This is a quick reference table on how to create and access the most important items in Ear Works 4. These are only partially applicable to Ear Works 3.
For printing download the PDF version.
If you want to change the document to suit your needs then download the Word version.
Remember, in Ear Works 4 you can use the Ear Works Guide which is essentially an interactive cheat sheet.
To open the Guide press F1 from any window in Ear Works 4.
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GENERAL |
Add/Create |
Open/Find |
Notes |
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Patient File container of all the patient info and related items |
• {Patient Selection} window -> [New File] button • {Scheduler} window ->(New Appointment) pane-> [New File] button • {New Appointment} window->[New File] button |
toolbar: Open File, Quick Search Box, Recent Files toolbar: Find Item... > Patient Search shortcut: F3 (generic Search) |
Use the Patient Filebutton on the top-left corner of item windows to open the file. |
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Tasks to-do item for delegating and scheduling actions |
shortcut: Ctrl+Shift+T menu: Tasks and Messages> New Task toolbar: New Item...>Task file panes: Current Tasks, Tasks |
menu: Tasks and Messages > My Tasks toolbar: Find Item... > Task Search file panes: Current Tasks, Tasks side bar pane: Tasks shortcut: F3 (generic Search) |
Use the Task This button on the top bar of item windows to create a related task |
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Progress Notes timestamped memo for logging various patient related info |
shortcut: Ctrl+Shift+N menu: Tasks and Notes> New Task toolbar: New Item...>Task file panes: Current Tasks, Tasks |
toolbar: Find Item...>Progress Note Search file panes: Progress Notes shortcut: F3 (generic Search) |
Use the Note This button on the top bar of various item windows to create a related note |
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Messages communication item between team members; doesn't have a to-do nature |
shortcut: Ctrl+Shift+M menu: Tasks and Messages> New Message toolbar: New Item...>Message file pane: Messages |
menu: Tasks and Messages > My Messages file panes: Current Tasks, Tasks side bar pane: Messages |
For all To-Do's use Tasks instead of messages. Use the messages only to communicate with team members. |
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Hearing Aid Info details on the hearing aids used by the patient |
• To order a new aid see the Hearing Aid Order below
• To enter the information for anexisting hearing aid: file panes: Current Aids, Hearing Aids |
toolbar: Find Item > Hearing Aid Search file panes: Current Aids, Hearing Aids shortcut: F3 (generic Search) |
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CLINICAL |
Add/Create |
Open/Find |
Notes |
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Hearing Tests Audiograms and related info |
shortcut: Ctrl+Shift+A toolbar: New Item...>Audiogram file panes: Hearing Tests, the Tests page |
file panes: Hearing Tests, the Tests page |
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Clinical Reports clinical documents for various purposes describing the hearing condition of the patient |
shortcut: Ctrl+Shift+R toolbar: New Item...>Report file pane: Clinical Reports |
file pane: Clinical Reports |
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Hearing Aid Recommendations a set of hearing aids recommended to the patient (includes prices) |
toolbar: New Item...>Recommendation file pane: Recommendations |
file pane: Recommendations |
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Clinical Forms standard clinical questionnaires: Case History, COSI, APHAB, IOI-HA, SIN, SADL, HHIE |
toolbar: New Item...>Clinical Form file pane: Clinical Forms |
file pane: Clinical Forms |
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ADMIN |
Add/Create |
Open/Find |
Notes |
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Appointments |
menu: Appointments> New Appointment toolbar: New Item...>Appointment Wizard file pane: Latest Appointments, Appointments |
menu: Appointments> Appointments toolbar: Scheduler, Find Item...>Appointment Search file pane: Latest Appointments, Appointments shortcut: F3 (generic Search) |
To create an appointment double-click in an empty spot on the Scheduler grid. Right-click on the Scheduler grid for the full set of options |
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Letters plain printable documents for the patient or regarding the patient |
shortcut: Ctrl+Shift+L toolbar: New Item...>Letter file pane: Letter |
menu: Letters and Mailers > Letters List file pane: Letter |
