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Best Practices For Setting up Your New Account

SmileSnap • February 4, 2020

When it comes to implementing new software within your practice, ensuring that you are setup properly will help you have optimal success when it comes to using SmileSnap. If you set aside some time to get familiar and set up our software it will help you out in the long run. You are running a busy practice, we want to simplify things for you so we developed SmileSnap with the goal of helping you communicate with potential new patients, quick! Check out our top tips for optimizing setup!


Setup Treatment Plan Templates


The ‘Treatment Plan’ section is a place in the software where you can create custom templates. It is best practice to set up a treatment plan for all of the services your practice offers. With treatment plan templates setup, Account Managers can work quicker and more efficiently. This will also help to ensure that the information, in regards to treatment, is accurate and everyone working within the software is on the same page about pricing, treatment length, etc. Simply go to our ‘Treatment Plans’ section of the software and fill in the fields as you go. An important reminder, you do not need to show all the range selections that are preconfigured – check off the fields you’d like your new patients to see!


Add Account Managers


Establish what members of your team you would like to be involved in the workflow process when it comes to reviewing virtual consultations, providing initial treatment plans, and follow up with the patient. We allow unlimited users so add as many Account Managers as you’d like. This section also plays an important role in regards to notifications. You want to make sure the right people are alerted at the right time. Notifications can be configured on a per-user basis that allow for flexibility. We provide options for email and/or text message notifications. If you want to see the incoming virtual consultations coming in instantly, we recommend using our text notifications!


Brand Your Practice in the Customization Section


Your brand is what makes your practice stand out! Our platform recognizes that and in the customization section there are different ways you can represent your brand when it comes to virtual consultations. Your website is usually the first thing a potential patient will come across while searching for a provider or dental service. SmileSnap allows you to customize the popup widget to match your brand and blend in with your website. You can change the coloring, add your logo, and even add a picture of the doctor. This will make the application look and feel like it is a part of your brand and not a third party software.


Another important spot to incorporate your branding is within the automated emails that the patient is going to receive. There are two automated emails and within them your practice can add your logo and a branded image or team photo. Although these emails are coming from the SmileSnap platform, it will appear to the patient that it was sent right from your practice. There will be no confusion and all communications will be coming from you with unified messaging and your branding.


Figure out the Internal Workflow Process


A very important factor when it comes to your success is done outside of the software settings. Before you get rolling, you want to take some time to figure out who is in charge of what. There could be instances where the doctor, treatment coordinator, or office manager will all be involved. As with any new software implementation or changes to daily practice operations, you must establish who is responsible for what. There could be different roles associated with SmileSnap. Think about who will be responsible for reviewing the case and providing clinical details, who will be responsible for sending back the awaiting consultation, and who will have the responsibility of following up. Once those roles are established it should be smooth sailing!


Test it Out!


As with most things in life, practice makes perfect. We want you to become virtual consultations pros before this is integrated onto your site. If you go to the ‘Integration’ section of our platform, there is a link that allows you to test it out on a demo website (pretend this is your website!). This is an excellent way to view all those custom settings you setup, to run through the patient experience, and to train your internal employees on the back end software with a real submission. Once you run through the process everything will start making sense and you will be ready to get SmileSnap live on your site!



Once these best practices are completed your practice will be rocking virtual consultations in no time!

 

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How SmileSnap Improves Case Acceptance Rates for Dentists

