Ordering items

Ordering items

  1. To order one or more hearing aids, do one of the following:
    • On the Patient browser tab, open the patient's file.
    • On the Patient browser tab, click on the desired patient.
  2. Click theORDER button on the main toolbar or the ORDER new AID button on the patient's Hearing aids tab.

Selecting orderable items

  1. The Create new order screen opens.  It defaults to the Select aids/options tab.  Click on the Select other manufacturer items tab and located the selected item(s) by doing one or more of the following:
    • In the Quick Find field, type the first few letters of the item
    • Use the Manufacturer drop-down menu to select the manufacturer
    • Scroll through the list of items

2. Click on the desired item on the list

3. Click on the Prescriber drop-down menu to select the hearing aid prescriber.

4. Optionally, click on the Fitter drop-down menu to select the hearing aid fitter.

5. Click on the set left, set right or Add as "other" options

6. In the Enter color/notes dialog box, do one of the following:

    • Optionally, enter information in the Color and/or Notes fields. Click Ok.
    • Click Cancel to skip. Color and/or notes can be entered at a later time.

7. Click next

Adjusting item quantities

  1. On the Order items tab, within the Other products & services panel, click in the Quantity cell beside the selected item.

  2. Click the up and down arrows to adjust the quantity.

  3. To save the change, click out of the cell, or click Enter on the keyboard.

    The amount in the Total column is updated to match the Quantity x Unit price values.

  4. Click next

    Item quantities can also be adjusted on the Cost allocation tab.



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