Dental Insurance Benefits (Use it or Lose it) Reminders, Tips, and Ideas

Dental Insurance Benefits (Use it or Lose it) Reminders, Tips, and Ideas

Hello Friends,

It’s that time of year when we should start sending out dental insurance use it or lose it reminder letters regardless if your patients are ready to hear that or not.

The month of September is a great month to get started on 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/or patients with FSA or HSA dollars that expire at the end of the year.

end of the year dental maximum renewal reminders

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.

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.

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!

Need ideas for what to include in the reminder letter? Feel free to email me at bhaydenconsulting@gmail.com and I will send you a sample letter that you can customize for your office. 

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 at the end of the year be sure to communicate with your lab guy/gal that they can, in fact, get these cases back to you in time.

Social Media – Use your social media platforms to remind your patients to use their dental benefits before the end of the year.

Betty Hayden Dental Coach End of Year Insurance Renewal Reminders

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 or Facebook here are the links  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 Practice Management Tips and Ideas for October 2018

Dental Office Practice Management Tips and Ideas for October 2018

Hello Friends,

The ideas that I’m sharing for the month of October can be done any time of year but sometimes, it helps to have a little push. So here is your gentle push to make plans now to have a great start to the final quarter for the year.

Fall Dental Office Practice Management Ideas

Customer Service Week – October 1st  – 5th  –  Excellent theme for your next team meeting.  What ideas can you come up with as a team to exceed your patients’ expectations by consistently delivering excellent customer service?

  • What do you do when you run late? (If you’re habitually running behind, please change that habit! It’s disrespectful to your patients’ and your team)
  • What do you do when the lab screws up a case?
  • What about comfort? How are you making the visit as comfortable as possible for your patients?
  • What about your telephone skills? SEE How to Effectively Answer the Dental Office Telephone (Telephone Principles)
  • How about after the treatment – are you making post-op calls?
  • How are you staying in touch with your patients in between their 6-month hygiene appointments? SEE 10 Ways to Stay in Touch with your Dental Patients

Improve Your Office Day – October 4th – Take this opportunity to openly and honestly examine ways to improve your office. This might be the perfect time to schedule a complimentary consultation with me for some tips and ideas on how to improve your office.

Another great way to improve your dental office and team is to attend TBSE 2018 (The Best Seminar Ever!). You will love it!! Plus, I’ll be there and it would be awesome to meet you in person!!  See why this is truly the best seminar here: The Best Dental Seminar Ever

Boss’s Day is October 16th  – Plan now to make this day special for your boss(es).

Get to Know Your Customers Day is October 19th – Perhaps you could have a Business Card Drawing for a Free Lunch. Have fun with this day or turn it into a week or month-long event. This will allow you to get to know your patients better as well as learn what local businesses you want to focus some of your marketing efforts on.

October is National Dental Hygiene Month – What can be done to improve your hygiene department? Examine your current protocols and systems…both clinical and administrative. See also: Tips and Ideas to Fill Holes In Dental Hygiene Schedules and Scripting for when your dental patient calls to cancel their cleaning appointment…

Use it or Lose it Reminders – Get your letters (& phone calls) out to your patients reminding them to use any insurance benefits they have remaining for 2018 to complete any needed treatment or for their continuing care hygiene appointment before they lose them. SEE Remaining Maximum Tips and Ideas (Sample Letter)

Combine these practice management ideas with my Marketing Ideas and you will have a great October (and final quarter) as a team! Not to mention, your patients will love you for it!

Did you enjoy these tips and ideas?   I would love and truly appreciate for you to please leave a review/recommendation for me on GOOGLE and/or FACEBOOK

As always, I would love to hear your ideas! Should you need any help implementing these ideas or have any other questions that I can help you answer… I’m ready to help!

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. 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 Marketing Ideas for November

Dental Marketing Ideas for November

Hello Friends,

I thought I would start this post with a lovely quote about the month of November, apparently, that was a big request as it looks like November is not a favorite for most. The majority of the quotes were about how awful the month of November is.