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Attachments an computer file (e.g. a scanned document) linked to the patient file or not |
file pane: Attachments or menu: File>Non Patient Attachments |
file pane: Attachments or menu: File>Non Patient Attachments |
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FINANCIAL |
Add/Create |
Open/Find |
Notes |
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Patient Invoice an invoice issued by the clinic payable by the patient |
shortcut: Ctrl+Shift+I menu: Financials>Patient Invoices>New Invoice toolbar: New Item...>Invoice file panes: Current Invoices, Invoices |
menu: Financials>Patient Invoices>Find Invoice toolbar: Find Item...>Invoice Search file panes: Current Invoices, Invoices |
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Third Party Invoice an invoice issued by the clinic payable by a third party institution (organization or insurance company) |
shortcut: Ctrl+Shift+Y menu: Financials>Third Party Invoices>New Invoice toolbar: New Item...>Third Party Invoice file panes: Current Invoices, Third Party Invoices |
menu: Financials>Third Party Invoices>Find Invoice toolbar: Find Item...>Invoice Search file panes: Current Invoices, Third Party Invoices |
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Bill an invoice received by the clinic from a product or service supplier |
shortcut: Ctrl+Shift+B menu: Financials>Supplier Bills>New Bill toolbar: New Item...>Bill file panes: Bills |
menu: Financials>Supplier Bills>Find Bill toolbar: Find Item...>Bill Search file panes: Bills |
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Patient Payment a payment receivedfrom the patient |
shortcut: Ctrl+Shift+P menu: Financials>Patient Invoices>New Payment toolbar: New Item...>Payment {Invoice window}->[Take Payment] button |
{Invoice} window->[Open Payment] button |
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Third Party Payment a payment receivedfrom a third party institution |
menu: Financials> Third Party Invoices>New Third Party Payment toolbar: New Item...>Third Party Payment |
menu: Financials> Third Party Invoices>Third Party Payment History {Third Party Invoice} window->[Open Payment] button |
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Supplier Payment a payment issued by the clinic to a supplier |
menu: Financials>Supplier Bills>New Supplier Payment |
menu: Financials>Supplier Bills>Supplier Payment History |
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Supplier Statement a monthly statement received from the supplier; it requires reconciliation |
menu: Financials>Supplier Bills>New Supplier Statement |
menu: Financials>Supplier Bills>Supplier Statements History |
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ORDERING |
Add/Create |
Open/Find |
Notes |
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Hearing Aid Orders |
shortcut: Ctrl+Shift+H menu: Orders and Services>New Order>New Hearing Aid toolbar: New Item...>Hearing Aid Order file panes: Services, Current Services |
menu: Orders and Services>Send Orders, Receive Orders, Check Orders, Pending Orders file panes: Services, Current Services |
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Ear Mold Orders |
shortcut: Ctrl+Shift+E menu: Orders and Services>New Order>New Ear Mold toolbar: New Item...>Ear Mold Order file panes: Services, Current Services |
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Repair & Remakes |
shortcut: Ctrl+Shift+H menu: Orders and Services>New Order>New Repair/Remake/Replacement toolbar: New Item...>Manufacturer Repair Order file panes: Services, Current Services |
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Loss & Damage Replacements |
like a Repair & Remake |
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Returns For Credit |
shortcut: Ctrl+Shift+C menu: Orders and Services>New Order>RFC Hearing Aid toolbar: New Item...>RFC file panes: Services, Current Services |
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Exchanges |
Create an RFC and then create a Hearing Aid Order See details above |
n/a |
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Sales from Stock |
menu: Orders and Services>New Order>Stock Products>Sell a Stock Product to a Patient file panes: Services, Current Services |
file panes: Services, Current Services |
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Returns to Stock |
menu: Orders and Services>New Order>Stock Products>Return a Product to Stock file panes: Services, Current Services |
file panes: Services, Current Services |
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Purchases for Stock |
menu: Inventory>New Stock Order |
menu: Inventory>Stock Orders |
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