EMI plan wale patient ne kisht dena band kar diya — recovery kaise karu?
Pehle dekho patient par kitna baaki hai: patient chart ka bakaya ya Billing → Pending Payments ("Dues & Credit"). Fir yaad-dihani ke liye Billing → Pending Payments → Reminders (Dunning) aur bade bakaye par AI Recovery ke EMI Suggestions use karo, aur bill se payment link bhejo. Aage ke plans UPI Autopay mandate ke saath banao.
Where in ORALZY: Billing → Pending Payments → Reminders (Dunning) · Billing → Pending Payments → AI Recovery · Billing → Bills → EMI & Autopay → Payment Schedules
CHECK karo:
Bakaya bill se hi banta hai — Payment Schedules ka "Fixed Total (EMI)" plan kist-wise overdue nahi dikhata. Purane "EMI (bill)" plan me "Instalments" kholne par "overdue" kist dikhti hai.
UPI Autopay laga ho to web par UPI Autopay page kholo / "Sync" — status "Failed" ya "Pending auth" to nahi?
Patient se baat karo — kabhi genuine problem hoti hai; chhoti kiston ka naya plan chahiye to purana EMI plan "Cancel" karke naya banao.
FIX
Billing → Pending Payments → Reminders (Dunning) se reminder sequence chalao (clinic me dunning ON ho to).
Billing → Pending Payments → AI Recovery → EMI Suggestions se naya EMI offer ka draft.
Paisa kabhi nahi milega to Pending Payments ke "Write-offs" se write-off karo — bill delete MAT karo.
PREVENTION
naye EMI ke saath UPI Autopay mandate ("UPI Autopay" tab → "New Mandate") aur bade treatment me pehle bada advance.
Quick steps
Patient ka bakaya patient chart ya Billing → Pending Payments me dekho
UPI Autopay laga ho to "UPI Autopay" tab kholo / "Sync" karke status dekho
Billing → Pending Payments → Reminders (Dunning) se reminder chalao
Zaroorat ho to AI Recovery → EMI Suggestions se naya offer
Kabhi na milne wala paisa Write-off karo, bill delete mat karo