Case Management
All submitted cases ยท Admin view
Live Updates Active
3
Total Cases
โ†‘ 3 this month
1
In Progress
โ†’ Active
1
Needs Action
โš  Awaiting approval
1
Completed
โœ“ Ready for download
โ‚น17.1k
Revenue
โ†‘ This month
All Cases
Case IDDoctorPatientTypeSubmittedStatusUpdate StatusAmountActions
Notification Templates
Auto-sent when you update case status. Edit templates below.
๐Ÿ“ง
Status Update Email
Sent to doctor when case status changes
Email โ–ผ
Subject: Case {{CASE_ID}} โ€” Status Update: {{NEW_STATUS}}

Dear Dr. {{DOCTOR_NAME}},

We wanted to update you that your case for patient {{PATIENT_NAME}} has moved to the next stage: {{NEW_STATUS}}.

{{#if APPROVAL_NEEDED}}Please log in to review and approve the treatment plan before we proceed to export.{{/if}}

You can track your case in real-time at:
๐Ÿ‘‰ https://everalign.in/dashboard

Best regards,
The Everalign Team
Everalign Technologies Pvt Ltd ยท contact@everalign.in
Variables: {{CASE_ID}} {{DOCTOR_NAME}} {{PATIENT_NAME}} {{NEW_STATUS}}
๐Ÿ’ฌ
WhatsApp Notification
Sent via WhatsApp Business API
WhatsApp โ–ผ
๐Ÿฆท *Everalign Technologies*

Hello Dr. {{DOCTOR_NAME}},

Your case *{{CASE_ID}}* for *{{PATIENT_NAME}}* has been updated to: *{{NEW_STATUS}}*

{{#if APPROVAL_NEEDED}}โš ๏ธ *Action Required:* Please approve the treatment plan to proceed.{{/if}}

Track your case: https://everalign.in/dashboard

โ€” Team Everalign
Requires WhatsApp Business API (Twilio / WATI / Meta) ยท Configure in Settings
โœ…
Completion & Download Email
Sent when case is complete with download link
Email โ–ผ
Subject: โœ… Case {{CASE_ID}} is Complete โ€” Download Your Files

Dear Dr. {{DOCTOR_NAME}},

Great news! Your treatment plan for {{PATIENT_NAME}} is complete and ready for download.

๐Ÿ“ฆ Download Link: {{DOWNLOAD_LINK}}
โณ Link valid for: 7 days

Files included: STL files (all stages) ยท PDF Treatment Summary ยท IPR Chart

Thank you for trusting Everalign!
๐Ÿ”Œ Integration Setup
EMAIL (SMTP)
WHATSAPP (WATI)
GOOGLE SHEETS (SheetDB)
Registered Doctors
DoctorEmailQualificationCasesJoinedStatusActions
Dr. Arun Sharma
Smile Care Orthodontics, Mumbai
dr.sharma@clinic.com MDS Orthodontics 3 Nov 2024 Active
Dr. Preethi Nair
Apollo Dental, Bangalore
preethi@apollodental.com BDS + Certification 0 Dec 2024
Cases by Type
${[['Clear Aligners','67%',67],['Graphy Direct Print','22%',22],['Functional Appliances','11%',11]].map(([n,p,w])=>`
${n}${p}
`).join('')}
Revenue Summary
This Monthโ‚น17,110
Pending Collectionโ‚น10,620
Avg Case Valueโ‚น5,703
Admin Settings