ORALZY
How-to

Patient Portal kaise chalu kare aur patient ko kaunse tab dikhen?

Setup → Settings → Auto Messages → Patient Portal → "🌐 Patient Portal (Web)" ka switch on karo ("✅ Enabled") → "Token validity (days)" (7–365, default 90) → "Visible tabs": 🏠 Home, 💰 Bills, 🦷 Visits & Rx, 📅 Appointments, 👤 My Info, 🛡 Warranty. Har badlav turant save hota hai — "✓ Settings saved <time>" dikhta hai, alag Save button nahi.

Where in ORALZY: Setup → Settings → Auto Messages → Patient Portal

Default portal OFF hai. Band tab patient ko dikhta bhi nahi aur uska data bhi nahi bheja jaata. Portal me phone aur address masked dikhte hain, allergy ki details chhupi rehti hain. "Auto-apply patient demographic updates (skip clinic approval)" OFF (default) rakho to patient ki har badlav request aapki approval ka wait karti hai. Validity badalne se sirf naye bane link par asar padta hai. Sirf owner / admin; mobile par bhi same screen.

Quick steps

  1. Setup → Settings → Auto Messages → Patient Portal kholo
  2. Switch on karo
  3. Token validity (days) set karo
  4. Visible tabs me jo nahi dikhana uska tick hatao
  5. "✓ Settings saved" dikhe to ho gaya

portalenabletabsvalidityselfservicelinkchalu

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