Doosre raaste: Billing → Bills → Billing Hub ka "Bank reconciliation" card, ya Scheme A/c screen ka "🏦 Bank reconciliation (RGHS + patient)" pill. Mobile: Billing → Insurance & RGHS → Bank reconciliation, ya "Scheme / Govt Account" screen ka upar wala card. File kahan se: SBI netbanking → Account statement → Excel (.xls) (PDF bhi chalega); RGHS hospital portal → Payment Tracker → Excel (isme UTR hota hai); RGHS portal → TmsBisTrack Excel (patient, CU approval, remark). Tracker PC chalu ho to TmsBisTrack aur Payment Tracker roz apne aap aa jaate hain; bank statement haath se. Ek saath 6 file tak, koi bhi kram; wahi file dobara daalne se kuch double nahi hota. Milaan ka niyam: bank ka UTR = Tracker ka UTR aur bank amount = us UTR ke saare Tracker claims ka jod (₹1 tak farak chalta hai). Cards (har card dabane par usi ke claims ki list): "Received in bank (matched)", "Not approved by RGHS", "TDS deducted", "50% penalty", "Not received", "Not approved yet", "Statement needed", "Rejected by RGHS", "In bank, not in Tracker"; "What to do next" batata hai kaunsi file kis period ki chahiye. Filter pill par pehle 200 claim aate hain (mobile par 100; card dabane par 1,000) — "Show more" se 500-500 karke 5,000 tak. Sab clinic login dekh sakte hain (auditor bhi); upload auditor ke alawa sab; "Remove all data" sirf owner / admin. Milaan khud bills nahi badalta — beta clinics me "🔗 Put RGHS money into bills" dabane par hi paisa bills par lagta hai. Ye 'Govt Schemes & Insurance' add-on ka hissa hai — menu me na dikhe ya 'Upgrade required' aaye to Setup → Plan & Help → Store se le sakte hain.
RGHS Bank milaan kaise kare, kis claim ka paisa aaya?
Billing → Insurance & RGHS → Bank reconciliation (Hinglish menu me "Bank milaan"): teen file chun kar "Upload" — "1. Bank statement", "2. RGHS Payment Tracker", "3. TmsBisTrack". App bank ki har TREASURY wali entry ko UTR se claim par lagata hai (exact, amount se andaza nahi); ek bank entry me kai claims ka paisa ho sakta hai. Baaki bank entries "👤 Patient payments" tab me app ke payments se milti hain. Web + mobile.
Where in ORALZY: Billing → Insurance & RGHS → Bank reconciliation → Bank milaan · Billing → Insurance & RGHS → Scheme A/c → Scheme / Govt Account · Mobile: Billing → Insurance & RGHS → Bank reconciliation
Quick steps
- Billing → Insurance & RGHS → Bank reconciliation kholo
- Bank statement (Excel / PDF), RGHS Payment Tracker aur TmsBisTrack chuno → "Upload"
- Upload line me "✓" aur upar ke cards padho
- "What to do next" me batayi missing file daalo
- Filter pills ya "Patient name, TID or UTR" search se claim dekho