PRO Features
Overview of our PRO version
Smile Advantage PRO adds a set of PMS-connected tools that speed up enrollment, keep your ledger in sync, and give you real-time visibility into the day’s schedule. This walkthrough tours the key features so you can see how they fit together.
What the video covers
Section titled “What the video covers”The walkthrough moves through PRO’s main features in order. Use the timestamps below to jump to a specific topic.
- Introduction to Smile Advantage PRO (0:01): a brief overview of the platform and its key features.
- Today’s Appointments widget (0:11): a home-page widget for quick access to the day’s schedule. Add patients quickly, sync patient information, and view everyone scheduled for the day. See Today’s Appointments Feature.
- Patient enrollment process (0:28): a simplified flow for enrolling the patient in front of you. Click to add a patient and membership in a few steps.
- Viewing the patient list (0:45): the list of patients scheduled for the day, with visit purpose, insurance status (read from your PMS, not verified), and membership expiration status.
- Adding new patients and memberships (1:06): click a patient’s name to create their profile instantly, with contact information pulled from your practice management software (PMS), then add a membership. See One-Click Membership Signup.
- Membership information and payment options (1:33): membership details pulled from your PMS, the option to add a membership without an immediate payment, and the ability to post payments to the ledger based on your PMS setup. See Auto-Post to Ledger.
- Real-time PMS data access (2:46): view real-time data from your PMS, including patient history before and after membership signup.
- Auto-pay (3:36): toggle auto-pay on and off easily, with the change recorded in the membership activity.
- Adjusting membership plans (4:11): change membership plans and next-charge dates, and set specific times for charges.
- Additional payment tools (4:40): online payments and in-office terminal options, plus optional credit card surcharging to pass eligible card processing costs through to patients.
- Upgrade information (5:13): an overview of the optional upgrade to Smile Advantage PRO, with unlimited patient usage.
- Conclusion (5:42): how PRO adds flexibility and efficiency, with the goal of reducing the workload on your front desk.