Make Workflows Work for You (And How the Cutting Edge Webinar Series Can Help)



gear_com3.pngOne of the most underused features in Edge is workflows. A workflow is a sequence of events or actions required by your office protocol. Depending on the type of workflow, you may be prompted to complete an action before you can continue with another task.

One example of how workflows can simplify your practice is to merge an extraction request letter when a tooth is marked for extraction on the tooth chart. To set this up, go to your Editors and select Workflows at the bottom of the list. Select the Create a New Workflow Wizard icon, and from the Activity drop down menu, choose Merge Letter. Select the Merge Document you want to merge; for this example we will choose Dentist Extraction Request. Finish the wizard with the options to view the letter, include an envelope, and put it in the print later queue. Click Ok when finished.

Return to the Editors and select Triggers. Click the box next to Extraction Request and select the Merge Letter – Extraction Request workflow. Save your work. Now, when you are in a patient’s tooth chart and mark a tooth for extraction, the letter you selected will automatically merge.

You can learn more about workflows and other examples during Natalie Beaton’s Cutting Edge Webinar on May 16. She will be covering workflows in Edge and auto-events in ViewPoint. Register for the event and see the full schedule of Cutting Edge Webinars here.

The Cutting Edge Webinars are free and offer a wide variety of topics that residents, recent grads, and even long-time orthodontists will find interesting. If you have a desire to learn more from an elite group of experienced orthodontic professionals, you’ll want to take advantage of this free cutting edge series that has everything you need to know to run a successful orthodontic practice. 

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