Delivering a hearing aid or orderable item places the aid in 'Active' status.
Locate a 'Received' (or 'Checked') 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 ORDERS on the main toolbar.
Click on an aid in 'Received' (or 'Checked') status.
Deliver the hearing aid by doing one of the following:
Right-click the aid and select Deliver aid.
Right-click the aid and select Deliver all to deliver all items on that order.
Once all hearing aids on an order have been delivered, the Create invoice(s) screen appears. Make any necessary adjustments, see: Adjusting an order for more information.
Click the BACK button on the Cost allocation tab, to navigate to the Order items tab in order to add additional items to the sale.
On the Create invoice(s) screen, on the Cost allocation tab, click CREATE INVOICE(S).
Invoices for the patient and any insurers involved are created in QuickBooks.
Invoices for the patient and any insurers involved are displayed for receiving/applying payment, applying available credit, saving, or printing. Journal entries recording the hearing aid deliveries are created for the patient, and the transaction appears on the patient’s Sales history tab. The delivered hearing aids no longer shown on the Aid Orders screen, found by clicking the ORDER button on the main toolbar.