Early Access: FlexVerification Benefit Injection

Molly Davis

Updated June 12, 2026 16:54

Available to FlexVerification Pro subscriptions on versions 7.16.3 and above

We know how time consuming tracking down insurance details can be. That is why we are introducing an important enhancement that will improve your insurance verification process. Benefit injection brings insurance benefit details directly into Open Dental.

This guide will help you understand what this new feature does, why it matters, and how to begin using it right away.

🆕What is New & What to Expect:

You will see key insurance benefit details such as annual maximums, deductible, and coverage percentages added directly into the patient’s benefits.
As of version 7.25.3, you can choose which ADA codes are added to Open Dental. For a look at how to set up Procedure Code Selection, see our section below on How To Get Started.
To make it easier for your team, a copy of the original plan is saved automatically. If needed, you can go back to it at any time.
Code frequencies and waiting periods stay as you've set them they will not be overwritten in this early release.
The plan’s group name will now show that it was created by Flex, so it is clear where the information came from.
All available ADA codes and insurance details are still included in the .pdf copy saved in your Imaging module, regardless of your selection. Updates happen automatically in both Flex and Open Dental.

This update helps you move faster while keeping insurance information clear and consistent for everyone on your team.

Upcoming Enhancements

Available in Beta. Planned for all FlexVerification Pro Users

Maximum and Deductible Usage: FlexVerification checks insurance deductible and maximum. If benefits were used at another office, Flex updates Open Dental with the correct amounts so you see accurate remaining benefits.

⚠️Notes:

Benefit Injection is performed when the benefits are obtained through the portal. If Flex can only verify using clearinghouse data for a carrier, we will not overwrite or replace the plan that is already on file. This helps ensure accuracy and saves valuable time.

In Early Access, Benefit Injection works when you process a manual on-demand verification with injection. It does not support automation yet — enhancements are on the roadmap as we continue the rollout.

This enhancement is available to offices using Open Dental version 24.2 or higher, giving you access to the latest features. It is not compatible with Practice Web or other look-alike systems.

Why This Matters

Automatically adding benefits to the patient record helps your team work more efficiently and confidently. With coverage information available in Open Dental, your team can:

Save time by avoiding follow-up calls to insurance and logging into multiple portals.
Share accurate estimates with patients.
Reduce errors that happen by entering data by hand.
Easily confirm benefits without switching tools.

This makes your office workflow smoother and keeps everyone on the same page.

How It Works

When Flex verifies insurance, benefit details are added to the patient’s Insurance Plan Benefit Information section of Open Dental. These include:
- Annual Maximums
- Deductibles
- Coverage percentages by category
"(FlexMgd)" is added to the plan’s group name. This shows that it was created and is managed by FlexVerification.
In case you need it later, a copy of the old plan is saved.
- To learn more about what happens after a verification is successful, check out the 'What to Expect When Insurance Verification is Completed' section of our FAQ guide linked in the 'Looking for More' section below.
- Reminder: frequencies and waiting periods remain the same in this early release, we will not overwrite them at this time.
To edit plan details, double-click Benefit Information.
To revert back to the previous plan, drop the current plan and add the desired insurance back onto the patient record.
- Here are a few resources from Open Dental to guide you:
  1. Insurance Plan Overview↗️
  2. Edit Benefit Information↗️
  3. Drop Insurance Plan↗️
  4. Add Insurance↗️

How To Get Started

To begin using this enhancement, your office Flex Administrative User↗️ can follow these steps:

Go to Settings
Click the FlexVerification tab
Enable ‘Automatic Benefit Insertion’
Select ‘Configure Network Status’ to tell FlexVerification which carriers are in-network and out-of-network for your office. If carriers are not designated, Flex cannot inject benefits. You will be directed to a new page with three lists:
1. Unassigned
2. In Network
3. Out of Network
From the Unassigned list, select a carrier. You can:
- Pick them one by one
- Shift and click for a range
- Or in the top right click the box to select all
Use the arrows to move carriers into either the In Network or Out of Network list.
- You can move carriers back and forth between the lists
- You can also move them back to Unassigned if needed
For Delta Dental you will need to designate which level you are configuring. Flex will inject benefits based on the plan type. To set up multi-factor verification, check out this resource: FlexVerification: How to Set Up Delta Dental MFA
When finished, click 'Save'. A message appears confirming your changes, you can choose to:
- Continue Editing to stay on the page.
- Or Return to Settings to go back to your FlexVerification settings.
In FlexVerification Settings, choose 'Configure Procedure Codes'. Available to FlexVerification Pro users on version 7.25.3 and above.
- Codes shown in blue are included in injection by default.
- Codes shown in gray are not included in injection.
- Select a code to exclude it from injection. Select it again to include it.
- To manage a section of codes at once, use 'Enable All' or 'Disable All'
  - Note: Codes are included on the .pdf copy stored in your Open Dental Imaging module.
- Click 'Save' when finished.
In FlexVerification settings, enable Insurance Verification On-Demand.
'Save' settings.
Once set up, benefit details begin to appear in Open Dental when you click the 'Verify' button on your patient's page↗️. Injection occurs automatically when the payer is set for injection and has a connected portal.
- FlexVerification Pro users —learn how to connect portals in the How to Set Up FlexVerification and Enable Automation resource below in the 'Looking for More' section.