Patient Transaction Screen – Entering Treatment by Typing Codes

Starting on a blank line under the Code column on the Transaction screen, type the code number, office code, or description. If you are not sure of the code, you can type a few letters from the description, such as “crown” or “pro”. MOGO will then list all the codes that contain these characters and you can then select the code you need!

Selection windows will open at various fields, depending on how the cursor movement was set up in Service Codes for this code. For example, a tooth chart will open at the tooth field if you have set the cursor movement to “Yes” for this service. If you make a mistake, you can double click on the field to edit.

Tip: If you do not want the selection window to continue opening for this line of treatment, simply click on Close.

Enter a forward slash (/) for the current date. Treatment that is dated will be added to the patient balance. If you have the cursor movement set to Y, the calendar will appear so that you can select the date from the calendar using the mouse.

Tip: The Auto-Date can be turned on by clicking on Edit in the menu bar. A checkmark indicates that the Auto-Date is turned on. The current date is then automatically entered. You can turn off the Auto-Date before leaving the screen by going back to Edit and clicking again to remove the checkmark.

You can double click under the Dr. column to change provider. The doctor will automatically default to the provider on the Patient Information screen. Production goes towards the provider listed on the Transaction screen. If the cursor movement is set to Y, the provider window will automatically open to allow you to select the provider of treatment by using the mouse.