Participant ka Phone bhara hona zaroori hai aur naam kam se kam 2 akshar — warna "Convert failed: …" aata hai (dekho alag entry). Dhyan do: ye patient clinic ki normal UHID series se nahi banta — uska UHID "CAMP-…" jaisa lamba number hota hai, aur pehle se registered patient se phone match nahi kiya jaata. Wo vyakti pehle se clinic ka patient hai to duplicate ban jaayega — Patient Care → Patients → Find Duplicates se merge karo. Patient par tag "camp" aur referred by "Camp: <camp naam>" lagta hai. Ek participant do baar convert nahi hota. Banaya hua lead stage consult_booked par aata hai. Mobile: "Convert to patient" → "Convert participant?" → "Convert".
Camp participant ko clinic ka patient kaise banaye (→ Patient)?
Camp kholo → "participants" tab → us row me "→ Patient" → "Convert this participant into a clinic patient?" OK. Naya patient ban jaata hai (naam, phone, age, gender), row me "✓ patient" dikhta hai, camp ka "converted" count badhta hai aur Leads Pipeline me source "camp" ka lead bhi ban jaata hai.
Where in ORALZY: Patient Connect → Leads & Outreach → Camps · Patient Care → Patients → Find Duplicates · Mobile: Camps & Outreach → camp → participants
Quick steps
- Camp card par click karke "participants" tab kholo
- Participant ki row me "→ Patient" dabao
- Confirm par OK dabao
- Pehle se patient tha to Find Duplicates se merge karo