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

 

Sign Up for SmileSnap Today!

Register for Smilesnap Now!

SIGN-UP FOR FREE
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.
By Kenner Medina July 7, 2025
Transitioning patients from online consults to chair‑side visits is an art—one SmileSnap helps you perfect. Imagine a patient completes a virtual consult: they receive a branded review, schedule links, and a welcome video in minutes. Your automated workflow guides them with confirmation texts, prep instructions, and model photos. When they arrive, their concerns are already logged, photos attached, and expectations framed. The clinical team is prepped, treatment options vetted, and chair time maximized. Patients feel their experience is personalized and transparent from day one. In this blog, we’ll walk through each step: widget integration, timed messaging, staff coordination, video previews, and follow‑through. We’ll also explore communication best practices—like tone, timing, and value delivery—that make conversions smoother. Smilesnap analytics offer insight into open rates, booking lag, and dropout risk—so you can fine‑tune your funnels. With each improvement, patients feel more seen, staff works smarter, and conversions climb. This isn’t just workflow: it’s a patient journey crafted with intention. The post ends with a toolkit: templates, timelines, role assignments, and troubleshooting tips. If you're ready to sync virtual convenience with in‑office excellence, this is your blueprint.