"Send EMI" patient ko WhatsApp par EMI follow-up bhejta hai jisme UPI link aur kisht ka hisaab hota hai; UPI ID set na ho to message aata hai ki Setup → Settings → Billing → Bill Settings (GST, UPI, bank) → UPI ID bharo. Patient ka phone na ho to nahi jaata. Plan na bane ho to "No treatment plans presented yet".
Kitne patients ne treatment plan maana aur kaun follow-up ke liye pending hai, ye kaha dikhe?
Insights → Clinic Health → Case Acceptance → Case Acceptance Meter: upar meter (Today / This Week / This Month, "N of M plans accepted", 6 mo trend), neeche "Case Acceptance — Clinic Funnel": Presented → Accepted → Scheduled → Done, Stale (>7d). "Doctor Leaderboard" (Revenue (Accepted), Rate) aur "Stale Plans (Awaiting Follow-up)" — har patient par "Send EMI".
Where in ORALZY: Insights → Clinic Health → Case Acceptance → Case Acceptance Meter
Quick steps
- Insights → Clinic Health → Case Acceptance
- Funnel aur Doctor Leaderboard dekho
- "Stale Plans" me patient par "Send EMI"