Troubleshooting2 min read

The plan is not visible to the patient

You sent the link but the patient says they cannot see the plan — here are the common causes and fixes.

Updated for the current Clynevia workspace · 2026-08-27

What you will learn

  • Identify why the plan is not visible to the patient
  • Fix the link or sharing issue
01

Check first

  • Did you create the share link from inside the plan? The plan must be a patient plan (not a template) to be shareable.
  • Does the link work for you? Try it in a private/incognito window.
02

Fixes

  1. Open the patient plan and make sure it is saved.
  2. Choose Share and create a new link if one does not exist.
  3. Copy the link and open it in a private browser window to verify.
  4. Send the new link to the patient via WhatsApp.
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