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Check In and Deliver an OTC Hearing Aid

If an OTC hearing aid was added to a Purchase Summary but was not in stock or delivered to the patient at the time of the order, you can check in and deliver the device from either Purchase Summary or Order Tracking.

Purchase Summary

  1. Navigate to the Patient Summary.

  2. On the Patient Summary screen, navigate to Finance → Invoices and click the date for the appropriate invoice to open the Purchase Summary screen.

    patient_summary-finance-invoices-date.png

    Tip

    You can filter this list of invoices by clicking View purchases by type and selecting OTC Hearing Aid in the Type field.

    view_OTC_purchase_type.png

    Tip

    If you are checking in a repaired devicerepaired device (Repair an OTC Hearing Aid), you can also open the Purchase Summary screen by navigating to Patient Summary → Equipment → Repairs and clicking the date.

  3. On the Purchase Summary screen, navigate to Invoice Details and locate the device to check in.

  4. Select Order Tracking → Check In to open the Check-In window.

    otc_ha-checkin.png

    Caution

    If the device has already been checked in and just needs to be delivered, skip this step and proceed to Step 6.

  5. Complete the fields in the Check-In window and click Save.

    Check-In window for new or replacement OTC devices.

    Check-In window for new OTC hearing aids

    otc-checkin_repaired_devices.png

    Check-In window for repaired OTC devices

  6. To mark the device as delivered, click the check mark.

    otc_ha-mark_delivered.png

  7. In the Confirm Delivered window, click Yes.

    confirm_delivered.png

  8. Click Save and Close to return to the Patient Summary screen.

Tip

If the OTC hearing aid is not the patient's primary device (e.g. sold as a backup), you can change the status of the OTC hearing aid to reflect this. Refer to Change a Patient's OTC Hearing Aid Status.

Order Tracking

Note

If the device has already been checked in and just needs to be delivered, skip ahead to Step 5.

  1. Open the Order Tracking screen.

  2. On the Order Tracking screen, select Item Statuses → Check-In and Item Types → OTC Hearing Aids.

    order_tracking-OTC_ha_check-in.png

  3. Locate the order. Fill in the fields and click In From Manufacturer.

    order_tracking-OTC_ha-in_from_manufacturer.png

  4. Click Save.

  5. On the Order Tracking screen, select Item Statuses → To Be Delivered and Item Types → OTC Hearing Aids.

    order_tracking-OTC_ha-to_be_delivered.png

  6. Locate the order. Fill in the fields and click Delivered To Patient.

    order_tracking-OTC_ha-Delivered_To_Patient.png

  7. Click Save.

Tip

If the OTC hearing aid is not the patient's primary device (e.g. sold as a backup), you can change the status of the OTC hearing aid to reflect this. Refer to Change a Patient's OTC Hearing Aid Status.

See also:

  1. Enter the patient's full or partial name in the Patient field. Use the Enter/Return key or click the Patient Search icon (patient_search.png) to search for the patient's record.

  2. Review the search results and click the patient's name to open the Patient Summary.

On the Appointments screen, select Inventory → Out to Manufacturer or In From Manufacturer.

inventory-order_tracking.png