Returning patient aids and items to stock

Returning hearing aids and orderable items to stock

On the Patient browser tab, open the patient’s file and do one of the following:

• Navigate to the Hearing aids tab:
  1. Highlight the desired aid or orderable item to be returned.
  2. Right-click on the aid and select Return to stock.
• Navigate to the Sales history tab:
  1. Highlight the invoice with the desired aid or orderable item to be returned.
  2. Right-click on the invoice and select Return to stock.

1. In the Return items screen, do the following:

   If the order was completed (all items delivered, and patient invoices created), any other hearing aids, options, items, or services which were part of the same order, and have not already been returned, are listed.

   • Click the Location drop-down menu to select the desired stock location.
     
   • If necessary, click the Return date field to select the desired date from the calendar.
   • Remove any items from the sale which are not being returned, by clicking on them and pressing the Delete key on the keyboard.

   • Adjust the quantities to be returned if necessary. See: Adjusting item quantities for more information.

     If returning an ALD, on an order which contains more than one of the same ALDs, a prompt allows the user to select the correct ALD to remove from the patient's file, upon clicking RETURN ITEMS.
   • Double-click the Price field to adjust any applicable return charges for the hearing aids being returned. To save the change, click out of the cell, or click Enter on the keyboard.
   • Click in the Reason field to select a return reason from the drop-down menu. 
   • Optionally, adjust the credit allocations (if any insurers were involved in the original transaction), by double-clicking into the Credit amount field on the Credit allocation panel. To save the change, click out of the cell, or click Enter on the keyboard.
     
   • Optionally, if your system has multiple credit memo templates, set your desired credit memo template in the drop-down menu at the upper right-hand corner of the screen. One will be chosen by default. After the return is logged, in a new tab, a credit memo will appear, and you can print it out for the patient.

2. Click RETURN ITEMS.

   See: Applying insurer return credit and issuing patient refunds for more information.