CA Access panel par likha hai ki CA "treatment" nahi dekhega; iska matlab patient ka clinical record hai, jabki bill par likhe treatment ke naam GST Report me dikhte hain. CA ko kam se kam data dena ho to CA login ke bajaye khud "GST Filing" tab ka portal JSON / 3B worksheet bhejo. "Questions" me patient ka naam / number mat likho, form me bhi yahi likha hai. Kab chahe "Pause" / "Remove" karo, CA agle click par bahar.
CA ko patient ka naam, treatment ya phone number dikhta hai kya?
Bill ki had tak haan: CA portal ke "Bills / GST Report" me har bill ke saath patient ka naam, UHID, "Treatment / Items" (bill ki line ke naam), amount, paid / balance dikhte hain (Excel me bhi); "TDS / 26AS" aur "Bank reconciliation" me RGHS claim ke saath patient ka naam / TID. Patient ki file, chart, X-ray, phone number, staff aur settings CA ke login se nahi khulte; koi aur screen kholne par "This is a CA account — only GST filing data is available."
Where in ORALZY: Billing → Expenses & GST → GST & CA → GST Filing Hub · CA login → CA portal → "Bills / GST Report" tab
Quick steps
- CA ko login dene se pehle "CA Access (add your CA)" panel ke "✓ The CA will see" / "✗ The CA will not see" padho
- Kam data dena ho to khud "GST Filing" se JSON / worksheet bhejo
- Kaam khatam ho to "Pause" ya "Remove"