ORALZY
How-to

Chart se patient ka follow-up (call karna, lab confirm, payment yaad) kaise lagaye?

Patient chart → left sidebar "Follow-ups" → "+ Add" → ek-tap button: "Call — check pain / swelling" (kal), "Lab — confirm shade / delivery" (2 din), "Remind about balance" (3 din), "Recall call" (30 din) — ya "Or type a follow-up…" me likho, date chuno → "Save". "✓ Follow-up saved: …" aata hai aur card me "Due <date>" ke saath dikhta hai.

Where in ORALZY: Patient Care → Patients → Patient List · Patient chart → sidebar → Follow-ups · Today → Tasks → Task Board

Ye clinic ka andar ka task hai — patient ko koi message nahi jaata. Task par patient ka naam juda rehta hai aur ye Today → Tasks (Task Board) aur Team → Tasks & Training → Tasks → Staff Tasks me bhi dikhta hai. Task kisi staff ke naam par nahi banta (Task Board par "Unassigned") — wahan task kholkar "Assign to" se kisi ko de sakte ho. Ek-tap button ki due date apne aap (subah 10 baje) lagti hai; likhe hue follow-up ki date aap chunte ho (default kal). Card me 5 tak open follow-up dikhte hain, zyada ho to "+N more on the Tasks page". Date nikal jaaye to laal "Overdue · <date>". Receptionist, assistant, doctor — koi bhi staff bana sakta hai. Mobile: patient → Profile tab → Follow-ups card (3 ek-tap button + "Or type a follow-up…" → "Add").

Quick steps

  1. Patient chart kholo → sidebar me "Follow-ups" card
  2. "+ Add" dabao
  3. Ek-tap button dabao, ya follow-up likh kar date chuno → "Save"
  4. Card me naya follow-up "Due <date>" ke saath dikhega

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