Insurer aur policy number zaroori hain, warna "Insurer and policy number are required.". Card me har policy ke saath "CASHLESS", "Valid till <date>" ya laal "Expired <date>", "No expiry on file" aur sum insured dikhte hain. Ye private insurance / TPA ke liye hai; RGHS / CGHS jaise govt scheme ke number "🏥 Scheme numbers" card me jaate hain. Edit patient details ke "Insurance company" / "Insurance sub-type" fields alag hain — policy number, validity aur cashless wala record isi card se banta hai aur Billing → Insurance & RGHS → Insurance → Pre-Auth Verify par yahi policy verify hoti hai. Ye 'Govt Schemes & Insurance' add-on ka hissa hai — menu me na dikhe ya 'Upgrade required' aaye to Setup → Plan & Help → Store se le sakte hain. Mobile: patient → "Bills" tab → "🛡 Insurance / TPA" → "+ Add" (Valid till YYYY-MM-DD me).
Patient chart me insurance ya TPA policy kaise add kare?
Patient chart → "Money" tab → "🛡 Insurance / TPA" card → "+ Add policy" → "Insurer *", "Policy number *", TPA, Valid till (date), "Sum insured ₹", "Cashless" tick → "Save policy". "✓ Insurance policy saved" aata hai aur policy card me dikhne lagti hai (status "unverified").
Where in ORALZY: Patient Care → Patients → Patient List · Patient chart → Money → 🛡 Insurance / TPA · Mobile: Patient detail → Bills → 🛡 Insurance / TPA
Quick steps
- Patient chart kholo, sidebar me "Money" dabao
- "🛡 Insurance / TPA" card me "+ Add policy" dabao
- Insurer aur Policy number (zaroori), TPA, Valid till, Sum insured bharo; cashless ho to tick
- "Save policy" dabao