RGHS clinic ke liye Billing wala Bank milaan hi kaam ka hai: Payment Tracker + TmsBisTrack se claim-wise milaan, TDS, 50% penalty, "Excel (for CA)", aur CA portal me read-only. Integrations wala tab sirf bank ki CSV lines ko app ke payments se reference ya amount + date par milata hai — usme RGHS Tracker / TmsBisTrack wala claim-milaan nahi hai. Dono ka data alag rehta hai; ek me kiya milaan doosre me nahi dikhta.
Bank reconciliation do jagah kyu hai, kaunsa use kare?
RGHS claims aur patient payments ka milaan Billing → Insurance & RGHS → Bank reconciliation (Bank milaan) me hota hai — statement ki file upload hoti hai, RGHS ka paisa UTR se claim par aur baaki patient payments se milta hai, CA Excel bhi. Setup → Integrations → Payment Links & Bank me ek alag "Bank Reconciliation" tab hai jisme "Import CSV" → CSV text paste → "Import & Parse", phir statement "Open" → "Auto-match" hota hai — web par wo sirf owner / admin ko dikhta hai.
Where in ORALZY: Billing → Insurance & RGHS → Bank reconciliation → Bank milaan · Setup → Integrations → Payment Links & Bank
Quick steps
- RGHS / patient payments ke liye Billing → Insurance & RGHS → Bank reconciliation kholo
- Bank statement + Payment Tracker + TmsBisTrack upload karo
- Sirf CSV se payments milane ho to owner / admin Setup → Integrations → Payment Links & Bank → "Bank Reconciliation" tab