Receiving repair/L&D orders

Owned by Bridget Fritzke
Last updated: May 12, 2020 by Lauren Ipsum (Unlicensed)

Receiving repaired hearing aids or items

Do one of the following:

  • Click the ORDERS button in the main toolbar. Then, in the Aid orders screen, right-click on the entry corresponding to the repair/L&D order, and select Receive item or Receive item(s) with bill.
  • In the Hearing aids tab of the patient whose order is being received, right-click on the entry corresponding to the aid that was repaired or replaced, and select Receive item or Receive item(s) with bill.

Receiving repaired items without a bill

The cost (manufacturer price) for the hearing aid or orderable item, used for reporting purposes, will default to the cost present in the Setup menu. See: Setting up repairs for more information. A bill can be entered at a later time to adjust the cost. See: Entering bills for more information.

  1. In the Receive aid(s) screen, click in the Serial field to adjust the serial number if necessary.

  2. Optionally, click in the Battery field to adjust the battery size from the drop-down menu, click in the Warranty expiry and L&D Warranty fields to select the desired date from the calendar, click in the Color field to designate a color, and click in the Notes field to enter additional information.

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

  4. Click Save. 

    The SCAN SERIAL#(S) button will automatically generate the serial number, if the aid/item package is scanned using a barcode reader. Click Ok when done performing the scan.
    The received aid or item appears in the patient's Hearing aids tab and in the Aid orders screen, found by clicking the ORDERS button on the main toolbar. A journal entry records that the item has been received.

Receiving repaired item(s) with bill

QuickBooks

Receiving aids/items with a bill will transfer a manufacturer bill to the Vendor center in QuickBooks. A bill can be entered at a later time, see: Entering bills for more information.

  1. In the Receive aid(s) screen, enter the Invoice # from the manufacturer. Optionally, click the Location drop-down menu to adjust the location, and click the Invoice date field to select the desired date from the calendar. 

  2. Click in the Serial field to adjust the serial number if necessary.

  3. Optionally, click in the Battery field to adjust the battery size from the drop-down menu, click in the Warranty expiry and L&D Warranty fields to select the desired date from the calendar, click in the Color field to designate the color, and click in the Notes field to enter additional information.

  4. Optionally, click in the Cost field to adjust the manufacturer price. 

    The default cost (manufacturer price) for the aid can be adjusted in the Setup menu. See: Setting up repairs for more information.

  5. To save the changes, click out of the cell, or click Enter on the keyboard.

  6. Optionally, add additional expense items by clicking in the Expense account field, within the Expense items panel, and selecting an account from the drop-down menu. Click in the Description field to type an item description. Click in the Cost field to enter item cost. To save the changes, click out of the cell, or click Enter on the keyboard.

    To add another expense item, click into another Expense account field. 

  7. Click Save.

    The SCAN SERIAL#(S) button will automatically generate the serial number, if the aid package is scanned using a barcode reader. Click Ok when done performing the scan.
    The received aid or item appears in the patient's Hearing aids tab and within the Aid orders screen, found by clicking the ORDERS button on the main toolbar. A journal entry records the aid has been received.
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