Interactive Discussion from the Treatment Coordinator’s Perspective
SmileSnap • February 19, 2021
SmileSnap’s Director of Sales and Virtual Integration Specialist, Stacey Bagwell, interviews Kristin Henry from Fotovat Orthodontics in Los Angeles about how she transformed their practice from traditional to virtual during the Covid office shutdown, and in doing so, discovered an efficient and productive way to conduct new patient consults and start cases through SmileSnap.
Watch the video to learn more about:
- How to set up successful workflows and systems to easily manage virtual consults
- Why follow up protocols are important to increase the number of new patient starts
- Managing virtual consults alongside seeing a full schedule of in-office patients
- How patients are reacting to the convenience of Virtual Consults
- Bonus: A few words from Dr. Fotovat of who you have managing your virtual consults
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Capturing and managing leads is only half the battle—the difference comes from measuring and optimizing. SmileSnap includes metrics and dashboards so you can see lead volume, conversion rates, source performance, and more. You’ll gain insights into which lead sources yield the highest quality patients, which messages convert best, and where drop-offs happen. With that data, your practice can test, improve, and iterate your lead workflows. For example, if SMS follow-ups outperform email in response rate, you can shift more outreach in that direction. Analytics Features Include: Lead source attribution Conversion tracking Drop-off points in the funnel Comparative performance across message types By making decisions based on real numbers, you minimize waste and scale what works. Over time, trends emerge, allowing you to anticipate growth periods and ensure team capacity is aligned. With SmileSnap, your lead system doesn’t just support growth—it drives it.
One of the biggest mistakes practices make is relying on just one communication channel. Prospects differ—some prefer texting, others email, some want a quick video message. SmileSnap supports multiple channels, so you can reach leads where they’re most comfortable. When a new lead is captured, you can trigger a mix of messages—SMS, email, video — to reinforce engagement. For instance, if someone doesn’t respond to an email, the system can send an SMS reminder. You can also use video replies to add a human touch and build rapport instantly. Because responsiveness matters so much, this flexibility often increases reply rates and helps move leads toward booking. By logging all communications, your team always has context and avoids duplication. You eliminate “dead ends” where a prospect falls through because you used only one method. The result is a more connected, patient-friendly experience—and higher conversion rates .