Goal: know where the offer stands.

Steps:

  1. Open the case — the plan section shows its status: sent, viewed, accepted, changes requested, or declined.
  2. Accepted plans flow straight into Deals so payments can be tracked.
  3. Changes requested reopens the conversation — the patient's note arrives in the case Chat tab.
  4. Link expiry: plan links expire (default 30 days). The assigned rep gets a reminder before expiry; extend from the case page with one click.