Case Workspace

Ahmed Al-Farsi

Single source of truth · every department works from this record. Tabs unlock automatically as the case progresses.

RC-2026-01847
Lead LD-2026-04120
Executive Case Status
Live · 2 Jul 2026 · 09:14
High Priority
Revenue Probability
Live
87%

Patient engaged · quotation shared · awaiting decision

Stage
Hospital Opinion Received
Decision
5 Jul 2026
Arrival
18 Jul 2026
30d · forecast
60d · forecast
90d · forecast
Next Best Action
Workflow rule
Follow up patient today

WhatsApp Aster Medcity quotation follow-up to family

High
Today · 4:00 PM
SLA Summary
6 tracked
  • Hospital Opinion
    Completed
    Met
  • Quotation
    1d left
    On Track
  • Patient Decision
    6h left
    At Risk
  • Visa
    -1d
    Overdue
  • Travel
    7d
    Pending
  • Follow-up
    14d
    Scheduled
Financial Snapshot
INR reporting
Currency
AED
Original
AED 82,500
FX Rate
22.50
Converted INR
₹18,56,250
Hospital Bill
₹18,56,250
Riayah Fee
₹2,50,000
Hospital Comm.
₹1,85,625
Referral Comm.
₹50,000
Other Revenue
₹0
Expenses
₹80,000
Expected Profit
₹4,05,625
Outstanding
₹18,56,250
Payment
Not Started
Collection
Pending
Executive Revenue Forecast
72% confidence
Next 30 Days
Revenue
₹4,85,625
Collections
₹2,50,000
Expenses
₹80,000
Profit
₹1,55,625
Next 60 Days
Revenue
₹8,50,000
Collections
₹6,00,000
Expenses
₹1,50,000
Profit
₹3,00,000
Next 90 Days
Revenue
₹12,00,000
Collections
₹9,50,000
Expenses
₹2,20,000
Profit
₹5,30,000

Later driven by latest hospital quotations, pipeline stage, revenue probability, historical conversion rates and active pipeline.

Case Lifecycle

Stage 7 of 15 · Hospital Opinion Received

47% complete
  1. Lead Created
  2. Contacted
  3. Reports Requested
  4. Reports Received
  5. Medical Review
  6. Hospital Opinion Requested
  7. 7
    Hospital Opinion Received
  8. 8
    Quotation Generated
  9. 9
    Patient Decision
  10. 10
    Case Activated
  11. 11
    Travel Coordination
  12. 12
    Treatment
  13. 13
    Recovery
  14. 14
    Follow-up
  15. 15
    Case Closed

Workflow Summary

Surgery

Current stage
Hospital Opinion Received
Medical
Next stage
Quotation Generated
SLA 24h
Previous stage
Hospital Opinion Requested
Completed
Waiting in stage
6.0h
18.0 h remaining
Time in pipeline
0.3 d
6 hours total
SLA status
On track
SLA 24h · 18.0 h remaining
Case health · Revenue probability
Needs Attention · 7462%
Expected revenue ₹24,84,000
Next best action
Request detailed quotation from hospital finance desk.
Pending tasks: 1

Case Summary

Coordinator
Fatima Rahman
Current Stage
Hospital Opinion Received
Hospital
Aster Medcity, Kochi
Doctor
Dr. Rajesh Menon · Cardiothoracic Surgery
Case Type
Surgery
Urgency
High
Next Action
Follow up with patient on Aster Medcity quotation
Due today · 4:00 PM

Important Alerts

  • Missing: Passport copy, Latest ECG
  • Quotation response pending 3 days
  • Second opinion request open with Aster Medcity

Outstanding Tasks

  • Send translated quotation to familyFatima R. · Today
  • Confirm surgeon preference with patientFatima R. · Tomorrow
  • Collect passport & visa docsAnitha V. · 3 Jul

Missing Reports

MRI ✓
CT ✓
Blood ✓
ECG ✕
Passport ✕
Prescription ✓