Receiving ordered hearing aids

Receiving hearing aids

  1. Locate an 'Ordered' hearing aid or orderable item 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 orderson the main toolbar.

  2. Click on an aid or item in 'Ordered' status.

  3. Receive the hearing aid or item by doing one of the following:

    • Right-click the aid/item and select Receive aid or Receive aid(s) with bill.

    • Click the drop-down menu below the list of hearing aids and items and select Receive aid or Receive aid(s) with bill. Click Ok.

Receiving aid(s) without 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 hearing aids and options or Setting up orderable items for more information. A bill can be entered at a later time to adjust the cost. See: Entering bills for more information.

  1. On the Receive item(s) tab, click in the Serial field to enter the serial number.

  2. Optionally, click in the Battery field to select 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

Receiving aid(s) with bill

QuickBooks

Receiving items with a bill will transfer a manufacturer bill to the Vendor center in QuickBooks.

  1. On the Receive aid(s) tab, 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 enter the serial number.

  3. Optionally, click in the Battery field to select 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. 



  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.

  7. Click Save.

Entering bills

Entering a bill for a hearing aid or orderable at a later time, intended for an aid or item which was initially received without a bill, will allow for adjusting the cost of the aid/item for reporting purposes.

  1. Click the Accounting drop-down menu and select Enter bill.

  2. Click the Manufacturer drop-down menu and select the desired manufacturer. A list of hearing aids, which have been received without a bill, will appear.

  3. In the Drag or double-click to select hearing aid(s) dialog box, click the Hearing aids, Repair orders, or Stock aids tab. 

  4. Click on the desired hearing aid, and do one of the following:

    • Drag-and-drop the aid to the Selected aid(s) panel.

    • Double-click.

  5. Click Save

  6. Enter the Invoice # from the manufacturer, and optionally click in the Invoice date field to select the desired date from the calendar. 

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

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

  9. Optionally, add additional expense items by clicking in the Expense account field 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.

  10. Click Save.

QuickBooks

Entering a bill will transfer a manufacturer bill to the Vendor center in QuickBooks.