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Patient Transaction Screen – Breaking Distribution Links

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It may be necessary at some time to break payment distribution links. For example, you may want to reimburse a patient payment which has already been completely linked to treatment or you may have made a mistake when distributing a payment.

The Supervisor can assign rights to break distribution links. This is one of the reasons why MOGO recommends setting up Login Names and Passwords. Breaking distribution links and changing payment distributions would, of course, affect individual provider collection reports.

To break the links, select the payment, and then go to File and Remove Payment Distributions from the Transaction screen menu bar.

-= or =-

Select the payment and press the following keys at the same time:

Ctrl-Alt-Shift-B

MOGO will tell you that breaking the links will affect patient and family balances. Click on “Yes” to break the links for this payment.

The payment line will then appear in green since it is no longer distributed. You can then either distribute this payment again or it can be reimbursed.

Undistributed payments will be on the Undistributed Payment Summary Report.

Note: File on the menu bar in the Transaction screen also has the choice to “Remove Payment Distributions”. It is also in the right click menu.

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