Saari chalu ladders: Billing → Pending Payments → Reminders (Dunning) — status dropdown (Active / Paused / Escalated / Completed / All statuses), patient / phone / bill # search, har row par Pause / Resume / Stop, Day 30 ke baad "Letter" (A4 reminder) aur "Timeline". Din Start ki tareekh se gine jaate hain. Day 45 par koi message nahi — status "escalated", aage clinic khud dekhe. Bill poora jama / settle / write-off hote hi ladder khud completed. "Enable Dunning Sequences" OFF ho to Start par sirf Day 0 jaata hai, aage ke stage nahi chalte. "Auto-start dunning when a bill is 30 days old" switch abhi kuch nahi karta — ladder haath se hi shuru hoti hai. DND / STOP wale aur bina phone wale patient chhoot jaate hain (Timeline me dikhta hai). Isi switch se roz 10:00 IST ka simple baaki-reminder bhi chalta hai.
Baaki paise ke liye patient ko apne aap reminder kaise jaye (dunning)?
Pehle owner / admin: Setup → Settings → Billing → Bill Settings (GST, UPI, bank) → "🔔 Dunning Sequences" → "Enable Dunning Sequences" (default OFF) → "✓ Save all changes". Phir overdue bill par "Start dunning" — Billing → Pending Payments → AI Recovery ("Top 5 Overdue" ya "Patient AR") ya Insights → Reports → All Reports → Receivables & Payables → AR Ageing ki row ("🔔 Start Dunning"). Day 0 message turant; Day 7 / 15 / 30 / 45 roz 10:30 IST par.
Where in ORALZY: Billing → Pending Payments → Reminders (Dunning) · Setup → Settings → Billing → Bill Settings (GST, UPI, bank) → 🔔 Dunning Sequences
Quick steps
- Owner / admin: Bill Settings → "Enable Dunning Sequences" on → "✓ Save all changes"
- Overdue bill par "Start dunning" (AI Recovery ya AR Ageing report)
- Billing → Pending Payments → Reminders (Dunning) me ladder dekho
- Patient ne baat kar li ho to Pause / Stop