List me sirf is mahine bane wo plans aate hain jo 7 din se zyada Presented pade hain, sabse purane upar, zyada se zyada 50. 14 din se purane plan ka "Days Old" laal dikhta hai. Decline ka reason 5 akshar se chhota ho to "Decline reason must be at least 5 characters (NABH compliance)" aata hai. Accept / Decline karne par Accepted aur rate ke numbers bhi badal jaate hain.
Send EMI ke baad bhi patient Stale Plans list me kyu dikh raha hai?
"Stale Plans (Awaiting Follow-up)" list sirf un plans ki hai jo abhi bhi Presented status me hain. "Send EMI" sirf message bhejta hai, plan ka status nahi badalta. Patient maan jaaye to chart → "Plan compare" me "Accept + sign" karo; mana kare to purane treatment section me "✕ Decline" (kam se kam 5 akshar ka reason). Tab plan list se hat jaata hai.
Where in ORALZY: Insights → Clinic Health → Case Acceptance
Quick steps
- Patient ka jawab pata karo
- Maana to chart → "Plan compare" → "Accept + sign"
- Mana kiya to "✕ Decline" aur reason likho
- Case Acceptance page dobara kholo