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