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Appointment Book (FAQ)

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What do I use Appointment Types for?
Appointment Types help assign appointments for procedures, assist with color coding the Appointment Book, and ensure accurate Recall tracking. For more information about Appointment Types and their uses/benefits, view the help video below.

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 option 1 for support.

How do I add/edit/delete operatories?
Operatory setup is accessible from the setup menu.

How do I edit my templates?
    Individual Day
To edit an individual day’s template, navigate to the desired date. Then, under the setup menu, hover over Template Setup and choose the first option (Edit Template For xx/xx/xxxx). View a quick help video on Individual Day templates below.

   Default Normal Week
To edit the Normal Week template, click the setup menu, hover over Template Setup and click Edit/Apply Default Templates. From the Appointment Template Setup window, click on the Open and Edit an existing template. Select the Normal Week template and click OK. After editing the template click OK to save your changes. View a quick help video on Normal Week templates below.

How do I edit my Appointment Goals?
Your Appointment Goals can be edited in the Template Setup (which will effect multiple dates) or manually for each day by clicking on the dollar amount shown beneath each operatory (example $0.00/$0.00). MOGO will calculate the goals based on the current template setup, but you can override these goals by checking the ‘Use Override Amount’ box and entering your desired goal. View a quick help video on setting your Appointment Goals below.

How do I print my schedule?
To print your schedule, click on the printer icon from the quick link bar.
   What are all of the settings for?

How do I book an appointment from the Waiting List?
To schedule an appointment off of the Waiting List select the Wait List item and click on the Schedule Appointment button from the quick links bar (it should be the fifth icon from the left). The Appointment Editor will now come up asking you to confirm the details of the appointment. All of the information from the original scheduled appointment will prefill, things like the procedures/notes or amount of units, etc. Adjust the new appointment’s date and time and click OK to schedule. See booking from the waiting list in action by watching the video below.

Why are some appointments highlighted in purple?
Appointments that are Rescheduled, Canceled, or Broken will display with a purple highlight. These appointments will only show on the Appointment Book if the options are set to display them. To check these settings, go under the Options menu and look to see if the following options are checked off – Include Canceled, Include Broken, and Include Rescheduled appointments. Unchecking these options will cause them to no longer show on the Appointment Book.

How do I move an appointment?
Appointments can be moved in the Appointment Book a few different ways. You can simply click and drag the appointment to the new desired time (MOGO will prompt you to confirm the change). Another way of moving appointments is to choose the Move Appointment option after right clicking on the appointment. This will move the appointment to the Buffer (the upper right hand corner of the screen) and from there it can be dragged to the desired date/time. Finally, you can drag the appointment directly onto the Calendar that is docked to the SideBar. Dragging appointments to different dates on the Calendar will automatically book the appointment for the same operatory and time on that new date.

How do I access the Appointment Planner?
The Appointment Planner can be accessed using the Planner icon (located on the quick links bar, the icon is an open red book similar to the Appointment Book icon but with a ‘P’ in the upper corner) or by using the keyboard shortcut of ‘Ctrl+F3’.

(YouTube videos initially play at lower resolution. To improve video resolution follow the steps below)
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.

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