ORALZY
How-to

Data Retention me purane inactive patients archive kaise kare?

Setup → Admin → Legal & Data → Data Retention → "Inactive Patients — owner approval required" list me un patients ke checkbox lagao (ya "Select all") → "Archive (N)" → confirm. Ye wo patients hain jinka retention saal (default 7) se koi visit / treatment / bill nahi. Sirf owner kar sakta hai.

Where in ORALZY: Setup → Admin → Legal & Data → Data Retention

Archive kiye patient patient list aur search se chhup jaate hain; bills / treatment record mitte nahi. Page par wapas laane (unarchive) ka button nahi hai — galti ho to ORALZY support se baat karo, isliye list dhyan se dekh kar hi archive karo. Dhyan: abhi list ka "Patient Name" column khaali aata hai aur Phone bhi padhne layak nahi dikhta (app ki kami) — isliye "Last Activity" / "Registered" tareekh se hi pehchaan hoti hai; pakka na ho to archive mat karo aur ORALZY support ko batao. Admin ko list dikhti hai par "Read-only — only the owner can archive". List me ek baar me 100 patient tak dikhte hain. Kuch bhi apne aap archive nahi hota ("Review and approve — nothing is auto-deleted."). Mobile par list sirf dekhne ke liye hai, archive web se hi.

Quick steps

  1. Owner login se Setup → Admin → Legal & Data → Data Retention kholo
  2. Inactive Patients list me Last Activity dekho
  3. Checkbox ya "Select all" → "Archive (N)"
  4. Confirm karo — "✓ Archived N patient records"

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