Corporate / Insurance
Lead source, consent, and PIC are tracked without exposing medical data publicly.
Partner / Insurance Preview
This preview shows non-medical status: Case ID, documents, COE candidates, preliminary estimate, and WhatsApp handoff. Final recommendations still depend on official hospital evaluation.
Lead source, consent, and PIC are tracked without exposing medical data publicly.
Diagnosis, imaging, treatment summary, and budget range are displayed as a checklist.
Candidate COEs support discussion preparation, not automatic medical decisions.
Coordinator continues the conversation with Case ID and patient goal context.