Patient ko English message jaata hai: 'Hi <naam>, you may be eligible for cashless dental treatment under <scheme name>. Please reply YES to book a slot or call the clinic. Reply STOP to opt out.' Message clinic ke default channel se jaata hai (screen par: 'Uses your default messaging channel · STOP/DND opt-outs auto-skipped.'). STOP / DND wale patient chhoot jaate hain (opted-out), bina phone wale 'skipped'. Result me delivered 0 aur 'errors' zyada aaye to message gaya hi nahi — clinic ka WhatsApp / SMS connection check karwao ya ORALZY support se poochho. Ye button koi bhi staff daba sakta hai (auditor login nahi) — list zaroor check karo, kyunki list patient ki insurance nahi dekhti. Mobile: 'Current' tab → 'Find eligible patients' (sab pehle se ticked; tap karke tick hatao / lagao) → 'Send recall to N patient(s)' → 'Send'.
Empanelment se eligible patients ko recall message kaise bheje?
Billing → Insurance & RGHS → Empanelment → 'Current Month' → scheme ki row me 'Find eligible' → neeche 'Eligible patients · <scheme>' list (Patient, UHID, Phone, Last seen, Match, Value hint), sab pehle se ticked. Jinhe nahi bhejna unka tick hatao → 'Send recall to N patient(s)' → confirm. Result popup: 'Campaign sent: X/Y delivered · … opted-out · … skipped · … errors.'
Where in ORALZY: Billing → Insurance & RGHS → Empanelment → Empanelment & Quota · Mobile: Billing → Insurance & RGHS → Empanelment
Quick steps
- Billing → Insurance & RGHS → Empanelment → 'Current Month' kholo
- Scheme ki row me 'Find eligible' dabao
- List me galat patients ka tick hatao
- 'Send recall to N patient(s)' dabao aur confirm karo
- Popup me delivered / opted-out / skipped / errors ki ginti padho