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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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.
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 .