ORALZY
FAQ

Naya patient kaun register kar sakta hai?

Clinic ka koi bhi staff login — owner, admin, doctor, receptionist, assistant, staff — naya patient register aur uski details edit kar sakta hai. Auditor login sirf dekh sakta hai; Staff Login (punch / leave wala) aur CA login me ye screen hi nahi hoti.

Where in ORALZY: Patient Care → Patients → Register New Patient · Setup → Admin → Users & Policy → Action Guard

Kuch kaam sirf owner / admin ke hain: patient Archive (delete), registration par fee ka amount badalna (doosre login ka likha amount nahi maana jaata), aur Settings (Consultation Fee, UHID format, welcome message, Action Guard). Owner ne Action Guard me "Register new patient" protected kiya ho to har registration par PIN maangega aur us staff ka naam "🔒 Registered by <naam> · PIN" ban kar chart me dikhega. Plan ki patient limit poori ho to registration "Plan limit reached" se rukti hai — owner plan dekhe (Setup → Plan & Help → My Plan). Mobile app me bhi same rule.

Quick steps

  1. Apne staff login se Register New Patient kholo
  2. Auditor / Staff Login ho to owner se receptionist jaisa login maango
  3. Archive ya fee amount badalna ho to owner / admin se karwao

rolepermissionaccessreceptionistauditorstaffkaunadhikar