Practice Social Connections

Network Directory

Table-first view for HQ Operations — see all 260+ practices, their connection status across every channel, at a glance. Filter by brand, region, or connection health. Click any practice to drill into its setup.

Best for: HQ Operations managing the network at scale. Immediately see which practices need attention. The "Show Issues Only" filter is critical — at 260+ practices, you only want to see the broken ones. Click any row to drill into Variation 4 (practice detail).

Practice Setup Wizard

Step-by-step onboarding flow for connecting a single practice's social accounts. Could be used by HQ Ops during enrollment or sent as an invite link to the practice manager. Each channel walks through OAuth → verify → configure posting preferences.

Best for: Initial practice onboarding. The wizard reduces cognitive load — one channel at a time. The "Send Invite Link" option is key for GBP where the practice manager likely owns the Google account, not HQ. This could be embedded in the enrollment pipeline (NI-7) as step 8 of 12.

Connection Health Dashboard

Monitoring-first view — designed for the ops person whose job is "make sure nothing is broken." Channel-level health scores, expiring tokens, failed posts, and a heatmap of the entire network's connection status.

Best for: The ops person responsible for "everything stays connected." The heatmap gives instant visual status at scale. The issues panel is actionable — "Bulk Re-auth" for expiring tokens is critical at 260+ practices. Proactive token expiry warnings (14-day heads up) prevent distribution failures.

Single Practice Detail

Deep dive into one practice's connections — see every connected channel, posting preferences, token health, and recent distribution activity. This is where you land when you click a practice from the Network Directory (Var 1) or Health Dashboard (Var 3).

Best for: Drilling into one practice's complete social setup. This is the "manage" view — edit connections, update preferences, see what's been published. The token expiry countdown is critical — shows exactly when each connection needs re-auth, letting ops be proactive rather than reactive.

Bulk Onboarding Flow

SGA acquires practices in batches. This flow handles connecting 10, 20, or 50 practices at once — send invite links, track who's connected, follow up on stragglers. The "enrollment blitz" view for when a new batch of practices joins the network.

Best for: Batch acquisitions. SGA acquires practices in groups, not one at a time. This flow handles the reality of "12 new practices just joined, get them all connected." Step 4 (Track Connections) would show real-time status as managers complete their OAuth flows — with automatic reminders for stragglers after 48h. The email preview ensures brand consistency in the invite itself.

How These Fit Together

These 5 views compose into a complete Practice Social Connections system: