Sending Messages

 Everyone in the office can Send Messages to individuals or to the entire office in a few easy steps. For example, the front desk could quickly send a message to the operatory regarding a specific patient, or the doctor could send a message to all staff members reminding them of a staff meeting.

The “Send Message” feature is available as an icon at the bottom of the Patient Lookup List and in the Office Communication System.

It is in the Appointment Monitor [F12] as an icon in the toolbar, as well as in the right mouse popup menu in the Appointment Monitor [F12].

The Send Message icon is at the top of the To Do List.

Messages can also be sent from MOGO’s  Bulletin Board.

Note: If you have not yet entered any employees in the OCS, you will be unable to use the Message or Bulletin Board features.

ACTUAL NAME FIELD

Before using the Send Message feature, the Supervisor must set up login names and passwords for all staff members, including doctors. The Actual Name field in the Setup Login Name screen in MOGO must be connected to the employee database. When you login to MOGO using your own login name and password, your messages will appear on the screen. You will use the same login name and password in both the MOGO program and the Office Communication System.

• The Actual Name field in the Setup Login Name screen will contain a combined database of Providers and employees.
• Providers are doctors and hygienists. They can be entered under GoTo and Provider List from the menu bar on the Patient Lookup List in MOGO.
• Other staff members, such as the office manager and front desk staff, can be entered in the Employee List. This is also available under GoTo and Employee List from the menu bar in MOGO.
• If you enter new employees directly from the OCS, they will already be on the Setup Login Name screen and their Actual Name field will be linked.

When you click on the | Send Message icon, MOGO will let you know if there are any incomplete employee, Provider, or login name records. The message will list the employees with an explanation of how to make corrections. You can print this explanation, or mark the box “Don’t show this message again”. If you click [OK] on this message, you can still send a message.

• To select your recipients, click in the Send to field. A list of all employees will display.  You will see if that employee is clocked in or not. You can select as many recipients as desired.
• You can also send the message to additional recipients as a carbon copy or ‘cc’.  To select an employee to CC the message to, click in the box next to Cc, the same way we did with Send to.
• Next, determine if your message will be sent immediately, or when a specific action is completed.  You can delay the message until the patient the message is related to (see the next bullet point) either marked as ‘Checked In’, ‘Entered Operatory’, or ‘Checked Out’.
• If your message is specifically related to a patient, you can save the message directly to that patient’s notes and relate the message to them.  If you select a patient prior to clicking the send message icon that patient’s name will be displayed next to the check box labeled ‘Save to’.  By marking any of the delay stages next to ‘When’, the ‘Save to’ box will automatically be checked.
• There is a field for “Subject”. If the message is NOT related to a patient (see above) you will be able to put a message subject in this line.  This is similar to the subject line used when sending an email and gives the recipient(s) a heads up as to the message’s purpose. If a patient is marked as related to the message, the subject line will automatically fill out ‘Re: [Patient’s Name] {Patient ID}’ and will not be editable.
• Next, type your message in the message box.
• The message box includes auto spell check, but you can also manually check spelling by clicking the Spell Check button.
• You have access to your message history by clicking the History button.
• There is also a button for MOGO’s Follow Me feature. Click Here to learn more about Follow Me.
• Click ‘Send’.

The Messages tab in Office Setup has the option to “Include original message in the reply for inter-office Messages”. When you reply to an inter-office message, the recipient will also see the original message that was sent. If you do not mark this box in Office Setup, the recipient will only see your reply.