ORALZY
FAQ

Patient ne 2000 diye par 3 purane bills baaki hain — payment kis bill me lagau?

Auto-allocate use karo — payment purane bills me oldest-first (FIFO) lag jayegi. Kisi khaas bill me lagani ho to manually allocate karo; bacha hua paisa advance ban jata hai.

Where in ORALZY: Patient Chart → Billing tab

SITUATION

Patient ke 3 bills outstanding hain (₹800 + ₹1500 + ₹1200) aur usne ₹2000 diye.

OPTIONS

  1. AUTO-ALLOCATE (default samajhdari): Payment record karo aur auto-allocate chalao — system oldest bill se shuru karke FIFO me lagata hai: ₹800 wala pura, ₹1200 agle me, ₹0 teesre me. Purane dues pehle saaf hote hain — reports aur ageing buckets ke liye yahi sahi hai.
  2. MANUAL ALLOCATE: Patient bole 'ye paisa sirf RCT wale bill ka hai' — to payment ko manually specific bill(s) me allocate karo, apni marzi ke amounts se.
  3. Paisa bills se zyada ho to bacha hua amount patient ke account me ADVANCE ban jata hai — agla bill usse adjust hoga.

CHECK pehle: Patient ka total outstanding kitna hai — chart me outstanding summary dikhta hai. Collect karne se pehle statement dikha do to allocation pe jhagda hi nahi hota.

EDGE

Baad me lage allocation galat hui — payment ki allocation change ho sakti hai (dekho advance-wrong-adjust wala scenario).

PREVENTION

Har visit pe pichla due collect karne ki aadat — multi-bill juggling ki naubat hi na aaye.

Quick steps

  1. Patient ka total outstanding aur bill list dekho
  2. Payment record karo
  3. Auto-allocate chalao — oldest bill pehle clear hoga
  4. Specific bill me lagana ho to manually allocate karo
  5. Bacha amount advance ki tarah note karo aur patient ko batao

partialpaymentmultiplebillsallocatefifooutstandingadvanceageingstatement

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