- Created by Bridget Fritzke, last modified on Jun 28, 2014
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Selecting loaned aids to sell
- On the Patient browser tab, open the patient’s file.
- Click the patient's Hearing aids tab.
- Click on a hearing aid with 'On loan' status, right-click, and select Complete sale.
- In the Enter warranty dates dialog box, select a Prescriber, select a Fitter, and do one of the following:
- Click in the Warranty expiration and L&D Warranty fields to enter dates.
Click on the calendar icon to select a date from the calendar.
The list of prescribers includes all users who have the role Audiologist or Specialist, as well as any external prescribers who may refer patients and are listed as a referral source within the Audiologist referrer type. See: Setting us roles and users for more information.
- Click Ok.
Selecting items for sale
In the New sale screen, on the Order items tab, in the Products & services panel, click the Services, Batteries, or Accessories tab.
To quickly locate the desired item, type the first few letters of the item description in the Quick Find field.Select one or multiple products or services by double-clicking the items to add them to the sale. The items appear on the Order items tab within the Other products & services panel.
Batteries which match the patient’s existing hearing aids are highlighted with L and/or R icons, signifying the left and/or right aid respectively.
- Click Next.
Selecting the insurer (Canada only)
- On the Order items tab, within the Products & services panel, click the Insurer drop-down menu to select the insurer.
Completing the sale
On the Cost allocation tab, make any necessary adjustments. See: Adjusting an order for more information.
Click COMPLETE SALE.
QuickBooks
Invoices for the patient and any insurers involved are created in QuickBooks.Invoices for the patient and any insurers involved are displayed for receiving/applying payment, applying available credit, saving, or printing. A journal entry recording the hearing aid sale is created for the patient, and the transaction appears on the patient’s Sales history tab.
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