Clinical record doctor ka document hai, isliye uska likhna doctor / admin / owner tak hai. Paise me: doctor bill cancel aur payment refund kar sakta hai — clinic ne Action Guard chalu kiya ho to PIN maangega. Par Delete har jagah sirf owner / admin. Insights → Reports ke paise wale report, Mission Control ke business numbers aur Clinic Forecast doctor ko nahi dikhte (owner / admin only). Calling Mode (follow-up calls) doctor login ke liye nahi hai — wo receptionist / assistant / staff / admin / owner ke liye hai. Doctor ka login Team → Members → Directory → Staff Directory me "Add Staff" se Role "Doctor" chun kar banta hai (web User Management sirf Staff / Admin deta hai).
Doctor login se kya kar sakte hain aur kya nahi?
Doctor login: treatment plan, Mark Done, reprice, clinical / visit notes, case sheet, sittings, Rx edit — ye clinical kaam sirf Doctor, Admin, Owner karte hain. Doctor bill Cancel, payment refund, proforma "To Invoice" aur UPI Autopay bhi kar sakta hai. Doctor NAHI kar sakta: koi bhi Delete, Money / P&L reports, owner-only Settings, Calling Mode, staff aur integration keys ka kaam.
Where in ORALZY: Setup → Admin → Users & Policy → User Management · Patient Care → Patients → Patient List
Quick steps
- Clinical kaam (plan, Mark Done, notes, case sheet) doctor login se karo
- Delete ya money report chahiye to owner / admin login use karo
- Follow-up calls Patient Connect → Calls → Calling Mode reception login se karwao