Adding existing device information to a patient file

Overview of patient Hearing aids tab

Utilize the patient's Hearing aids tab to view, add, order, receive, check, and deliver hearing aids for a patient. From the patient Hearing aids tab, generate purchase and loaner agreements, populate insurance claim forms, loan hearing aids, send aids for repair, and return hearing aids.

Adding patient existing hearing aids

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 ADD AID button.
4. Select Patient existing aid from the drop-down menu.

5. On the Add aid screen, click on the patient's aid within the list.

   Select a manufacturer from the Manufacturer drop-down menu to filter the list of hearing aids. Type in the Quick Find field to search for a hearing aid by model name.

6. Optionally, click on aid options within the Options list to add these onto the hearing aid. 

   To select multiple aid options, press and hold the Control key (Ctrl) on the keyboard while clicking the options.
7. Enter the hearing aid Side (left/right/other), Serial number, Battery size, Warranty expiration, and Purchase date. Optionally, type in the Color and/or Notes field and input the L&D Warranty. 

8. Click the ADD AID button.

   The Add aid screen closes, and the aid is displayed on the Ordered/delivered items tab in Device Added status.

Editing hearing aids

1. On the Patient browser tab, open the patient’s file.
2. Click the Hearing aids tab. 
3. On the Ordered/delivered items tab, right click on the desired hearing aid.
4. Select edit details.

5. Within the Patient aid details dialog box, adjust any aid information as necessary.

   The Invoice amount field displays the manufacturer cost of the hearing aid. Invoice amount only populates for hearing aids that have been sold to the patient. See: Selling hearing aids.
6. Click Ok.

Deactivating hearing aids

1. On the Patient browser tab, open the patient’s file.
2. Click the Hearing aids tab. 
3. On the Ordered/delivered items tab, click on the desired hearing aid.

4. Right click on the aid and select Deactivate. 

   The aid is removed from the Ordered/delivered items tab and will appear when the Show inactive items button is selected in Inactive status.

Reactivating hearing aids

1. On the Patient browser tab, open the patient’s file.
2. Click the Hearing aids tab. 
3. On the Hearing aids tab, click on Ordered/delivered items tab.
4. Click on the show inactive items button .
5. Click on the desired hearing aid in Inactive status.

6. Right click on the aid and select Reactivate.

   The aid is removed from the Show inactive items tab and appears on the Ordered/delivered items tab in Active status.

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

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.