Message clinic ke set messaging channel se jaata hai (WhatsApp / RCS / SMS jo clinic ne chuna hai). Down % aur kitne mahine — Setup → Settings → Billing → Bill Settings (GST, UPI, bank) ke "EMI down-payment %" aur "Monthly instalments (after down)" se (default 25% down + 3 mahine). UPI link me sirf down payment ki rakam hoti hai. Ye button sirf web par hai; mobile ki Case Acceptance screen par Stale list dikhti hai par bhejne ka button nahi. Bheja hua message wapas nahi liya ja sakta. Ye manual bhejna apne aap wale roz ke follow-up ka record nahi badalta, isliye wo switch ON ho to wahi patient ko agle din auto message bhi ja sakta hai. Koi bhi staff login (receptionist bhi) ye button daba sakta hai — iske liye owner / admin hona zaroori nahi. Message bhejne se plan ka status nahi badalta, isliye patient Stale list me bana rehta hai jab tak plan Accept / Decline na ho. List me zyada se zyada 50 sabse purane plan dikhte hain.
Stale plan wale patient ko "Send EMI" message kaise bheje?
Insights → Clinic Health → Case Acceptance → neeche "Stale Plans (Awaiting Follow-up)" table me patient ki row par "Send EMI" → confirm "Send EMI follow-up message to …?" → OK. Patient ko message jaata hai: abhi down payment + har mahine ki kisht (total) aur "1-tap UPI pay" link, "Reply STOP to opt out" ke saath. Safal hone par "Sent via …" aata hai.
Where in ORALZY: Insights → Clinic Health → Case Acceptance
Quick steps
- Insights → Clinic Health → Case Acceptance kholo
- Neeche "Stale Plans (Awaiting Follow-up)" table me patient dhundo
- Row ke "Send EMI" par click karo
- Confirm popup me OK dabao aur "Sent via …" ka message dekho