ORALZY
How-to

Field officer apne link par doctor se milne ki visit kaise save kare?

Officer apna link phone par khole β†’ "πŸ”” To meet" tab me "TO MEET" list (jinse milna baaki hai) aur "OK for now" list dikhti hai β†’ contact par "πŸ—ΊοΈ Directions" se raasta, milne ke baad "βœ“ Met" dabaye (photo ke saath save karna ho to "πŸ“Έ+"). "βœ“ Visit saved β€” <naam>" aata hai aur visit clinic ke Visits tab me turant dikhti hai.

Where in ORALZY: Patient Connect β†’ Leads & Outreach β†’ Field Marketing Β· Officer ka link (phone browser) β†’ "πŸ”” To meet"

Upar header me "Today N visits Β· M still to meet" dikhta hai. Tabs: "πŸ”” To meet", "βž• Add visit", "πŸ•“ Today" (aaj ki visits) aur, agar aaj ki road approve hui ho, "πŸ›£οΈ Road". Location visit ke saath sirf "βœ“ Met" dabane par save hoti hai β€” background tracking nahi hoti (list kholne par phone location sirf "km away" doori dikhane ke liye padhta hai). Jis contact ka pin nahi hai, pehli visit ke GPS se uska pin lag jaata hai. Network na ho to "Save failed β€” check your network" aata hai, dobara dabao. Har contact ka badge: "Never met" / "Not met for N days" / "Met N days ago" β€” ye uske "Revisit" din (default 15) se banta hai. Is list me "nahi mile" ka button nahi hai β€” wo sirf "πŸ›£οΈ Road" tab me "βœ—" se hota hai.

Quick steps

  1. Officer apna field link phone par khole
  2. "πŸ”” To meet" tab me contact dhundhe
  3. "πŸ—ΊοΈ Directions" se pahunche
  4. Milne ke baad "βœ“ Met" (ya photo ke saath "πŸ“Έ+") dabaye

officermetvisittomeetmilnadirectionsportalfield