"What was discussed" me kuch likha ho to wo note patient ki timeline me "Call by <username>" (reminder ho to "— callback in Nd" ke saath) naam se judta hai. Reminder lagao ya na lagao, call log hote hi patient Missed list me "Pending only" ON par chhup jaata hai (jab tak wo call chuni window me hai) — reminder ke din use Calling Mode se dekho. Calling Mode me "Later" se +1d / +3d / +7d aage badhao, ✕ se skip. Setup → Settings → Auto Messages → Patient Messages (on/off) me "We'll call you today" callback reminder (daily 9:00 AM) ON ho to reminder wale din subah 9 baje patient ko ek chhota WhatsApp bhi jaata hai (DND wale patient ko nahi). Setup → Settings → Clinic → Modules me "Calls & Telephony" band ho to Calling Mode menu me nahi dikhta, par Tasks wala task phir bhi banta hai. Mobile par options "none / 3d / 1wk / 1mo" hain.
Missed Patients me Log call ka reminder kab aur kaha dikhega?
"Log call" me "When to remind again" se 3 days / 1 week / 1 month chuna to us din ka callback reminder banta hai: Patient Connect → Calls → Calling Mode ke upar "patients to call today" list me aata hai ("Done" / "Later" / ✕), aur Today → Tasks me "Callback — <naam>" task banta hai. "no reminder" chuna to sirf call ka record banta hai.
Where in ORALZY: Patient Care → Patients → Missed Patients · Patient Connect → Calls → Calling Mode · Today → Tasks
Quick steps
- Missed Patients me row ka "Log call" dabao
- "What was discussed" likho aur "When to remind again" me din chuno
- "Log call" dabao
- Us din Patient Connect → Calls → Calling Mode ya Today → Tasks kholo