Specialty dental operations, unified in one platform

For Luma Smile Partners, a group of specialty dental brands, we designed and built patient intake, form signing, credentialing and case presentation into one operating system their teams use every day.

Case presentation dashboard listing treatment plans

Client: Luma Smile Partners (name changed)
Sector: Healthcare
Services: UX, Product design, Development
Modules: Intake, eSign, Credentialing, Case presentation

01 — Context

Luma Smile Partners supports a group of specialty dental practices across several brands and regions. Every patient visit came with forms to sign, treatment plans to present and payments to track, spread across paper, email and disconnected tools.

02 — Challenge

Every practice did the same work a different way. They needed one way that worked for all of them.

Patient forms, signatures and payments lived across paper, email and separate tools
Front-desk and clinical teams couldn't see where each patient stood
Multiple practice brands and regions, each with their own way of working
Sensitive patient data that had to stay inside the company's own workspace

03 — Approach

Map the patient journey, then build one pattern

01DiscoverShadowed front-desk and treatment coordinators across brands.
02MapMapped intake, signing, credentialing and case presentation end to end.
03DesignOne dashboard pattern: search, filters, status at a glance.
04BuildCustom apps inside the company's workspace, with eSignature and payments.
05Roll outBrand-by-brand rollout and team training.

03b — Platform

One platform for every practice

1 · Who uses it2 · One platform3 · What it handles

Front-desk teams

Treatment coordinators

Practice managers

Luma operating platform

Custom apps inside the company workspace

Status at a glance
Brand & region filters
Secure patient data
Reusable dashboards

Patient forms & eSign

Case presentations & payments

Credentialing

Every team works from the same dashboards, so a patient's forms, treatment plan and payment status are visible in one place.

04 — What we built

Four workflows, one consistent dashboard

Patient forms dashboard with signing status

Patient forms with eSignature

Teams request eSignatures, filter by patient, location, region or status, and see at a glance how many forms each patient has signed.

Case presentations and payments

Coordinators create treatment plans and track agreement and payment status per patient and brand, from draft to signed.

“Our coordinators finally see every patient's paperwork and payment status in one place.”

Operations lead · Specialty dental group (placeholder quote)

05 — Outcome

Teams see every patient's status in one place.

4: workflow modules unified
1: operating platform
0: paper forms needed (placeholder)
5+: brands on one system (placeholder)

Have a similar challenge?

Let's build yours.

Real product screens. Client name, logo and patient data changed for privacy. Image credits

More case studies