How to Split Your Invisalign Payments to Maximize Insurance

Splitting Invisalign payments across the two years is a strategic method where treatment is initiated in November or December. This allows our office to bill the diagnostic phase to the current year’s insurance maximum and the active treatment to the following year’s reset, effectively doubling your coverage. At Enamel Dentistry Leander, we help you to maximize insurance benefits, so you have lower out-of-pocket costs. 

Invisalign payments and maximizing insurance
  • The two-year financial rollover strategy optimizes  the way that PPO insurance plans reset for our patients. Most dental insurance policies provide an annual maximum that they will pay for core between January 1st and December 31st. Once the year has reset on New Year’s Eve, any unused funds are voided. The FSA organization supports that the benefit period lasts from January 1st to December 31st [1] (FAQs – FSAFEDS, 2026). By bridge billing, our team splits your Invisalign contract into two distinct phases. We filed the first claim for digital scans and treatment planning in the current year. Then, we wait until the new year to file the claim for the actual aligner therapy. This allows you to use the remaining funds of the current year and the full refreshed amount in the next year. For patients with a $1,500 annual tax, this could mean the difference between receiving $1,500 and $3,000 in coverage. 

Executing bridge billing requires a dental team that understands the nuances of insurance. Here is the exact timeline that is used in our Leander office: 

 

  1. November records visit: We perform your iTero 3D scans and clinical photos. We submit the diagnostic records code to your insurance immediately. This secures your current year’s remaining benefits. The government supports that dental exams, cleanings, x-rays, and orthodontic treatment are eligible expenses for an FSA [2] (Health Care FSA – FSAFEDS, 2024).
  2. Lab fabrication gap: While the lab is creating your custom aligners in December, your insurance is still in the current year cycle. 
  3. The Delivery: We schedule your tray delivery for the first week of January. The appliance delivery will trigger the second half of the insurance payout. The amount of funds has reset with the new year. 
  4. Monthly payment alignment: Our team then takes the remaining balance and divides it into monthly installments to fit into your budget.

Timing is important when it comes to maximizing your benefits. If treatment is started in March, you are locked into the single calendar year of being on benefits. However, starting in the fourth quarter allows you to obtain more value. This is vital for Leander residents who work for tech companies where HR departments often offer high and low PPO tiers. Starting in Q4 allows you to coordinate the open enrollment period. If you are starting Invisalign, you can opt for a higher-tier dental plan in October and use your current low plan for the records in December. The high plan can be used during the delivery phase in January. This is a great return on investment strategy for the Leander resident. 

  • The American Association of Orthodontists supports that HSAs and FSAs can be used to pay for orthodontic treatments [3] (Baum, 2021). Beyond standard insurance, health savings accounts and flexible spending accounts can benefit from split payments. 

    • FSA: If you have $500 left to spend by the end of the year, we can apply that to the Invisalign down payment, so the money is not voided. 
    • FSA front loading: FSAs are unique in that the full annual amount is available on January 1st. By splitting the Invisalign cost, you can use your money in December and your new funds in January to pay off a large sum of the treatment before you have  received your first paycheck.

Feature 

Single Year 

Two Years 

Insurance utilization 

1 annual Max 

2 annual maxes 

Our out-of-pocket savings 

$0 extra 

~$2,000 extra 

HSA/FSA synergy 

Limited to one year 

Spans two years 

Monthly payments 

Standard 

Often lower due to higher insurance payout 

Best for 

Urgent alignment needs 

Budget-conscious residents 

1. Does every insurance plan allow for split-year billing?

Most PPO plans allow for staggered billing, but somehow standard of care rules. Our Leander billing experts perform a breakdown to confirm your plan’s specific rules before treatment begins

2. What is an orthodontic lifetime maximum instead of an annual maximum?

If your plan has a lifetime maximum, the split-year strategy will not increase the total payout, but will allow you to spread your out-of-pocket payments across two tax years. This can be a big advantage for personal cash flow and tax deductions.

3. Are there extra costs in managing split billing?

No. We believe in transparency and high-value care. We provide this strategic coordination as a standard service for our Leander patients.

Dr. Hardik Chodavadia, DDS, provides comprehensive general and cosmetic dentistry at Enamel Dentistry in Austin, TX. With extensive clinical experience, he specializes in preventive care, gum health, restorative dentistry, and minimally invasive aesthetic treatments. He is committed to delivering safe, evidence-based solutions that keep patients comfortable and informed at every step.

[1] FAQs – FSAFEDS. (2026). Fsafeds.gov. https://www.fsafeds.gov/support/faq/all/403 

[2] baum, alan. (2021, March). How to Use HSA Benefits to Pay for Orthodontics | American Association of Orthodontists. American Association of Orthodontists. https://aaoinfo.org/whats-trending/can-i-use-my-hsa-or-fsa-for-orthodontic treatment/gad_source=1&gad_campaignid=20873162079&gbraid=0AAAAADM_Kix1ZB7jCTV04y9ZOhxIsDvCI&gclid=Cj0KCQjwyr3OBhD0ARIsALlo-OnAjomhvBZqoT-0uiATf9IVJnCD8hCZQbRBKR5ZiEoeOW_f-TGVIX8aAsb3EALw_wcB 

[3] Health Care FSA – FSAFEDS. (2024). Fsafeds.gov. Health Care FSA – FSAFEDS

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