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End of Year Dental Benefits Letter: How to Write One That Drives Appointments and Loyalty

December 23, 2024
Written by: Jordon Comstock

Alright, dental pros, let’s talk about one of the easiest and most effective ways to fill your schedule before the ball drops on New Year’s Eve: the end-of-year dental benefits letter. Think of this as your practice’s secret weapon for driving urgency, maximizing patient benefits, and (let’s be real) boosting your revenue before the year ends.

But here’s the kicker—this isn’t a one-size-fits-all situation. Different patients need different messages. Whether they’re insured, cash-paying, uninsured, or already enrolled in your awesome membership plan, you’ve got to tailor your pitch to make it resonate. Lucky for you, we’ve got a blueprint to make your letter unforgettable.


Why Write an End-of-Year Dental Benefits Letter?

Because procrastination is practically a national sport. Most patients don’t think about their dental benefits until December rolls around, and by then, it’s a mad dash to get the most out of their insurance or flex spending accounts.

Your job? Remind them what’s at stake (aka money left on the table) and why they need to book NOW.


How to Structure Your Letter

1. Start With Urgency

Hook them right away with a statement like:

“Don’t let your hard-earned dental benefits go to waste—schedule your appointment before December 31st!”

2. Segment Your Audience

Craft unique messages for each type of patient: insured, cash-paying, uninsured, and membership patients.

3. End With a Call to Action

Make it easy for them to book:

“Call us today at [phone number] or book online at [website]. Spots are filling fast!”


How to Talk to Insured Patients

Insurance patients love hearing the words “use it or lose it.” Most dental insurance plans reset on January 1st, and unused benefits vanish into thin air.

What to Include in Your Letter

  • Benefits Reminder: “Your insurance likely covers two cleanings per year—don’t let your second one go unused!”
  • Coverage for Big Treatments: “If you’ve been postponing crowns or fillings, now’s the time to maximize your benefits.”
  • Urgency: “Appointments are limited, and spots are filling up fast!”

How to Talk to Cash Patients

Cash patients are a different breed—they’re already committed to paying out of pocket, so your message should emphasize value and affordability.

What to Include in Your Letter

  • Promotions or Discounts: “Enjoy 10% off whitening treatments when you book before December 31st!”
  • Preventive Care Focus: “Invest in your smile now to avoid costly treatments later.”
  • Incentive to Join Your Membership Plan: “Save more with our in-house membership plan—perfect for cash patients!”

How to Talk to Uninsured Patients

Uninsured patients are often the ones who avoid the dentist altogether. Your goal is to show them they don’t need insurance to get affordable, high-quality care.

What to Include in Your Letter

  • Highlight Your Membership Plan: “Join our membership program and enjoy free cleanings, exams, and discounts on treatments—all for a low monthly fee.”
  • Break Down Costs: “For less than the cost of a gym membership, you can keep your smile healthy year-round.”
  • Ease of Access: “No insurance? No problem. Our plan makes it easy and affordable.”

Pro Tip: Use BoomCloud™ to manage your membership plan and track patient renewals seamlessly.


How to Talk to Membership Patients

Your membership patients are your VIPs, and they need to feel like it. Remind them of their perks and encourage them to use their benefits before the year ends.

What to Include in Your Letter

  • Personalized Touch: Address them by name and thank them for being a member.
  • Benefit Reminders: “Your membership includes two free cleanings per year—make sure to book your second one before December 31st!”
  • Special Offers: “As a valued member, enjoy exclusive discounts on whitening and Invisalign.”

BoomCloud™: Your Membership Plan Sidekick

If you’re not already using BoomCloud™, what are you waiting for? It’s the ultimate tool for managing patient membership plans, automating renewals, and keeping track of benefits usage.

What BoomCloud™ Does

  • Automates Billing: No more manual invoicing.
  • Tracks Benefits: Know exactly who’s used what, so you can target them effectively.
  • Increases Loyalty: Membership patients are more likely to stay, spend, and refer friends.

Learn More About BoomCloud™ Here: BoomCloud™ – Membership Plan Software


Case Story: How Smiles Unlimited Rocked Their Year-End Campaign

The Problem

Smiles Unlimited had a December full of open slots and patients who hadn’t used their insurance benefits.

The Solution

They sent out segmented end-of-year letters to all their patients:

  • Insured patients were reminded to maximize their benefits.
  • Cash patients were offered discounts.
  • Uninsured patients were encouraged to join their membership plan.
  • Membership patients were reminded of their unused cleanings and perks.

The Results

  • Increased Appointments: They filled 95% of their December schedule.
  • Boosted Memberships: 50 new patients joined their plan.
  • Increased Revenue: $30,000 in additional treatments booked from membership patients.

