ORALZY
How-to

Patient ne apne app se UPI pay kiya to clinic me kaise darj kare?

Patient app ke "Bills & Payments" me "Pay ₹X Online": clinic ka payment gateway juda ho to patient gateway link se pay karta hai — paisa clinic ke Razorpay / Cashfree account me aata hai, par app me apne aap darj NAHI hota. Gateway nahi, sirf UPI ID ho to patient ko QR milta hai aur likha aata hai "After payment, show the transaction screenshot to the clinic — they will mark the bill as paid." Dono me reception chart → "Collect payment" me wahi bill tick → mode → UTR / payment ID → "₹X received — record it".

Where in ORALZY: Patient Care → Patients → Patient List · Patient chart → "Bill / Collect" → "Collect payment" · Setup → Settings → Billing → Payment Gateways

Gateway case me pehle Razorpay / Cashfree dashboard me payment dekho, UPI case me clinic ke UPI app / bank me — phir UTR ya gateway payment ID daal kar darj karo; ek reference do baar darj nahi hota ("UTR … is already recorded…"). Jab tak clinic darj nahi karti, patient app me bill "Due ₹X" hi dikhta hai. Patient app me har bill par "Due ₹X" ya "PAID" aur upar kul Outstanding; RGHS/scheme ke bill aur draft wahan nahi dikhte. Na gateway na UPI ID ho to patient ko "Online payment unavailable" aata hai. UPI ID: Setup → Settings → Billing → Bill Settings (GST, UPI, bank); gateway: Setup → Settings → Billing → Payment Gateways.

Quick steps

  1. Patient se screenshot / UTR lo
  2. Gateway dashboard ya clinic ke UPI app / bank me credit check karo
  3. Chart → "Bill / Collect" → us bill ko tick rakho, sahi mode chuno, UTR box me reference daalo
  4. "₹X received — record it" dabao

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