Naam chahiye to do CSV nikalo (patients aur bills) aur Excel me ID se milao, ya Insights → Reports ki ready report lo jisme naam hota hai. Patient ka baaki (dues / outstanding) column Query Builder me nahi hai. Bills me draft aur cancelled bill bhi aate hain — "status" column dekh kar Excel me hatao. Abhi column chunne ka option khaali aata hai, isliye har baar saare column aate hain. Kharche (expenses), doctors aur journal ki list bhi nikal sakte ho.
Query Builder ki list me kaunse column aate hain, patient ka naam kyu nahi?
Query Builder me har data ke fix column aate hain: patients — UHID, name, phone, email, dob, age, gender, address, city, pincode, advance balance; appointments — patientName, phone, date, time, treatment, status; bills — bill number, status, date, totalAmount, paidAmount, GST; payments — amount, mode, voucher, date. Bills, payments aur treatments me patient / doctor ka naam nahi, sirf unka ID aata hai.
Where in ORALZY: Insights → Clinic Health → Query Builder
Quick steps
- Insights → Clinic Health → Query Builder kholo
- Data chuno (jaise bills) aur "Run"
- "CSV" download karke Excel me column dekho