Roz wala reminder "Our records show an outstanding balance of ₹X…" jaisa hota hai aur sirf un patients ko jaata hai jinka due-date (bill date + Net Terms) nikal chuka hai; SMS DND, WhatsApp STOP aur bina phone wale chhoot jaate hain. 45+ din overdue par ek baar kadak "Credit Suspended" message jaata hai aur patient ke brief me "Credit suspended — collect upfront before treatment" lag jaata hai. "Max reminders per day" (default 25) se upar wale agle din; 0 = sab reminder ruk jaate hain. Purane software se aayi clinic me "Chase dues only from" date set na ho to kuch nahi jaata, aur us date se pehle ke bill kabhi chase nahi hote. Save ("✓ Save all changes") ke baad "👁 Preview — who gets a message?" se dekho kal kise jaayega — ye kuch bhejta nahi. "Auto-start dunning when a bill is 30 days old" switch abhi kuch nahi karta — seedhi haath se "Start dunning" karke hi shuru hoti hai. Messages clinic ke WhatsApp / RCS / SMS channel se jaate hain.
Enable Dunning Sequences on karne se patients ko kya-kya message jaata hai?
Setup → Settings → Billing → Bill Settings (GST, UPI, bank) → "🔔 Dunning Sequences" → "Enable Dunning Sequences" (default OFF, sirf owner / admin) on karne par do cheezein chalti hain: (1) roz 10:00 IST — har overdue patient ko baaki ka reminder (ek patient ko 3 din me ek baar, "Max reminders per day" tak); (2) roz 10:30 IST — jin bills par "Start dunning" kiya gaya unki Day 7 / 15 / 30 / 45 seedhi aage badhti hai.
Where in ORALZY: Setup → Settings → Billing → Bill Settings (GST, UPI, bank) · Bill Settings page → "🔔 Dunning Sequences" box
Quick steps
- Owner / admin: Setup → Settings → Billing → Bill Settings (GST, UPI, bank)
- "🔔 Dunning Sequences" me "Enable Dunning Sequences" tick, "Max reminders per day" aur (migrated clinic ho to) "Chase dues only from" bharo
- "✓ Save all changes"
- "👁 Preview — who gets a message?" se check karo kal kise message jaayega