ORALZY
How-to

Patient Referrals me "New Referral" se referral kaise banaye?

Patient Care → Referrals → "New Referral" → "Referring Patient" (kis purane patient ne bheja) chuno → "Referee Name" aur "Referee Phone" (naya vyakti) bharo → "Reward Type" (Credit / Discount / Gift / Cash), "Reward ₹" (default 500) aur "Qualifying Threshold ₹ (min first bill)" (default 1000) → "Create". Pehle teen khaane zaroori hain.

Where in ORALZY: Patient Care → Referrals → Patient Referrals

Create par app referee ka phone patient list me dhundhta hai: pichhle 24 ghante me register hua patient mila to referral seedha "Registered"; usse purana patient mila to "Pending" + "Possibly this patient: …" sujhaav; koi nahi mila to "Pending". Ek referee ka ek hi chalu referral ho sakta hai — dobara banane par "A referral for this referee already exists…" aata hai; ek hi phone par parivaar ke alag naam chal jaate hain. Reward type sirf record hai — paisa / credit apne aap kahin nahi judta. Mobile app me "New Referral" nahi hai; mobile par naye patient ki registration ke "Referred By" se referral banta hai. Koi bhi login wala staff bana sakta hai (Auditor nahi).

Quick steps

  1. Patient Care → Referrals → "New Referral" dabao
  2. "Referring Patient" me purana patient chuno
  3. "Referee Name" aur "Referee Phone" bharo
  4. Reward Type, "Reward ₹" aur Threshold check karo
  5. "Create" dabao

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