ORALZY
How-to

Naye clinic ka pehla hafta ORALZY me kis order me set kare?

Din 1: Setup → Settings → Clinic → Clinic Profile (naam, phone, pata, logo, short code) + Opening Hours / Branches. Din 2: Team → Members → Directory → Staff Directory me doctors (Reg. Number ke saath) aur staff + unke login. Din 3: Setup → Settings → Clinical → Treatment Types ke rate, Bill Settings (GST, UPI, bank). Din 4: chairs (Today → Mission Control → Chair Occupancy → "+ Add chair"), WhatsApp. Din 5: purane patients import. Din 6–7: test patient se register → book → bill, phir asli kaam.

Where in ORALZY: Setup → Settings → Clinic → Clinic Setup Guide · Setup → Settings → Clinic → Clinic Profile · Team → Members → Directory → Staff Directory · Setup → Settings → Clinical → Treatment Types · Setup → Admin → Imports & Tools → Data Migration

Short code pehle set karo — patient ID (UHID) aur bill number usi se bante hain, baad me badalna mushkil. Har doctor ka Reg. Number bharo warna Rx par "Reg: —" chhapta hai. Treatment Types me rate ₹0 rahe to bill par treatment free dikhega; list khaali ho to "+ Add Treatment Type" se jodo. Receptionist / assistant ke alag login banao (Staff Directory → "Add Staff" → "Create a login account for this staff member?"), owner ka password share mat karo. Pehle se chhapa letterhead paper ho to Setup → Settings → Billing → Printing Setup me "Print Paper" = "Letterhead (header hidden)" chuno; kai print par Plain / Letterhead poocha bhi jaata hai. WhatsApp apne number se jodna optional hai (Setup → Integrations → Connect WhatsApp (Meta)); na jodo to bhi SMS / OTP ORALZY se jaate hain. Purana data: Setup → Admin → Imports & Tools → Data Migration (pehle patients, phir appointments). Progress Clinic Setup Guide me dikhta hai.

Quick steps

  1. Din 1: Clinic Profile + Opening Hours / Branches
  2. Din 2: Staff Directory me doctors aur staff, sabke login
  3. Din 3: Treatment Types ke rate + Bill Settings (GST, UPI, bank)
  4. Din 4: "+ Add chair" se chairs, WhatsApp connect (optional)
  5. Din 5: Data Migration se purane patients
  6. Din 6–7: test patient se register → appointment → bill → print check, phir live

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