedule!

Personalize  – When mailing out remaining maximum letters, be sure to customize for each patient according to their treatment plan. This will help to re-create the urgency and value for treatment.  For some patients, it will take some type of additional incentive to get them to act. Perhaps, include a gift certificate for $ off of their treatment if it’s completed and paid for by December 31st. Not redeemable for cash. Or the opportunity to enter a raffle for a really great prize!

Here is a scripting idea for your “Use it or Lose it! letters:

Dear (Patient name),

It’s that time of year again, when you are busy with school schedules, getting ready for fall weather, and/or scheduling upcoming Holiday plans. During this busy time, you may not be thinking about your available or unused dental insurance benefits.

Whether you have insurance benefits remaining or if you have funds set aside in a flexible spending account (FSA) or healthcare saving account (HSA), now is the time to schedule treatment so your co-payment amounts can be applied to this year’s deductions.

Make sure to use all available benefits to complete any outstanding treatment or for your all-important preventive dental hygiene appointment. Almost all plans do not allow you to rollover unused dollars to the next benefit year. So, Use ‘Em or Lose ‘Em!

Call us today to schedule your appointment. We find that the upcoming holiday season is always our “busy time” and we are certain it is a very busy time for you too. 

Beat the end of year rush and get in early, our phone number is ………

Please know we are here to assist you and answer any questions you may have regarding your dental treatment.

Yours partners for better dental health,

Take this opportunity to add a P.S. message to the end of your letter, telling your patients all about your specials on teeth whitening. Many people at this time of year are looking to whiten their teeth for their end of year celebration family photos, or to buy gifts for family and friends.

For example… 

P.S. Now is a great time to whiten & brighten your smile for your end of year celebration photos. We have some fantastic whitening specials! Teeth whitening gift cards also make a wonderful gift.

P.P.S. Did you know we are on Facebook, Instagram, & Twitter? “Like” us on Facebook at … and “follow” us on Instagram, and Twitter at …- This way you can stay up to date with all our office events & news plus have a chance at exclusive offers & contests.

Mailing Tip –  Use a bright-colored envelope and neatly hand-write the name and address. Use a “live” stamp. This will take a little more time to do but your patients are more likely to open an envelope that looks like it’s  from a friend and not their dentist.

Phone Calls – About a week after you mail out your letters, go ahead and start calling them to see if they received the letter and to schedule them an appointment.

Document – Be sure to document that a letter was mailed, phone calls were made and what type of response you received from each patient.

Important Reminder – Before sending out these letters and making calls to your patients be sure to review your upcoming appointment schedule… Where is your open chair time? Will pre-blocking some open time be helpful? Also, before scheduling last minute appointments that require lab work, be sure to communicate with your lab guy/gal that they can, in fact, get these cases back to you in time.

Wishing you all a full schedule for the end of the year!

If you enjoy the complimentary ideas that I share each month, I would love and truly appreciate for you to please leave a review/recommendation for me on GOOGLE and/orFACEBOOK

Have you signed up to receive my complimentary dental marketing and practice management ideas that are sent right to your email inbox each month? If not, take a second and sign up. Or send me your email address and I will send you an invite to follow. This way, you won’t miss a single idea!

Yours for Greater Success,

~Betty

P.S. Please stop by and say hello to me on FacebookTwitterInstagramLinkedIn and Pinterest

Dental Office Tips and Ideas for September

Dental Office Tips and Ideas for September

Dental Tips and Ideas to help make September a great month!

Hello Friends,

For many dental offices, September is a slow month. Even for some of the offices that start the month with a full schedule report that as the month progresses the schedule tends to fall apart. There could be many different reasons why this happens every September. Perhaps for some, it is because families are still adjusting to the back-to-school schedules and don’t want to bother adding a visit to the dentist to their already too-hectic days. Whatever the reason, it hurts to have holes in the schedule. Yet, I have some offices that tell me September is always a great month for the schedule and production. I want you all to have that same experience. So I will share some tips and ideas with you to help make September a wonderful month.

Dental Practice Management and Marketing Tips and Ideas for September

Look at your schedule for September, find any days that have a few holes in them and declare them “special days for parents” or find any old reason to declare them a special day.

Reach out to all of your patients with incomplete treatment plans or that are past-due in hygiene.  Invite them to come in on this “special day” for their dental visit. What about the patients that already have an appointment scheduled? Share the special offer with them too. This will encourage them to keep their appointments!

Offer Incentives: $ off Ortho, Free Adult fluoride w/hygiene visit, Teeth Whitening Specials, % off treatment, etc. This could be a one day only event or you could feature a different service each day of the week.

Gift ideas: Raffle off a Gift basket, Big-ticket item or Gift Cards. Every patient that comes in for their appointment or refers a new patient during the month of September will be entered to win this wonderful prize.

Salons, Massage therapists, Restaurants, etc. may be more than willing to donate gift cards that you can use in a drawing or include in a gift basket that your patients can enter to win.

September is also the start of football season. Check out these ideas: Dental Office Tips and Ideas for Football Season

 Appointment Reminders – September is National Courtesy Month ~ Take this opportunity to remind your patients that: “As a courtesy to our patients we remind you of your dental reservation 1-2 days prior. We kindly request that you try to keep your dental appointments as scheduled. If you do require a scheduling change please notify us with at least a 48 hours notice of your appointment date. Thank you!”

Take control of the schedule. Here are some helpful tips and ideas: Scripting for when your dental patient calls to cancel their cleaning appointment…

Educational Opportunity – September is World Alzheimer’s Month, use this as an opportunity to educate your patients and the community about the importance of dental health care for Alzheimer’s patients in helping to keep them comfortable and healthy.

