Plan acceptance

A React block (a whole screen) in Beamline's Clinic app.

A treatment plan presented for acceptance, from both sides. The practice chooses the agreement (the account's default or this location's own) and how fees show (with fees, without, a summary), then sends it to the patient portal (no email or the portal off is said) or marks it presented in person; sending is not a review, so the status says when it was opened and whether it was answered. The patient sees plain-language treatment cards with why each is recommended, the billing in the chosen form, and the agreement; they sign or decline. A signed version is a receipt that can't change; a refused signature signs nothing; a plan replaced by a newer version can't be signed and says so. The practice's side leads with the patient (their picture), their share of the fees as a figure, and where the plan stands (sent or presented, opened, answered) in order; the agreement's words show once, in the patient's view.

Use it for

Presenting a plan or estimate for the patient or client to accept with a signature.
Any proposal sent for acceptance where sent, opened, signed and declined must stay distinct.

Not for

Editing the plan (treatment-plan).
Signing a document in general (signature-pad, document-review).

Anatomy

header: the product's mark, the title, plan and patient, the status in words
the practice: agreement, how fees show, the agreement preview, where it goes, send or mark presented
the patient: the email to open, treatment cards (plain words, why, tooth, code, what they pay), billing, the agreement, sign or decline

States

status: not sent; sent, presented or opened (info); signed (success); declined or replaced (warning)
can't send: no email, portal off or nothing proposed, said
fees: with fees, without (said), summary
signing: waits for a signature; refused (the reason, nothing signed)
signed: a receipt; declined: said; replaced: can't be signed
phone: one column, the practice over the patient's view
right to left: the layout mirrors
reduced motion: nothing animates

Keyboard

Tab through the agreement, fees and send; in the patient's view through the tabs, the signature pad and sign or decline; Enter presses

Motion

Nothing moves. Nothing runs at rest.

Props

Prop	Type	Default	Description
`plan` (required)	`{ name: string; items: AcceptanceItem[]; }`	—
`patient` (required)	`{ name: string; email: string \| null; portal: boolean; }`	—	`photo`: their picture (initials without one).
`agreements` (required)	`Agreement[]`	—
`defaultAgreement`	`string`	—	The agreement chosen at first: the location's own when there is one, else the account default.
`defaultFees`	`"fees" \| "none" \| "summary"`	—
`defaultStatus`	`AcceptanceStatus`	—
`superseded`	`{ n: number; at: string; } \| null`	—	A newer version replaced this plan: it can't be signed.
`now`	`string`	—
`currency`	`string`	—
`onSend`	`(() => Promise<unknown>)`	—
`onSign`	`((agreementId: string) => Promise<unknown>)`	—	Save the patient's signature; reject with the reason and nothing is signed.
`onReject`	`((reason: string) => Promise<unknown>)`	—
`product`	`string`	—	Your product's name, shown as its mark.
`className`	`string`	—	Classes on the documented visual root; no override by default.
`ref`	`Ref<HTMLDivElement>`	—	Receives the documented native target or imperative handle; omitted by default.

Built from

Import

import { PlanAcceptance } from "@beamline/plan-acceptance";

Get it

Plan acceptance is part of Beamline UI. Install the parts you need in your React app as compiled packages or editable source. Get Beamline · Connect your agent

Plan acceptanceComplete system · $49

A treatment plan presented for acceptance, from both sides.

Jordan reviews the plan

Opened in the portal and not answered yet. This location's own agreement is chosen over the account default; fees show per treatment. Jordan reads plain-language cards with why each is recommended, the billing, and the agreement, then signs or declines.

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States

One state at a time: sent and not opened (a signature that the service refuses signs nothing); no email on record, so it can't be sent; signed, a receipt that can't change; replaced by a newer version, which can't be signed.