Adding patient accessories

Overview of ALDs/Accessories tab

Utilize the ALDs/Accessories tab within the patient's Hearing aids tab to view or add patient accessories to a patient file.

Adding patient accessories

QuickBooks

Adding an ALD/Accessory does not make an entry in the QuickBooks company file.
Only ALDs/Accessories marked as Has serial # in Setup can be added to the patient under the ALDs/Accessories tab. See: Setting up Accessories.
  1. On the Patient browser tab, open the patient’s file.
  2. Click the Hearing aids tab.
  3. On the Hearing aids tab, click the ALDs/Accessories tab.
  4. On the ALDs/Accessories tab, click the ADD ALD/ACCESSORYbutton. 
  5. Within the Patient ALD/Accessory details dialog box, select an ALD/Accessory from the drop-down menu, enter the Serial number, optionally add the Warranty expiration, Purchase date, and Notes.
  6. Click Add.

Editing patient accessories

  1. On the Patient browser tab, open the patient’s file.
  2. Click the Hearing aids tab.
  3. On the Hearing aids tab, click the ALDs/Accessories tab.
  4. On the ALDs/Accessories tab, click on the desired ALD/Accessory.
  5. Click the EDIT DETAILS button.
  6. Within the Patient ALD/Accessory details dialog box, adjust any ALD/Accessory information as necessary.

  7. Click Update.

Deleting patient accessories

  1. On the Patient browser tab, open the patient’s file.
  2. Click the Hearing aids tab.
  3. On the Hearing aids tab, click the ALDs/Accessories tab.
  4. On the ALDs/Accessories tab, click on the desired ALD/Accessory.
  5. Click the DELETE button.