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

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Yours for Greater Success,

~Betty

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Ten Tips to Increase Teeth Whitening Acceptance

Ten Tips to Increase Teeth Whitening Acceptance

Hello Friends,

Many of your patients are thinking about all of the pictures that they will be smiling for at their end of the year office parties and family dinners. Help them get their smiles camera-ready with teeth whitening. Beautiful bright, white teeth for Winter. “Smiles as White as Snow”

Ever wonder why it is that some offices have a lot of success with teeth whitening sales and other offices not so much?

Here’s why…. No whitening system or whitening goals will ever be reached or work if the entire team isn’t on board with it and actually consistently offering it.

Dental Services, Teeth Whitening, Dental Marketing

Here are 10 Tips to Help Make Teeth Whitening a Successful Service in your Office…

Step One: 
White Teeth for Doctor(s) and Team Members –
Complimentary whitening trays for each & every team member. They need to have a beautiful white smile and an experience to share with your patients.

Step Two:
Take a Shade –
Let your patient know that you’re going to start the appointment by taking a shade match of their current tooth color for your records. You can show them where they are on the shade guide. This very often leads your patient to ask you about teeth whitening and other cosmetic treatment options.

Step Three: 
In office Messaging
In addition to being ENTHUSIASTIC when talking to your patients about the teeth whitening services you offer…Team members can wear buttons and/or have a nice 5×7 framed sign in each treatment room at patient’s eye level offering teeth whitening…

Get a Whiter, Brighter Smile with
Teeth Whitening!

Whiten yellow teeth & virtually eliminate
tobacco, coffee & tea stains!
Ask us how

Step Four:
Scheduling –
When scheduling hygiene appointments over the phone include these powerful words:
Would you also like to whiten your teeth at this appointment?

Step Five:
Listen to your patients –
What are they telling you about upcoming events in their lives? Wedding? Job Hunting? Recently Single? Holiday time? Special Events? Vacation? Class Reunion?
What a great time to ask if they would like to have a bright, white smile for their special event, job interview, etc.

Step Six:
External Marketing –
Include offers for teeth whitening and patient teeth whitening success stories with your… Newsletters, Postcards, Social Media sites (Facebook, Twitter, Pinterest, Instagram, etc) Website and Blog Posts. 
Video testimonials are a powerful marketing tool for your social media platforms.

Step Seven:
Tracking –
Be sure to set up computer reminders to call, text, email or send a postcard to your patients that have purchased teeth whitening trays around the time when they will be due for a refill.

Step Eight:
GOALS
Set a monthly whitening goal! Talk about daily goals at morning meetings. Consider offering a team bonus or incentive for every whitening case.

Step Nine:
Use only the BEST teeth whitening products and techniques!
Quality matters. As does comfort! Make this appointment as comfortable & sensitivity-free  as possible for your patients. 

Step Ten:
Buy sunglasses –
Because your office is going to be filled with such bright smiles you’ll need to wear shades!

Bonus Tips:

#1 – Offer a fun promotion in the community to local businesses. A drawing to win Free Take-home Teeth whitening trays to one or more people. Offer this at local salons, restaurants and schools.

#2 – BOGO Special Offer – Buy One, Get One 50% Off Teeth Whitening. This special offer increases your opportunity to bring in new patients. 

#3 – Make it convenient for your patients to say yes. Your patients are busy, assure them that this appointment will be quick. It’s helpful for all your team members to be cross-trained to take impressions and make trays.

#4 – Teeth Whitening makes a Great Gift! Make gift giving easy for your patients by suggesting that teeth whitening makes the perfect gift! Have Gift Certificates ready for purchase. See Dental Gift Certificates

I’m certain that if each step is followed closely and consistently you will see success with your teeth whitening goals.

Don’t miss out on any of the ideas that I share each month! Are you receiving my complimentary Practice Management and Marketing Ideas in your email inbox each month? If not, please start following us today. If you prefer, send me your email address and I will send you an invitation to follow my blog.

Feel free to tell your dental friends all about us 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

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Ideas to Fill Holes in the Dental Hygiene Schedule

Hello Dental Friends,

Holes in the dental hygiene schedule, why do we dread this so much? Because, unfilled appointments, canceled or missed appointments all kill profitability.

So what do you do? You probably are desperate for a quick fix to fill the holes in the schedule. Right? Well, I’ll help you out by sharing some ideas to fill the hygiene schedule as a quick fix. However, I must say a quick fix is typically only a temporary fix. If holes in the schedule are becoming the norm around your office you need something more than a quick fix to figure out why this is happening and work to prevent your hygiene schedule from looking like Swiss cheese every week. Please email me at bhaydenconsulting@gmail.com or comment here if this is becoming an issue with your schedule. I can help you prevent these holes from happening.

On to the ideas for a quick (temporary) fix:

Note: If at all possible, try to avoid moving patients appointments around to fill in gaps. It can aggravate the patient. It’s always best to keep their appointment as scheduled.

