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How recommendations and checkout links work

The lifecycle of a recommendation, from building it to your patient checking out.

Written by Josh Channin

Every recommendation you send becomes a secure checkout link for your patients. Here's how the whole thing works, start to finish.

What a recommendation is

A recommendation is a curated set of products, along with your provider instructions and a delivery method. Products can be exact items, variant choices, or filtered options.

The checkout link

Each time you send, Wrapped Health creates a unique, cryptographically signed link scoped to one patient and one recommendation. The link carries no patient details in the URL, and your patient must pass a date-of-birth check to open it.

Delivery

Send the link by SMS, email, or both. QR codes and printable lists are also available for in-office handoff.

After you send

  • Pending: the link has been created and is being delivered.

  • Opened: the patient has opened their link.

  • Expired: the link has reached the end of its active window. Checkout links are valid for 30 days.

From History, you can track delivery and resend or copy a link.

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