This guide provides step-by-step instructions on how to return hearing aids to your Clinic Stock in two common scenarios: when hearing aids have already been delivered to the patient and when the patient decides not to accept the delivery.
Scenario 1: Returning Delivered Hearing Aids
Steps to Return Delivered Hearing Aids:
Access Patient Profile:
Go to the patient's profile and locate the hearing aids added from Clinic Stock.
Initiate the Return Process:
Click the Return Hearing Aids button.
Make sure to only select the devices you intend to return.
Adjust Refund Amounts:
Note the Total Refund to be Applied defaults to the full amount.
If the patient hasn’t made any payments, or has made partial payments, you'll need to update each item accordingly.
The system will ensure that the Total Refund to be Applied does not exceed the Total Payments; if it does, you will not be able to click
Submit.
Select Return Details:
Choose Return for the Reason.
Select the Refund Method (if no payments were applied you can simply select
Cash).Optionally, add a description for future reference.
Confirm Return Details:
Verify the
Returned Atdate, which defaults to the current date.NOTE: Leave the
Return to Manufactureroption deselected to return the devices to your Clinic Stock.
Submit the Return:
Click
Submitto complete the process.
Verify in Clinic Stock:
Check Clinic Stock to ensure the hearing aids are marked as In Stock and ready for reassignment.
Scenario 2: Cancelling Undelivered Hearing Aids
Steps to Cancel Devices Before Delivery:
Locate the Patient Invoice:
Navigate to the
Patient Billingsection.Find and review the created invoice to ensure accuracy.
Cancel the Invoice:
Change the
Statusof the invoice toCancelled.
Verify Device Status:
Go back to the Hearing Aids section and refresh the page.
Confirm that the hearing aids are no longer assigned to the patient.
Update Device Inventory Status:
Note that the devices are now in the
Reservedstatus.To make them available for another patient, click on the status and change it to
In Stock.
Summary
By following these steps, you can efficiently manage the return of hearing aids to your Clinic Stock, whether they have been delivered or are undelivered. For any further questions or concerns, please reach out to our support team.