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:

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!

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

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.

Maximize Chair Time with SmileSnap

By Kenner Medina • September 1, 2025

In the dental industry, chair time is one of the most valuable resources. SmileSnap helps practices optimize this by filtering out unqualified leads before they enter the office. With SmileSnap's virtual consultations , patients submit photos and information online, allowing providers to assess candidacy remotely. smilesnap.com Key Benefits: Pre-qualification: Assess patient suitability before scheduling in-office visits. Time Efficiency: Focus chair time on patients ready for treatment. Increased Conversion Rates: SmileSnap users report conversion rates above 90%. Enhanced Patient Experience: Patients appreciate the convenience and personalized attention. By integrating SmileSnap into your practice, you can ensure that your chair time is spent on patients who are genuinely interested and ready for treatment. This not only improves efficiency but also boosts overall practice revenue.

HIPAA, Security, and Trust: How SmileSnap Builds Patient Confidence

By Kenner Medina • July 28, 2025

Security isn’t optional—it’s essential. Patients want reassurance that their data is safe and private. SmileSnap is HIPAA‑compliant by design. But how do you communicate that trust? In this blog, we’ll break down SmileSnap’s security features: end‑to‑end encryption, secure cloud storage, data access controls, video audit logs, and regular compliance audits. Then we reveal how to build trust on your website and patient intake flows with clear messaging: trust badges, FAQ transparency, and privacy reminders at form submission. We’ll also guide your staff in verbal reassurances during calls or chats. Included: email templates and scripts that explain “Why privacy matters to us + how we protect you.” Plus, strategies to proactively address data concerns: opt‑out info, consent acknowledgment, and easy deletion requests. We’ll include a sidebar “Show‑don’t‑tell” checklist: where to place badges, which copy phrases work best, and how to train your team. The result: patients feel secure, perceived risk drops, and consult volume rises. This isn’t just HIPAA—it’s smart marketing.

Leveraging Virtual Consults for Specialty Treatments: Invisalign, Implants, and More

By Kenner Medina • July 21, 2025

Virtual consults aren’t just for cleanings and checkups—they’re powerful for specialty services, too. Think Invisalign, implants, whitening, veneers: patients love initial screening with clear pricing, photos, and treatment previews—all without leaving home. In this blog, we dive into best practice workflows for five specialties. For example, Invisalign: intake asks for smile selfies, occlusion angles, and lifestyle tags (e.g. athletic). Snap results? Upload a Clarity photo with overlay graphics. Team responds with aligner pricing tiers and an interactive scheduler. For implants: intake collects gum health history and bite force notes; response includes radiograph prep tips and provisional timeline. We also explore cosmetic treatments like whitening and veneer preview technology. Each specialty needs tailored intake, messaging, and follow‑up. We share sample form questions, video prompts, and demo scripts. You’ll see how SmileSnap’s customizable widget and video tools align with specialty conversion goals. The result: higher case acceptance, fewer in‑office assessments, and deeper patient trust from the first click.

The ROI of Virtual Consults: What SmileSnap Analytics Reveal About Practice Growth

By Kenner Medina • July 14, 2025

Stop guessing— virtual consults deliver measurable returns. SmileSnap’s analytics dashboard (appointment volume, case value, conversion rates) gives real‑time visual reports . In this post, we translate numbers into strategy. Learn how one practice tracked a 20% lift in lead conversion and a 15% increase in treatment plan acceptance within three months. We’ll break down key metrics: consult intake to visit ratio, treatment value distribution, and revenue per consult. Discover how seasonal trends impact consult volume, and how targeted follow‑ups improved uptake by 10%. You’ll also get formulas to calculate your consult ROI and set growth goals. We’ll spotlight customizable dashboards and export tools for your team. Plus, tips for interpreting anomalies: what to do if conversion stalls, or consult numbers spike suddenly. End goal? Empower teams to run data‑driven strategy meetings, set KPIs, and optimize consult flow. With SmileSnap analytics, you're not just offering virtual consults—you’re investing in measurable practice growth.

SmileSnap is revolutionizing the patient acquisition process in dentistry because the traditional model is antiquated

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