It is likely that once your client accepts the quote and has scheduled in the fitting, they will enter in to a Maintenance Agreement.

This can be generated from within the clients file!

Follow the steps below to Create a Maintenance Agreement:

1. Go to Client File > Hearing Services

2. Select Generate Forms

3. Select Maintenance Agreement

4. Fill out the Maintenance Agreement with the required details using the Form Builder.

5. Once completed click Download

6. Once downloaded, you can print the form from your computer to have the client sign.

💡 The format of the Maintenance Agreement is prescribed by the Hearing Services Program and therefore format customisation is not available.

See similar articles regarding your account setup:

📝 Create a Claim (HSP)

📝 Batching Invoices for Hearing Services Australia

📝 Reconciling Batched Invoices for Hearing Services Australia