ORTHO2 BLOG

Ortho2
Top 4 Workflow Uses
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

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Edge Cloud Smart Scheduler
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

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Using the Mail Merge Queue
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

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Register Now for the 2025 Users Group Meeting!
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

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Edge Cloud Providers for Credit Card Processing
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

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Edge Cloud's Image Cache
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

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Edge Cloud Messaging Center
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

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Top 5 Month End Reports
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

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Edge Mobile Is Back!
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

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