ORALZY
How-to

Pure parivaar ka saal bhar ka Family Health Card plan kaise banau aur bechu?

Family Health Card module Practice → Billing hub me hai — pehle Card Plan Tiers me Bronze/Silver/Gold plan define karo, phir Family Health Card me household banakar plan sell karo. Renewal ke liye daily 7 AM cron 30 din pehle WhatsApp nudge bhejta hai aur UPI Autopay mandate ho to expiry ke din auto-charge karta hai.

Where in ORALZY: Sidebar → Practice → Billing → Family Health Card (plans: Card Plan Tiers)

Family Health Card ek bechne wala annual family membership plan hai — ek card me spouse, bachche, parents sab cover hote hain aur har bill par benefits apne aap lagte hain.

Kahan hai: Sidebar → Practice → Billing → 'Family Health Card' card (households ki list, MRR, expiring stats) aur uske bagal me 'Card Plan Tiers' card (plan definitions). Ye Settings → Family Health Card se bhi khulta hai.

Setup (ek baar): Card Plan Tiers me plan banao — naam (Bronze/Silver/Gold), price (default ₹4999), billing cycle (yearly/monthly), max members, aur benefits: free cleanings per member, treatment discount %, X-ray discount %, emergency consults, priority booking, birthday messages.

Family banana: Family Health Card page → '+ New Family' → patient search se Head of Household chuno, members add karo → Create. Har member ke record par familyRef stamp hota hai.

Plan bechna: family ke Detail tab me 'Sell plan' — head-of-household ke naam ek draft bill ban jata hai. Uske baad har bill par benefit engine apne aap free cleaning (per-member count track hota hai) ya treatment/X-ray discount % laga deta hai.

Public card link: har family ka /f/:token link hai — patient ko bhejo to usme sirf naam, masked phone, plan badge, bache hue benefits aur Renew button dikhta hai (koi medical data nahi — DPDP-safe).

Renewal: daily 7 AM IST cron 30 din pehle head ko WhatsApp renewal nudge bhejta hai. Agar UPI Autopay mandate set hai to expiry ke din auto-charge hota hai; fail hone par status 'past_due' + retry message. Manual renew/cancel Detail tab me hai.

Mobile app me bhi poora module hai (Family Health Card + Card Plan Tiers screens).

Quick steps

  1. Practice → Billing → Card Plan Tiers me Bronze/Silver/Gold plan banao (price, max members, benefits)
  2. Family Health Card → '+ New Family' → head of household + members chuno
  3. Family ke Detail tab me 'Sell plan' dabao — head ke naam draft bill banta hai
  4. Patient ko /f/:token public card link bhejo (plan badge + benefits remaining dikhta hai)
  5. Auto-renew chahiye to UPI Autopay mandate set karo — expiry par auto-charge hoga
  6. Har bill par free cleaning / discount % apne aap lagega

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