Text Guides
A collection of written articles with detailed instructions and additional detail
Analytics/Reporting
FlexPayments Powered by Stripe
- Set Up Payments and Automatic Billing
- Access Statement Message Templates
- Mass Statement Automation
- How to Set Up Recurring Payments in Flex
- How Do I Charge A Patient's Card?
- Payments Log
FlexVerification
- FlexVerification: How to Set Up Delta Dental MFA
- Early Access: FlexVerification Benefit Injection
- FlexVerification: Payer Details, What to Expect, and FAQ
- How to Process an On-Demand FlexVerification
- FlexVerification Report
- Setting Up FlexVerification
FlexSchedule
- FlexSchedule Redirect
- FlexSchedule Credit Card Holds + Deposits
- Reserve with Google
- FlexSchedule in Spanish
- Scheduling for Minors with FlexSchedule
- What Is My Online Scheduling Website?
Advanced Patient List (APL)
FlexBlast (Email Blasts)
Flex Home Dashboard
Tablets
Self Check-In Kiosk
Patient Profile
- How Do I Charge A Patient's Card?
- How to Send Forms to Multiple Family Members
- How Do I Search For A Patient?
- Patient Profile Overview
- How Do I Take A Picture For A Patient?
- How Do I Change Communication Preferences?
Forms
- Using the Flex Form Builder
- Overview of the Elements Menu in the Flex Form Builder
- How to Set Up Nested Forms in Flex
- How to Update Office Policies in the Flex Form Builder
- How to Add Forms to Automated Appointment Messages
- How Does Flex Know When Intake Forms Are Due?
Unmatched Documents
Mango Voice Integration
Texts, Emails, Recalls
- How to Set Up Procedure Based Messages
- Missed Text Auto-Reply: Set Your After Hours Response
- Unscheduled Treatment Reminders
- Texts & Emails General Settings
- What is the Timeline?
- How Do I Set Keywords For Flex Confirmations?
Timeline
- What is the Timeline?
- How Do I Access My Timeline?
- Appointment Booked
- Email Reminders
- Text Reminders
- Email Confirmations
Text Messages & Flex Communicator
FlexMobile
Treatment Plans
- Know the Difference: Using ‘Present’ and ‘Consent’ with Confidence
- How to Capture Images for a Treatment Plan Using the Snipping Tool
- How Do I View/Show Treatment Plans?
- Treatment General Settings
- Can I Add a Title to My Patient's Treatment Plan?
- Attach Images to a Treatment Plan
Consent Forms
- Introducing Automatic Consent Forms
- Using Consent Forms on the Self Check-In Kiosk
- View, Add, Delete, And Edit Consents
- How Do Patients Sign Consents In-Office?
- How Do I Send Consents Via Text/Email?
- How Do I Attach Consent Forms to Keywords?