Overview of Smile Advantage Pro Features
1. Introduction to Smile Advantage Pro 0:01
Brief overview of the Smile Advantage Pro platform.
Focus on key features without diving into every detail.
2. Today’s Appointments Widget 0:11
New widget on the home page for quick access.
Button for ‘Today’s Appointments’ to:
Add patients quickly.
Sync patient information.
View all patients scheduled for the day.
3. Patient Enrollment Process 0:28
Simplified process for enrolling patients in front of you.
Click to add a patient and membership easily.
4. Viewing Patient List 0:45
Access to a list of patients scheduled for the day.
Information displayed includes:
Visit purpose.
Insurance status (not verifying, just reading from PMS).
Membership expiration status.
5. Adding New Patients and Memberships 1:06
Click on a patient’s name to create their profile instantly.
Pulls contact information from practice management software (PMS).
Easy membership addition process.
6. Membership Information and Payment Options 1:33
Membership details pulled from PMS.
Option to add a membership without immediate payment.
Ability to post payments to the ledger based on PMS setup.
7. Real-Time PMS Data Access 2:46
New functionality for viewing real-time data from PMS.
Access to patient history before and after membership sign-up.
8. Auto Pay Feature 3:36
Ability to toggle auto pay on and off easily.
Record of auto pay status changes visible in membership activity.
9. Adjusting Membership Plans 4:11
Simple process to change membership plans and next charge dates.
Option to set specific times for charges.
10. Additional Payment Tools 4:40
Introduction of online payments and in-office terminal options.
Ability to pass card fees onto patients if desired.
11. Upgrade Information 5:13
Overview of the optional upgrade to Smile Advantage Pro.
Discounted upgrade cost of $99 with unlimited patient usage.
12. Conclusion 5:42
Encouragement to upgrade for more flexibility and efficiency.
Aim to reduce workload on front desk staff.