ORALZY
FAQ

Huddle ke "AR > 30 days alerts" me "Start dunning" kya karta hai?

Today → Huddle → "AR > 30 days alerts" me 30 din se purane bill dikhte hain jinka paisa baaki hai (sabse purane 5, jinpar pehle se reminder chain nahi chal rahi). "🔔 Start dunning" us bill ki baaki-paisa reminder chain shuru karta hai: patient ko pehla (Day-0) reminder turant jaata hai aur Today → Tasks par "Collect ₹… — <patient>" task banta hai. Screen par "🔔 Dunning sequence started." aata hai. "📞 Call" se patient ko seedha phone.

Where in ORALZY: Today → Huddle · Billing → Pending Payments · Setup → Settings → Billing → Bill Settings (GST, UPI, bank) · Mobile: Today → Huddle

Sab bill 30 din ke andar hon to "✓ All AR within 30 days." dikhta hai. Patient ka phone na ho ya usne messages band (opt-out) kiye hon to reminder nahi jaata. Start dunning dabane par kuch na ho to wajah aksar ye hoti hai: clinic ka purana hisaab dusre software se aaya hai aur "Chase dues only from" date set nahi, ya ye bill us date se pehle ka hai — date Setup → Settings → Billing → Bill Settings (GST, UPI, bank) me set hoti hai; Huddle par us waqt koi error nahi dikhta. Reminder chain ko pause / stop karna aur poora tarika Billing → Pending Payments → Reminders (Dunning) me hai. Mobile par button ka naam "🔔 Dunn".

Quick steps

  1. Today → Huddle → "AR > 30 days alerts"
  2. Bill ki row par "🔔 Start dunning" ya "📞 Call"
  3. "🔔 Dunning sequence started." aaye to Today → Tasks me "Collect ₹…" task dekho
  4. Kuch na ho to Bill Settings me "Chase dues only from" date dekho

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