How patients access their care plan

QR Rx is designed so a patient who's never used the platform before can unlock their care plan in under thirty seconds. We deliberately skip account creation because aftercare is a short-window relationship: the patient needs the plan for the recovery period, not forever. Three factors keep their record secure without the friction of a password.

The three things every patient needs

The QR code or link. Delivered three ways: the email you sent, the SMS, and the printed discharge sheet from your visit. Any of the three works; all three point to the same plan. Patients almost always use the email link because their phone is already in their hand.

Their 6-digit access PIN. Printed in the same email, the same SMS, and the same discharge sheet. The PIN is unique to that patient's plan; we generate a new one for every plan you send. It expires the day after the recovery window ends, with a 24-hour buffer, so a 14-day recovery means the PIN is good for 15 days.

Their date of birth. This is the unlock secret. They type it on the verify screen. It has to match what's stored on the patient row in your dashboard, formatted as MM/DD/YYYY. Vet plans use the owner's last name instead because owners often don't know their pet's exact DOB (especially rescues).

What patients see step by step

1. They tap the link in their email (or scan the QR code). The first screen says "Verify your identity" with your clinic name and logo at the top, no menu, no chrome.
2. They type their 6-digit PIN in the boxes at the top of the form.
3. They type their date of birth in the field below.
4. They tap View care plan. Done. They're now on their personalized recovery surface.

What they see once they're in

Five tabs across the top: Overview, Recovery Guide, Medications, Milestones, and Warning Signs. They land on Overview first, which shows what they had done, how many days they're into recovery, and the next thing they should pay attention to. Recovery Guide is the day-by-day instructions you set in the template. Medications shows the drugs you prescribed with plain-language directions. Milestones is what to expect by when. Warning Signs is the "if you see this, call us now" list with your clinic's phone number as a one-tap dial.

Asking questions

If you've enabled the AI assistant (Cura), patients can ask questions about their recovery in plain English and get an answer in seconds. The first lookup is from your verified clinic FAQ, then our cross-clinic knowledge base, then Anthropic's Claude for anything novel. Patients can't ask about other patients, can't see staff messages, and can't send the clinic a message; the surface is read-only by design.

If they can't get in

See the troubleshooting article. The short version: top three causes are wrong DOB, expired PIN, and the rare legacy row with no DOB on file. All three are fixable in under a minute from the operator side.