Financials - Your patients' financial obligations can be allocated among multiple responsible parties and insurance claims. Edge Cloud tracks all contract and non-contract fees and payments, and contrasts the expected amount of treatment completed with the financial obligation completed. See "About Patient Finances & Insurance" for details.

Insurance - One of the keys to a healthy practice is maintaining accurate, well-organized insurance records. Edge Cloud provides both paper-based and electronic tools to help you track, bill, and maintain your insurance records. See "About Patient Insurance" for details.

Edge Imaging - Edge Imaging is a powerful tool to help you manage patient photos, x-rays, and other graphical objects. You can upload any number of images for your patients, categorized by image type. Example image types include Facial Smiling, Facial Resting, Intraoral, and Lateral Ceph. Sets of images taken at a specific point in treatment are saved together as timepoints. Then, when you review images from different timepoints, you have a clearer picture of treatment progress. Sharing patient images with patients, parents, dentists and other professionals is easy, too. You can print a single image or an entire layout, copy images to other applications, include images in mail merge documents and insert images as email attachments. See "About Edge Imaging" for details

SmartCeph - Use SmartCeph's cephalometric tracing tools, analysis options, and Bolton Standards overlays to trace your patients' lateral cephalometric images, analyze the results, and plan and present your case. See "Introduction to SmartCeph" for details.

Mail Merge - You can send mail merge documents to patients, responsible parties, and professionals in your Edge Cloud system. You can choose to view, print, capture, or email the document immediately, or send the output to a queue to be reviewed and processed at a more convenient time. See "About Mail Merge Documents" for details.

Edge Signature - Edge Signature provides a way for your mail merge documents to be digitally signed (or initialed) by one or more parties, including the patient, responsible party, orthodontist, professional, operator, and assistant. See "Edge Signature" for details

Messaging - Use the Edge Cloud messaging feature to send instant messages to one or more Edge Cloud operators and professionals. Operators will see the message in their message center widget; professionals will receive an email that invites them to log into Edge Cloud to retrieve the message. In addition, you can set up a workflow to prompt you to send a message whenever a specific event occurs. See "About Messaging" for details.

Automated Reminders (Edge Reminder) - Edge Reminder is an easy-to-use, efficient system for automating your patient reminders. Reminders can be sent via multiple message options including phone, text message, and/or email for any range of upcoming appointment dates. Messages can also be sent for recall reminders, birthday greetings, and more. Patient responses are automatically synched with the Scheduler and there’s no minimum monthly charge. Edge Reminder is required for Edge Broadcast, our customized newsletter application.See "About Edge Reminder" for details.

Newsletters (Edge Broadcast) - Use Edge Broadcast to create and send electronic newsletters to your patients, parents, and attending professionals. Edge Broadcast provides you with easy-to-use templates, as well as tools that optionally link to your social media posts to make creating fresh newsletter content as efficient as possible. Edge Broadcast requires that your Edge Cloud system be configured for Edge Reminder. See "About Edge Broadcast" for details

Patient Folders - The patient folder holds all the biographical, treatment and financial information regarding the patient's relationship with your office. See "About the Patient Folder" for details.

Patient Treatment - With the Edge Cloud treatment findings, planning, sequencing, and charting tools you can manage and track all the details regarding your patients' treatment. See "About Patient Treatment" for details.

Patient Rewards - Use the Patient Rewards feature of your Edge Cloud system to calculate points and track rewards you offer as incentive to motivate patient attendance, treatment cooperation, oral hygiene, and more.Patients can trade the points they earn by completing common treatment activities for prizes from your office. This use of positive reinforcement helps motivate patients to be prompt to their appointments, scheduling their next appointment while in the office, filling out online forms, and even keeping their six-month dental checkup. It’s easy to start using this system with every patient, including recall patients. Patients use customized cards to keep track of their points each time they sign in. But don’t worry about lost cards – points are tracked in Edge Cloud. See "Patient Rewards" for details.

Security & Practice Settings - The security and task management features in Edge Cloud help keep your data safe, remind you of tasks that need to be completed, and show you your practice productivity. Additional tools, such as dashboard and application widgets and time-saving workflows help keep your practice running smoothly. See "About Practice Tools, Widgets & Workflows" for details.

Widgets - A widget is a tool or application that you can add to and remove from your screen. With Edge Cloud widgets, you can personalize your working experience by choosing to display the tools and information you need the most, and removing from view the tools you don't use often. Widgets can be opened from the Widget Library ribbon bar, and closed by clicking the [X] in the upper-right corner of the widget panel.See "About Widgets" for details.

