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🦷 GoHighLevel snapshot · Dental Practices

Dental snapshot mini-course

Six short visual lessons. Follow along in your own GoHighLevel account and you’ll be live by lesson 6.

OverviewSetup guideWalkthroughMini-coursePDF guide ↓
Lesson 1

Install the Snapshot and Brand It for Your Practice

Lesson 2

Answer Every New Patient Call and Inquiry

Lesson 3

Book New Patient Visits and Reduce No-Shows

Lesson 4

Get Unscheduled Treatment on the Schedule

Lesson 5

Reviews, Referrals and Reactivating Lapsed Patients

Lesson 6

Launch Recall and the Year-End Benefits Campaign

Lesson 1 of 6

Install the Snapshot and Brand It for Your Practice

Load the snapshot, enable privacy settings and make every message sound like the practice.

  1. Load the snapshot from Agency view > Account Snapshots > Imported Snapshots
  2. Enable HIPAA features on the sub-account if your plan offers them
  3. Fill in Settings > Business Profile and confirm the time zone
  4. Complete every value in Settings > Custom Values, including your new patient special
  5. Review the 7 dental fields in Settings > Custom Fields
  Agency → Snapshots → Load
Agency → Snapshots → Load
Lesson 2 of 6

Answer Every New Patient Call and Inquiry

Make sure no new patient inquiry goes unanswered.

  1. Confirm the missed-call text-back in Automation > Workflows > 02 is published
  2. Open Sites > Forms > Builder and keep the form to contact, insurance and preferred time
  3. Add a consent-to-text checkbox and embed the form on the website
  4. Review the speed-to-lead copy in Workflow 01
  5. Test by calling the office line and submitting the form
  Workflow 02 · Missed Call Text-Back
Workflow 02 · Missed Call Text-Back
Lesson 3 of 6

Book New Patient Visits and Reduce No-Shows

Fill new patient slots and protect chair time.

  1. Open Calendars > Calendar Settings > New Patient Visit
  2. Set appointment length and reserved new patient times
  3. Add your cancellation policy and copy the booking link into Settings > Custom Values
  4. Review confirmations and reminders in Automation > Workflows > 04
  5. Review the rebooking texts in Workflow 05
  Workflow 04 · Booking Confirmations
Workflow 04 · Booking Confirmations
Lesson 4 of 6

Get Unscheduled Treatment on the Schedule

Follow up on every presented treatment plan without pressure.

  1. Open Opportunities > Pipelines and review the New Patient Visit Booked to Won stages
  2. Import your unscheduled treatment report with Unscheduled Treatment Value
  3. Move patients with presented treatment to Treatment Plan Presented to start Workflow 07
  4. Route the Workflow 18 stale deal alert to the treatment coordinator
  5. Review unscheduled treatment in a weekly team huddle
  Opportunities → Pipelines
Opportunities → Pipelines
Lesson 5 of 6

Reviews, Referrals and Reactivating Lapsed Patients

Grow reviews and referrals and bring lapsed patients back.

  1. Connect Google Business Profile in Settings > Integrations
  2. Copy the review link into Settings > Custom Values
  3. Review the feedback split in Automation > Workflows > 11
  4. Confirm your state allows the referral thank-you before publishing Workflow 12
  5. Tag patients not seen in 18+ months 'start reactivation' to launch Workflow 14
  Reputation
Reputation
Lesson 6 of 6

Launch Recall and the Year-End Benefits Campaign

Keep hygiene chairs full and fill the year-end schedule.

  1. Import your recall-due report and set Recall Interval and Next Service Due
  2. Tag recall-due patients 'service due' weekly to run Workflow 19
  3. In early October, filter Contacts by Has Dental Insurance = Yes and tag them 'niche campaign' to start Workflow 21
  4. Prioritize patients with an Unscheduled Treatment Value when calling replies from Conversations
  5. Review reappointment and year-end booking KPIs on the Dashboard weekly
  Contacts
Contacts

Launch your next dental client this week

One-time $397. Includes the snapshot, both PDFs, the walkthrough and the mini-course. Or get all 20 niches for $1,997.