With all the holiday hustle, family gatherings, and travel during this busy time of year, dental insurance benefits are the last thing on most patients’ minds.

Many of your patients may not realize they have valuable, unused insurance benefits just waiting to be put to good use. Since most plans don't roll over unused benefits, now’s the perfect time to nudge patients to schedule that extra cleaning or wrap up any unfinished treatments.

Here’s how to maximize this opportunity with a seamless “Use-It-Or-Lose-It” campaign.

Target the Right Patients

First, you need to make sure you are reaching out to the right patients, meaning you’ll want to find patients with unused insurance benefits.

With Patient Finder, you can create a custom list and filter to show patients who have remaining insurance dollars. You can narrow your list even further by adding additional filters like patients with unscheduled treatment or unscheduled hygiene recare.

This refined approach lets you pinpoint patients who might be most responsive to a “Use-It-Or-Lose-It” reminder. Tailoring your outreach like this makes your message relevant and increases the likelihood of patients scheduling.

Easily and Effectively Communicate

Once you’ve found the patients you want to reach out to, you need to figure out what to say and how best to communicate it to them.

Dental Intelligence has you covered with a library of ready-to-use templates like the one below.

Hi {patient’s first name}!

The end of the year is coming up, which means your remaining insurance benefits could be about to expire. It’s time to use them before you lose them! When would be a good time for you to come in? Take a look at our schedule here to pick the appointment time that works best for you!

Hope to see you soon,

{Doctor name}

{Office contact information}

The best part? You can send these messages in bulk to your custom list in just a few clicks. Plus, personalized placeholders like patient names will be auto-filled for you, making each message feel personal and relevant. Make sure to include an online scheduling link, so patients can easily book a time that suits them.

You can send these messages through your patient’s preferred channels, either via text, email, or through the mobile app.

Be Where Your Patients Are

Want to reach even more patients and attract new ones? Meet them where they’re already spending time by posting on social media.

Dental Intelligence’s dental marketing tools include ready-to-post social graphics for platforms like Facebook and Instagram. Our robust library even has you covered with some “Use-It-Or-Lose-It” templates.

All you have to do is select the image you want and download it. Then, post it with the corresponding caption, personalizing it as needed. It’s a quick, simple way to extend your campaign’s reach.

See it in Action

With Dental Intelligence, you can easily bring your “Use-It-Or-Lose-It” campaign to life. 

Ready to see how Dental Intelligence can help you engage patients and boost year-end scheduling with ease? Schedule a demo today to see how Dental Intelligence can help you create a seamless campaign that fills more chairs while helping patients maximize their insurance benefits — a true win-win.