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PROFESSIONAL ONBOARDING

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A custom onboarding plan based on

Internet leads need to be filtered and qualified before they enter your office. SmileSnap helps to:

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Two purposeful sessions to ensure success


Looking for a top-to-bottom tour of the SmileSnap platform? Let our team of friendly onboarding experts be your guide. This is the best choice for maximizing the value you get out of SmileSnap.

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Foundational Onboarding Session


During your first 50 minute session, an Onboarding Specialist will work with you to:
– Explore tools and features of particular interest
– Get your widget setup and ready for integration
– Familiarize with the dashboard & create a plan of action
– Provide a recording for other team members

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Customization Onboarding Session


1-2 weeks after your Foundational Session, you’ll have a 50-minute customization session to go over:
-Develop workflow and processes to easily and successfully manage your virtual consultations
-Identify and assign team members specific roles in the process
-Review scripting and messaging to communicate your virtual consultation option to new patients and leads
-Create a follow up protocol to increase your number of starts!

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SmileSnap is for Game Changers

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Take their world, Not Ours

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“90 plus percent of patients that are coming to us through SmileSnap and doing a virtual consultation have closed. I think it’s also helped us increase our start ratio of those particular types of appointment.”

Nicole Pruitt
Director of Operations, Boschken Orthodontics

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“When I heard about SmileSnap a few months ago, I couldn’t envision a productive way for it to exist in our new patient workflow. Today, given our new reality, I can’t envision any scenario where this technology isn’t incredibly important in our future workflows.“

Jamie Reynolds, DDS
Orthodontist, Spillane & Reynolds Orthodontics | Co-founder, OrthoFi

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“Virtual is new to many of us and SmileSnap was there when we needed a platform to use for virtual consultations. Onboarding was extremely easy, user friendly, and I closed more cases than I thought possible. Treatment coordinators should really look into it!”

Kim Gordon
Treatment Coordinator, Lupi Orthodontics, Stafford, Virginia

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“We live in the economy of “NOW.” People expect to be able to get results online now in a quick manner and dentistry should be NO different. SmileSnap is the first platform in dentistry built from a robust tech platform and checked all the boxes for our 4 locations FFS practice. We’ve had amazing success with virtual consultations from SmileSnap.“

Peter Boulden,

DMD, FACE, FIADFE, FAGD, FACDS
Dentist, Atlanta Dental Spa

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“Doing over 300 virtual consultations in the last year has taught us that the best way to increase your conversion rate is to pre-qualify your patients using a high quality virtual consultation experience.”

Alexander Waldman, DMD MMSc

Orthodontist, Waldman Orthodontics,

Beverly Hills

Blogs

virstual consultations
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.
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?
virstual consultations
By Kenner Medina March 31, 2025
In today's fast-paced world, convenience is key. And when it comes to dental care, convenience is no exception. That's where SmileSnap comes in, revolutionizing the way dentists conduct initial assessments through virtual consultations . Gone are the days of rushing to the dentist's office for a quick check-up. With SmileSnap, patients can now submit photos and dental concerns online, anytime, anywhere. This not only saves time and hassle, but also improves accessibility for those with busy schedules or mobility issues. Imagine being able to consult with your dentist from the comfort of your own home, without having to step foot in the office until treatment actually begins. It's a game-changer for both patients and dentists alike. So why wait? Embrace the convenience of virtual consultations with SmileSnap and take the first step towards a healthier smile today. Your teeth will thank you.
By Kenner Medina March 24, 2025
Are you looking for a modern solution to streamline your dental practice and enhance patient communication ? Look no further than SmileSnap! In this ultimate guide, we will walk you through the steps to get started with SmileSnap and make the most out of this innovative platform. Introduction: Why SmileSnap is the solution for modern dental practices SmileSnap is a virtual consultation platform that allows dental practices to connect with patients remotely, saving time and improving efficiency. With SmileSnap, you can easily communicate with patients, gather information, and provide personalized treatment plans, all from the comfort of your own office. Step 1: Setting up your SmileSnap account The first step to getting started with SmileSnap is to create an account. Simply visit the SmileSnap website and follow the easy registration process. Once your account is set up, you can customize it to fit the needs of your practice, including adding your logo and branding elements. Step 2: Training your team To ensure success with SmileSnap, it is important to train your team on how to use the platform effectively. Provide hands-on training sessions and resources to help your team members become familiar with the features and functionalities of SmileSnap. Step 3: Promoting virtual consultations to patients Now that your team is trained and your account is set up, it's time to start promoting virtual consultations to your patients. Use social media, email campaigns, and your practice website to inform patients about the benefits of virtual consultations and how they can schedule an appointment using SmileSnap. Step 4: Integrating SmileSnap with existing systems To maximize the efficiency of your practice, consider integrating SmileSnap with your existing systems, such as your practice management software and electronic health records. This will allow for seamless communication and data sharing between platforms. Tips for success: Best practices for implementation - Encourage your team to actively promote virtual consultations to patients - Provide ongoing training and support to ensure your team is comfortable using SmileSnap - Monitor patient feedback and adjust your virtual consultation strategy as needed Conclusion with a CTA In conclusion, SmileSnap is a game-changer for modern dental practices looking to improve patient communication and streamline operations. By following the steps outlined in this guide and implementing best practices, you can take full advantage of the benefits that SmileSnap has to offer. Don't wait any longer – get started with SmileSnap today and revolutionize the way you connect with your patients!
By Kenner Medina March 17, 2025
In today's digital age, patients are looking for convenience, transparency, and security when it comes to their healthcare needs. Virtual consultations have become increasingly popular as they offer a way for patients to connect with healthcare providers from the comfort of their own homes. But what exactly do patients want from virtual consultations, and how can platforms like SmileSnap deliver on these expectations? **Introduction: Understanding patient expectations in the digital age** Patients today are busier than ever, juggling work, family, and other responsibilities. They want healthcare options that fit into their busy lives, which is where virtual consultations come in. By offering the convenience of being able to speak with a healthcare provider without having to leave home, virtual consultations are a game-changer for many patients. **Convenience: Accessibility and scheduling flexibility** One of the main things patients want from virtual consultations is convenience. They want to be able to schedule appointments at a time that works for them, without having to worry about long wait times or travel. SmileSnap understands this need and offers easy-to-use scheduling tools that allow patients to book appointments with just a few clicks. **Transparency: Clear communication about costs and treatment plans** Another important factor for patients is transparency. They want to know exactly what to expect in terms of costs and treatment plans before they commit to anything. SmileSnap ensures clear communication by providing detailed information about costs and treatment options upfront, so patients can make informed decisions about their healthcare. **Privacy and security in online consultations ** Privacy and security are also top priorities for patients when it comes to virtual consultations. They want to know that their personal information is safe and secure when they are interacting with healthcare providers online. SmileSnap takes privacy and security seriously, implementing robust encryption and security measures to protect patient data. **How SmileSnap meets these needs** SmileSnap is dedicated to meeting the needs of patients when it comes to virtual consultations. By offering convenience, transparency, and security, SmileSnap delivers a seamless and user-friendly experience for patients looking to connect with healthcare providers online. **Conclusion** In conclusion, virtual consultations are becoming increasingly popular as patients seek out more convenient and accessible healthcare options. Platforms like SmileSnap are leading the way in meeting patient expectations by providing clear communication, scheduling flexibility, and top-notch security. By understanding what patients want and delivering on those needs, SmileSnap is revolutionizing the way patients access healthcare in the digital age.
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.
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SmileSnap is revolutionizing the patient acquisition process in dentistry because the traditional model is antiquated

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