ORALZY
How-to

Mobile app se patient ko template message ya PDF kaise bheje?

Mobile app me patient kholo → upar ke Quick Actions me ✈️ (paper-plane) icon → "Send message" sheet: "Treatment Done", "Payment Received", "Payment Due Reminder", "Account Summary", "Treatment Plan", "Prescription Ready", "Recall Reminder"; "Send a document" me "Latest Bill (PDF)", "OPD Card (PDF)", "Case Sheet (PDF)". Tap karte hi jaata hai; alert me "Sent via …" ya wajah aati hai.

Where in ORALZY: Patient Care → Patients → Patient List · Mobile: Patient detail → ✈️ Send message

Hara WhatsApp logo wala icon alag hai — wo aapke phone ka apna WhatsApp kholta hai, clinic ka record nahi banta. Sheet ke neeche "Open free-form composer" se "Messages" tab ka composer khulta hai (khud likhne ke liye). Number na ho to "No phone — Patient mobile number is missing — add it from Edit profile."; patient deceased mark ho to "Patient is deceased". Consent form mobile sheet se nahi jaata (web me Forms → "Consent Forms" ki row). Server wahi hai jo web ka, isliye wajah bhi wahi aati hai (opt-out, balance, data missing).

Quick steps

  1. Mobile app me patient kholo
  2. Upar ✈️ (paper-plane) icon dabao
  3. Format ya "Send a document" ka PDF chuno
  4. Alert padho — "Sent via …" ya wajah

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