Webinar: Treatment Coordinator Mastery Series – Mastering Virtual Coordination
SmileSnap • April 22, 2020
What you’ll learn:
✓ How to manage the entire virtual consultation process from start-to-finish as a TC
✓ Strategies that driving engagement to virtual consultations & reducing administrative burden
✓ Tips for converting virtual consultations into starts using proven workflows & protocols
Meet your hosts:
✓ Stacey Bagwell, SmileSnap Virtual Integration Specialist, former Treatment Coordinator, Waldman Orthodontics, Conducted over 300 virtual consultations with a 80% lead-to-patient conversion rate, Experienced using an in-house virtual consultation tool as well as SmileSnap
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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.
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.