ORALZY
FAQ

EMI ki kist ya recurring bill ka reminder patient ko apne aap jaata hai kya?

Nahi. Payment Schedules ke EMI aur Recurring schedule patient ko koi WhatsApp / SMS nahi bhejte — recurring bill bhi chup-chaap banta hai. Bakaya bill par yaad-dihani chahiye to Billing → Pending Payments → Reminders (Dunning) chalu karo; wo bill ke baaki paise par chalta hai, kist ki tareekh par nahi.

Where in ORALZY: Billing → Bills → EMI & Autopay → Payment Schedules · Billing → Pending Payments → Reminders (Dunning) · Setup → Settings → Auto Messages → Daily Pending Report

UPI Autopay ka approval link bhi app khud nahi bhejta — staff row par "Send" se WhatsApp karta hai. Kist ki tareekh par patient ko khud yaad dilana ho to patient chart se WhatsApp karo. Purane "EMI (bill)" plan ki kist due date nikalne par roz subah 10 baje (IST) "overdue" ho jaati hai aur owner ki Daily Pending Report me "EMI/instalment overdue" me dikhti hai (Setup → Settings → Auto Messages → Daily Pending Report). Alag cheez: treatment plan accept na karne wale patient ko "Pending treatment-plan follow-up — EMI offer + UPI pay-link" message jaata hai (Setup → Settings → Auto Messages → Patient Messages (on/off), default band) — wo Payment Schedules ke plan nahi dekhta.

Quick steps

  1. Bakaye ke reminder ke liye Billing → Pending Payments → Reminders (Dunning) kholo
  2. Kist ki yaad dilani ho to patient chart se WhatsApp bhejo
  3. UPI mandate ke liye "UPI Autopay" tab me row par "Send"

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