Using the Mail Merge Queue
When sending an email or letter to a patient, it might be part of your process to have a fellow team member review the document before it is sent.Use the mail merge queue in Edge Cloud to store mail merge documents waiting to be sent.
Edge Cloud, Merge Letters, Visual Help, Mail Merge, Mail Merge Queue
3 Minute Read
Register Now for the 2025 Users Group Meeting!
After months of meticulous planning, the 2025 Users Group Meeting registration is OPEN! We have crafted an experience that maximizes value for you, our attendees. We can’t wait for you to join us February 27-March 1, 2025 in Austin, Texas for three days of discovering trends, collaborating with your team and other Ortho2 users, and (best of all) fun!
Users Group Meeting, Austin, Texas, Edge Cloud, UGM, 2025
2 Minute Read
Edge Cloud Providers for Credit Card Processing
Edge Cloud, your comprehensive management, imaging, and communication solution, includes features that allow you to run point of sale, regularly recurring, and online credit card transactions. The actual claims and transactions are processed by third-party providers who specialize in providing these services.
Edge Cloud, Credit Card Providers, Global Payments, Worldpay, OrthoBanc, Vanco
3 Minute Read
Edge Cloud's Image Cache
Setting up a local image cache with Edge Cloud means images are available much more quickly. The local image cache is a shared folder on your network that all of your other computers can see and access and houses your images. Your images are still stored in the cloud, but the cache also keeps a local copy of your images on your network.
Every image imported or manipulated in Edge Cloud is sent to our data center while also simultaneously stored in the image cache. This allows instant access to these larger files, without having to download them from the cloud, leaving more Internet speed for data.
Edge Cloud, Local Image Cache, Edge Cloud Images, Data Center
6 Minute Read
Edge Cloud Messaging Center
Use Edge Cloud’s message center to send, receive, and respond to messages from other Edge Cloud operators, as well as professionals who use your Edge Portal Premium app.
Open the message center by selecting Message Center from the Messaging section of the Home ribbon bar. Or add the Messaging widget to your Dashboard; from the Application section of the Widget Library ribbon bar, choose the Messaging widget, and select to open it as either a Dashboard or Application widget.
Edge Cloud, Messaging Center, Quick Messages, Messaging, Inter-office Messages
2 Minute Read
Top 5 Month End Reports
Each month, as new Edge Cloud customers come to closing the end of the month, the Implementation Team is often asked, “Which reports should my office run?”It’s a great question, and there are several options that you might consider running to view information about how your practice is doing. Here’s the list that our Implementation Specialists recommend:
Orthodontic Practice Management, Orthodontics, Productions, Edge Cloud, Strategic Planning, Reports, Month-End Reporting
3 Minute Read
Edge Mobile Is Back!
Guess who’s back. Back again. Edge Mobile’s back! Tell a friend!
That’s right! Edge Mobile is back in both the Play Store and iOS App Store. Search either Ortho2 Edge or Ortho2 Edge Mobile to find the app.
Edge Mobile, Edge Cloud, Mobile Application
2 Minute Read
Rewards for Referrals
A topic we hear about often in orthodontics is referrals. How to get referrals from various sources, how to keep referrals coming in, and how much revenue referrals generate. You can’t go too far in talking about a practice without hearing about referrals.
Orthodontic Practice Management, Orthodontics, Cloud, Edge Cloud, Referrals, Referral Rewards
1 Minute Read
Work Smarter With Edge Cloud
Edge Cloud is your one-stop shop for all of your practice management needs. In fact, there are so many components to Edge Cloud that a lot of times we hear that customers feel like they aren’t taking full advantage of the whole program. Read on for a few ways Edge Cloud is used in a variety of offices that make everyone’s jobs easier.
Orthodontic Practice Management, Edge Cloud, Tips, Work Smarter, Edge Cloud How To
5 Minute Read