ORALZY
How-to

Patient chart se patient ko WhatsApp message kaise bheje?

Patient Care → Patients → Patient List se patient kholo → upar ⋯ (More actions) → "WhatsApp patient" → "💬 Send message" sheet. Upar ki patti raasta batati hai ("Will go by WhatsApp" / "WhatsApp is off — will go by SMS"). Phir "Send in one tap" ka format, "Send documents (PDF)" ka button, ya "Or write your own" me likh kar "➤ Send from clinic number". Neeche "✅ … sent" ya "❌ … NOT sent" + wajah aati hai.

Where in ORALZY: Patient Care → Patients → Patient List · Patient chart → ⋯ More actions → "WhatsApp patient" · Mobile: Patient detail → ✈️ Send message

Chart ke top bar me WhatsApp ka alag button nahi hai — darwaza ⋯ menu ka "WhatsApp patient" hai. "Send in one tap": "Treatment done", "Payment received", "Account summary", "Treatment plan", "Prescription ready", "Checkup reminder", "Payment due reminder". "Send documents (PDF)": "🧾 Latest bill", "🪪 OPD card", "📄 Case sheet" — ye sirf WhatsApp se jaate hain. Ye sab server se jaata hai — clinic ka apna WhatsApp number juda ho to usse, warna ORALZY ke shared number se (message ke andar clinic ka naam hota hai), aur WhatsApp na chale to SMS se — aur Patient Connect → WhatsApp → Sent Log aur chart ke Sections → ⋯ More → "Messages" me dikhta hai. Patient ka mobile number na ho to "⚠️ This patient has no mobile number recorded — add it in Edit profile." aata hai aur buttons band rehte hain. Clinic ka koi bhi staff login bhej sakta hai; auditor login sirf dekh sakta hai. Jaldi bhejna ho to ⋯ ke "Send via WhatsApp" section ke "Patient Summary", "Treatment Done", "Payment Received", "Treatment Plan" bina sheet khole seedha bhejte hain. Consent form: Sections → ⋯ More → "Forms" → "Consent Forms" ki row ka "WhatsApp"; X-ray: "X-ray/Scan" → "☑️ Select → send / PDF" → "📱 WhatsApp to patient". Mobile app: patient kholo → upar ✈️ (paper-plane) icon → "Send message".

Quick steps

  1. Patient Care → Patients → Patient List se patient kholo
  2. Upar ⋯ (More actions) → "WhatsApp patient" dabao
  3. Upar ki patti padho — WhatsApp se jayega ya SMS se
  4. One-tap format ya PDF button dabao, ya "Or write your own" me likh kar "➤ Send from clinic number"
  5. Neeche "✅ … sent" / "❌ … NOT sent" aur wajah padho

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