Flex Mobile brings your schedule and patient communication with you anywhere you have your mobile device. Manage your office's Open Dental schedule, text patients, and start a call with a patient using Mango.
This guide walks you through the features available once your device is set up.
📱Note: Flex Mobile is designed for your mobile device. Do not install it on shared office tablets; those devices access Flex using your office's custom Flex website. Learn more about logging into your office's Flex URL on tablets and desktops, using our guides below:
⚠️Before you start: Install the Flex Mobile app and add your device to your office's Flex Mobile settings. Adding devices and adjusting settings requires an administrative user account. See the guides below to complete the setup.
- How to Change a User's Permissions↗️
- Downloading Flex Mobile↗️
- Flex Mobile: Add a Device and Manage App Settings↗️
- 🎥Adding A Flex Mobile Device↗️
In This Guide:
- Viewing and Editing Your Schedule
- Two-Way Patient Texting
- Calling Patients with Mango + Flex Mobile
- Multi-Location Practices: Changing Views and Adding Locations
Viewing and Editing Your Schedule
When Schedule Access is enabled, Flex Mobile shows your live Open Dental schedule on the device.
From here you can:
-
Launch the App Tutorial:
- Tap the grid icon at the top right.
- Select the circled question mark at the bottom of the menu.
- Tap the grid icon at the top right.
-
Choose which operatories appear:
- Tap the grid icon (9 dots) at the top right to open the menu.
- Check the operatories you want visible.
- Note: Each operatory has its own color.
-
View appointment details:
- At a glance, each appointment shows the patient's first and last name, the appointment note and time range.
-
Tap an appointment to view additional details.
- Tap again to close.
-
Tap an appointment to view additional details.
- At a glance, each appointment shows the patient's first and last name, the appointment note and time range.
-
Manage an appointment:
-
Tap and hold an appointment to open a quick actions menu:
- Text Patient: Open a text conversation with the selected patient.
- Edit Appointment: Update the date, time, or other details. After making changes, tap Edit to apply.
- Break Appointment: Cancel the appointment without deleting it.
- Unscheduled List: Move the appointment to your unscheduled list in Open Dental.
-
Tap and hold an appointment to open a quick actions menu:
-
Add a new appointment:
-
Tap and hold an empty space, confirm by choosing Add.
- Set the provider.
- Search and select an existing patient or add a new patient.
- Set the start time and length.
- Finish by tapping Add.
- 💡ProTip: Use the note field to capture the reason for the visit, where the patient feels pain, your initials or "Scheduled in Flex Mobile" so your team can reference these details when preparing for treatment.
-
Tap and hold an empty space, confirm by choosing Add.
-
Jump to any date:
- Tap the date in the top center to open the calendar.
- From the calendar, pick a date and select Jump to Date.
- From the calendar, pick a date and select Jump to Date.
- Use the top left and right arrows beside the date.
-
Swipe the schedule left or right.
- Tap the date in the top center to open the calendar.
All changes sync to Open Dental in real time.
Two-Way Patient Texting
With Text Enabled on the Flex Mobile app, tap the SMS icon in the bottom left to open patient text messages.
From there you can:
See all unread patient messages at the top.
-
Reply to patients in real time, just as you would from Flex on your computer.
- Select a text thread to reply.
- Select a text thread to reply.
-
Browse recent conversations.
- Choose a tab at the top: Recent or Unread
- Type a name or keyword into the search bar.
-
Scroll through your list.
-
Send a new message:
- Use the pencil icon in the top right.
- Use the pencil icon in the top right.
-
Pin messages to save for later:
-
Double tap a message to pin and unpin.
-
Double tap a message to pin and unpin.
💡ProTip: The Notification Schedule controls when the device is alerted of new messages. If you prefer that texts not alert your personal phone after hours, set the schedule to match office hours on your device. For guidance on setting up your Notification Schedule, check out this article: How Do I Add My Device?↗️
Calling Patients with Mango + Flex Mobile
For practices using Mango alongside Flex, your team can move from a text conversation in Flex Mobile to a phone call in Mango without breaking the workflow.
To place a call:
- Tap and hold a patient's phone number in Flex Mobile. Mango opens to the dial pad with the number pre-dialed and ready to call.
📱Note: This requires both the Flex Mobile app and the Mango app installed on the device with the user signed into both. Mango + Flex users can use the links below to install each app:
Not using Mango yet? Reach out↗️to learn how Mango pairs with Flex.
Multi-Location Practices:
Use the gear icon in the top left to switch between office views and add new locations.
- Choose Select Office.
- Tap a location or Add Office.
- Follow the prompts on your device. For help adding a device to Flex settings, see the directions in this guide: How Do I Add My Device?↗️
You're All Set!
With your device added and your settings dialed in. Flex Mobile gives every team member a portable version of the practice: the schedule, the texts, and the calls, all in one place.
Looking for More?
Take the next steps with these related guides:
If you found this information helpful, please like and/or comment below!
If you have questions, please contact Flex Support.
Thank you!
Comments
Please sign in to leave a comment.