If that’s how you feel about November, I would like to help you make it such a great month in your office that you’ll be full of positive experiences and remarks! (That will give me some encouraging quotes about November for next year. 😉 )

betty hayden consulting free dental marketing ideas november

Just for you – Dental Marketing Ideas to help you make November

the cheery & productive month it so wants to be…

Let’s start with just a couple of reminders:

Candy Buy Back – Many of you will be starting off the month of November hosting and celebrating your office Candy Buy Back events. Be sure to alert the local TV news, online & print newspapers and social media sites about these events.

Incomplete Treatment & Insurance Maximum Renewals – Do you have any patients with incomplete treatment or ones that are due/past due in hygiene with remaining insurance benefits that are going to run out at the end of this year? Do what you can to help them see the need and value in scheduling an appointment this month before the end of the year rush really shifts into high gear! See Remaining Dental Insurance Maximum Letter – Use It or Lose It Reminders

Dental Education Opportunity:

November is American & National Diabetes Month

Nearly 26 million Americans have diabetes.
People with diabetes are 2 times more likely to develop serious gum disease.
Use this month to educate your patients about the connections between diabetes and gum disease while they are in the chair and or via email, office newsletters, and your social media sites.

Great American Smokeout: 17  – Wonderful Educational Opportunity to help your patients Kick the Tobacco Habit! As well as encourage youths to remain tobacco-free.

Cosmetic Dentistry Opportunity:

Many of your patients will soon be attending holiday parties/events and typically with these special occasions come a lot of picture-taking. Now is a great time to help them see how they can easily get their smile ready for the camera with teeth whitening and other cosmetic treatment/procedures.

Continuing Care Opportunity:

Give Up Your Shoulds Day: 1stThe dictionary defines “should” as a word used to indicate obligation, duty, or correctness, typically when criticizing someone’s actions. Help your patients to give up some “shoulds” in their lives that often lead to guilt and stress. Such as: “I should schedule my dentist appointment” or “I should floss every day”; encourage them to turn these shoulds into something positive by seeing the value and personal benefit to flossing every day and/or being able to say they scheduled their dental appointment. It’s not something they “should” do but what they “want” to do to stay healthy.

Here are 3 More Ways to Help Your Patients 
Smile in November!

World Kindness Week: 13-19 – Have Gift Of Health Certificates for your patients to share with their friends, co-workers, neighbors, and family. What about handing out special surprise gifts for your patients or deliver gifts to local businesses this week. Perhaps there is a patient coming in this week for treatment that is experiencing serious financial hardship and would benefit from some extra kindness by you donating some of their dental treatment.

Black Friday – Offer Special Pricing on Teeth Whitening & Electric Toothbrushes, Ortho Consult or a New Patient Visit.

Flossing day: 29th – Post fun floss facts & tips on your social media sites. Make a video and share on Facebook, YouTube & Pinterest demonstrating proper flossing techniques.

As always, I would love to hear your ideas for making November a great month! Should you need any help implementing these ideas or have any other questions that I can help you answer…I’m ready to help! Contact me today at bhaydenconsulting@gmail.com.

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

Please share my blog with your dental friends.

Yours for Greater Success,

~Betty

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

 

Remaining Dental Insurance Maximum Letter – Use It or Lose It Reminders

Hello Friends,  (this is an updated version of some idea’s I shared last year)

hayden consulting insurance maximum renewal letter

Do you have any patients due 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?

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 September. I think October works very well too.  The closer it gets to the end of the year the more difficult it becomes to get them to schedule.  Don’t worry if you haven’t yet mailed out letters, there is still some time…but, I would do it asap 😉

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.

Here is a Scripting Idea:

2016 is just around the corner! We want to remind you to take advantage of any unused dental insurance benefits. 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 let you rollover unused dollars to the next benefit year. So, Use ‘Em or Lose ‘Em!

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.

Call us today to schedule your appointment. We find that the 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 ………

We’re ready to help you smile healthier & happier in 2016!

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 also makes a wonderful gift.

P.P.S. Did you know we are on Facebook & twitter? “Like” us on Facebook at … and “follow” us on 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.

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!

Please comment below to share your ideas or to give this post a like. Thank you!

If you haven’t yet subscribed to receive free dental marketing ideas via your email each month, please do so today. Feel free to share these posts with all of your dental friends!

Yours for greater success,

~Betty