ORALZY
FAQ

Active Plans me purane plans dikh rahe jo patient ab nahi karwana chahta โ€” kaise saaf karu?

Active Plans banner me har plan ke saath ๐Ÿ—‘ button hai โ€” jo plan cancel ho gaya use delete karo. Jo ho chuka hai use โœ“ Done karo. Banner khud saaf ho jayega.

Where in ORALZY: People โ†’ Patients โ†’ patient โ†’ Visit Timeline โ†’ Active Plans banner

Visit Timeline ke sabse upar peela 'Active Plans' banner har PENDING plan dikhata hai (purani dates ke bhi), total estimate ke saath โ€” taaki koi plan miss na ho. Par patient mana kar de ya kahin aur karwa le to ye stale rows ban jati hain.

FIX

EDGE CASE

plan ke saath consent print ho chuka tha to consent record Forms/Consents me proof ke liye rehta hai โ€” plan delete karne se woh nahi udta, aur ye theek hai.

AAGE SE

har recall/follow-up visit par Active Plans banner par ek nazar dalo โ€” yahi iska kaam hai.

Quick steps

  1. Active Plans banner me stale plan dhundo
  2. Cancel hua plan: ๐Ÿ—‘ se delete karo
  3. Ho chuka kaam: โœ“ Done se complete karo
  4. Purani date ka done ho to back-dated entry setting use karo

planactivependingbannercanceldeletetreatmentpuranatimeline