A blue and white logo for smilesnap with a cupcake on it

Mastering Virtual – Part 2 of 5: Tips for Tracking Reception & Conversion Rate

SmileSnap • October 27, 2020

In part 1 of our 5-part series on mastering virtual with our partners over at The Invisible Orthodontist (TIO), SmileSnap’s Director of Customer Success, Stacey Bagwell and TIO’s Director of Community and Content, Casey Bull, shared with us an overview of the optimized new patient experience. In case you missed it you can catch part one here!


In part 2 of our series, Stacey and Casey dive deeper into tracking and reporting. Knowing what to track and what is possible with virtual consultations can help you and your busy team identify practical KPIs (key performance indicators). KPIs are healthy goals you set for a specific component of your practice to see the effectiveness a new or continuing process.

You will find that there is a lot of discussion around the difference between a reception rate and a conversion rate and why it is helpful to track both. This is a common misconception on what numbers to track. Casey and Stacey do a great job of explaining the why as well as the importance of tracking from the start of the new patient journey, not just when they show up in the office.


When it comes to tracking the virtual consultation side specifically, there are some minor changes you want to consider tweaking as you incorporate your virtual solutions or dental software. This shouldn’t be a complete overhaul of your tracking, but you should be aware of when conversion rates need to start being tracked compared to your old process of seeing new patients.



All of the tips that Casey and Stacey share are around setting your practice up for a successful virtual consultation process. Without good tracking, we never know if we are truly successful with a new or evolving process.

 

Coming Up Next – Part 3 of the 5-part mastering virtual series: Using live video effectively in your new patient process.

 

Sign Up for SmileSnap Today!

Register for Smilesnap Now!

SIGN-UP FOR FREE
virstual consultations

Improved Patient Experience:

By Kenner Medina • April 14, 2025
Are you tired of waiting weeks for a doctor's appointment, only to spend a few rushed minutes with them before being sent on your way? Well, say goodbye to that outdated model of healthcare because virtual consultations are here to revolutionize the patient experience. Picture this: you wake up with a nagging pain in your side. Instead of having to wait days or even weeks for an in-person appointment, you can simply hop online and schedule a virtual consultation with your healthcare provider. Within hours, you're face-to-face (virtually, of course) with a doctor who can assess your symptoms, answer your questions, and even develop a personalized treatment plan just for you. But the benefits of virtual consultations don't stop there. With this streamlined approach, practices can provide faster responses, personalized treatment plans, and better communication. No more playing phone tag with receptionists or waiting on hold for hours. Instead, you have direct access to your healthcare provider at the touch of a button. This improved patient experience not only saves you time and hassle but also builds trust between you and your healthcare provider. When you feel heard, understood, and valued, you're more likely to follow through with your treatment plan and see better results. And isn't that what healthcare is all about? So, next time you're feeling under the weather or have a question about your health, consider scheduling a virtual consultation . It's the modern way to receive personalized, efficient, and effective healthcare – all from the comfort of your own home. Improved patient experience? Check. Better communication? Check. Trust and satisfaction? Double check. It's time to embrace the future of healthcare with virtual consultations.

Top Features of SmileSnap You Didn’t Know About

By Kenner Medina • March 31, 2025
When it comes to streamlining your dental practice and providing top-notch patient care, SmileSnap is a game-changer. While you may already be familiar with some of its key features, there are a few hidden gems that you may not know about. In this blog post, we will uncover the top features of SmileSnap that you didn't know about, and how they can benefit your practice. Customizable Patient Intake Forms One of the standout features of SmileSnap is its customizable patient intake forms . Gone are the days of paper forms and manual data entry. With SmileSnap, you can create personalized intake forms that collect all the necessary information from your patients before their appointment. This not only saves time for your staff but also ensures that you have all the relevant information at your fingertips when the patient arrives. HIPAA-Compliant Video Consultations In today's digital age, telehealth is becoming increasingly popular. SmileSnap offers HIPAA-compliant video consultations, allowing you to connect with your patients remotely. Whether it's for a follow-up appointment or a quick check-in, video consultations make it convenient for both you and your patients. Plus, you can rest assured that all communication is secure and compliant with privacy regulations. Analytics Dashboard for Practice Insights Understanding your practice's performance is key to making informed decisions. SmileSnap's analytics dashboard provides valuable insights into your practice, such as appointment scheduling trends, patient demographics, and revenue projections. With this data at your fingertips, you can identify areas for improvement and make strategic decisions to grow your practice. Automated Reminders and Follow-Ups Keeping track of appointments and follow-ups can be a challenge. SmileSnap's automated reminders and follow-ups take the guesswork out of scheduling. You can set up reminders for upcoming appointments, follow-ups for treatment plans, and even send personalized messages to your patients. This not only improves patient engagement but also reduces no-shows and last-minute cancellations. Integration with Leading Dental Software Seamless integration with your existing dental software is crucial for a smooth workflow. SmileSnap integrates with leading dental software systems, allowing you to sync patient information, appointments, and treatment plans effortlessly. This eliminates the need for manual data entry and ensures that all your systems are up-to-date and accurate. In conclusion, SmileSnap offers a wide range of features that go beyond the basics. By leveraging its customizable patient intake forms, HIPAA-compliant video consultations, analytics dashboard, automated reminders, and integration with leading dental software, you can take your practice to the next level. So, why not make the most of SmileSnap and revolutionize the way you run your practice?
Share by: