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Self-Assessment Tool

The 60-Second Quiz That Qualifies Patients for You.

Not every patient is ready to upload three photos the first time they visit your site. The self-assessment tool meets them earlier with a quick quiz, routes them to the right virtual consult, and sends your team a pre-qualified lead with context your front desk could not have pulled by phone.

iPhone showing the Smile Virtual self-assessment How It Works screen with a patient video thumbnail and three step cards.

What We Hear From Practices

Some Patients Are Not Ready For Three Photos.

The virtual consult is the right offer for a patient who is ready to decide. For earlier-stage patients, it is a bigger ask than they came for. The self-assessment is the lower-friction entry point that keeps them in your funnel.

Shoppers bounce before the photo upload.

A 60-second quiz lowers the ask and keeps the browser in the funnel.

We get leads with no context.

The quiz tells your team which treatment the patient is self-identifying with, so the follow-up is specific from the first message.

Front desk cannot qualify by phone.

A written response to six smart questions tells your team more than a five-minute call.

How It Works

From Quiz to Qualified Lead in 60 Seconds.

The patient picks what bugs them about their smile, answers a handful of yes/no questions, and lands on a recommendation that routes them to the right virtual consult for their case.

#1

Pick a Concern

Six to eight visual options, each matched to a treatment type: whitening, veneers, aligners, implants, general.

#2

Answer Six Questions

Short, yes/no or multi-choice. No typing. The patient taps through in under a minute.

#3

See a Recommendation

The patient lands on a page tuned to their case, with the right virtual consult CTA.

What Is Included

A Qualifier That Reads Like Journalism.

Treatment-aware questions

Different question sets for cosmetic, ortho, implant, and general. The patient never sees questions that do not apply.

Branded to your practice

Your logo, colors, and voice. Patients never feel like they stepped onto a third-party form.

Routes to the right consult

High-intent patients go straight to the virtual consult form. Earlier-stage patients get a case-matched landing page.

Context for your team

Every quiz response lands in your consult inbox, tagged with the treatment path and the patient concerns.

Zero-code setup

Published and embeddable in your Success Coach kickoff session.

Analytics built in

Which concerns drive the most bookings, where patients drop, which questions filter out tire-kickers.

FAQs

Self-Assessment Questions

Does the quiz replace the virtual consult?
No. It routes the high-intent patient to the virtual consult faster, and gives earlier-stage patients a path that keeps them in your funnel instead of bouncing to the next practice.
How long does the quiz take to set up?
Same day. The template is ready. Your Success Coach walks you through branding it to match your practice in one working session.
Can we edit the questions?
Yes. Starter sets are tuned to each specialty, and your team can edit the wording, order, and branching logic from the dashboard.