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Orders |
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Orders |
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Orders
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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:
| • | 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:
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
| 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 |
| • | 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 |
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 |
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:
Custom ITE/ITC/CIC order:
Earmould order:
ALD order:
Other order:
