Accept ke baad patient ko "Thank you, <naam>! Your selection has been sent to the clinic. They will contact you to schedule." dikhta hai. Clinic ko alag se koi alert nahi aata — sirf Plan compare card par status ACCEPTED ho jaata hai (us family ke baaki options DECLINED); wahi dekh kar patient ko call karke appointment do. Chart ki Plan list me apne aap kuch nahi judta. Page par sirf patient ka naam / UHID aur plan dikhta hai. "Present" plan ko "presented" bhi mark karta hai. Message na jaa paye (aksar jab patient ne 24 ghante me clinic ko WhatsApp na kiya ho) to alert me "Share link" aata hai — use copy karke khud bhejo. Link galat ho ya plan hata diya gaya ho to patient ko "Plan not found or link expired" dikhta hai.
Patient ko bheja gaya treatment plan link khol kar patient kya karta hai?
Plan compare ke "Present" ya Checkup ke "WhatsApp" se patient ko link jaata hai ("…here is your treatment plan: <link> Review the options…"). Link par "Your treatment plan" page khulta hai — har option ka total aur procedures ("Needs attention now" / "Recommended" / "Optional" chip). Patient option chun kar "Sign below to confirm" me sign karta hai aur "Accept & sign" dabata hai.
Where in ORALZY: Patient Care → Patients → Patient List · Patient chart → Sections → ⋯ More → Plan compare → "Present" · Patient chart → Sections → Checkup → "WhatsApp"
Quick steps
- Plan compare me option card ka "Present" dabao (ya Checkup ka "WhatsApp")
- Alert padho — "Sent to patient via …" ya "Share link" (khud bhejo)
- Patient link khol kar option chune, sign kare, "Accept & sign"
- Baad me Plan compare me status ACCEPTED dekh kar patient ko appointment do