Edge Pop

Posted by Michelle Haupt on Jul 10, 2017 11:51:35 AM


Are you looking for an easy way to access patient information as patients call in? Then look no further than Edge Pop from Ortho2, a new, free feature available soon for Edge and in a future version of ViewPoint. Edge Pop shows which patients and responsible parties are calling into your office with a pop-up notification. With just a few simple clicks, you can quickly access a patient or responsible party’s folder.

In order for Edge Pop to work, your phone system needs a VoIP network that supports SIP capability. In addition, the account you wish to use needs to be in the ring group for the phone number used for Edge Pop. Once logged in to Edge, click the Services drop down menu from the Tasks tab of the Home Ribbon Bar and select Pop.

When a patient or responsible party calls in, and the number they are calling from is associated with their record, a notification will pop-up to alert you who is calling.

Right click the notification to open either the patient or responsible party’s folder, or go directly to the financial or insurance tab of the folder.

Settings Empty.jpgIf a call comes in and the number is not associated with a particular patient or responsible party, right click the notification to either create a new patient or responsible party or associate the number with an existing patient or responsible party.

You can even see a call history for your current session. Keeping on top of who is contacting your office and cutting down on front desk look up time couldn’t be easier than using Edge Pop.

Note: As of August 11, 2017, Edge Pop has been released.

Topics: orthodontics, viewpoint, Edge, modules, Edge Pop

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