Adding patient accessories
Created by Former user (Deleted)
Last updated: Nov 13, 2015 by Larissa Boecker (Unlicensed)
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.
- On the Patient browser tab, open the patient’s file.
- Click the Hearing aids tab.
- On the Hearing aids tab, click the ALDs/Accessories tab.
- On the ALDs/Accessories tab, click the ADD ALD/ACCESSORYbutton.
- 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.
- Click Add.
Editing patient accessories
- On the Patient browser tab, open the patient’s file.
- Click the Hearing aids tab.
- On the Hearing aids tab, click the ALDs/Accessories tab.
- On the ALDs/Accessories tab, click on the desired ALD/Accessory.
- Click the EDIT DETAILS button.
Within the Patient ALD/Accessory details dialog box, adjust any ALD/Accessory information as necessary.
- Click Update.
Deleting patient accessories
- On the Patient browser tab, open the patient’s file.
- Click the Hearing aids tab.
- On the Hearing aids tab, click the ALDs/Accessories tab.
- On the ALDs/Accessories tab, click on the desired ALD/Accessory.
Click the DELETE button.
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