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
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