Video Guides
A library of step-by-step how-to videos designed to help you complete common tasks with confidence.
Analytics/Reporting
FlexVerification
FlexSchedule
- Tip of the Week #4: FlexSchedule Custom Questions by Appointment Type
- FlexSchedule Features Webinar: New Features Released June 2025
- FlexSchedule Credit Card Hold + Deposit
- FlexSchedule Overview
- FlexSchedule Flex Settings
- FlexSchedule Open Dental Settings
Advanced Patient List (APL)
FlexBlast (Email Blasts)
Flex Home Dashboard
Tablets
Self Check In Kiosk
Forms
- Tip of the Week #1: Are You Still Using Legacy Forms?
- How to Switch from Legacy Forms to Advanced Forms Walk-Through Video
- Form Editor Overview
- Tip of the Week #10: Use Nested Forms to Simplify the Patient Form Experience
- Tip of the Week #8: Automate Patient Intake and Update Forms with the Flex Timeline
- Consent Forms
Texts & Emails
- Tip of the Week #11: Automate Pre and Post-Op Instructions with Procedure Based Messaging
- Tip of the Week #8: Automate Patient Intake and Update Forms with the Flex Timeline
- Tip of the Week #3: Missed Text Auto Reply
- Texts & Emails Overview (Automation)
- Texts & Emails Settings
- Timeline and Recalls Overview