Transaction Screen (FAQ)

How do I create budget plans?

Can I check a patient’s insurance eligibility through MOGO?
One of our missions at MOGO is to make your day-to-day operations easier and more efficient. This is why we partner with Change Healthcare (the same company that provides eClaims) to give you a built in eligibility interface. Watch the quick overview video below to learn all about the eligibility feature. Then, sign up for eEligibility by speaking with a MOGO support technician by calling us at 800.944.6646.

Can I process credit card payments directly in MOGO?
You absolutely can process credit card payments directly in MOGO. We have partnered with ChargeItPro to provide you with a direct interface for processing payments. Call MOGO support today at 800.944.6646 option 2 to get more information and to sign up. In the meantime view the video below to see an overview of the MOGO/ChargeItPro interface.

What is an Explosion Code for and how do I create one?
An Explosion Code is a service code that lets you enter in one code but have multiple codes get entered at once. For example, you can add the code EXAM and have the prophy exam code and the full mouth series xray code get entered automatically. To learn how to create an Explosion Code, and to see one in action, view the help video below.

How Do I Attach An Image To A Claim Using NEA Fast Attach?

How Do I Document EMR Notes?

How Do I Enter Treatment?

How Do I Add and Distribute Payments?
Adding a payment is as easy as adding any service code. You can either type the desired payment code into the code field, double click on the code field and choose the payment code from the service code list, or type a description of the payment (ie. ‘cash’ or ‘check’) and click enter. Unlike other DPM programs, MOGO offers line item distributions. This means when a patient makes a payment for a specific treatment you can apply that payment directly to that treatment. This not only helps keep your accounts receivable accurate by making sure your patient’s balances are aged correctly, but for offices who pay by collection this is invaluable. If a patient makes a payment that covers treatment done by multiple providers, MOGO’s line item distribution ensures that the correct providers are credited the exact amount, saving you time calculating collection. See the help video below for more information.

Can I Distribute a Payment to Family Members?
Distributing a payment from one patient balance to another can easily be done in MOGO.

How do I print an insurance claim?
To print an insurance claim, first click on the Insurance icon from the quick links at the top of the screen. On the next screen, select which treatment you wish to include on the claim. Note that multiple codes can be selected by simply clicking on them. Once your treatment has been selected, click on the ‘ok’ hand to proceed. On the following screen, choose the claim form you wish to print and enter any relevant information regarding the claim, then simply click the printer to print.

How do I claim medical codes to insurance?

How do I print a receipt?
You can print a patient’s receipt using the Receipt icon on the quick links bar. From the receipt printing screen, you have several options to customize your receipt. You will need to choose a starting date, the number of copies, what to include on the receipt, how the receipt is sorted, what the return address is, where to print the receipt, who’s address information to print, and finally if you would like to forward the next statement date. The starting date is how far back you want to print transactions from. Any balance from transactions dated before your chosen date will display as ‘previous balance’. The number of copies is how many you would like to print. You can choose to include tooth number/surface for codes, your provider license number, appointment end time, insurance information (with this unselected the patient’s receipt will not show any outstanding insurance balance), and the custom message selection. You can sort the receipt by date, treatment name, or service code. The return address can be the practice, the patient’s provider, or the patient’s location (for multi location offices). You can print the receipt to the printer directly, or you can choose screen which will give you a print preview. The receipt can be addressed to the patient with the family head’s address, the patient with their own address, or it can be a family receipt showing all applicable transactions for the family. The last choice you have is if you want to forward the Next Statement Date by 1 month, which will avoid sending statements to patients who have just had a receipt printed. To learn more about printing a receipt view the help video below.

How do I create a Treatment Plan?
There are two ways to enter Treatment Plans, but only one is found in the Transaction Screen. After entering in a treatment code with no completion date, all you would need to do is enter a ‘Plan’ and ‘Phase’ in the ‘PP’ column. You can enter any combination of letters and numbers, but if you are adding several treatments to one plan you will want the first character to be the same. The second character is the phase. You can create one plan with several phases by entering the same first character and different second character. For example: 1a, 1b, 1c, etc.

How do I check the balance owed for each procedure?
To view each procedure’s balance, turn on Line Balances. To turn them on, simply click on the View menu and click on the first option, Line Balances. This adds new columns to the Transaction Screen view. If the patient does not have insurance, all it adds is a column next to Fee($) named Pat Bal. This is how much of that procedure code that the patient still owes. If the patient does have insurance (either primary only, or primary and secondary) there will be a column for Ins Bal (1 and/or 2). This is the amount that is still owed by that patient’s insurance.

How do I print an insurance claim?
To print an insurance claim, first click on the Insurance icon from the quick links at the top of the screen. On the next screen, select which treatment you wish to include on the claim. Note that multiple codes can be selected by simply clicking on them. Once your treatment has been selected, click on the ‘ok’ hand to proceed. On the following screen, choose the claim form you wish to print and enter any relevant information regarding the claim, then simply click the printer to print.

How do I setup a Budget Plan?

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After clicking Play, click the gear icon then the arrow next to Quality.

On the Quality menu, select the desired resolution. All MOGO Training/Help videos are full HD (1080p) but you can view them as lower HD resolutions to reduce buffering/loading time.