Add products directly to a patient's record

You can add hearing aids and accessories directly to a patient's product record without creating an invoice. This allows you to record that a patient has received a product quickly and efficiently.

In this article we'll cover:

• how to add a product to a patient's products.
• common uses for adding products.

Add a product to a patient

• Navigate to the desired patient.
• Locate and click the Products tab.
• Click the Add Product button.

• Select the product type, Hearing Aid or Accessory.
• Search and select the hearing aid from the catalogue.
• Enter the serial number (optional).
• Select the ear side (left or right).
• The allocation date defaults to today. Change this if required.
• Click Submit to save.

The product aid now appear in the patient's product list.

Common uses for adding products

Quick product recording - A faster way to record that a patient has received a product without needing to create a full invoice or add to stock management first.

Recording products from external sources - If a patient purchased hearing aids or accessories elsewhere, you can add them to their record for complete product tracking. 

Tracking patient equipment - Keep an accurate record of what patient owns or has been fitted with.