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Post-Purchase Services for OTC Hearing Aids

Like other hearing aid types, OTC hearing aids purchased at a clinic can be returned or repaired at that clinic. OTC hearing aids can also be exchanged for other OTC hearing aid kits, or upgraded to prescription hearing aids.

  1. Navigate to the Patient Summary.

  2. On the Patient Summary screen, navigate to EquipmentCurrent hearing aids.

  3. Do one of the following:

    • If the OTC hearing aid is listed as the patient's current equipment, select ActionsReturn. Proceed to Step 5.

      patient_summary-equipment-current_ha-actions-return.png
    • If the OTC hearing aid is not the patient's current equipment, select View all. Locate the OTC hearing aid and click the date in the Purchase date column. Proceed to Step 4.

      patient_summary-equipment-view_all.png
      all_hearing_aids-open_invoice.png
  4. On the Purchase Summary screen, navigate to Invoice Details and select ActionReturn for the OTC hearing aid.

    purchase_summary-action-return.png
  5. In the Return dialog screen, verify the item being returned and the return date. Click Next.

    return_bi.png
  6. If the item being returned was the patient's current equipment and the patient has backup equipment available, the Current Equipment window appears. In the Current Equipment window, select the backup equipment to become the patient's new current equipment, then click Save.

    current_equipment.png

The OTC hearing aid is marked as returned. You can now balance the invoice and exit the Purchase Summary screen.

Repairs can be started from Patient SummaryEquipmentCurrent hearing aids (current equipment only) or by creating a new invoice (any of the patient's equipment eligible for repair).

  1. Navigate to the Patient Summary.

  2. Do one of the following:

    For current equipment:

    1. On the Patient Summary screen, navigate to EquipmentCurrent hearing aids.

    2. Select ActionsRepair.

      otc-patient_summary-equip-actions-repair.png
    3. Proceed to Step 3.

    For all eligible equipment:

    1. On the Patient Summary screen, click ($) Purchase.

      patient_summary-Purchase.png
    2. On the Purchase Summary screen, select Invoice DetailsAddplus-solid.svg Repairs to open the Repair Purchase window.

    3. Proceed to Step 3.

  3. In the Repair Purchase window, select in the Equipment to Repair field, then select a Repair Type. Fill or adjust any other fields as needed, then click Save.

    Note

    If you navigated to this screen from Patient SummaryEquipmentCurrent hearing aids, the Equipment to Repair field is automatically filled.

    otc-repair_purchase.png
  4. Complete any remaining work on the Purchase Summary screen (e.g. additional payments, items, etc.), then click Close to exit the screen.

For instructions on checking the repaired device in, see Check In and Deliver an OTC Hearing Aid.

OTC hearing aids can be exchanged for a different OTC hearing aid kit. Exchanges are created for the whole OTC hearing aid kit (e.g. both ears). The newly-exchanged hearing aids will become the patient's current hearing aids.

Tip

OTC hearing aid kits can only be exchanged for other OTC hearing aid kits. The process of "exchanging" OTC hearing aids for prescription hearing aids is referred to as "upgrading," and is covered in Upgrading OTC to Prescription Hearing Aids.

Assuming an OTC hearing aid kit is being exchanged, the following exchange workflows are supported:

  • Binaural OTC hearing aid kitBinaural OTC hearing aid kit

  • Left or right OTC hearing aidLeft or right OTC hearing aid

The following exchange workflows are not supported:

  • Exchanging binaural OTC hearing aid kits for a mix of OTC and prescription hearing aids.

  • Exchanging binaural OTC hearing aid kits for a single OTC hearing aid.

Tip

While the workflows above are not supported when exchanging OTC hearing aids, they can be done by returning the OTC hearing aid kit, then purchasing the required items separately.

Procedure. Performing an Exchange
  1. Navigate to the Patient Summary.

  2. On the Patient Summary screen, navigate to EquipmentCurrent hearing aids.

  3. Select ActionsExchange.

    patient_summary-exchange_item.png

    Note

    Exchanges can only be performed on current hearing aids and current receivers.

  4. In the Exchange OTC hearing aid window, confirm that the equipment being returned is selected. If needed, set the Return date field to the correct date. Click Exchange.

    Exchange_OTC_hearing_aid.png
  5. In the Purchase SummaryOTC Hearing Aid Exchange window, select a new OTC hearing aid kit. Fill in the relevant fields for the new device(s), then click Exchange.

    Important

    When exchanging OTC for OTC, the Intended Use field will reflect the selection made in the original purchase and can not be adjusted.

  6. In the Payment Transfer window, enter the transfer amount(s) to transfer from the original invoice to the exchange invoice and click Transfer. If there are no payments to transfer or you do not want to transfer the payment amount, click Cancel.

    OTC-payment_transfer.png
  7. Complete any remaining work on the Purchase Summary screen (e.g. additional payments, items, etc.), then click Close to exit the screen.

After the exchange, you can review the patient's newly-exchanged equipment at Patient SummaryEquipmentCurrent hearing aids.