ORALZY
How-to

Patient ko bill PDF WhatsApp par kaise bheju?

Patient chart → 💬 WhatsApp → "Kagaz bhejo (PDF)" → "🧾 Aakhri bill". Sabse naya final bill PDF ban kar clinic ke number se jaata hai, Sent Log me dikhta hai. Mobile: patient → WhatsApp icon → "Send message" → "Latest Bill (PDF)".

Where in ORALZY: Patient chart → 💬 WhatsApp → Kagaz bhejo (PDF) → 🧾 Aakhri bill (web); mobile: Patient → WhatsApp icon → Send message → Latest Bill (PDF); Billing → bill row → WhatsApp

"Aakhri bill" = date ke hisaab se patient ka sabse naya invoice jo draft ya cancelled nahi hai (purane migrate kiye bills bhi date se hi ginte hain). Koi final bill na ho to: "Is patient ka koi final bill nahi hai — pehle bill banaiye, phir bhejein." PDF wahi design hai jo print hota hai, sirf ek copy (Original+Duplicate nahi). Button par "PDF ban rahi hai…" dikhe to kuch second ruko — dobara dabaya to patient ko do copy jayengi. Natija line me filename (Bill-<number>.pdf) aata hai, usi se pakka karo ki sahi bill gaya. Message Meta ke approved document template ke saath jaata hai, patient ke paas "Mil gaya" / "Sawal hai" button hote hain. Billing page ka WhatsApp button bhi: ORALZY ke shared number par bill PDF hi jaata hai; jis clinic ka apna number juda hai wahan text + pay link jaata hai. PDF "Apne phone se bhejo" (deep link) se nahi ja sakti — fail ho to Print karke do. Meta bheji hui file 30 din apne paas rakhta hai.

Quick steps

  1. Patient chart kholo → 💬 WhatsApp
  2. "Kagaz bhejo (PDF)" me "🧾 Aakhri bill" dabao
  3. "PDF ban rahi hai…" — ruko
  4. "✅ chala gaya — whatsapp se · Bill-xxx.pdf" padho
  5. Sent Log me row dekh lo

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