ORALZY
How-to

Patient ne treatment plan maan liya, sign kaise karwaye aur record kare?

Teen tareeke: (1) Sections → ⋯ More → "Plan compare" → us option card par "Accept + sign" → patient pad par sign kare ("✍️ Draw") → "Save": plan ACCEPTED, usi family ke baaki options DECLINED. (2) Sections → Checkup me har row par patient ka "Yes" / "Later" / "No" chuno → Save — Yes wali rows Plan list me jud jaati hain. (3) Link bhejo — patient khud "Accept & sign" kare.

Where in ORALZY: Patient Care → Patients → Patient List · Patient chart → Sections → ⋯ More → Plan compare → "Accept + sign" · Patient chart → Sections → Checkup · Mobile: patient → More → Plan Compare

Plan compare ka accept chart ki Plan list me treatment nahi jodta — kaam shuru karne ke liye "+ Treatment" se row daalo ya Checkup me "Yes" karke Save karo. Checkup me Yes row par "Goes to Plan on Save", save ke baad "In Plan list" likha aata hai. Mobile: patient → More → "Plan Compare" tab me "✓ Accept" (sign ke saath) aur "Decline" (wajah kam se kam 5 akshar, NABH ke liye). Accept / Present par role shart nahi; Checkup ki Yes rows Plan list me tabhi judti hain jab doctor / admin / owner save kare. Plan compare ke upar "Presented / Accepted / Acceptance / Pipeline (90d)" poori clinic ka 90 din ka hisaab hai.

Quick steps

  1. Sections → ⋯ More → "Plan compare" kholo
  2. Patient jo option chune us card par "Accept + sign" dabao
  3. Patient se pad par sign karwao → "Save"
  4. Kaam shuru karna ho to Checkup me un rows ko "Yes" karke Save, ya "+ Treatment" se Plan list me daalo

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