Patient Lookup List – Go To Menu

GoTo on the menu bar on the Patient Lookup List has the following choices:

• Business Report
  • Access MOGO Business Reports.
• Budget Charges to be Applied
  • Opens a list of all the Budget Plan patients whose budget charges are due. This window opens automatically whenever you first open the MOGO program. You will apply the budget charges from here. Budget Plan patients are automatically tracked in the To Do List.
• Service Codes
  • Access the list of ADA codes and office codes.
• To Do List
  • View the patients who are being tracked in the To Do List, Refer In/Out, Recall, Treatment Status, and Budget Plan lists.
• E-mail
  • Connect to MOGO’s Digital Communication Suite. There is an E-mail icon on the Patient Lookup List, as well as in many other areas of the program. The Supervisor can assign login rights to users to allow other users to send e-mail.
• MOGO Home Page
  • Access MOGO’s Home Page.
• Imaging
  • Launches intraoral or video Imaging for the selected patient.
• Image Template
  • Provides dentists with the all the tools you need to scan images and import them into your own user-defined image templates. You can use default templates or create various customized templates according to your individual needs.
• X-Ray
  • Accesses X-Ray information for the selected patient. If you have not yet entered the Interface Setup information, then this choice will open the selected patient’s X-Ray cabinet.
• Print Registration Form / View E-Claim
  • Print the Electronic Insurance Claiming registration form. This option only appears if you do not have the electronic claim interface. Otherwise, this option will be shown as View E-Claim.
  • View and send the list of electronic insurance claims. This option only appears if you already have the electronic claim interface.
• View Batch Claim
  • View a list of all insurance claims that have been batched for later printing by you. This is used when Batching Insurance Claims. You can batch insurance claims by clicking on the “Batch” button at the top of the ADA insurance processing screen. This allows you to print your insurance claims at a later time.
• Phone Book
  • Access home, business, and insurance phone numbers for the patient, as well as for their family head, physician, and referral. The Phone Book icon is available in many areas of the program.
• Calculator
  • Access the Windows calculator. The calculator can be minimized on your taskbar.
• Global Insurance Plan
  • View and modify the global insurance plan. MOGO estimates 100% on preventive, 80% on restorative, and 50% on major work. If you modify the global insurance plan, it will also modify all existing insurance plans excluding customized codes. Note: The “Copy Code” and “Copy Insurance Plan” buttons are only shown on the individual Insurance Plan screen.
• Primary Insurance Plan
  • Access the selected patient’s primary insurance plan.
• Secondary Insurance Plan
  • Access the selected patient’s secondary insurance plan.
• Bulk Insurance Payments
  • Enter a bulk insurance payment.
• Capitation Plan Payments
  • Enter monthly Capitation payments that are received from insurance companies. These payments can be posted to the History screen.
• Employer List
  • The database of all employers. You will link insurance companies and group plans through the Employer Information screen.
• Insurance Company List
  • The database of all insurance companies. You will link insurance companies to patients through their employer. Insurance labels can be printed directly from the Insurance Company List.
• Insurance Plan List
  • The database of insurance Group Plans, along with the insurance company name for each group plan.
• Family Head List
  • The list of all Family Heads. The icons on the Family Head list will allow you to open the Family Table, Family Aging, and Notes along with many other features. This will be very helpful when family members have different last names since you can see all family members with their ID numbers from the Family Table! You can also use [Ctrl-H] from the keyboard to open the Family Head List.
• Referral List
  • The list of all your Referral sources.
• Physician and Refer In/Out List
  • The database of both Physicians and Refer In/Out names. If you access this database from the Patient Lookup List, there are Image and Quick Letter icons at the top of the list! Note: In order to Print a Letter to the Refer In/Out (or Physician), the letter must be set up using patient merge fields.
• Provider List
  • The database of your office’s doctors and hygienists. You cannot delete a provider from the list if they are also your Practice Provider in Office Setup. MOGO will let you know that you need to select a different Practice Provider before deleting them.
• Employee List
  • The database of employees. Providers will also be on this list. The list of employees is also used with MOGO’s Office Communication System. If you do not want an employee to be shown in the Office Communication System, you can mark the box “Do not display as employee in OCS”. Note: For your protection, employees cannot be deleted directly from the list. If you click on the Delete icon, MOGO will tell you that employees can only be deleted or terminated by going to their Employee Information editing screen.
• Pharmacy List
  •  A database list of pharmacies. There is a Pharmacy field on the Patient Information screen.

Tip: You can build your databases of information before starting to enter patients in the system. You will then be able to select from this existing database as patients are entered! The entire database list can be printed by clicking on the Print icon at the top of the database list.