Workflows - You can use workflows to automate data changes and initiate Edge Cloud actions whenever something happens in your Edge Cloud system. For example, when an appointment is processed as kept, you can trigger a workflow that creates a treatment chart record. Depending on the type of workflow, you may be prompted to complete an action before you can continue with another task. See "About Workflows" for details.

Reports, Labels & and Patient Forms - Use the powerful reporting features of Edge Cloud to keep track of patient data and practice productivity, and provide your patients and parents with timely, accurate, easy-to-understand statements, appointment cards, and payment receipts. See "About Reports, Forms, Online Forms & Labels" for details.

Online Forms - Online Forms provide a way for patients to fill out forms electronically, and a way for you to use that data in patient folders, merge letters and subgroups. Your online forms can be of any type (health history, office questionnaire, outpatient interview, etc.). Your system initially includes a new patient health history form. You can request additional customized forms for a fee. In addition, you can include your own logo at the top of all online forms.See "About Online Forms" for details.

Scheduling - Your Edge Cloud Scheduler capabilities are full-featured, flexible, and fully integrated with all areas of your Edge Cloud system. See "About Scheduling" for details.

Patient Sign-In and Patient Tracker - Your Patient Tracker module works in conjunction with Patient Sign-In to show you the patients that should be arriving at your office soon, as well as those that are waiting in your reception area, those that are seated, and those currently in checkout. You can view the Patient Tracker in both full-window and widget modes. The Light Bar widget further details the activity within your Patient Tracker, helping you manage the doctor's involvement with each patient appointment. See "Patient Tracker" for details.

Edge Cloud Apps - Ortho2 offers advanced tools to elevate your practice to a completely integrated, superbly-efficient office. These additional optional modules are designed to help your practice run like a well-oiled machine, and save you time and money. See "About Edge Cloud Modules, Apps & Integrations" for details.

Edge Animations - Edge Animations is a collection of powerful videos used to enhance case presentation, patient education, and treatment compliance. With Edge Animations, you have the ability to create and customize your own videos, as well as allow patients and referrers to access your videos. See "About Edge Animations" for details.

Edge Imaging - Edge Imaging is a powerful tool to help you manage patient photos, x-rays, and other graphical objects. You can upload any number of images for your patients, categorized by image type. Example image types include Facial Smiling, Facial Resting, Intraoral, and Lateral Ceph. Sets of images taken at a specific point in treatment are saved together as timepoints. Then, when you review images from different timepoints, you have a clearer picture of treatment progress. Sharing patient images with patients, parents, dentists and other professionals is easy, too. You can print a single image or an entire layout, copy images to other applications, include images in mail merge documents and insert images as email attachments. See "About Edge Imaging" for details.

Edge Pop - Use Edge Pop to see the patients and responsible parties that are calling into your office. When a pop up notification appears on your screen, it takes just a few simple clicks to open a patient or responsible party folder, or to create a new patient or responsible party record. See "About Edge Pop" for details.

Edge Portal - The Edge Portal mobile viewer, available in both Personal and Premium versions, gives your office real-time access to vital practice information and images from any tablet or smartphone. Edge Portal Personal lets you quickly and easily access treatment chart data, reports, and your schedule from any location. Edge Portal Premium extends online functionality to patients, responsible parties, and consulting professionals so they can view appropriate information and images. You can use the information from the viewer to consult with dentists, and empower your patients to check appointment times; Edge Portal Premium even provides a way for you to accept online credit card payments that are automatically posted if you wish. If you have Edge Portal, you can send recovery passwords and initiate portal registration from within Edge Cloud. Edge Portal Personal is included with all Edge Cloud systems: Edge Portal Premium is available for a fee. Please contact Ortho2 for further information.See "Edge Portal" for details.

Edge Specialist - Edge Specialist is the powerful Ortho2 module that combines Edge Cloud orthodontic practice management with all of your pediatric dentistry needs, including an expanded tooth chart and treatment chart, dental procedure scheduling, billing codes and fees, and dental insurance processing. See "About Edge Specialist" for details.

HR Manager - The HR Manager provides comprehensive employee management features. This optional module, available for a fee, tracks work and vacation hours, hire date, compensation and benefit details, and other key personnel information. In addition, the included HR Manager calendar provides you with a way to track non-patient appointments that you schedule for your practice. See "About HR Manager" for details.

Practice Connect - The Practice Connect app is an optional Edge Cloud product, branded with your practice name, logo, and customizable content for your patients and parents. Available for both iOS and Android devices, patients and parents can download your personalized Practice Connect app, and instantly access their appointments, images, animations, and rewards. The app also provides for personalized appointment notifications, automatic GPS patient check-in, and makes patient referrals simple and rewarding. In addition, you can track real-time usage of the app with your Edge Cloud practice monitor and chart widgets. See "About Practice Connect" for details.