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Mastering Virtual – Part 5 of 5: Tips to get to YES and Higher Case Acceptance with Virtual Consults

SmileSnap • November 17, 2020

Over last 4 weeks we have been in collaboration with our partners at The Invisible Orthodontist (TIO) sharing the different components to mastering the art of virtual consults in dental and orthodontic practices. Stacey and Casey have covered everything from general tips to specifics on how to make virtual consults a thriving reality. In our final video of our 5-part series, Casey and Stacey discuss the virtual close and ensuring that your new patients are saying YES. After all, the extra work is not worth it if you aren’t seeing the results at the end of the process.

No matter if you are using a traditional consult method or virtual consults (or the combination of the two), if you cannot consistently convert interested patients into enrolling new patients, your efforts are going to have little meaning to the bottom line of your practice. One of the major benefits of incorporating virtual consults into your new patient workflow is the opportunity to overcome or identify common objections before the potential new patient commits to any valuable in-person time in the office.


In the featured video, Casey Bull of TIO explains tried and true ways to not only overcome many of the common objections we hear in the exam room, but also key ways to actually prevent these objections from arising in the first place. You may be very knowledgable of some of the common objections we hear in the exam room and the following are what is covered specifically in this 5th and final video:


  • Time – Either the patient does not have enough time or the are unwilling to commit to the time required to receive treatment.
  • Money – Financial barriers are a common objection in all industries but an easy objection that patients can use regardless of if they can afford treatment or not.
  • Spouse or decision maker not present – another component commonly faced in the exam room is that the decision maker is not available or present so they are unable to make a final decision at the time your practice is hoping for a decision to be made.
  • Fear – For a variety of reasons, fear can be a factor that prevents a patient from saying YES. This is typically because trust has not been established before asking the potential new patient for them to accept the case.
  • Shame/Self Doubt – This can be paired with many of the above objections and is typically not an objection that is verbally expressed.


This is where virtual consults can play a big role in objection prevention. By addressing many of these objections proactively, before the patient expresses them, you are not only delighting them with answers before they inquire, but you are removing barriers that can make your close and the commitment to YES much easier.


Stacey and Casey take some time to also address the layout of the virtual/physical patient experience and where to focus your efforts and when. By staying focused on the information patients need depending on what stage of the journey they are in, you are ensuring that you get a repeatable process for patients that will WOW them consistently.


We wrap up the series with some final pearls and suggestions on how to get more insight into your virtual consults. In the end, Casey and Stacey make a very compelling case for why virtual consults should be a major part of your practice focus. At SmileSnap, we are excited for what the future holds for the dental industry and the continued implementation of digital solutions to help more patients receive the oral healthcare they need for a happy and balanced lifestyle.


If you are interested in further incorporating virtual consults into your practice, SmileSnap offers free 15 minute strategy sessions with our expert customer success team. To book a success meeting you can CLICK HERE or feel free to email Stacey directly at [email protected] for any questions you may have. This service is available to both customers and those that are interested in becoming a virtual consult user but may not have selected a dental software.


In case you missed any of the series, you can check out the previous parts here:



Part 1: The Optimized New Patient Journey

Part 2: Tips for Tracking Reception and Conversion Rate

Part 3: When, Where and Why to use Live Video in your Virtual Consults

Part 4:Integration Tips for Efficient Virtual Consult Workflow

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Adapting to Change: How SmileSnap Supports Post-Pandemic Dentistry

