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!

SIGN-UP FOR FREE
By Kenner Medina July 1, 2025
Wondering how some practices see nearly zero‑no‑show rates and sky‑high case acceptance? Enter AI‑powered triage on SmileSnap. When patients submit photos and intake forms, AI helps flag high‑risk cases and suggests prioritization, lightening your team's manual load. This smart pre‑qualification gives patients the confidence that their concerns are being taken seriously. Practices report fewer reschedules as follow-up prompts adapt based on patient responses, ensuring timely outreach. With AI recommending next steps, providers consistently deliver faster, more accurate feedback. When combined with your clinical lens, triage creates a seamless blend of automation and human touch. As a result, patients feel engaged early and are more likely to commit. No‑shows drop, conversions rise, and your team operates with optimized bandwidth. This proactive model turns potential drop‑offs into full‑fledged treatment starts. In this post, we’ll dive into how AI triage works, how to configure thresholds, and real-world success stories from SmileSnap users. Expect tips for onboarding, monitoring triage accuracy, and tailoring alerts. By integrating AI smart triage, your practice can boost efficiency and patient satisfaction, without extra work. Ready to turn virtual consults into high‑impact conversions? SmileSnap’s AI capabilities are the way.
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.