Family Card page ke "➕ Create" tab ki patient search abhi naam nahi laati, isliye family chart se banani padti hai. Sale ke saath bill apne aap nahi banta (message me draft bill likha hai par banta nahi) — Billing → Bills → "New Bill" → "+ Blank Row" se fee ka bill banao, behtar hai card bechne se pehle. Card active hone par family ke har member ke "New Bill" / chart bill drawer wale bills par free cleaning aur treatment / X-ray % apne aap lagte hain (Mark Done auto-bill par nahi). Patient ko "📇 Detail" ka "Public URL" ("Copy") bhejo. Card apne aap renew nahi hota — expiry par "Renew" dabao; reminder switch Setup → Settings → Auto Messages → Patient Messages (on/off) me. Mobile par wahi 4 tab. Ye 'Growth' add-on ka hissa hai — menu me na dikhe ya "This needs the Growth add-on" aaye to Setup → Plan & Help → Store se le sakte hain.
Pure parivaar ka saal bhar ka Family Health Card plan kaise banau aur bechu?
1) Owner / admin: Billing → Plans & Memberships → Family Card → "📋 Plan Tiers" me tier banao ("+ New tier" ya "Seed defaults"). 2) Family banao: head ka chart → Sections → ⋯ More → "Family" → "+ Create new family (this patient = head)"; baaki members apne chart se "Or link to existing family:". 3) Family Card → family → "📇 Detail" → tier par "Sell". 4) Card fee ka bill head ke naam alag se banao.
Where in ORALZY: Billing → Plans & Memberships → Family Card → Family Health Card · Billing → Plans & Memberships → Family Card → Card Plan Tiers · Patient chart → Sections → ⋯ More → Family
Quick steps
- Owner / admin: "📋 Plan Tiers" me tier banao
- Head ke chart → "Family" → "+ Create new family (this patient = head)"; members apne chart se link
- Billing → Bills → "New Bill" → "+ Blank Row" se card fee ka bill
- Family Card → family → "📇 Detail" → tier par "Sell"
- Public URL "Copy" karke head ko bhejo