This guide provides step-by-step instructions for generating a repair order. Follow the outlined steps to efficiently manage repair service orders within your system.
Setting Up Repair Services
Access Inventory Catalog:
Navigate to
Inventory > Catalog.Click on the
New Product/Servicebutton.
Create a Repair Service:
Select
Serviceas theType.Choose
Repairas theSub Type.Under
Product, specify the type of repair.
Additional Configuration:
Add
CPTcodes.Set the retail price and maximum discount for the service.
Select
Savewhen you're ready to add the repair service.
Initiating a Repair Order
Access Patient Profile:
Go to the patient profile.
Select the
Hearing Aidssection.
Start Repair Process:
Click on the
Repair Hearing Aidsbutton.
Choose the devices that require repair.
Decide if the repair should be on a new or existing invoice.
Configure Repair Details:
Select the repair service from the dropdown (the price is set automatically based on your earlier selection).
Choose the device manufacturer.
Adjust the repair price if needed.
Optionally, create a paper copy of the repair form.
Click
Submitto proceed.
Completing Repair Order Form
Select Repair Form Template:
Choose the applicable template for the repair order.
Finalize Form Details:
Fill out any additional information.
Click on
Create Repair Format the bottom right.
Manage Repair Form:
The form will appear under
Hearing Aids > Forms.Print or email the form as required.
Tracking Repair Status
In the Hearing Aids section, devices submitted for repair will display
Accepted for Repair.
Under
Hearing Aids > Orders, the order will show aRepair Requestedstatus.
Receiving and Delivering Repaired Devices
Check-in Repaired Devices:
Select the
Check-Inbutton to the right of the order.
Record the new serial number.
Optionally, include the original serial number in the
Additional Notesfield.Ensure that the warranty dates are correct and include any other information such as the manufacturer price, and once the information is filled out click on the checkmarks to save your changes to each device.
Once everything is complete, select the
Check Inbutton.
Update Device Status:
The status will update to
Order Accepted by Clinic.
Devices will be marked as
Ready for Deliveryin the main Hearing Aids section.
Final Delivery:
Mark the products as delivered once the patient retrieves their repaired devices.
This documentation covers the process of submitting and managing repair orders for your devices. For any further questions, please reach out to our help desk.