20 Office Management WinCHAP User’s Manual
3.2 The Quick Entry Windows
There are two Quick Entry windows: one for entering client information, and
one for entering hearing aid information.
• If you want to enter a client and an attached hearing aid, use the
Quick
Entry Client window.
• If you want to enter a hearing aid, use the Quick Entry Hearing Aid win
-
dow. You can attach the aid to an existing client, if desired.
3.2.1 Using the Quick Entry Client Window
In the Quick Entry Client window, you can quickly enter basic client informa-
tion such as first name, last name, client number, birthday, and a few other
fields. See Figure 3.2.1.
Figure 3.2.1—Quick Entry Client window
3.2.1.1 To enter a client
1. Enter the Data Entry window by clicking Data Entry in the Main Menu.
2. Click the
Client button in the Data Entry window to open the Quick Entry
Client window (Figure 3.2.1). Alternatively, you can open the Tools menu
and select Quick Entry Client.
3. Enter relevant client information using the provided fields. You must at
least enter the client’s first and last name.
4. Click
Save when satisfied.
