HearAid Version 5.0

Orders

Orders

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Orders

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The Orders window is used to record order information for hearing aids, earmoulds, ALDs and credits. A number of HearAid users also use the Orders data as the basis for payment of commissions and as a source for business analysis; orders can be linked to OHS claims to provide more detailed analyses. Linking orders to OHS claims is optional and is not necessary for generating orders!

 

The Toolbar:

OrdersToolbar

 

Select Claim provides a list of OHS claims which can be used to select the claim to which the order is to be linked
Link to Claim creates the link with the selected OHS claim and populates the Client Billing Details section with information from the linked claim
Retrieve Data from Claim populates the order with information from the linked OHS claim
Go to Claim switches to the Claims window and selects the linked OHS claim
Unlink from Claim removes the OHS claim link from the order
Finalise marks the order as finalised/completed, which can be used to ensure that incomplete orders/fittings are not included in commission calculations
Print Order will print an order form, either using HearAid's own generic forms, or facsimiles of manufacturers' forms
Create Fitting Records used the order data to generate fitting details in the Fittings table; this button is not active for Earmould or Return for Credit orders

 

The Work Area:

Orders

 

The work area view depends on the type of order; available order options change with the order type. Other than the order date, all other fields are optional

 

To Add a new record:

 

1.Click on the Order form
2.Press the Insert key on the keyboard, or click Insert New Record on the work area toolbar
3.Enter the Date Ordered. By default, HearAid will enter the current date
4.Select a Supplier
5.Select an Order Type
6.Optionally, select an Order Form. Selecting an order form will force the print-out of the order to use a facsimile of the Supplier's order form, if one is available. If you leave Order Form blank, HearAid will use a generic order form
7.Enter the practitioner generating the order. This entry is essential if you plan to use Orders to calculate commissions
8.Enter the details of the order, selecting appropriate options
9.Enter the Date Required. By default, HearAid will generate a date required 10 days after the Date Ordered
10.Enter any comment you may care to make about the order
11.Enter any relevant information in the Order Details and Client Billing Details sections
12.Press Ctrl+S on the keyboard, or click Save Changes on the work area toolbar

 

Coding for Client Type (eg Private/OHS/Compensable/Grumpy Old Man) and Left/Right (eg Mould, Device(s), Credit, Service) codes can be useful for data analyses

 

If your practice has more than one site you may want to specify a particular site in Location and Deliver To boxes, otherwise the default site will be used. Entering a Location will help analyse order patterns from different sites

 

You may also find it useful to enter a Consignment Note number if your order is being dispatched via courier or Express Post

 

OrderDetails

 

Client Billing Details can be used to record payment information on how much the client will be paying, how much will be paid by OHS and/or how much a third party (eg the Department of Veterans' Affairs or an insurance company) will contribute

 

OrderClient

 

Once an order has been filled and received from the Supplier

 

1.Enter the Date Received
2.Enter any relevant information in the Supplier Billing Details section

 

OrderSupplier

 

Once an order has been finalised, the Date Finalised can be entered in the Order Details section

 

To Edit an existing order:

 

1.Click on the Form
2.Press Ctrl+Insert on the keyboard, or click Edit on the work area toolbar
3.Modify the details and press Ctrl+S on the keyboard, or click Save Changes on the work area toolbar

 

Generic order forms apply to orders for all Suppliers; examples are shown below:

 

BTE order:

 

OrderBTE

 

PrintOrderBTE

 

Custom ITE/ITC/CIC order:

 

OrderCustom

 

PrintOrderCustom

 

Earmould order:

 

OrderEarmould

 

PrintOrderMould

 

ALD order:

 

OrderALD

 

PrintOrderALD

 

Other order:

 

OrderOther

 

PrintOrderOther