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December Is Almost Here. Is Your Schedule
Ready? The Challenge The Opportunity The Toolkit For dental office managers, this creates an important opportunity.
Free guide for dental office managers
Year-End Benefits Outreach Kit
Your patients have treatment they haven't scheduled — and December is almost here. This practical 4-week toolkit helps dental office managers and front desk teams reconnect with patients, follow up on unscheduled treatment, and prepare for December 31 with confidence and clarity.
By Kyle Summerford, 25+ years in dental practice management. Shared with the DOMA community of 26,700+ dental office managers.
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- ✓ December Is Almost Here. Is Your Schedule
- ✓ Why Year-End Benefits Outreach Matters
- ✓ The December 31 Deadline: What You Must Verify
- ✓ Start With the Right Report
Inside the guide
What you'll get from this guide
Your patients have treatment they haven't scheduled — and December is almost here. This practical 4-week toolkit helps dental office managers and front desk teams reconnect with patients, follow up on unscheduled treatment, and prepare for December 31 with confidence and clarity.
02
Why Year-End Benefits Outreach Matters
Answer Questions Reduce December Chaos Reconnect With Patients Identify Unused Benefits Follow up with patients who have unscheduled Help patients.
03
The December 31 Deadline: What You Must Verify
Benefit Year Remaining Benefits Frequency Limitations Claims Timing Treatment Coverage Deductible Status Many dental insurance plans follow a January.
04
Start With the Right Report
Reports to Pull Patient Categories to Identify Plans recommended treatment not yet scheduled Open Treatment Plans: Patients who discussed Supporting.
05
What Your Outreach Report Should Include
Your working report should help the team prioritize contacts, personalize each conversation, track progress, and avoid unnecessary repeated outreach.
06
Prioritize the Patients Who Need Follow-Up
Patients Who Requested More Time Verified Approaching Benefit Deadline Unscheduled Recommended Treatment Financial Questions options.
Meet Kyle Summerford
Kyle has spent more than 25 years in dentistry. He started at the front desk, worked his way up to dental office manager, and became one of the most recognized voices in dental practice management.
As the founder of the Dental Office Managers Alliance, Kyle is focused on helping dental office managers strengthen leadership, systems, communication, team management, and daily operations through practical tools built around the realities of dental practice management.
This guide was created to help managers put the ideas in this guide to work in their own practice, one small change at a time.
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