By Kenner Medina • February 17, 2025
In the ever-evolving world of dentistry, the post-pandemic landscape has presented new challenges for dental practices. The shift towards virtual consultations and hybrid models has become essential in ensuring the safety and well-being of both patients and staff. In this blog post, we will explore how SmileSnap, a cutting-edge virtual consultation platform, is supporting dental practices in adapting to these changes and ensuring continuity of care for patients. Challenges dental practices face in a post-pandemic world The COVID-19 pandemic has forced dental practices to rethink traditional methods of patient care. With social distancing guidelines and safety protocols in place, in-office consultations have become less feasible, leading to a decline in patient visits. This has posed a significant challenge for practices looking to maintain a steady flow of patients and revenue. Transitioning from in-office consultations to hybrid models To address these challenges, many dental practices have turned to virtual consultations as a way to continue providing care to patients remotely. SmileSnap offers a seamless transition from in-office consultations to virtual appointments, allowing practices to reach a wider audience and provide convenient, safe care to patients from the comfort of their own homes. By incorporating virtual consultations into their practice model, dentists can adapt to the changing landscape of post-pandemic dentistry and ensure that patients receive the care they need. Enhancing patient safety with virtual consultations In addition to expanding access to care, virtual consultations also play a crucial role in enhancing patient safety. By minimizing in-person contact and reducing the risk of exposure to illness, virtual appointments help to protect both patients and staff. SmileSnap's secure and user-friendly platform ensures that patient information remains confidential and that appointments are conducted in a professional and efficient manner. With virtual consultations, dental practices can prioritize the health and well-being of their patients while maintaining a high standard of care. How SmileSnap ensures continuity of care SmileSnap is dedicated to supporting dental practices in providing quality care to their patients, even in the face of unprecedented challenges. By offering a comprehensive virtual consultation platform , SmileSnap enables practices to seamlessly transition to a hybrid model of care, combining in-person visits with virtual appointments. This approach not only ensures continuity of care for patients but also helps practices to adapt to the changing demands of the post-pandemic world. Conclusion: Preparing your practice for the future As the dental industry continues to evolve in response to the challenges of the post-pandemic world, it is essential for practices to be proactive in adapting to these changes. By incorporating virtual consultations into their practice model and utilizing innovative platforms like SmileSnap, dental practices can ensure the safety and well-being of their patients while maintaining a high standard of care. By preparing for the future and embracing new technologies, practices can position themselves for success in the ever-changing landscape of dentistry. SmileSnap is here to support practices in this transition, ensuring that they are equipped to meet the needs of patients in a post-pandemic world.

5 Tips to Increase Patient Engagement with SmileSnap

By Kenner Medina • February 10, 2025
In today's digital age, patient engagement is more important than ever for dental practices. With the rise of virtual consultations and online scheduling, it's crucial to find ways to connect with patients and provide them with the best possible care. That's where SmileSnap comes in - a revolutionary tool that can help increase patient engagement and streamline the consultation process. Tip 1: Personalizing virtual consultation invitations One of the best ways to increase patient engagement with SmileSnap is by personalizing virtual consultation invitations. By addressing patients by name and including personalized information about their dental needs, you can make them feel valued and more likely to schedule a consultation. Tip 2: Offering seamless online scheduling Another key tip for increasing patient engagement is to offer seamless online scheduling through SmileSnap. By allowing patients to easily book appointments online, you can make the process more convenient and accessible, leading to higher engagement rates. Tip 3: Educating patients about the benefits of virtual consultations It's important to educate patients about the benefits of virtual consultations through SmileSnap. By explaining how virtual consultations can save time and provide more personalized care, you can encourage patients to take advantage of this innovative technology. Tip 4: Following up promptly after consultations Following up promptly after consultations is essential for maintaining patient engagement . By reaching out to patients with personalized messages and recommendations, you can show that you care about their well-being and are committed to their dental health. Tip 5: Leveraging SmileSnap analytics to track patient trends Finally, leveraging SmileSnap analytics can help you track patient trends and identify areas for improvement. By analyzing data on patient engagement and consultation outcomes, you can make informed decisions to optimize your practice and enhance the patient experience. In conclusion, increasing patient engagement with SmileSnap is essential for dental practices looking to thrive in today's competitive market. By personalizing virtual consultation invitations, offering seamless online scheduling, educating patients about the benefits of virtual consultations, following up promptly after consultations, and leveraging SmileSnap analytics, you can take your practice to the next level and provide the best possible care for your patients.
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