Patient Transaction Screen – How to Distribute Undistributed Payments

Payment lines on the Transaction screen will appear in green if the payment has not been distributed. If you did not distribute the entire amount of a previous payment, the line will appear partially in green.

If you close a Transaction screen containing undistributed payments, MOGO will ask you if you would like to distribute these payments. If you click on “Yes”, the distribution window will open.

Tip: You should generate an Undistributed Payment Summary Report on a regular basis in order to determine which payments have not been completely distributed.

Here is an example of the Transaction screen when a payment has not been completely distributed. Notice that the payment line is in green.

Note: Distribution Codes have been selected from view on the menu bar in order to see how the payment was distributed.

You will notice that the Payment Distribution line only shows $284.00 and that the Check Payment was in the amount of $637.50. Since the entire check was not distributed, the check payment line is in green.

• Click on the payment line.
• Click on Edit from the menu bar.
• Click on Distribute [Ctrl-S] and the check distribution window will appear. This window will have the title of Individual Payment Distribution or Family Payment Distribution, depending whether you clicked in the box to “Show All Family Members”.

Shortcut: Double click on the green payment line and the Payment Distribution window will automatically appear!

The bottom corner of the Payment Distribution window will show the original amount of the payment, minus the amount that has been distributed, and the remaining amount that is available to be distributed. For example:

You can now distribute the amount remaining.

The Transaction screen will show the description of Payment Distribution with the total amount that was distributed if you are viewing distribution codes. This is under View-Distribution Codes from the menu bar.

Note: The options selected under the Distribution tab in Office Setup will affect how distributions are linked. For example, payments can be linked either on the payment date or the date of distribution.