Case presentation ka sabse powerful tool — patient ko options do, acceptance badhta hai.
Kahan hai: Sidebar → People → Patients → patient chart → Sections → 'Plans' pill (primary, hamesha dikhta hai).
Pehle ek plan chahiye: chart pe '+ Add procedure' se planned treatments save karo — wahi plan yahan dikhega. Phir:
- 'Add Variant' — existing plan ko duplicate karke naya variant banata hai (label jaise 'B' ya 'Premium' + 1-line tagline jaise 'Faster · uses implants'). 2-4 variants tak.
- Side-by-side columns: har variant ka total ₹, cheapest wale se +₹ delta, status badge, aur unified procedure list me ✓/− — patient ko turant dikh jata hai kis option me kya included hai
- 'Accept this plan' — signature pad khulta hai, patient sign karta hai; accept hote hi baaki sibling variants apne aap declined ho jate hain
- Present & Share — plan ko 'presented' mark karke public compare link patient ko WhatsApp ho jata hai
- Print — A4 single-page plan (UHID QR header ke saath, fee-valid-until date bhi)
- Upar acceptance analytics strip: last 90 din me kitne presented/accepted, acceptance % aur pipeline value
Tip: Ye wahi engine hai jo Phased Plan (Gantt + milestones) ke saath judta hai — variants family ek 'plan family' selector se switch hoti hai.