"Present" dabane par plan Presented ho jaata hai aur patient ko plan compare ka link bhi bheja jaata hai. Purane patient profile ke treatment section me buttons "📤 Present", "✓ Accept", "✕ Decline" hain. Mahine ki 1 se 7 tarikh tak "Stale Plans" aksar khaali rehti hai, aur pichhle mahine ka pending plan wahan kabhi nahi dikhta (app ki kami, report ki gayi hai). Pichhle mahino ka hisaab "6-Month Trend" bars me dikhta hai. Plan par doctor na ho to Doctor Leaderboard me "Unassigned" aata hai. Khaali Stale list ka text: "No stale plans. Either you have great close rates, or the funnel is brand new."
Case Acceptance me mera plan gina nahi gaya ya sab 0 dikh raha hai?
Case Acceptance sirf wahi treatment plan ginta hai jo is mahine bana ho aur Present / Accept / Decline hua ho. Draft plan aur pichhle mahine bane plan is mahine ke cards, leaderboard aur Stale list me nahi aate. Patient chart → "Plan compare" me plan par "Present" dabao; patient maane to "Accept + sign".
Where in ORALZY: Insights → Clinic Health → Case Acceptance
Quick steps
- Patient chart kholo → "Plan compare"
- Patient ko plan dikhane ke baad "Present" dabao
- Patient maane to "Accept + sign" (signature)
- Insights → Clinic Health → Case Acceptance dobara kholo