ORALZY
How-to

RGHS Bank milaan kaise kare, kis claim ka paisa aaya?

Billing → Insurance & RGHS → Bank reconciliation (Hinglish menu me "Bank milaan"): teen file chun kar "Upload" — "1. Bank statement", "2. RGHS Payment Tracker", "3. TmsBisTrack". App bank ki har TREASURY wali entry ko UTR se claim par lagata hai (exact, amount se andaza nahi); ek bank entry me kai claims ka paisa ho sakta hai. Baaki bank entries "👤 Patient payments" tab me app ke payments se milti hain. Web + mobile.

Where in ORALZY: Billing → Insurance & RGHS → Bank reconciliation → Bank milaan · Billing → Insurance & RGHS → Scheme A/c → Scheme / Govt Account · Mobile: Billing → Insurance & RGHS → Bank reconciliation

Doosre raaste: Billing → Bills → Billing Hub ka "Bank reconciliation" card, ya Scheme A/c screen ka "🏦 Bank reconciliation (RGHS + patient)" pill. Mobile: Billing → Insurance & RGHS → Bank reconciliation, ya "Scheme / Govt Account" screen ka upar wala card. File kahan se: SBI netbanking → Account statement → Excel (.xls) (PDF bhi chalega); RGHS hospital portal → Payment Tracker → Excel (isme UTR hota hai); RGHS portal → TmsBisTrack Excel (patient, CU approval, remark). Ek saath 6 file tak, koi bhi kram, mahine-dar-mahine; wahi file dobara daalne se kuch double nahi hota. Milaan ka niyam: bank ka UTR = Tracker ka UTR aur bank amount = us UTR ke saare Tracker claims ka jod (₹1 tak farak chalta hai). Cards: "Received in bank (matched)", "Not approved by RGHS", "TDS deducted", "50% penalty", "Not received", "Statement needed", "In bank, not in Tracker"; "What to do next" batata hai kaunsi file kis period ki chahiye. List me pehle 200 claim aate hain — "Show more" se 1,000 tak (mobile par 100-100 karke). Sab clinic login dekh sakte hain (auditor bhi); upload auditor ke alawa sab; "Remove all data" sirf owner / admin. Ye milaan bills ya Scheme A/c ko nahi badalta. Ye 'Govt Schemes & Insurance' add-on ka hissa hai — menu me na dikhe ya 'Upgrade required' aaye to Setup → Plan & Help → Store se le sakte hain.

Quick steps

  1. Billing → Insurance & RGHS → Bank reconciliation kholo
  2. Bank statement (Excel / PDF), RGHS Payment Tracker aur TmsBisTrack chuno → "Upload"
  3. Upload line me "✓" aur upar ke cards padho
  4. "What to do next" me batayi missing file daalo
  5. Filter pills ya "Patient name, TID or UTR" search se claim dekho

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