Also, this isn’t the time to point fingers or start blaming someone for having holes in the schedule. Work together, as a team to fill these holes. Ideally, the hygienist should be involved in making these calls to patients, etc. Patients are more likely to respond when it’s their beloved hygienist calling them. Besides, the hygienist(s) are obviously the one(s) with the extra time. So the ideas I share are directed to the hygiene department with the goal of them becoming productive, happy and profitable.  (Again, you will want to at a later date, work together as a team to determine why this is happening and create solutions to repair the breakdown.)

how to fill holes in dental hygiene schedule

  • Call List – Do you have any patients that would like to come in at an earlier date for their hygiene appointment?  Call them and let them know you have a rare unexpected change in the schedule and can see them sooner.
  • Cancellation/Missed Appt List – Do you have any patients on these lists that can be called?
  • Family Members – Check for other family members due for their hygiene appt. Is there someone coming in with hygiene that has family members that are also due in hygiene that may want to take one of those open slots.
  • Doctors Schedule – Check the doctors schedule for any patients that may be due for their hygiene appt and are coming in around the time that needs to be filled in hygiene. Invite them to take care of their hygiene appointment at the same time.
  • Incentives – Offer an Incentive for accepting a last-minute appointment. For example, complimentary fluoride, teeth whitening, small gift or gift card. Use your social media platforms to advertise this awesome today (or tomorrow) only opportunity.
  • Continuing care/past-due List – Get on the phone and with an enthusiastic and positive tone make some calls to your patients that are due or past due in hygiene. (Vary the times you make these calls. You’ll reach more patients this way.)
  • Social Media – Engage with your patients, potential patients and local businesses on Facebook, Instagram, Twitter, Pinterest, etc. For ideas see: Social Media Content
  • Spend more time with your patients. If you have open time that couldn’t be filled, take this opportunity to discuss better home care tools, update their information and medical history, do some perio charting, talk about cosmetic services, any recent continuing education courses, place sealants, apply desensitizing agent to any sensitive teeth, take impressions for whitening trays, review incomplete treatment with them, ask them if they’ll kindly leave a review on Google, Facebook or Yelp, mention how dental gift certificates make great gifts, etc.

Just a reminder before making any calls, it would be a good idea to check your patient’s account balance, insurance benefits and review their clinical notes. Also, be sure to document all calls, conversations, and correspondence made to or with the patient.

If the holes in your schedule are a few weeks out you can try these ideas:

  • Special Offers – Focus on a particular service or group of patients to target with special offers or prizes on a day that has a lot of holes. For example, Mouthguards  / Teeth Whitening / Sealants / Desensitizing Agents / Back to School / Kids day / Senior day.
  • Fun Themed days – Superhero, Luau, BBQ, Disney, Sports, etc.

Despite your best efforts to fill the schedule, you may still end up with some holes that just couldn’t be filled. That’s alright, there is plenty to do to remain productive during this time.

During downtime:

  • Get on the phone and make continuing care calls.
  • Pull Incomplete hygiene treatment report and call, send postcards, emails, texts or letters to your patients.
  • Make calls, send emails, postcards, letters, etc.to your patients that are due, past due or almost due in hygiene.
  • Thoroughly clean and stock treatment rooms.
  • Get out and visit with area businesses. Introduce the office, take them a small gift and a “let’s get acquainted” special offer.
  • Discuss some marketing ideas for the office.
  • Continuing Education. Watch a webinar or video, read a manual, etc. Improve your clinical skills, knowledge of new technology and procedures, telephone scripting, office protocols, etc.

I hope these ideas provide you with a quick fix to fill those holes in your schedule. Let me know how they work for you.

If you are not yet receiving my free dental marketing ideas every month to your email inbox, PLEASE take a second and subscribe today. This way, you won’t miss a single idea. Feel free to share my blog with your dental friends. ~ Thank you!

Yours for Greater Success!

~Betty

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Dental Gift Certificates Make Great Presents

Hello Friends,

I wanted to share a quick tip with you all. A super easy way to possibly increase collections, production and fill some openings in the schedule. Here it is: Gift Certificates! (I’m sure the title of this post already clued you in 😉 )

teeth whitening special dental marketing

Are you offering gift certificates for purchase in your dental office? If not, you should be. Certainly, you’ll have some patients looking for that perfect gift for their favorite grad, dad, mom, or special someone this spring and summer. Save them the awful trip to the mall. Make it easy for them to get their shopping done. Who wouldn’t want a beautiful, white smile for summer? Maybe even a beautiful, straight smile with Invisalign?

How do you do this? Place nicely framed signs in your reception room and treatment rooms with the suggestion that gift certificates to your office will make a great gift.  Have a tasteful display of a themed (ex: congratulations grad) gift wrapped box, or a teeth whitening product box wrapped in a bow… you get the idea.

Inform your patients and potential patients via your office website, social media sites, newsletters and postcards about this gift idea.

Perhaps, offer special pricing on teeth whitening and/or Invisalign for a limited time as an incentive for your patients and potential patients.

In addition to gift certificates, you might suggest electric toothbrushes as a thoughtful gift. Wrap your electric toothbrush with a bow and gift tag and put it on display.

Additional tip: When these patients call to schedule their appointment to redeem their gift certificate and then come in for their appointment…wow them!  Exceed their expectations and gain a loyal patient.

One more tip: If you’re looking to increase the teeth whitening acceptance in your office, this article may help: 10 Tips for Teeth Whitening Acceptance Success

If you have any other thoughts or ideas feel free to comment below. Or if you liked this idea, please click the like button. Thank you! Should you have any questions about this post, please email Betty: bhaydenconsulting@gmail.com

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. (Simply click  the link on this page that says subscribe via email) This way, you won’t miss a single idea! PLEASE, feel free to share my blog with your colleagues. 

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Yours for Greater Success,

~Betty

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