Insurance/HSA RemindersSend out your “Use it or Lose it reminder texts, emails, and letters. Pick up the phone and call your patients that have treatment planned, maximum remaining that renews in January but haven’t scheduled appointments to start/complete treatment.

~ Social Media Post Ideas to Improve Engagement ~

Random Acts of Kindness Day or Be Kind Day: 1st

Banana Day: 8th

National Clean Up Day: 15th

Talk Like A Pirate Day: 19th

Bright Pink Lipstick Day: 22nd

National One-Hit Wonder Day: 25th

National Good Neighbor Day: 28th

World Heart Day: 29th

So there you have it, some fun marketing ideas for the month of September. Please, be sure to stay in touch with me and keep me updated on any of the ideas that you use and if you have some thoughts on how to take these suggestions to the next level or just ways to improve on them I want to hear from you!

Sometimes despite your best efforts the schedule still falls apart. Don’t stress over it, instead use that downtime to do some training, team building and/or office cleaning/organizing. See  Clean Your Dental Office Using Your 5 Senses,  Dental Team Building Activities, Rewards, and Incentive Tips and Ideas and How to Attract and Cultivate Loyal Dental Patients

If you enjoy the complimentary ideas that I share each month, I would love and truly appreciate for you to please leave a review/recommendation for me on GOOGLE and/orFACEBOOK

Are you receiving my complimentary Dental Practice Management and Marketing Ideas via your email each month? If not, please follow today or send me (bhaydenconsulting@gmail.com) your email address and I will send you an invitation to follow. This way, you won’t miss a single idea. Feel free to tell your dental friends all about this website so they can start benefiting from these dental ideas too.

Yours for Greater Success,

~Betty

Dental Tips and Ideas for the Month of September

Dental Tips and Ideas for the Month of September

Dental Tips and Ideas to help make September a great month!

Hello Friends,

For many dental offices, September is a slow month. Even for some of the offices that start the month with a full schedule report that as the month progresses the schedule tends to fall apart. There could be many different reasons why this happens every September. Perhaps for some, it is because families are still adjusting to the back-to-school schedules and don’t want to bother adding a visit to the dentist to their already too-hectic days. Whatever the reason, it hurts to have holes in the schedule. Yet, I have some offices that tell me September is always a great month for the schedule and production. I want you all to have that same experience. So I will share some tips and ideas with you to help make September a wonderful month.

Dental Practice Management and Marketing Tips and Ideas for September

Look at your schedule for September, find any days that have a few holes in them and declare them “special days for parents” or find any old reason to declare them a special day.

Reach out to all of your patients with incomplete treatment plans or that are past-due in hygiene.  Invite them to come in on this “special day” for their dental visit. What about the patients that already have an appointment scheduled? Share the special offer with them too. This will encourage them to keep their appointments!

Offer Incentives: $ off Ortho, Free Adult fluoride w/hygiene visit, Teeth Whitening Specials, % off treatment, etc. This could be a one day only event or you could feature a different service each day of the week.

Gift ideas: Raffle off a Gift basket, Big-ticket item or Gift Cards. Every patient that comes in for their appointment or refers a new patient during the month of September will be entered to win this wonderful prize.

Salons, Massage therapists, Restaurants, etc. may be more than willing to donate gift cards that you can use in a drawing or include in a gift basket that your patients can enter to win.

 Appointment Reminders – September is National Courtesy Month ~ Take this opportunity to remind your patients that: “As a courtesy to our patients we remind you of your dental reservation 1-2 days prior. We kindly request that you try to keep your dental appointments as scheduled. If you do require a scheduling change please notify us with at least a 24 hours notice of your appointment date. Thank you!”

Take control of the schedule. Here are some helpful tips and ideas: Scripting for when your dental patient calls to cancel their cleaning appointment…

Educational Opportunity – September is World Alzheimer’s Month, use this as an opportunity to educate your patients and the community about the importance of dental health care for Alzheimer’s patients in helping to keep them comfortable and healthy.

Insurance/HSA RemindersSend out your “Use it or Lose it reminder texts, emails, and letters. Pick up the phone and call your patients that have treatment planned, maximum remaining that renews in January but hasn’t scheduled appointments to start/complete treatment.

~ Social Media Post Ideas to Improve Engagement ~

Random Acts of Kindness Day or Be Kind Day: 1st

Hug Your Boss Day: 8th

National Day of Encouragement: 12th

National Guacamole Day: 16th

Talk Like A Pirate Day: 19th

National One-Hit Wonder Day: 25th

National Good Neighbor Day: 28th

So there you have it, some fun marketing ideas for the month of September. Please, be sure to stay in touch with me and keep me updated on any of the ideas that you use and if you have some thoughts on how to take these suggestions to the next level or just ways to improve on them I want to hear from you!

 If you would like me to work with your office to create a custom marketing campaign for the month of September, please contact me today at bhaydenconsulting@gmail.com

Sometimes despite your best efforts the schedule still falls apart. Don’t stress over it, instead use that downtime to do some training, team building and/or office cleaning/organizing. See  Clean Your Dental Office Using Your 5 Senses,  Dental Team Building Activities, Rewards, and Incentive Tips and Ideas and How to Attract and Cultivate Loyal Dental Patients

 Please stop by and say hello to me on FacebookTwitterInstagramLinkedIn and Pinterest 

Are you receiving my complimentary Dental Practice Management and Marketing Ideas via your email each month? If not, please follow today or send me (bhaydenconsulting@gmail.com) your email address and I will send you an invitation to follow. This way, you won’t miss a single idea. Feel free to tell your dental friends all about this website so they can start benefiting from these dental ideas too.

If you liked these ideas, please let me know by hitting the “like” button. Thank you!

Yours for Greater Success,

~Betty