26 Office Management WinCHAP User’s Manual
3.3.1.5 To add account information
WinCHAP includes very basic client account information that can keep track of
any charges and payments associated with the client. This accounting informa-
tion basically works like a checkbook register. The client’s account balance is
shown in the box below the list of available hearing aids.
To add a new transaction:
1. Click on the Client Services button below the list of available hearing
aids in the lower right corner of the window. This will open the Client
Services window shown in Figure 3.3.1.5.
2. Click Add to add a new record. This will open the data entry window.
3. Choose whether the transaction is a charge or a payment.
4. Enter any relevant information such as the date, amount, and comments.
If the transaction is a charge, enter a description of the service by using
the Service Type pull-down list, or simply typing a short description into
the provided box.
5. Click
Save when done.
6. Click
Back to close the data entry window. The new transaction will be
displayed.
7. Click
Back to close the Client Services window. The new balance will be
shown in the Account Balance box.
Figure 3.3.1.5—The Client Services window
