ORALZY
How-to

Purana patient naya patient laye to reward dene wali referral scheme kaise chalu kare?

Setup → Settings → 'Referral Program' module me scheme on karo — reward amount (default ₹500) aur minimum treatment value (default ₹1000) set karo. Naya patient register karte waqt 'Referred By' bharne par reward apne aap pending banta hai, qualifying treatment complete hote hi 'earned' ho jata hai, phir referrer ke agle bill par redeem karo.

Where in ORALZY: Sidebar → Setup → Settings → Referral Program

Referral Rewards ek automatic scheme hai — purana patient (referrer) naya patient lata hai to use ₹ credit milta hai.

Kahan hai: Sidebar → Setup → Settings → 'Referral Program' module card. 4 tabs: 📊 Overview, ⚙️ Settings, 🏆 Leaderboard, 📋 All Rewards.

Chalu karna: Settings tab me 'enabled' toggle on karo, Reward amount (default ₹500) aur Min treatment value (default ₹1000) set karke Save.

Kaise kaam karta hai:

  1. Naya patient register karte waqt 'Referred By' field bharo (UHID ya naam se match hota hai) — system apne aap referrer detect karke ek PENDING reward bana deta hai.
  2. Jab referred patient apna pehla qualifying treatment (≥ min value) complete karta hai, reward PENDING → EARNED flip ho jata hai.
  3. Redeem: All Rewards tab me earned reward par 'Redeem' → referrer ke bill ki Bill ID daalo → utna ₹ credit us bill par apply ho jata hai aur naya total dikh jata hai.

Leaderboard tab me top referrers dikhte hain — kitne referrals laye aur kitna ₹ kamaya. Status filter: pending / earned / redeemed / expired / cancelled.

Dhyan rahe: ye patient-to-patient reward scheme hai. Sirf source track karna ho (Google/Instagram/camp) to wo Marketing → Source Attribution hai; external doctor referrals ke liye Clinical → Patient Referrals alag module hai.

Mobile app me bhi Referral Program screen hai.

Quick steps

  1. Setup → Settings → Referral Program kholo
  2. Settings tab me toggle on karo, reward amount + min treatment value set karke Save
  3. Naye patient ke registration me 'Referred By' me purane patient ka naam/UHID bharo
  4. Referred patient ka qualifying treatment complete hone par reward 'earned' hota hai
  5. All Rewards tab → Redeem → referrer ke bill ki Bill ID daalo — credit apply
  6. Leaderboard tab me top referrers dekho

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