"None" chunne par sirf note save hota hai, reminder ya task nahi banta. Reminder wale din wo patient Calling Mode ki upar wali list me aata hai. "Also send the patient a WhatsApp that day (auto-reminder 9 AM)" tick tabhi kaam karta hai jab Setup → Settings → Auto Messages → Patient Messages (on/off) me "We'll call you today" callback reminder switch ON ho — ye default OFF hai. Patient chunna aur note likhna dono zaroori hain ("Select a patient first" / "Note is required"). Patient search kam se kam 2 akshar se naam, phone ya UHID par 8 tak naam dikhata hai.
Calling Mode me save kiya note baad me kaha dikhta hai?
"SAVE & NEXT PATIENT" ke baad note patient ki timeline me "Call by <username>" (reminder ho to "— callback in Nd") naam se judta hai. Reminder chuna ho to us din ka callback banta hai (Calling Mode ki upar wali list me aata hai), aur Today → Tasks → Task Board me "Callback — <patient>" task bhi banta hai (receptionist ke liye).
Where in ORALZY: Patient Connect → Calls → Calling Mode · Today → Tasks → Task Board
Quick steps
- Calling Mode me patient chuno aur "WHAT WAS DISCUSSED?" bharo
- "NEXT REMINDER WHEN?" me din chuno ya "None"
- "SAVE & NEXT PATIENT" dabao
- Note patient ki timeline me, task Today → Tasks → Task Board me dekho