At Smarter Practice Solutions, we believe patient and provider communication needs to be authentic, personable and professional. As the end of the year is fast approaching, it is important to communicate with patients regarding their unused benefits. To facilitate an effective end of the year letter, here is a template for you to use. Simply copy and paste this content into a word document, then merge the responsible party name instead of “Dear Patient”, include a business card and sign the letter to personalize it.

Dear Patient:

We hope this letter finds you well and enjoying a pleasant fall.

As the end of the year is quickly approaching, we want to remind you to utilize any unused insurance benefits before they expire. Many of you also participate in Flexible Spending Accounts or Health Savings Plans with your employer. In most cases, any benefits left in these accounts do not roll over each calendar year.

Depending on your individual needs, careful calendar planing will allow you to maximize your time and unused benefits. Our team can assist you in preparing for your dental care by discussing your treatment needs and reserving convenient appointments. Additionally, we offer many payment options with a monthly payment that fits into your budget.

Your health is important to us and we want to make sure you get the care you deserve. If you or a family member needs an appointment or has any questions, please call us today so we may discuss your needs. We look forward to seeing you at your next visit!

With best wishes for continued good health,

Dr. and Team