Patient Portal ek token-based public link hai — patient ko app install ya login nahi karna padta, link hi uska credential hai.
Enable karna (ek baar): Sidebar → Setup → Settings → Patient Portal panel → 'Enabled' toggle on karo. Yahin se control hota hai:
- Token validity days (default 90)
- Kaunse tabs patient ko dikhein: Home, Bills, Visits, Appointments, My Info, Warranties (har ek ka alag toggle)
- 'Auto-apply demographics updates' — patient apna address/phone update request kare to apne aap lage ya aapke approve ke baad. Pending update requests isi panel me Approve/Reject hote hain.
Link bhejna: Patient Profile → Visits (Visit History) → '📲 Send Portal Link' button → confirm karte hi 7-din valid secure link patient ke WhatsApp par chala jata hai. WhatsApp delivery fail ho to link screen par dikh jata hai — copy karke manually bhej do.
Patient link par kya kar sakta hai: apne appointments, treatment history aur bills dekhna; pending bill UPI se pay karna; appointment reschedule/cancel request; prescription aur bill ka PDF download; apni details ka update request. Sab DPDP-safe — sirf wahi masked data dikhta hai jo allowed hai.
Dhyan rahe: ye clinic-staff wale WA Patient App aur online booking page se alag hai — ye patient ka apna read-only self-view hai.
Mobile app me bhi Patient Portal settings screen hai.