E-Mail Menu Bar
MOGO’s Digital Communication Suite (DCS) includes a powerful e-mail feature. E-mail can be accessed by clicking on the e-mail icon on the Patient Lookup List.
MOGO’s E-Mail Setup Wizard will help you enter the information required to access your e-mail account. Click here to learn more about Getting Started with E-Mail.
The menu bar on the E-mail screen contains many features that are also shown as icons in the toolbars. The editing features, such as Cut or Copy, are used from the Compose Message screen.
As you update your patients’ records, ask for their e-mail addresses and cell phone numbers. You can then enter the e-mail address, as well as other numbers, in their Contact Information screen. You can even mark a “preferred contact” number! MOGO’s eReminders allows you to send appointment confirmations and reminders via e-mail and text message!
MOGO can automatically send and receive e-mails in the background without opening DCS. The E-mail Options window allows you to enable and set the frequency of this feature.
Tip: If you do not see the toolbars and icons, it can be activated under View on the menu bar.
The following features are available in the menu bar from the Digital Communication Suite E-mail screen:
File
- New – Mail Message – To compose a new message and Folder to add a new folder to the folder list.
- Open [Ctrl-O] – To open the selected e-mail.
- Work Offline – A checkmark here means you are working offline.
- Exit – To close the Digital Communication Suite E-mail screen.
Edit
- Cut [Ctrl-X] – To delete selected text.
- Copy [Ctrl-C] – To copy selected text.
- Paste [Ctrl-V] – To paste text that has been copied.
- Select All [Ctrl-A]- To select all text.
- Delete [Ctrl-D] – To delete the selected e-mail from the list.
- Mark as Read [Ctrl-Q] – Until you “Mark as Read”, the selected e-mail will appear in bold text. When you “Mark as Read” the text will be normal and the envelope at the beginning of the line will appear to be opened.
- Mark as Unread – To change a selected e-mail to “Unread”. The text will appear in bold and the envelope at the beginning of the line will appear to be closed.
- Mark all as Read – All e-mails listed will be “Marked as Read”.
View
- Preview Pane – A checkmark indicates that a Preview Pane will be shown at the bottom of the screen for the selected e-mail.
- Folder List – A checkmark indicates that the list of folders is shown on the left side of the screen.
- Toolbars – Toolbars can be marked as Standard or Advanced or both.
- The Standard toolbar contains e-mail features such as New and Open.
- The Advanced toolbar includes icons for MOGO features such as the Family Table icon.
- You can rearrange the toolbars by clicking and dragging them to a new position. Just point your cursor to the broken vertical line at the beginning of the toolbar until you see the “cross” cursor. Then click and drag the toolbar so that it is on two lines or on one line.
- Status Bar – A checkmark indicates that the status bar is included at the bottom of the screen. Information such as number of e-mails on the list will be shown in the status bar.
Tools
- Send/Receive – Send and Receive All [F9], Send All, and Receive All. Tip: The Options choice under Tools allows you to automatically send and receive e-mails in the background.
- Company E-mail Accounts – This will open the E-mail Setup Wizard so that you can enter the information necessary to access your company e-mail account. Some of this information is obtained from your Internet Service Provider (ISP).
- Options – MOGO can automatically send and receive e-mails in the background without opening DCS. The E-mail Options window allows you to enable and set the frequency of this feature, as well as activate popup notifications.
Actions
- New E-mail Message [Ctrl-N] – To open the Compose Message screen.
- New Appointment – The Appointment Information screen will open so that you can schedule an appointment for the selected patient in MOGO’s Appointment Book.
- If a patient has not been connected to this e-mail, the patient search window will open first.
- The Appointment Information screen will then open. The Procedure/Notes field in the Appointment Information screen will contain the subject line of the e-mail. Enter the information as usual and click [OK]. The appointment is now in MOGO’s Appointment Book.
- Information regarding this appointment is also saved in the patient’s Notes under the Patient cabinet, Comment folder, and ApNote subfolder. The Notes will contain the information from the Procedure/Notes field in the Appointment Information screen (this defaults to the subject line of the e-mail). The Linked Detail field in Notes will contain the appointment date and time.
- After it is saved to Notes, MOGO will ask if you would like to remove the e-mail from the list.
- New To Do List Item – To send the selected e-mail to MOGO’s To Do List.
- You will be able to select the To Do List code, as well as the provider.
