Patient Transaction Screen – Entering Payments Using the Service Code List

Follow these steps to enter payments on the Transaction screen using the Service Code list:

• Click on the  Service Code icon at the top of the Transaction screen and the Service Code list will appear. You can also press [F9] or double click on the code column.
• Select a Category for the type of payment you want to enter such as Patient Pay, Pri. Ins. Pay, or Sec. Ins. Pay.
• Select the payment code to add to a patient Transaction screen by clicking with the left mouse button. The code you have selected will appear in the white box on the right side of the screen. If you made an error, click in the white box to deselect the code. Click OK to add this code to the Transaction screen.
• Selection windows will open depending on how your cursor movement is set up in Service Codes. For example, a fee window will open so that you can enter a dollar amount for the payment.

Note: The current date will be entered automatically by MOGO when payments are entered!

• The Payment Distribution window will open when a personal or insurance payment is entered so that you can link the payment to treatment.