"Send EMI" patient ko clinic ke messaging channel (WhatsApp / RCS / SMS) se EMI follow-up bhejta hai: down payment + har mahine ki kisht aur UPI link. UPI ID set na ho to message aata hai ki Setup → Settings → Billing → Bill Settings (GST, UPI, bank) → UPI ID bharo; patient ka phone na ho to nahi jaata. Ginti sirf is mahine bane aur Present kiye gaye plans ki hai. Is mahine koi plan present na hua ho to meter me "No treatment plans presented yet". Mobile (Insights → Clinic Health → Case Acceptance) par sab dikhta hai par "Send EMI" button nahi.
Kitne patients ne treatment plan maana aur kaun follow-up ke liye pending hai, ye kaha dikhe?
Insights → Clinic Health → Case Acceptance → Case Acceptance Meter: upar meter (Today / This Week / This Month, "N of M plans accepted", 6 mo trend), neeche "Case Acceptance — Clinic Funnel": Presented → Accepted → Scheduled → Done, Stale (>7d). "Doctor Leaderboard" (Revenue (Accepted), Rate) aur "Stale Plans (Awaiting Follow-up)" — har patient par "Send EMI".
Where in ORALZY: Insights → Clinic Health → Case Acceptance → Case Acceptance Meter
Quick steps
- Insights → Clinic Health → Case Acceptance
- Funnel aur Doctor Leaderboard dekho
- "Stale Plans" me patient par "Send EMI"