PROFESSIONAL ONBOARDING

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A custom onboarding plan based on

Internet leads need to be filtered and qualified before they enter your office. SmileSnap helps to:

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Two purposeful sessions to ensure success


Looking for a top-to-bottom tour of the SmileSnap platform? Let our team of friendly onboarding experts be your guide. This is the best choice for maximizing the value you get out of SmileSnap.

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Foundational Onboarding Session

During your first 50 minute session, an Onboarding Specialist will work with you to:
– Explore tools and features of particular interest
– Get your widget setup and ready for integration
– Familiarize with the dashboard & create a plan of action
– Provide a recording for other team members

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Customization Onboarding Session

1-2 weeks after your Foundational Session, you’ll have a 50-minute customization session to go over:
-Develop workflow and processes to easily and successfully manage your virtual consultations
-Identify and assign team members specific roles in the process
-Review scripting and messaging to communicate your virtual consultation option to new patients and leads
-Create a follow up protocol to increase your number of starts!

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SmileSnap is for Game Changers

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Take their world, Not Ours

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“90 plus percent of patients that are coming to us through SmileSnap and doing a virtual consultation have closed. I think it’s also helped us increase our start ratio of those particular types of appointment.”

Nicole Pruitt
Director of Operations, Boschken Orthodontics

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“When I heard about SmileSnap a few months ago, I couldn’t envision a productive way for it to exist in our new patient workflow. Today, given our new reality, I can’t envision any scenario where this technology isn’t incredibly important in our future workflows.“

Jamie Reynolds, DDS
Orthodontist, Spillane & Reynolds Orthodontics | Co-founder, OrthoFi

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“Virtual is new to many of us and SmileSnap was there when we needed a platform to use for virtual consultations. Onboarding was extremely easy, user friendly, and I closed more cases than I thought possible. Treatment coordinators should really look into it!”

Kim Gordon
Treatment Coordinator, Lupi Orthodontics, Stafford, Virginia

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“We live in the economy of “NOW.” People expect to be able to get results online now in a quick manner and dentistry should be NO different. SmileSnap is the first platform in dentistry built from a robust tech platform and checked all the boxes for our 4 locations FFS practice. We’ve had amazing success with virtual consultations from SmileSnap.“

Peter Boulden,

DMD, FACE, FIADFE, FAGD, FACDS
Dentist, Atlanta Dental Spa

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“Doing over 300 virtual consultations in the last year has taught us that the best way to increase your conversion rate is to pre-qualify your patients using a high quality virtual consultation experience.”

Alexander Waldman, DMD MMSc

Orthodontist, Waldman Orthodontics,

Beverly Hills

Blogs

What Patients Love About SmileSnap—and How It Builds Loyalty

By Kenner Medina • June 9, 2025
First impressions matter, and SmileSnap helps you make a great one. Patients appreciate being able to reach out on their own terms, without the pressure of a phone call or the delay of waiting for a consultation. They also love the fast feedback, clear communication, and personalized approach. When patients feel heard and supported early on, they’re more likely to trust your team and commit to treatment. SmileSnap doesn’t just help attract new patients —it builds long-term loyalty. By offering a better experience from the start, your practice becomes the obvious choice for their care.

How SmileSnap Saves Your Team Time (While Growing Your Practice)

By Kenner Medina • June 2, 2025
Your front desk is busy. Your clinical staff is stretched. SmileSnap is the tool that helps everyone do more—with less. By automating the initial intake process , SmileSnap eliminates phone tag, email back-and-forth, and redundant data entry. Patients submit photos and complete forms online, freeing your team to focus on higher-value tasks. Providers can triage consults on their schedule, respond with treatment options, and prioritize in-office visits for serious cases. The result? Less chaos, more efficiency, and more booked appointments—all without adding to your staff’s workload.

From Click to Chair: Mapping the Ideal Patient Journey with SmileSnap

By Kenner Medina • May 26, 2025
Every successful dental practice needs a smooth, predictable patient journey. SmileSnap helps create just that, starting with the first click. Discovery: A patient finds your website or ad. Engagement: They submit a virtual consult through SmileSnap. Response: You review their photos and provide feedback. Booking: The patient schedules an in-office visit. Treatment: You deliver the care they need—faster and more informed. This frictionless flow removes barriers and sets the tone for a positive experience. SmileSnap helps your team stay organized while patients feel supported every step of the way.

The Secret to Converting More Dental Leads? Start with a SmileSnap Consult

By Kenner Medina • May 19, 2025
Attracting leads is just the beginning. The real challenge? Converting them into booked appointments. SmileSnap helps dental and orthodontic practices bridge that gap with engaging, on-demand virtual consults . Patients love the simplicity: they upload photos, describe their concerns, and receive a personalized response—often within hours. Providers can quickly assess candidacy, offer treatment options, and invite patients in for the next step. This fast, professional response shows you value their time and interest, giving you a major advantage over practices that rely on slow phone calls and email follow-ups. With SmileSnap, conversion becomes part of your workflow—not a guessing game.

Why Virtual Consults Are a Game-Changer for Dental and Ortho Practices

By Kenner Medina • May 12, 2025
The dental and orthodontic landscape is changing. Today’s patients expect fast, flexible, and tech-savvy care—and that starts long before they ever step into your office. SmileSnap’s virtual consult platform meets this demand head-on. By offering a digital front door to your practice, SmileSnap allows prospective patients to connect with you at their convenience. Whether it’s a quick question about aligners or an initial assessment for veneers, a virtual consult helps establish trust early. Practices using SmileSnap not only reduce friction in the patient journey but also increase their conversion rates. When access is easy and communication is clear, more patients say “yes” to treatment.
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Enhanced Dental Marketing Opportunities

By Kenner Medina • May 5, 2025
Are you looking to take your dental practice to the next level? Look no further than SmileSnap for enhanced marketing opportunities that will attract new patients and streamline your marketing efforts. With SmileSnap, you can seamlessly integrate their innovative platform with your website and marketing campaigns. This means that potential patients looking for convenient dental care solutions will be drawn to your practice like never before. Gone are the days of cumbersome paperwork and long wait times for patients. With SmileSnap, everything is streamlined and efficient, making it easier for patients to schedule appointments and access the care they need. But the benefits don't stop there. By utilizing SmileSnap, you can also gather valuable data on your patients and their preferences. This information can then be used to tailor your dental marketing campaigns and services to better meet the needs of your target audience. In conclusion, SmileSnap offers a unique opportunity for dental practices to enhance their marketing efforts and attract new patients. By integrating their platform with your website and marketing campaigns, you can streamline your processes, gather valuable data, and ultimately grow your practice like never before. Don't miss out on this opportunity for enhanced marketing success with SmileSnap.
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SmileSnap is revolutionizing the patient acquisition process in dentistry because the traditional model is antiquated

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