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Mastering Virtual – Part 4 of 5: Integration Tips for Efficient Virtual Consult Workflow

SmileSnap • November 10, 2020

Previously in part 3 of our 5-part series on mastering virtual with our partners over at The Invisible Orthodontist (TIO), SmileSnap’s Stacey Bagwell and TIO’s Casey Bull, guided us through the best practices of utilizing live video in your virtual consult process. Live video is a powerful feature that can be either a burden or a key piece of your virtual patient experience. It comes down to how, when and where you use it in your process.


In case you missed it you can catch part three here!



In part 4 of our mini-series, Casey and Stacey walk through integration tips to keep your in-office virtual consult processes as efficient as possible. This piece is arguably one of the most important pieces of your virtual consultation process because your results depend on how well virtual consultations are built into your practice’s efficient virtual workflow.


You will hear key suggestions to make sure you are not missing any gaps in your new patient process as well as relevant communication touch points. You will also learn more valuable insight on the patient journey and what your expectations should be and at what stage to ensure your hard work is benefiting your bottom line and helping you meet your practice goals.


Another topic that is covered in this video is how your efficient virtual consult workflow is managed. Many practices are investing in the virtual side of the practice which means adding team members that are focused completely on virtual communication. Casey shares more about what TIO members are doing in their practices to ensure positive results, including the addition of the VTC or Virtual Treatment Coordinator. This is certainly not a requirement for success, but the role does help practices to understand responsibilities that may need to be considered as you continue your practice’s virtual evolution.


Finally, Casey leaves us with some of TIO’s preferred tools and hardware to ensure that the virtual consult experience you are delivering to your patients is the quality reflection on your practice that helps drive more new patients. While there are many tools that your computer set up may already have, there are some additional items you can consider to help improve how your practice and team members are viewed virtually.


If you have any questions or want direction on how to improve your virtual process and how to seamlessly integrate your virtual consult process 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.

 

Coming Up Next – The final part in our mastering virtual series: Tips to get to YES and Higher Case Acceptance with Virtual Consultations

 

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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?
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