Mastering Virtual – Part 3 of 5: When, Where and Why to use Live Video in your Virtual Consultations

SmileSnap • November 5, 2020

Previously in part 2 of our 5-part series on mastering virtual with our partners over at The Invisible Orthodontist (TIO), SmileSnap’s Director of Customer Success, Stacey Bagwell and TIO’s Director of Community and Content, Casey Bull, shared with us tips to track conversion and reception rates. This is particularly important when implementing anything new. In case you missed it you can catch part two here!


In part 3 of our series, Stacey and Casey discuss the use of the live video feature. This can be a tricky component to implement into your virtual consultation process because of the live time commitment for both your practice and your potential patients and should be thoughtfully added to maximize value and outcomes.


As you continue to evolve your virtual process, it is important to remember to start with a simple process that can be evolved and built upon. Live video is a powerful feature to lock in and get patients to accept treatment before they step foot into your office, but it needs specific placement for it to be valuable. TIO members have completed thousands of virtual consultations and has ironed out their own process for knowing how to maximize results for each step. The TIO team found early on that the video component seemed to be the most difficult to implement which is why we elected to focus one of our series videos solely on this SmileSnap feature.


Casey and Stacey again dig into the do’s and don’ts of the live video component of the virtual consultation process. Not only do they discuss some common sales tips such as questions to ask and the importance of having the patient be the one talking and telling their story. They also review the specifics of what to tailor in your process as it relates to live video. We hope that this video helps you and your busy practice better identify ways that live video can be a part of your process, OR give you a reason to simplify your process at a higher level.



If you have any questions or want direction on how to improve your virtual process and how to make better use of live video, SmileSnap offers free 15 minute strategy sessions with our expert customer success team. To book a success meeting you can CLICK HERE or feel free to email Stacey directly at [email protected] for any questions you may have.

 

Coming Up Next – Part 4 of the 5-part mastering virtual series: Integrating efficient virtual into your daily practice workflow

 

Sign Up for SmileSnap Today!

Register for Smilesnap Now!

SCHEDULE A DEMO

Track, Optimize & Scale: Analytics-Driven Lead Growth with SmileSnap

By Kenner Medina • November 3, 2025
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.

Why Multi-Channel Communication Boosts Conversions

By Kenner Medina • October 27, 2025
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 .