- The description for this To Do List item will default to the subject line of the e-mail.
- After it has been sent to the To Do List, the message is saved to the patient’s Notes under the Patient cabinet, Letter folder, and Email subfolder. The Notes will contain the contents of the e-mail message.
- After it is saved to Notes, MOGO will ask if you would like to remove the e-mail from the list.
- New Note – To enter a new Note for the selected patient. This is also available in the drop-down menu next to the Notes icon.
- Connect to Patient – This will open a patient search window so that you can select a patient.
- The connected patient name is then shown under the MOGO Name column on the e-mail screen.
- MOGO will also ask if you would like to save the e-mail to the patient’s Notes. If you answer yes to save it to Notes, MOGO will ask, “Would you like to remove it from this list?”
- You can also save to Notes by clicking on the Save icon.
- Save to Notes – The selected message will be saved to the patient’s Notes. If a patient name is not connected, the patient search window will open first. MOGO will ask if you would like to remove the message from the list.
- Print Quick Letter – MOGO’s Word Processor file selection list will open so that you can select a filename in order to Print a Quick Letter or Send a Quick Letter via E-Mail to the selected patient.
- After selection, the Quick Letter will be attached to your e-mail message.
- To then send your e-mail click the [Send] button.
- Quick Letters can be sent via e-mail if the user has been given login rights to Send E-Mail.
- Junk E-mail – You can Add to Junk Senders List and View Junk Senders List.
- Add to Junk Senders List will add the sender’s e-mail address to the Junk Senders List.
- View Junk Senders List is a list of all e-mail addresses that have been sent to the Junk Senders List.
- Click on the [Add] button to open the Junk Mail Rule screen to set up filters, such as keywords and Rule Options. An example of a Rule Option is the choice to automatically “Move to Junk Mail folder”.
- Click on the [Change] button to open the Junk Mail Rule screen for the selected e-mail address.
- Click on the [Remove] button to remove this e-mail address from the Junk Senders List.
- Reply [Ctrl-R] – To reply to the selected e-mail.
- Reply to All [Ctrl-Shift+R] – To reply to all e-mails in the list.
- Forward [Ctrl-F] – To forward the selected e-mail.
Goto
- Patient Information – To go to the Patient Information screen for the patient under the MOGO Name column. If the patient name has not been connected, this choice will be inactivated.
- Family Table – Opens the Family Table for the patient under the MOGO Name column. If the patient name has not been connected, this choice will be inactivated.
- Transaction Information – To go to the Transaction screen for the patient under the MOGO Name column. If the patient name has not been connected, this choice will be inactivated.
- Family Aging – Opens the Family Aging for the patient under the MOGO Name column. If the patient name has not been connected, this choice will be inactivated.
- Appointment Book – To go to MOGO’s Appointment Book. The selected patient name will be in memory.
- Waiting List – Opens the Appointment Waiting List for the patient under the MOGO Name column. If the patient name has not been connected, this choice will be inactivated.
- Appointment History – Opens the Appointment History screen for the patient under the MOGO Name column. If the patient name has not been connected, this choice will be inactivated.
- Patient Notes – Opens the Notes screen for the patient under the MOGO Name column. If the patient name has not been connected, this choice will be inactivated.
- Clinical Chart – Opens the Clinical Chart Notes for the patient under the MOGO Name column. If the patient name has not been connected, this choice will be inactivated.
- To Do List – To go to MOGO’s To Do List.
Help
- Contents – To go to MOGO’s Help.
- About – To open the About MOGO screen.
Right mouse menu options:
Some of the options in the menu may be inactivated, depending on the folder you select. For example, the main Company folder cannot be deleted. The options may also vary depending on the location of your cursor.
Click with the right mouse in the pane view (folders) to open a menu.
- The options include: Open, Delete Folder, Rename Folder, New Folder, Mark All as Read, and Mark All as Unread
There is also a right click menu in the message list.
- The options are: Open, Delete, Reply, Forward, Reply to All, and Mark as [Reviewed/Unread], and Junk Mail (Add to Junk Senders List).
- Messages that have not been marked as “Reviewed” are in bold. After the message is marked as “Reviewed” it is sent to the Outbox folder.
Tip: The Send Options in the E-Mail Wizard Setup screen can be marked to default to “Send to Review Folder”. If you do not mark this option, the e-mail goes directly to the Outbox folder.