Goal: turn a completed diagnosis into a priced offer.

You need: pricing permission (every sales role except dentists has it by default — sales reps price their own cases in the guided case flow; an admin can switch it off per role in Team → Permissions).

Steps:

  1. Open the case from Cases → Diagnosed and switch to its Pricing tab.
  2. Click Start Pricing Wizard.
  3. Plans: choose 1–3 plan options (e.g. Standard / Premium) and name them — each becomes its own offer page.
  4. Currency & language: pick what the patient will see.
  5. Treatments: for every diagnosed item choose a brand (prices come from Settings → Treatments → Pricing) — the price fills in automatically; adjust if needed.
  6. Visit logistics: add hotel nights (room type + nights) and transfers per visit — priced or marked free.
  7. Review: set a discount % and an optional offer countdown (e.g. valid 7 days), then save.

If the wizard shows no brands: the treatment has no pricing rows yet — add them in Settings → Treatments → Pricing first.