Referral operations

Practice growth console

A cleaner, more executive shell for managing referral performance, patient credits, front desk workflows, and practice trust.

The Dental Studio of MidlandLive trust center

Trust layer + program settings

Program trust center

SmileForward keeps practice governance, compliance visibility, referral defaults, and patient-facing policy surfaces in one place for office rollout.

Policy pages

Privacy, SMS terms, consent

Delivery mode

SMS only

Text + claim link workflow

Release state

Live-ready

Configured for rollout

Practice profile

Business name

Address

Phone number

Referral defaults

Default gift card amount

The patient-facing card remains locked to one premium ocean-blue presentation, regardless of reward amount.

Release governance

Release controls stay protected

Trust, readiness, and release controls stay centralized so the practice can review settings before broad rollout.

Release settings stay controlled during review.

The patient journey is policy-backed and staff-assisted.

The sender model stays SMS-only plus claim link.

Trust layer

Public-facing compliance surfaces

Patient-facing privacy disclosure is published under the Dental Studio brand.

SMS terms live

The outbound texting workflow is disclosed with public program terms.

Consent workflow documented

Consent is shown as a staff-assisted intake workflow, not self-serve signup.

Productization

What now feels rollout-ready

Single ocean-blue brand system

The card experience is locked to one premium theme, so every patient touchpoint feels consistent.

SMS-only delivery model

The offer ships as plain-text SMS plus claim link, aligned with the current sender and cost model.

Practice-controlled workflow

Credits are staff-assisted, patient-facing pages stay policy-backed, and release controls remain intentional.

Office rollout ready

Business profile, referral defaults, policy links, and the patient journey are organized for a real office workflow.

Operator note

Rollout readiness checkpoint

SmileForward now has the full operations shell: command center, SMS journey, customer ledger, redeem workflow, analytics, and trust layer ready for final client review.