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Treatment plans

Send to patient and Share with patient: what each one does

Send to patient marks the approved plan as sent. Share with patient delivers it to the patient's account or email. Learn both, then check the result.

Clinic admin · Doctor · Planning Specialist

What you’ll be able to do

The approved plan has reached the patient, or you know why it could not be delivered.

Before you start

  • The plan is approved by a doctor.
  • Your clinic's package includes patient deliveries, and you can send plans (admins, doctors and Planning Specialists can by default).
  • The patient has a Medquote patient account, or an email address on the clinic record.

Send to patient marks the plan as sent

Once a doctor has approved the plan, Approval & sharing offers Send to patient. It changes the plan status to Sent to patient and locks the approved version, so later edits start a new version. It does not put the plan in the patient's account and does not email anything, even though its confirmation says the plan was sent.

  1. Open the approved plan and check that the approved version and amounts are the ones you mean to give the patient.
  2. Choose Send to patient when your clinic wants to record that the plan has gone out.
  3. Check that the status reads Sent to patient. Then use Share with patient to deliver it.

Share with patient delivers it

Share with patient is the delivery step. It is offered once the plan is approved, whether or not it was sent. The confirmation tells you what happened. Shared with the patient means the plan is now under Plans & trips in the patient's account. If the patient has no account but the record has an email address, the plan is emailed as a private link that works for 30 days. If there is neither, or the patient has withdrawn your clinic's access, nothing is delivered and the confirmation says so.

  1. On the approved plan, choose Share with patient.
  2. Read the confirmation: shared with the patient, emailed as a link, or nothing delivered.
  3. If nothing was delivered, link the patient's account or add an email address to the record, then share again.
Medquote plan actions with Send to patient, Share with patient and Edit plan.
Send to patient and Share with patientOn an approved plan, Send to patient and Share with patient are separate buttons. Send to patient changes the status; Share with patient delivers the plan.Open full image →

Keep the shared version accurate

If the treatment or pricing changes after approval, the approval drops and the plan goes back for review. The patient keeps seeing the version you shared until you share the new approved version. Sharing again replaces it in the patient's account; an emailed patient gets a new link and the old one stops working.

Questions & answers

The plan says Sent to patient, but the patient cannot see it. What should I check?

Sent to patient is only a status. Check whether Share with patient was used and what its confirmation said, then check that the patient's account is linked to this record or that the record has the right email address.

Will sharing always email the patient?

No. A patient with a Medquote account finds the plan in their account. Only a patient without an account receives the plan as an emailed link, and only if the record has an email address.

Open a plan in your clinic workspace

Sign in through your clinic’s workspace address, then open the patient record and the intended plan. Ask your clinic administrator for the workspace address or permission if needed.

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