The High Performing Dental Team

#175 How to maximize dental benefits before end of year


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Every year, millions of dollars in dental benefits expire unused, don’t let your patients (or your practice) miss out. In this episode, Dayna Johnson dives into the importance of maximizing dental benefits before they reset in January.
With the end of the year approaching, Dayna shares practical strategies for engaging patients who still have unused insurance benefits, highlighting how tools like Dentrix Treatment Manager can help teams track unscheduled treatments and fill the schedule. From outreach campaigns to proactive follow-ups, this conversation will give your practice the playbook to boost production and help patients get the care they need before it’s too late.
🔑 What You’ll Learn in This Episode
Why unused dental benefits = lost revenue and missed patient care
How most plans reset in January, and what that means for your schedule
Ways to use the Dentrix Treatment Manager to track unscheduled treatment
Simple outreach strategies that motivate patients to book now
The role of third-party vendors in boosting communication and reminders
Why phone calls, texts, and personal engagement make the difference
How to turn year-end urgency into a win-win for patients and practices
⏱ Chapters
00:00 Autumn Reflections and Dental Benefits Awareness
02:39 Maximizing Patient Engagement for Year-End Benefits
05:43 Utilizing Dentrix for Effective Treatment Management
08:14 Outreach Strategies for Unscheduled Treatments
10:55 Engaging Patients Before Year-End Deadlines
Please rate, review and share this episode with your colleagues.
Book a call with Dayna: calendly.com/dayna-johnson/discovery-call
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The High Performing Dental TeamBy Dayna Johnson

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