Wahi bank statement jo RGHS ke liye upload kiya — uski TREASURY ke alawa saari credit entries "👤 Patient payments" me aati hain. Milaan ka kram: (1) "By UTR/ref" — bank ka RRN / UTR = payment ka reference number (reception ne counter par likha ho); (2) "By amount + date" — same amount ka sirf EK bina-mila bank-mode payment ±3 din me; (3) "By name + amount" — bank me chhapa naam patient se mile AUR amount barabar (±7 din) — naam akela kabhi kaafi nahi. In teeno se na mile par 10 din ke andar same amount (ya naam) wala payment ho = "🙋 Confirm" (5 tak suggestions, app khud nahi chunta). Kuch bhi na mile = "❓ Not found". Pills: 🙋 Confirm / ❓ Not found / ✅ Matched / ✅ Linked by you / 💵 Cash deposit / 🚫 Ignored. Row par "Choose patient" → suggestion ya search ("Patient name, amount or reference") → "This one" = jodna; "Ignore" = clinic ki income nahi; "Undo" = wapas. Clinic ka apna cash jama "💵 Cash deposit" me. Neeche "Payment is in the app but not seen in the bank" — ya mode galat hai ya paisa sach me nahi aaya. Jodna / Ignore sirf milaan ki entry par likhta hai — app ka payment ya bill nahi badalta. Hinglish screen par: Confirm karein / Patient chunein / Yahi hai / Chhodo / Wapas.
Patient ka UPI bank me aaya, app ke payment se kaise milau?
Bank reconciliation → "👤 Patient payments": RGHS ke alawa har bank entry app ke payment se milti hai — pehle UTR / RRN reference se, phir same amount + date (±3 din, sirf ek hi payment ho), phir naam + amount (±7 din). Pakka na ho (do payment ho sakte hon, ya milta-julta payment 10 din ke andar ho) to "🙋 Confirm" — row par "Choose patient" → sahi payment par "This one". Cash wali payment kabhi apne aap nahi milti.
Where in ORALZY: Billing → Insurance & RGHS → Bank reconciliation → Bank milaan · Mobile: Billing → Insurance & RGHS → Bank reconciliation
Quick steps
- Bank statement upload karo (wahi jo RGHS ke liye)
- "👤 Patient payments" tab kholo — pehle "🙋 Confirm" wali list aati hai
- Row par "Choose patient" → sahi payment par "This one"
- Clinic ki income nahi to "Ignore"; galti ho to "Undo"
- Neeche "Payment is in the app but not seen in the bank" list check karo