Process Overview

Roster the Specialist on (skip if not using Rosters)

Add an Appointment in Schedule>Create Appointment:

1. Add Clinical Notes and save.
   

1. Add Fast Track Invoice for the hearing assessment.
   

1. Create a Quote(s)
   

1. Change Appointment Outcome to Quoted
   

1. Print Quote Terms & Conditions document if any
   

Quote Rejected

1. Change appointment Outcome, set Recalls
   

Quote Accepted

From the appointment:

1. Change the Outcome to ‘Quote Accepted’
   

1. Click on Document History, then Double click the Quote and click Yes to Edit.
   

1. An Outcome action may auto-create the Fitting Appointment.  Review & Accept it.
   

1. Change Appointment Date in Quote to match Fitting appointment date
   

1. Convert Quote to Order [skip if not used, Accounts Payable experience required].
   

1. Receive the Order in Sales, Repairs and Orders [or skip to next step]
   

     Input the Supplier reference # invoice or delivery docket #), and click ‘RCV’ (receive)

     For serialised items, a new window will open. Scan or enter the serial number for the HA from the list and click OK

When Aids are fitted, from the Fitting Appointment:

Change the Outcome to “Fitted” or as required

Go to Document History and double click to open Quote

     Review and accept any Outcome actions resulting in Appointments or Recalls

     Uncheck Quote box and type or select the serial numbers.

Print any Terms & Conditions required.

*Using Orders and Supplier Bills requires Accounts Payable expertise within your organisation. If EDI is in use, receiving and supplier bill is automated - see Train-The-Trainer Guide