Dusri wajah: clinic ke paas 'Govt Schemes & Insurance' add-on nahi hai — tab claims list bhi khaali dikhti hai aur save 'Failed' deta hai; Setup → Plan & Help → Store se le sakte hain (trial aur purane Pro / Enterprise plan me sab khula hai). Auditor login sirf dekh sakta hai, save nahi kar sakta. Company dropdown me sirf active companies aati hain — mobile se deactivate ki hui company yahan nahi dikhti. Claim ban jaane par Claims tab khulta hai aur naya claim 'draft' me hota hai.
'+ New Claim' me Create Claim dabane par 'Failed' kyu aata hai?
Sabse aam wajah: 'Insurance Company' khaali chhoda — form me iske aage star nahi hai, par bina company ke claim save nahi hota aur sirf 'Failed' aata hai. Pehle 'Insurance Companies' tab me company jodo, phir '+ New Claim' me 'Patient *' aur 'Insurance Company' dono chuno → 'Create Claim'. Patient na chuna ho to 'Select a patient' aata hai.
Where in ORALZY: Billing → Insurance & RGHS → Insurance
Quick steps
- Billing → Insurance & RGHS → Insurance → 'Insurance Companies' tab me company na ho to '+ Add Company' se jodo
- '+ New Claim' tab kholo
- 'Patient *' aur 'Insurance Company' dono chuno, amounts bharo
- 'Create Claim' dabao