Front officeLive · in the productQueue & board

TravelPlan

The trip for one case: flights, hotel, pickups and interpreter, the patient’s money held and paid on, and the itinerary they carry.

Installs with GlobalDesk, whose screen it works on

Get TravelPlan Open the appAvailable nowHow pricing works →

What it is

For a medical travel agency, on the GlobalDesk case. Each booking is recorded for the patient or a named companion: a flight, a hotel stay, an airport pickup, an interpreter or anything else, with the provider, the dates and times, and the reference once it is confirmed; a cancelled booking keeps its reason. The visas VisaDesk holds for the case are shown beside the bookings, and one that runs out before the last booking is flagged; the documents-to-carry checklist is the one in GlobalDesk’s Trip plans. The patient’s money the agency holds is a ledger per currency: advances received, payments onward to the hospital, the hotel or anyone else with a reference, and refunds with a reason. Nothing is ever paid out beyond what is held, and no entry is edited. The itinerary goes to the traveller as a link that expires, carrying the agency’s name and no medical detail: to the patient, also on WhatsApp once the agency’s line is connected, and to a companion only with the patient’s consent to share it with them.

Who uses it: Built for: Every specialty
Reads: The GlobalDesk case, its companions and checklist, VisaDesk visas for the case, the hospital the patient chose
Writes: Bookings and their references, advances, payments onward and refunds, itinerary links and the consent behind a companion’s
Never: It books no flight, room or car — this product talks to no airline, hotel or taxi firm — and it moves no money: entries record what the agency already received or paid.
Access: Only people whose role includes it — the clinic owner decides who
Your data: PHI-lite. Hosted in Boston, United States. On uninstall: The bookings, the ledger and the itinerary links leave with the app; open links stop working. The case, its companions and the visas stay in GlobalDesk and VisaDesk.

In the product

Who uses it: Front desk — the demo profile it is best tried as
Where it opens: Front office › Travel plans /travel-plan
Permission: travelplan.read

Every front office app in the handbook →

How it works

Add each bookingFlight, hotel, pickup or interpreter, for the patient or a companion, with dates and the provider. Confirm it with the reference.
Check the visas and the checklistVisas from VisaDesk sit beside the bookings, and one that runs out first is flagged. The documents to carry come from Trip plans.
Keep the money straightRecord the advance as received, each payment onward with its reference, and any refund with its reason. It never goes below nothing.
Send the itineraryA link for the patient (and WhatsApp once connected), and one for a companion when the patient agrees.

Rules it keeps

What it does not do, by design. A listing with only benefits is an advertisement.

It books no flight, room or car — this product talks to no airline, hotel or taxi firm — and it moves no money: entries record what the agency already received or paid.

It gives no visa advice; VisaDesk keeps the visas.

AI in TravelPlan

AskQuestions about what is on screen — “What needs attention in TravelPlan today?” — answered with the records it read.

DraftSummaries and notes for the team, marked as drafts until a person signs.

Every answer shows its sources. Nothing AI writes is saved until a person accepts it.

See it on screen

TravelPlan — Travel plans — Plan the flights, hotel and pickups, and keep the patient’s money straight — 01Travel plans — Plan the flights, hotel and pickups, and keep the patient’s money straightCaptured from the running demo clinic

01Travel plans — Plan the flights, hotel and pickups, and keep the patient’s money straightCaptured from the running demo clinic

1 of 1

Connected to

Read out of the code, not the brochure: each app below is here because one service queries the other’s tables. Install either side and the hand-over is already wired.

Reads from · 6

CaseBroker ConsentVault GlobalDesk PartnerHospitals Patient Registry VisaDesk

Hands to · 1

ConsentVault

See the whole clinic →

Questions clinics ask

What does TravelPlan do?

The trip for one case: flights, hotel, pickups and interpreter, the patient’s money held and paid on, and the itinerary they carry. For a medical travel agency, on the GlobalDesk case. Each booking is recorded for the patient or a named companion: a flight, a hotel stay, an airport pickup, an interpreter or anything else, with the provider, the dates and times, and the reference once it is confirmed; a cancelled booking keeps its reason. The visas VisaDesk holds for the case are shown beside the bookings, and one that runs out before the last booking is flagged; the documents-to-carry checklist is the one in GlobalDesk’s Trip plans. The patient’s money the agency holds is a ledger per currency: advances received, payments onward to the hospital, the hotel or anyone else with a reference, and refunds with a reason. Nothing is ever paid out beyond what is held, and no entry is edited. The itinerary goes to the traveller as a link that expires, carrying the agency’s name and no medical detail: to the patient, also on WhatsApp once the agency’s line is connected, and to a companion only with the patient’s consent to share it with them.

What data does TravelPlan read and write?

TravelPlan reads the GlobalDesk case, its companions and checklist, VisaDesk visas for the case, the hospital the patient chose and writes bookings and their references, advances, payments onward and refunds, itinerary links and the consent behind a companion’s. Its data class is PHI-lite. Every app works on the same patient record — nothing is copied into a silo.

What does TravelPlan deliberately not do?

It books no flight, room or car — this product talks to no airline, hotel or taxi firm — and it moves no money: entries record what the agency already received or paid. It gives no visa advice; VisaDesk keeps the visas.

What happens to our data if we uninstall TravelPlan?

The bookings, the ledger and the itinerary links leave with the app; open links stop working. The case, its companions and the visas stay in GlobalDesk and VisaDesk.

Is TravelPlan available today?

Yes — TravelPlan is live in clinics today. Set up your practice on MedAppz and install it from your dashboard.

Want to see TravelPlan running on your own patients?

Tell us what you run and we will show you this app inside a practice shaped like yours — or answer the question the page above did not.

More in Front office

All 17 →