By Kenner Medina • March 10, 2025
As a dentist, one of the biggest challenges you may face is getting patients to accept treatment plans. It can be frustrating when patients are hesitant to move forward with necessary procedures, leading to missed opportunities for both their oral health and your practice's success. However, there is a solution that can help improve case acceptance rates and streamline the treatment planning process – SmileSnap. Introduction: The Challenge of Improving Case Acceptance Rates Improving case acceptance rates is essential for any dental practice looking to grow and succeed. When patients understand the importance of recommended treatments and feel confident in their decisions, they are more likely to commit to moving forward with their oral health care. However, traditional methods of presenting treatment plans can be overwhelming and confusing for patients, leading to hesitation and uncertainty. The Role of SmileSnap in Educating and Engaging Patients SmileSnap is a virtual consultation platform that allows dentists to connect with patients remotely and provide personalized treatment recommendations. By using SmileSnap, dentists can educate patients about their oral health needs in a clear and engaging way, using visual aids and interactive tools to explain treatment options and expected outcomes. This helps patients feel more informed and empowered to make decisions about their oral health care. Visual Aids and Treatment Plans in Virtual Consultations One of the key features of SmileSnap is its ability to create customized treatment plans with visual aids that help patients understand their recommended procedures. By presenting treatment options in a clear and visual format, dentists can effectively communicate the benefits of each procedure and address any concerns or questions that patients may have. This visual approach to treatment planning can significantly increase patient understanding and acceptance of recommended treatments. Making it Easy for Patients to Commit to Treatments In addition to educating patients about their treatment options, SmileSnap makes it easy for patients to commit to moving forward with recommended procedures. By streamlining the consultation and treatment planning process, patients can quickly review and approve their treatment plans, leading to faster acceptance and scheduling of appointments. This convenience and efficiency help patients feel more confident in their decisions and more likely to follow through with their treatment plans. Real-World Results from SmileSnap Users Dentists who have implemented SmileSnap into their practices have seen significant improvements in their case acceptance rates. By using SmileSnap to educate and engage patients, dentists have been able to increase patient understanding and confidence in their treatment recommendations, leading to higher acceptance rates and more successful treatment outcomes. The real-world results speak for themselves – SmileSnap is a valuable tool for improving case acceptance rates and enhancing the patient experience. Conclusion In conclusion, SmileSnap is a game-changer for dentists looking to improve their case acceptance rates and provide exceptional care to their patients. By using SmileSnap to educate, engage, and empower patients, dentists can streamline the treatment planning process and increase patient understanding and acceptance of recommended procedures. With its visual aids, interactive tools, and user-friendly interface, SmileSnap is a valuable resource for dentists looking to enhance their practice and help patients achieve optimal oral health.

5 Common Myths About Virtual Dental Consultations

By Kenner Medina • March 3, 2025
In the fast-paced world of modern dentistry, virtual consultations have become a popular and convenient option for both patients and practitioners. However, there are still some common myths and misconceptions surrounding this innovative approach to dental care. In this blog post, we will debunk five of the most prevalent myths about virtual dental consultations. Myth 1: Virtual consultations aren’t secure One of the biggest concerns that patients have about virtual consultations is the issue of security. Many people worry that their personal information could be compromised during a virtual dental appointment . However, virtual consultation platforms use advanced encryption and security measures to ensure that patient data remains safe and confidential. Myth 2: They can’t provide accurate assessments Some patients believe that virtual consultations are not as effective as in-person visits when it comes to assessing dental issues. In reality, many dental professionals have found that virtual consultations can be just as accurate and informative as traditional appointments. Through the use of high-quality images and video conferencing technology, dentists can assess the patient's oral health and develop a treatment plan accordingly. Myth 3: Patients won’t trust virtual platforms Another common myth about virtual consultations is that patients may not trust or feel comfortable using online platforms for their dental care. However, as more and more people become accustomed to telemedicine and virtual appointments in other areas of healthcare, the stigma surrounding virtual dental consultations is gradually fading away. Patients are increasingly embracing the convenience and accessibility of virtual appointments. Myth 4: Virtual consultations are difficult to implement Some dental practices may be hesitant to adopt virtual consultations due to concerns about the complexity of implementing this technology. In reality, many virtual consultation platforms are user-friendly and easy to integrate into existing practice workflows. With the right training and support, dental professionals can quickly and efficiently incorporate virtual consultations into their services. Myth 5: They’re only for large practices There is a misconception that virtual consultations are only suitable for large dental practices with extensive resources. However, virtual consultation platforms are scalable and can be tailored to the needs of practices of all sizes. Whether you are a solo practitioner or part of a large dental group, virtual consultations can help you provide convenient and efficient care to your patients. In conclusion, virtual dental consultations offer numerous benefits and opportunities for both patients and practitioners. By debunking these common myths and embracing innovative technologies like SmileSnap, dental professionals can enhance the quality of care they provide and improve the overall patient experience. Don't let misconceptions hold you back from exploring the possibilities of virtual consultations in your practice.
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