Sending
On a priced case, Send to Completed (or per-plan Send Plan) does three things:
- Freezes an immutable snapshot — later edits never change what the patient already saw.
- Generates a private link for the patient page.
- Notifies you by email that the plan is ready to share.
Share the link however you talk to the patient — WhatsApp, email, SMS. Use View as patient first to preview exactly what they'll see.
The patient page
A branded page in the patient's language showing: the treatment breakdown with prices, visit schedule with hotel/transfer details, your medical team, before/after gallery, testimonials, FAQ — all configurable in Settings → Landing Page. The patient can Accept, Decline, or Request changes with a message.
Responses
The assigned rep and clinic admins get an instant email on any response, and the case updates in the CRM. Accepted plans typically flow into a Deal to track deposits, travel dates, and revenue.
Link expiry
Plan links expire (default 30 days; set per plan in the wizard). Expiring links trigger a reminder email to the rep 7 days out, and you can extend with one click from the case page.