If you’re like many dental practices, September can be a slower month. With kids heading back to school and families settling into post-summer routines, it’s a great time to focus your team’s efforts on unscheduled treatment plans.
As the end of the year approaches, many patients don’t realize they could be leaving money on the table—literally. Most dental insurance benefits reset on January 1st, meaning any unused coverage disappears. For dental offices, this presents a golden opportunity to help patients prioritize their oral health while making the most of their insurance.
Why This Matters
Most dental insurance plans operate on a “use it or lose it” basis. Patients typically have an annual maximum benefit—often between $1,000 and $1,500—and if they don’t use it, it doesn’t roll over. This can result in hundreds of dollars in lost coverage that could have gone toward cleanings, fillings, crowns, or other necessary treatments.
What Dental Offices Can Do
- Run a Benefits Utilization Report Identify patients who haven’t used their full benefits or who are due for preventive care. This helps target outreach effectively.
- Send Personalized Reminders Use email, text, or phone calls to remind patients of their remaining benefits. Personalize the message to include specific treatments they may need.
- Educate Through Social Media and Newsletters Post tips and reminders about insurance expiration dates. Explain how using benefits now can prevent more costly procedures later.
- Offer Flexible Scheduling Extend hours or add weekend appointments to accommodate patients trying to fit in treatment before year-end.
- Highlight Preventive Care Remind patients that most plans cover cleanings and exams at 100%. These visits are essential for maintaining oral health and catching issues early.
- Promote Treatment Plans Strategically If a patient needs multiple procedures, consider splitting them across two calendar years to maximize insurance coverage.
Sample Message for Patients
“Did you know your dental insurance benefits reset on January 1st? If you haven’t used your 2025 coverage, now’s the time! Schedule your cleaning or complete any outstanding treatment before your benefits expire.”