Purchase agreements

Generating purchase agreements

1. In the patient's Hearing aids tab highlight an aid in the Active status, right-click and select the purchase agreement form you wish to generate. Alternatively, generate the purchase agreement by right-clicking on its invoice in the patient's Sales history.
   

2. The clinic-specific purchase agreement will populate. If the purchase agreement is suitably configured, it will populate information about the selected device as well as other items from the same order.

Signing purchase agreements electronically

 The purchase agreement's eSignature fields can be signed using either signature pads or clinic tablets.

Archiving purchase agreements

1. Click ARCHIVE AS PDF to save a copy of the agreement in the patient's Documents tab.
2. Within the Add document: Purchase Agreement dialog box, input a Title, select a Category, and optionally add a Description and Status.
   

3. Click SAVE.

   For more information, see: Document scanning and management.