Tracking Patients Using the Light Bar
Edge Cloud’s Light Bar widget is an easy way to see who the doctor is currently attending, directs the doctor to the next patient that should be seen, and alerts you to patients that have been waiting an extended period of time.
Orthodontic Practice Management, Edge Cloud, Edge Cloud Features, Light Bar
3 Minute Read
Is Edge Cloud a True Cloud?
Here at Ortho2, we’ve heard some rumblings again that Edge Cloud isn’t a true cloud product because it is opened through an app and not a browser. While this is something that we’ve heard often, it just isn’t true. And it’s ok if you didn’t know that! We’re here to educate and help you understand what a true cloud means. .
Orthodontic Practice Management Software, Orthodontics, Cloud, Cloud Software, Edge Cloud, Cloud Practice Management
3 Minute Read
Setting Up Edge Reminders Messages and Scheduled Reminders
One of the best features of Edge Reminders is being able to set up and automate your messages. While these are typically set up during your training, we wanted to remind you of the steps so you can change your reminders at any time. After you set up your Edge Reminders messages, you’ll then be able to schedule them to go out in the future.
Orthodontic Practice Management, Orthodontics, Edge Reminders, Reminders, Scheduled Reminders, Reminder Message Sets
4 Minute Read
What the Implementation Team Wants You to Know
The Ortho2 Implementation Team works and cares for our new customers when they join the Ortho2 family. As a new customer, you will work with this team throughout your onboarding process. Combined, the members of the Implementation Team have nearly 75 years of experience and expertise in assisting offices make the move to Ortho2 software. The team recently put together a list of things you can do to make your transition to Ortho2 as smooth as possible.
Orthodontic Practice Management, Orthodontics, Training, Cloud, Edge Cloud, Implementation Team
3 Minute Read
Year End Reports 2024
As 2024 begins to wrap up, it’s time to start putting a bow on the year. Reviewing year-end reports in Edge Cloud helps maintain your practice’s wellbeing. Here is a list of recommended and optional reports to run.
3 Minute Read
Top 4 Workflow Uses
Workflows are a way to automate your system in Edge Cloud. You can change a patient’s status, merge letters, add patients to stacks, and even open the patient’s treatment chart when you seat a patient. Most workflows are procedure-based, meaning something is happening to the patient’s appointment. You can also create workflows based on status changes and other triggers – the possibilities are almost endless.
Edge Cloud, Workflows, Stacks, Merge Letters, Treatment Chart, Practice Management Software, Cloud Practice Management, Orthodontics
6 Minute Read
Edge Cloud Smart Scheduler
The Smart Scheduler is one of the more powerful tools in Edge Cloud. Use the Smart Scheduler to search for, identify, and schedule patient appointments. Just select your appointment type, the desired date or number of weeks out, and other details to narrow or widen the search for available appointment time slots. You can even use the Smart Scheduler to schedule near other family member appointments.
Smart Scheduler, Edge Cloud, Patient Scheduling, Scheduling, Appointment Classes, Appointment Procedures, Patient Appointments
7 Minute Read
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