Page Comparison

Selecting sold aids

Generating purchase agreements

1. With an 'Active' hearing aid highlighted, right-click and select Purchase Agreement.  
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2. In the patient's Hearing aids tab. Click on a hearing tab highlight an aid in 'the Active' status. NoteAn aid that has been added on a patient's file (see: Adding patient hearing aids), although 'Active' in status, will not generate a purchase agreement as there is no corresponding status, right-click and select the purchase agreement form you wish to generate. Alternatively, generate the purchase agreement by right-clicking on its invoice in the patient's s Sales history tab.
   

Generating purchase agreements

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2. The clinic-specific purchase agreement with automatically will populate.

   TipOptionally, generate

   If the purchase agreement

   by right-clicking on the hearing aid sale in the patient's Sales history screen and selecting Purchase Agreement

   is suitably configured, it will populate information about the selected device as well as other items from the same order.

Signing purchase agreements electronically

 The purchase agreement's eSignature fields can be signed using either signature pads or clinic tablets.

Archiving purchase agreements

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Archiving purchase agreements Archiving purchase agreements

1. Click

   Status
   title Archive as PDF

   to save a copy of the agreement in the patient's Documents tab.
2. Within the Add document: Purchase Agreement dialog box, input a Title, select a Category, and optionally add a Description and Status.
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3. Click

   Status
   title Save

   .

   Tip
   For more information, see: Document scanning and management . To print or save a copy of the agreement to the local computer, click the print or save icons in the top, left-hand corner .