Patient Information Screen – Patient Menu

Patient on the menu bar has the following options:

• New Patient
  • Creates a new patient record.
• Emergency
  •  Creates a new Emergency Patient.
• Save
  • Saves all unsaved changes. MOGO will prompt to save any unsaved changes when the Patient Information screen is closed.
• Delete
  •  Deletes the current patient.
• Recall Information
  •  Displays the Recall Information for the current patient and their family members.
• Family Table
  •  Accesses the Family Table [Ctrl-F] for the current patient.
• Family Aging
  •  Opens the Family Aging window for the family [Ctrl-A] of the current patient.
• Transaction
  •  Accesses the patient Transaction screen [Shift-F2] of the current patient.
• Transaction History
  •  Accesses the patient Transaction History screen [Shift-Ctrl-F2] for the current patient.
• DOS Transaction
  •  This is only used only by clients who have converted from MOGO DOS to MOGO Windows and will display transactions from prior to the conversion.
• Budget Plan
  •  Opens the Budget Plan window for the current patient.
• Search
  •  Search for a different patient.
• Refer In/Out
  •  Open the Refer In/Out List. This is used to refer the patient out to another dentist or specialist or to mark their Refer In source.
• Contact Information
  • Opens the additional information screen to enter home and business numbers for the patient, as well as cell phone numbers, fax,and e-mail. You can also mark the number you prefer to show as their primary contact number!
• Personal eReminder Preferences
  • Opens the Personal eReminder Preferences window. From there, you can setup your patient’s preferences for receiving eReminders. For example: if your office eReminder settings are setup to send text messages as top priority, all patients who have a Home Cell Phone number entered and who has an appointment scheduled will receive a text.  If your patient provides a cell phone number but does not want to receive eReminders as texts you can indicate that in Personal eReminder Preferences.
• Process Required eSignatures…
  • Checks the eSignature Office Setup and the patient’s history to see if there are any documents the patient is due to electronically sign.
• View eSignature History…
  • View a list of previously eSigned documents.
• Pending eSignature List
  • View a list of all documents that are pending to be eSigned.
• Confirm eSignatures
  • View a list of all electronically documents.  This is also where you will approve the patient’s signature.