ORALZY
FAQ

Ortho/aligner patient har mahine adjustment ke liye aata hai — record kaise rakhu?

Do tareeke: har visit par "Ortho Adjustment / Wire Change" treatment add karke Done karo (chhota bill apne aap banta hai), ya poore ortho ka Package becho (Patient chart → Money → "+ Sell package") aur har visit ke baad Packages page par "Use 1" se session ghatao. Package bechne se bill nahi banta — paisa "New bill" → "Add package" se lo.

Where in ORALZY: Patient Care → Patients → Patient List · Patient chart → Sections → Money → Packages card · Billing → Plans & Memberships → Packages · Setup → Settings → Clinical → Treatment Types

TAREEKA 1 — per-visit billing: Setup → Settings → Clinical → Treatment Types me "Ortho Adjustment" / "Wire Change" banao (fixed rate). Har visit par chart ke upar "Treatment" button se add karke seedha Done — har mahine ka record + chhota bill ban jaata hai; Visits me har mahine ka card dikhega.

TAREEKA 2 — package/lumpsum: Billing → Plans & Memberships → Packages me total ortho fee ka package banao jisme "Adjustment visit" item ho — ginti me (jaise 18) ya unlimited (∞). Patient chart → Sections → Money → Packages card → "+ Sell package" → "✓ Sell to patient". Isse sirf package chadhta hai — paisa ⋯ → "New bill" → "Add package" ("1 line") se lo. Har adjustment visit ke baad session Packages page → "Patient Usage" → "Use 1" se ghatao — Mark Done se apne aap nahi ghatta. Money card me "Adjustment visit: 7/18" jaisa used/allowed dikhta hai.

EMI me lena ho to Billing → Bills → EMI & Autopay → Recurring Charges alag feature hai. Aligner tray tracking ke liye Treatment → Clinical → Specialty → Aligner Cases.

Quick steps

  1. Ortho Adjustment treatment type banao (Setup → Settings → Clinical → Treatment Types)
  2. Per-visit model: har visit par "Treatment" se add karke Done — bill apne aap
  3. Lumpsum model: Packages me session wala package banao, chart → Money → "+ Sell package"
  4. Package ka paisa: "New bill" → "Add package" → Save & Pay
  5. Har visit ke baad Packages page → "Patient Usage" → "Use 1"

orthoaligneradjustmentpackagesessionsvisitbracesusagemonthlywire