ORALZY
FAQ

Billing automation me kya kya automatic hota hai?

Apne aap: treatment Mark Done par final bill; recurring / EMI charges ka bill roz raat; registration / OPD fee aur imaging capture ka bill (settings ke hisaab se). Baaki ka reminder (dunning) default BAND hai — Setup → Settings → Billing → Bill Settings (GST, UPI, bank) → "🔔 Dunning Sequences" me "Enable Dunning Sequences" on karo.

Where in ORALZY: Setup → Settings → Billing → Bill Settings (GST, UPI, bank) → 🔔 Dunning Sequences

Dunning on hone par do kaam chalte hain: roz 10:00 IST overdue patients ko baaki ka reminder (ek patient ko 3 din me ek se zyada nahi, "Max reminders per day" default 25), aur jin bills par "Start dunning" kiya gaya unki Day 0 / 7 / 15 / 30 / 45 seedhi (10:30 IST). "Auto-start dunning when a bill is 30 days old" switch dikhta hai par abhi kuch nahi karta — seedhi haath se "Start dunning" (Billing → Pending Payments → AI Recovery) se hi shuru hoti hai. Pending treatment plan ke patients ke liye EMI offer + UPI pay-link wala follow-up Setup → Settings → Auto Messages → Patient Messages (on/off) me hai. Bill ka PDF WhatsApp par Mark Done wale bill ke saath apne aap nahi jaata — patient ko bhejna ho to bill se WhatsApp karo. Har WhatsApp message clinic ke wallet se katta hai.

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