Letter Templates

Subject Line: Don’t Let Your Dental Benefits Go to Waste!


Dear [Patient’s First Name],

The clock is ticking, and the year is almost over! Did you know many dental benefits and flexible spending accounts reset on January 1st? That means any unused benefits could disappear faster than leftover Christmas cookies.

We’re here to help you maximize what you’ve already paid for, whether you’re insured, uninsured, or part of our amazing membership plan. Let’s make sure your smile gets the care it deserves before the ball drops on New Year’s Eve!


For Our Insured Patients

Your insurance likely covers two cleanings per year, along with coverage for other essential treatments like crowns or fillings. Don’t let those hard-earned benefits go to waste! Appointments are filling up fast, so call us today to schedule your visit.


For Cash-Paying Patients

We’ve got some fantastic year-end specials just for you:

  • 10% Off Teeth Whitening when you book before December 31st.
  • Preventive Care Discount: Stay ahead of costly treatments by investing in your oral health now.
    Want to save even more? Check out our in-house membership plan for exclusive perks and savings.

For Uninsured Patients

No insurance? No problem! Our membership plan is the perfect solution. For just a low monthly fee, you’ll enjoy benefits like:

  • Free cleanings and exams.
  • Discounts on fillings, crowns, and more.
  • Priority scheduling.

It’s the easiest and most affordable way to keep your smile healthy all year long.


For Our Membership VIPs

As one of our valued members, we want to remind you of the incredible perks your membership includes:

  • Two free cleanings per year—schedule your second one now!
  • Discounts on whitening, Invisalign, and more.
  • Exclusive year-end offers just for you.

Thank you for trusting us with your smile—we’re so lucky to have you as part of our dental family.


Act Now—Appointments Are Limited!

Time is running out, and spots are filling up quickly. Don’t wait until the last minute—call us today at [Phone Number]or book online at [Website URL] to secure your appointment.

Let’s make sure your smile is ready to shine bright for the holidays and beyond!

Yours in healthy smiles,
[Your Dentist’s Name]
[Your Dental Practice Name]

P.S. If you’re interested in joining our membership plan, give us a call! It’s the easiest way to save money and keep your smile healthy year-round.


This letter keeps it personal, fun, and targeted to different patient needs while driving urgency and promoting your services effectively.

Final Thoughts: End the Year With a Bang

Your end-of-year dental benefits letter isn’t just a nice-to-have—it’s a must-have. It’s your chance to drive urgency, fill your schedule, and remind patients why your practice is the best in town.

Tailor your message for insured, uninsured, cash, and membership patients, and watch your December numbers soar. Oh, and if you want to make membership plans effortless? Let BoomCloud™ do the heavy lifting.

Ready to supercharge your membership plan? Sign up for BoomCloud™ today and start growing your practice.

Sign Up for BoomCloud™ Here: BoomCloud™ – Membership Plan Software

Now go out there, write those letters, and end the year stronger than ever!

My Top Podcasts

Download "The Million Dollar Dental Membership Plan" E-book!

Learn tactics and strategies from practices that have built a million dollars in recurring revenue from their membership subscriptions alone! Creating a patient membership plan is the smartest strategy to implment in your practice. You will increase patient satisfaction & loyalty, Increase predictable recurring revenue & improve your case acceptence by 3X with members. Download the book Now!

Membership Plans For Optometrists

vision-membership-plan-ebook Learn tactics and strategies from practices that have built a million dollars in recurring revenue from their membership subscriptions alone! Creating a patient membership plan is the smartest strategy to implement in your practice. You will increase patient satisfaction & loyalty, Increase predictable recurring revenue & improve your case acceptence by 3X with members. Download the book Now!

What is BoomCloud™?

BoomCloud is a software platform that allows you to create, manage & grow your own membership program. Build unlimited plans, track recurring revenue, active members metrics. Integrate your online membership enrollment with your website & start growing recurring revenue. Schedule a demo!

Fire The PPOs With These Proven Strategies!

Discover how to break free from the grip of PPOs and transform your practice into a thriving, profitable business. Imagine better cash flow, higher profits, and stronger patient relationships. It’s not a dream – it’s a reality waiting for you.

Say goodbye to PPOs and hello to a thriving, independent dental practice. Don’t miss out – your journey to financial freedom starts here!

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Jordon Comstock

Author Bio

Jordon Comstock is the Founder & CEO of BoomCloud™, a software that allows practice, clinic & spa owners to build, manage and scale a membership program. This helps practice & clinic owners to create recurring revenue & improve loyalty via membership programs. Jordon is passionate about Music, Hawaii, Healthcare businesses like: dentistry, optometry, med spas and massage spas. Schedule a demo of BoomCloud™ and learn how membership programs can improve your business. Here are more dental books to improve your practice

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