Save par: doctor chuna ho to us doctor ke naam par inbound referral entry banti hai; Referring Doctors me us doctor ka aur clinic ka "register" notification switch on ho to doctor ko message jaata hai, aur treatment done hone par us doctor ka commission judta hai. Purana patient chuna ho (aur Referral Program band na ho) to us patient ke naam par referral reward aur Patient Referrals me entry (status "registered") banti hai — ye milaan naam se hota hai, isliye list se chuno, haath se naam mat likho. Free text (Google, Walk-in) se koi referral entry nahi banti, bas likha rehta hai; ginti Insights → Reports → All Reports → Patient Intelligence → "Referral Stats" me dikhti hai. Ye sab sirf naye registration par hota hai — baad me Edit se Referred By badalne par referral entry nahi banti. Doctor list me na ho to Patient Care → Referrals → Patient Referrals → "Referring Doctors" → "+ Add Doctor" se pehle doctor jodo. Mobile par yahi autocomplete hai, saath me "📊 How did patient hear about us?" chips.
Registration me "Referred By" me doctor ya purana patient kaise chune?
Step 1 ke "Referred By" box me naam ya phone ke kam se kam 2 akshar likho → list me "🩺 Referring Doctors" aur "👤 Patients" aate hain → sahi wala chuno. Doctor chunne par "🩺 Doctor linked — honorarium tracking active", patient chunne par "👤 Patient linked — referral reward will auto-create" dikhta hai. "Google" / "Walk-in" jaisa text seedha likh bhi sakte ho.
Where in ORALZY: Patient Care → Patients → Register New Patient · Patient Care → Referrals → Patient Referrals · Insights → Reports → All Reports
Quick steps
- Step 1 ke "Referred By" box me doctor / patient ka naam ya phone likhna shuru karo
- List me se sahi naam chuno — upar hara / neela badge dikhega
- Koi referral na ho to "Walk-in" ya "Google" likh do
- "Save Patient ✓" — referral entry khud ban jaayegi