Plan follow-up

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

The practice's follow-up lists, for the person who turns accepted treatment into booked chairs. Treatment plans lead with what's at stake: the value accepted but not booked (and how many visits) and the plans nobody is chasing; the figures are the filters. Each plan reads at rest: patient and age (an accepted plan past two weeks and not fully booked is marked), coordinator (nobody yet said, changed from its own menu), value, status and a pip per visit booked (all booked replaces the Book action). Plans at locations this person can't see are left out and counted. Unbooked treatments with their total, one per row with tooth, provider, location, fee and pre-authorisation; one leaves the list only when its booking comes back. Payment-plan patients with the total outstanding and how many have no next visit, the last payment and how long ago, the last and next visit, the last statement and the codes waiting to be generated. On a phone each row stacks; nothing scrolls sideways.

Use it for

A front desk's or treatment coordinator's lists of patients to call and book.
Any worklist where an item leaves only when the outside system confirms it.

Not for

One patient's plan (treatment-plan).
A day's visits (visit-board).

Anatomy

header: the product's mark, the title, the list with its count
plans: three figures that are the filters (all, accepted not booked with visits to book, no coordinator), left-out locations; patient and age, coordinator (its own menu), value, status, a pip per visit booked, book
treatments: the total to book, provider filter; patient, code and name with tooth, provider, location, fee, pre-authorisation, book
payment plans: the total outstanding and how many have no next visit; patient, outstanding, last payment and how long ago, last and next visit, last statement, codes to generate

States

coordinator: nobody yet (warning), changed from its menu (said)
age: an accepted plan past coldAfter days and not fully booked (warning)
booked: a pip per visit, booked ones green; all booked (success, no book action)
pre-authorisation: approved (success), waiting (warning), denied (danger), not needed
payment: over 45 days ago or none (warning); no next visit (warning)
booking: leaves the list only when it returns; refused (said, stays)
empty lists said
phone: the figures become three short rows; every row stacks, nothing scrolls sideways
right to left: the layout mirrors
reduced motion: nothing animates

Keyboard

Tab through the lists, the three figures (toggle buttons; Enter or Space shows those plans), each row's coordinator and actions; Enter opens the coordinator's menu

Motion

Nothing moves. Nothing runs at rest.

Props

Prop	Type	Default	Description
`plans` (required)	`FollowPlan[]`	—
`treatments` (required)	`FollowTreatment[]`	—
`payers` (required)	`FollowPayer[]`	—
`coordinators` (required)	`string[]`	—
`locations` (required)	`string[]`	—	Locations this person can see; plans elsewhere are left out and counted.
`defaultList`	`"payments" \| "plans" \| "treatments"`	—
`now`	`string`	—
`currency`	`string`	—
`coldAfter`	`number`	`14`	Days after which an accepted plan that isn't fully booked reads as going cold. Default 14.
`onAssign`	`((planId: string, coordinator: string) => Promise<unknown>)`	—
`onSchedule`	`((planId: string) => void)`	—
`onBook`	`((treatmentId: string) => Promise<{ date: string; }>)`	—	Book a treatment; resolve with the appointment's ISO date. It leaves the list only then.
`onGenerate`	`((payerId: 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 { PlanFollowUp } from "@beamline/plan-follow-up";

Get it

Plan follow-up 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 follow-upComplete system · $49

The practice's follow-up lists, for the person who turns accepted treatment into booked chairs.

Plans to chase

Lakeview's twelve plans. Six are accepted but not fully booked; Daniel's, Maya's and Ben's have waited past two weeks and are marked. Maya and Lena have nobody chasing them. Tomás and Priya are all booked, so there's nothing to book. Omar's plan is at Harbor Point, which this person can't see, so it's left out and counted. The figures are the filters; a coordinator changes from its own menu.

0 × 0full

Unbooked treatments

One row per treatment with its pre-authorisation. Booking the crown is refused (the slot was taken), so it stays on the list; booking another removes it only once the booking comes back.

0 × 0full

Payment plans

Noah last paid 91 days ago and has no next visit; three months of codes wait to be generated. Sofia has gone quiet too.

0 × 0full

About Plan follow-up

← Plan acceptance Session notes and tasks →

Part of Beamline UI: polished, editable React components and complete screens for custom applications. Build your own style from any look; tokens, fonts, radii, motion; not only colours.

Plan follow-up

Use it for

Not for

Anatomy

States

Keyboard

Motion

Props

Built from

Import

Get it

More in Clinic