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

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 .

Converting Virtual Leads Into Real Patients with High Efficiency

By Kenner Medina • October 20, 2025
The hardest step is turning a lead into a booked patient. SmileSnap’s tools are built to make that path as frictionless as possible. After capturing and prequalifying a lead, your team can send tailored content to build confidence and reduce hesitation. Whether it’s FAQs, treatment previews, or personalized videos, you control the nurture flow. You can also integrate scheduling so that once a prospect is ready, they can book directly, avoiding back-and-forth phone calls. Smart reminders and gentle nudges help reduce drop-offs. Because many practices using SmileSnap report conversion rates above 90%, the data shows this approach works. The conversion process becomes more scalable: rather than trying to manually manage every lead, the system does much of the heavy lifting. With analytics available, you can see which messages, timing, or lead sources convert best—and double down on what works. SmileSnap helps you convert more leads into patients with less manual effort.

Seamless Lead Management from First Click to Consultation

By Kenner Medina • October 13, 2025
Once a lead comes in, the real test is how you manage it. SmileSnap's virtual dentist app centralizes every interaction into one system—no more juggling spreadsheets, emails, and sticky notes. As soon as a patient submits their details and images, your team sees it in the dashboard with all necessary context. You can then sort, prioritize, or follow up quickly based on urgency or case type. SmileSnap’s automation features are designed to reduce friction: triggers can send welcome messages, reminders, or educational content automatically. You can even send a quick video reply to make the interaction feel more personal. Because communication history is preserved, your staff always knows what’s been sent, when, and how the prospect responded. Key Management Tools in SmileSnap: Centralized dashboard for all leads and data Automated workflows and message triggers Multi-channel communication (SMS, email, video) Full interaction history for context This streamlined management allows your team to focus on converting leads rather than chasing them. With SmileSnap, lead flow becomes organized, responsive, and conversion-friendly.

Capture Smarter Leads, Save Chair Time with SmileSnap

By Kenner Medina • October 6, 2025
In dental practices, chair time is one of your most precious resources. SmileSnap helps you stop wasting it by filtering out unqualified leads and ensuring only serious prospects move forward. Patients begin their journey by submitting photos and basic information through the SmileSnap widget, which you embed on your website. Once submitted, that lead is automatically logged in your dashboard, ready for review. You can assess candidacy before inviting them in, so you only schedule appointments with truly viable patients. Automation lets you send immediate, personalized responses via SMS, email, or even video messages — reducing lag time and building trust instantly. Multi-channel communication ensures you reach prospects in the way they prefer, improving responsiveness. You’ll also have tracking built in, so you know which leads convert best and which sources provide the highest quality. Because many SmileSnap customers report conversion rates well above 90%, your ROI can skyrocket. With the combination of lead capture, management, and conversion tools all in one platform, SmileSnap turns your website into a powerful dental patient acquisition engine. The result? More qualified patients, less wasted time, and smoother growth for your practice.

Optimize Your Practice Workflow with SmileSnap

By Kenner Medina • September 29, 2025
An efficient workflow is essential for a successful dental practice. SmileSnap integrates seamlessly into your existing systems, optimizing various aspects of patient management . Workflow Optimization Features: Centralized Dashboard: Manage patient interactions and data in one place. Team Collaboration Tools: Coordinate with staff members effectively. Customizable Templates: Create standardized responses and treatment plans. Performance Tracking: Monitor key metrics to identify areas for improvement. By streamlining these processes, SmileSnap helps practices operate more efficiently, allowing staff to focus on providing quality care. This optimized workflow leads to improved patient satisfaction and increased practice profitability.
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SmileSnap is revolutionizing the patient acquisition process in dentistry because the traditional model is antiquated

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