Reserving stock aids
Reserving stock aids
To reserve one or more stock hearing aids, do one of the following:
On the Patient browser tab, open the patient's file.
On the Patient browser tab, click on the desired patient.
Click the ORDERS button on the main toolbar or the ORDER NEW AID button on the patient's Hearing aids tab.
The Create new order screen opens. On the Aid selection tab, within the Hearing aid selection panel, select a Prescriber and Fitter from the drop-down menus.
Click the Select stock aid(s) button.
In the Select stock aid(s) dialog box, verify the Location, Prescriber, and Fitter are selected from the drop-down menus.
Click on the desired hearing aid in the Inventory panel and drag-and-drop the aid to Left or Right side in the Selected aid(s) panel.
Click Save.
In the Enter warranty dates dialog box, do one of the following:
Click in Warranty expiry and L&D Warranty fields to enter dates.
Click on the calendar icon to select a date from the calendar.
Click Ok.
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 order. If the patient is covered by an insurer, who 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.
Selecting items for order
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 order. The items appear on the Order items tab within the Other products & services panel.
See: Adjusting item quantities and adjusting an order for additional options.
Click Next.
Saving reserved aids
On the Cost allocation tab, click Save order.