Ye wahi kaam hain jo web chart ke ⋯ (More actions) menu me hain. Patient "Deceased" ho to "WhatsApp patient" aur "Share Patient Portal" sheet me aate hi nahi. Patient ka mobile number na ho to "WhatsApp patient" nahi dikhta. "Refer to specialist" web wala hi referral form kholta hai — banaya referral Patient Care → Referrals me milta hai. "Recurring Charges" screen is patient par filter hokar khulti hai (upar patient ke naam ka chip — ✕ dabane par poori clinic ki list). "Archive patient" confirm maangta hai: "Archive patient? … It can be restored within 90 days." — owner ne Action Guard PIN lagaya ho to PIN bhi. Archive hone par "✓ Patient archived" aata hai aur screen wapas list par chali jaati hai.
Mobile patient screen ke ⋯ me "Actions" wale buttons kya karte hain?
Mobile me patient kholo → toolbar ke daayein ⋯ (ya tabs ke aakhir ka "More") → sheet me sabse upar "Actions": "WhatsApp patient" (clinic ke number se message), "Share Patient Portal" (link, QR, revoke), "Refer to specialist" (referral form), "Recurring Charges" (sirf is patient ke recurring bill) aur laal "Archive patient" (sirf owner / admin ko dikhta hai). Neeche "More sections" me baaki tabs.
Where in ORALZY: Patient Care → Patients → Patient List · Patient Care → Referrals · Billing → Bills → EMI & Autopay → Recurring Charges · Mobile: Patient Care → Patients → Patient List · Mobile: patient → ⋯ → Actions
Quick steps
- Mobile me Patient Care → Patients → Patient List se patient kholo
- Toolbar ke daayein ⋯ (ya tabs ke aakhir "More") dabao
- Sheet ke upar "Actions" me se kaam chuno
- Archive sirf owner / admin login me dikhta hai — confirm aur PIN do