Goal: deliver the offer as a branded patient page.

You need: send permission (admins, managers, supervisors).

Steps:

  1. Open the case (Completed tab once priced) and review the plan preview — this is exactly what the patient sees.
  2. Click Send to Patient.
  3. Sending freezes a snapshot (later edits never alter what was sent) and generates a private link.
  4. Share via WhatsApp or email straight from the dialog — the page renders in the plan's language with your branding, team, reviews and an offer countdown.

Track it: opens, accept / request-changes / decline all show on the case; the assigned rep is notified instantly.