VET-PLAN Ortho
‹ Knowledge base

Sharing and referrals

‹ Knowledge base

Sharing and referrals

Share a case with a colleague or referring vet via a secure link. Recipients can view the case in read-only mode without an account.

How sharing works

  • Each shared case gets its own unique referral link.
  • A case can have multiple active links at once — useful for sharing the same case separately with different recipients (you can track which link went to whom).
  • Links can be revoked or set to expire.
  • Recipients see the case in a read-only view with the same radiographs, measurements, and overlays you’ve placed.
  1. Open the case.
  2. Click the share icon in the top bar.
  3. Optionally label the link (e.g. “Dr. Smith referral”) — useful when you have multiple links per case.
  4. Optionally set an expiry date.
  5. Copy the link and send it via your preferred method (email, message, etc.).

What recipients see

  • Patient details
  • All radiographs in the case
  • Measurements and overlays you’ve placed
  • Implant templates and any rotation planning
  • Attachments

Recipients can’t edit anything. They don’t need an account or login — the link itself grants access.

The Referrals modal (top bar) shows every link associated with the current case:

  • When each was created and the label you gave it
  • Active vs revoked vs expired status
  • Copy a link again to re-share it
  • Revoke a link to immediately invalidate it

Revoking access

Revoking is immediate. Anyone with the link will see an access error on their next attempt. There’s no notification to the recipient — they just lose access. If you need them to keep access, create a new link before revoking the old one.

Finding shared cases

  • The Shared filter in the gallery sidebar shows every case with at least one active referral link — both ones you’ve shared and ones shared with you.
  • The case card shows a small badge with the number of active links.

What gets shared

  • Everything visible in the case at the moment the link is viewed. Referral links are live, not snapshots — if you add a measurement after sharing, the recipient sees it next time they open the link.

What doesn’t get shared

  • Your other cases.
  • Your other referral links to this same case.
  • Personal account information.