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

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.

Improve Conversion Rates with SmileSnap

By Kenner Medina • September 22, 2025
Converting leads into patients is a common challenge for dental practices. SmileSnap addresses this by providing tools that streamline the consultation process and enhance patient experience. Conversion-Boosting Tools: AI-Powered Triage: Quickly assess patient suitability using artificial intelligence. Automated Follow-Ups: Send timely reminders and information to keep patients engaged. Integrated Scheduling: Allow patients to book appointments directly through the platform. Analytics Dashboard: Monitor conversion metrics and adjust strategies accordingly. With these tools, practices can improve their conversion rates, with many SmileSnap users reporting rates above 90%. This not only boosts revenue but also enhances overall practice efficiency.

Enhance Patient Engagement with Virtual Consultations

By Kenner Medina • September 15, 2025
Engaging patients early in their journey is crucial for conversion. SmileSnap's virtual consultations provide an interactive platform where patients can share their concerns and receive personalized feedback. smilesnap.com Engagement Features: Real-Time Communication: Interact with patients through secure messaging. Treatment Recommendations: Provide personalized suggestions based on patient submissions. Follow-Up Reminders: Automate reminders to keep patients engaged. Educational Resources: Share relevant information to help patients make informed decisions. This proactive approach builds trust and keeps patients engaged, increasing the likelihood of them moving forward with treatment. By offering a convenient and informative experience, SmileSnap helps convert inquiries into loyal patients.

Streamline Your Patient Intake Process

By Kenner Medina • September 8, 2025
Traditional patient intake methods can be time-consuming and prone to errors. SmileSnap virtual dental consultation software streamlines this process by allowing patients to submit their information and photos online before the consultation. Features Include: Customizable Intake Forms: Tailor forms to your specific practice needs. Secure Photo Uploads: Patients can submit images directly through the platform. Automated Data Entry: Reduce manual input and potential errors. HIPAA Compliance: Ensure patient information is handled securely. This efficient intake process saves time for both staff and patients, allowing for a smoother transition into treatment discussions. By reducing administrative burdens, your team can focus more on patient care and less on paperwork.
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SmileSnap is revolutionizing the patient acquisition process in dentistry because the traditional model is antiquated

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