ORALZY
FAQ

Payment galat patient ki file me chali gayi (same naam) — dusri file me kaise transfer karu?

Direct transfer nahi hota — galat file wali payment ko admin void kare (Staff PIN), phir sahi patient me wahi payment dobara enter karo. Duplicate patients ho to merge bhi kar do.

Where in ORALZY: Patient Care → Patients → Patient List · Patient chart → Sections → Visits → "Payments Received" → "🗑 Void" · Patient Care → Patients → Find Duplicates

SITUATION

'Rahul Sharma' do hain, ya bhai ka bill behen ki file me — payment galat file me record ho gayi. Ab ek patient par fake advance/paid dikh raha hai aur asli wale par due.

FIX (transfer button nahi hai, void + dobara entry ka raasta hai):

  1. Galat file wali receipt: Patient chart → Sections → Visits → "Payments Received" → "🗑 Void" — sirf owner/admin; owner ne Action Guard lagaya ho to PIN. Bill ka balance apne aap dobara banta hai.
  2. Sahi patient ki file me "Bill / Collect" → "Collect payment" se wahi payment darj karo — same mode, UPI ho to wahi UTR (void hua UTR dobara chal jaata hai).
  3. Purani date chahiye to Back-dated Entry chalu hona chahiye (Setup → Admin → Users & Policy → Back-dated Entry); us din ka Day End close ho to void aur nayi entry dono se pehle Billing → Day End me din reopen karo.

SAATH ME

do alag files ek hi patient ki bani hain to Patient Care → Patients → Find Duplicates se merge karo — merge ka 72 ghante tak undo hota hai.

PREVENTION

Payment lete waqt naam ke saath UHID/phone confirm karo.

Quick steps

  1. Galat file wali receipt owner/admin se "🗑 Void" karwao (PIN maange to do)
  2. Sahi patient ki file me "Collect payment" se wahi payment darj karo (UPI ho to UTR)
  3. Purani date ho to Back-dated Entry chalu karo; din close ho to Day End me reopen
  4. Same-naam duplicate files ho to Find Duplicates se merge karo
  5. Aage se payment par UHID/phone confirm karne ki aadat dalo

paymentgalatpatientfiletransfervoidmergeduplicateuhidfamily

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