<< Click to Display Table of Contents >> Navigation:  HearAid On-Line Help > Work Areas > Clients > Agreements

•The Toolbar:

•Renew Agreement will generate a new Agreement based on the most recent Agreement

•Agreement Letter will print the covering letter to the client for the current Agreement and includes a new Maintenance Agreement form for the client to sign. The letter can be edited by opening ..\HearSoft\HearAid\Reports\Forms\HSP Maintenance Letter.rtf in Tools|Editor

•Use "Overdue" Letter will print an alternative letter ..\HearSoft\HearAid\Reports\Forms\HSP Maintenance Overdue Letter.rtf which is designed to be sent out when the Agreement is overdue

•Maintenance Paid should be used to set the Maintenance Paid and Client Signed dates for the selected Agreement once the client has paid their Maintenance fee and returned the signed Maintenance Agreement form

•Print Agreement will print the Maintenance Agreement

•Save to Documents will save the Maintenance Agreement as a PDF document in the Documents folder

Clicking OK will then produce a dialog box offering to print a receipt

•Invoice is used by the optional Accounts Interface to generate an invoice in Reckon for claims with a non-zero Total Client Pays amount

The Work Area:

•Different types of Agreements can be allocated different Terms & Conditions by selecting a Terms & Conditions Template.
 

 
Selecting a template will load the template into the Terms & Conditions editor, where it can be further customised for the individual client, if required
 

•The Maintenance Fee Type is used to select the correct Maintenance Amount from the HSP Fee List

•When an Agreement has been created as part of the Claim process, the Linked to Claim field will contain the claim' Claim PK

The content of the covering HSP Maintenance Letter and HSP Maintenance Agreement templates can be modified to suit your own needs by editing HSP Maintenance Letter.rtf or HSP Maintenance Agreement.rtf in the ..\HearAid\Reports\Forms folder. The template itself, HSP Maintenance Letter.rtm can be modified in Database|Explorer

 

An unlimited number of Terms & Conditions Templates can be created. There are only two conditions:

a.The template must be an RTF file stored in the \HearSoft\HearAid\Reports\Forms folder on the server computer

b.The template name must begin with HSP Maintenance Agreement:
 

 
 

c.Templates can be created and edited in Tools|Editor