Creating repair/L&D orders
Creating a repair or L&D order
In the patient's Hearing aids tab, right-click on the hearing aid or orderable item to be repaired or replaced, and select Send for repair or L&D replacement. If the patient has multiple devices that are eligible for repair or L&D replacement, a dialog will appear in which you can specify all the items that will be on this repair or L&D order.
In the Create repair order screen, on the Repair details tab, ensure that the Manufacturer, Reason for repair, Repair type, and Bill to values are correct. If this is an L&D replacement, the Reason for repair will be "L&D replacement."
In the Additional documentation panel, optionally add information to populate on the repair order form.
Click Next.
Selecting the insurer
On the Order items tab, within the Products & services panel, click the Insurer drop-down menu to select the insurer.
Selecting items for repair order
On the Order items tab, in the Products & services panel, optionally click the Services, Batteries, or Accessories tab.
Select one or multiple products or services by double-clicking the items to add them to the order. The items appear on the Order items tab within the Other products & services panel.
Adjusting item quantities
On the Order items tab, within the Other products & services panel, click in the Quantity cell beside the selected item.
Click the up and down arrows to adjust the quantity.
To save the change, click out of the cell, or click Enter on the keyboard.
Click Next.
Item quantities can also be adjusted on the Cost allocation tab.
Adjusting an order
To remove an item from the order, see: Removing items from sale.
To change the Order date, see: Changing order date.
To change the order Location, see: Changing order location.
To change the order Provider, see: Changing order provider.
To change order prices, see: Decreasing item prices or Increasing item prices.
To change the order cost allocation, see: Allocating costs between the patient and insurers.
To enter an authorization number, see: Entering an authorization or claim number (Canada only).
To create a quote, see: Generating quotes.
Saving orders
On the Cost allocation tab, click Save order.
Editing orders
Locate the ordered hearing aid by doing one of the following:
On the Patient browser tab, open the patient's file, and click the patient's Hearing aids tab.
Click the Order button on the main toolbar.
Select the desired order.
Click Order details to view or edit the order as needed.
On the Cost allocation tab, click Update order.
Cancelling orders
Locate the ordered hearing aid by doing one of the following:
On the Patient browser tab, open the patient's file, and click the patient's Hearing aids tab.
Click the Order button on the main toolbar.
Select the desired order.
Click Order details to view or edit the order.
On the Cost allocation tab, click Cancel order.
In the Cancel order dialog box, do one of the following:
Click Yes to proceed.
Click No to cancel.
To reactivate the aid or item, click on the aid in 'Repair cancelled' status on the patient's Hearing aids tab, right-click, and select Deliver aid or Deliver item.