Selling loaned aids
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.
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.
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.
Click Next.
Selecting the insurer (Canada only)
If the sale will be paid for by an insurer for which special pricing applies, select the insurer within the Products & services panel. Correct pricing is displayed and used for the sale. If the patient is covered by an insurer, whom normally pays the full amount of all purchases, the insurer will be selected by default.
On the Order items tab, within the Products & services panel, click the Insurer drop-down menu to select the insurer.
Items with a benefit code and/or special pricing defined for the selected insurer are highlighted with a check mark. Insurer-specific services are highlighted with a star and are only visible when the insurer is selected. See: Setting up insurer coverage for more information.
If the insurer does not appear in the drop-down menu, enter the policy information in the patient's Insurers tab before continuing with the sale.
Completing the sale
Completing the sale of a loaned hearing aid removes the aid from Inventory, and places the aid in 'Active' status in the patient's Hearing aids tab.
On the Cost allocation tab, make any necessary adjustments. See: Adjusting an order for more information.
Click Complete sale.