Use the Invisalign integration to connect your Edge patient records with their corresponding record on Invisalign's web site. Once connected, you can view the patient's Invisalign details, request videos, and open a patient's Invisalign record directly from Edge.
Obtain License Agreement - Sign and return the Align Technology ClinCheck Software License Agreement Amendment to Ortho2.
Activate the Integration
- Home ribbon bar > Editors > System Integrations > Invisalign. (You can also search for the editor you want to work with.) Enter your Invisalign username and password (provided by Align Technology). Be sure to click 
Save in the Quick Access toolbar, or press Ctrl+S on your keyboard to save your changes.
Open Invisalign Patient List - Home ribbon bar > Tasks section > 
Integrations > 
Invisalign. Open the Invisalign integration from your Home ribbon bar to view the list of patients with Invisalign treatment records, along with their current Invisalign status. You can sort the list, update Invisalign patient data, open Invisalign and/or Edge patient folders, and link / unlink patients from this window.
Sort List - Click a column header to sort the list by that data type.
Update Data - Click Update to connect to the Invisalign web site and update your patient data.
Show Unlinked Patients Only - Enable this option to quickly obtain a list of the Invisalign patients that have not yet been linked to an Edge patient folder.
Link Invisalign to Edge Patient Folder - Click 
Link beside the Invisalign patient you would like to work with (or,right-click the Invisalign patient name), then use Fast Find to select the Edge patient folder to link. (Note that when the patient name and birthdate of an Edge patient folder exactly matches the patient name and birthdate of an Invisalign patient record, the two are linked automatically. However, if the name or birthdate have even the slightest difference, you must manually link them. )
Unlink Patient - Right-click the Invisalign patient name and select 
Unlink Patient to unlink and Edge patient folder and Invisalign patient record that were linked in error.
Go to Invisalign Record - Click the link number at the left of the window to go to the Invisalign web site, with that patient's Invisalign record open for your review.
Go to Edge Patient Folder - Click the patient name to open your Edge patient folder.
Search Invisalign List - Type in the Search text box to narrow the list of patients.
Request Videos - Enable the 
Request Videos option for one or more patients in the list, then click Request Videos. Once requested, a check mark will appear in the Pending Videos column until the video is complete. The next time you open the Invisalign integration or Update the list after the videos are complete, you will receive a notification that new videos have been completed, the Pending Videos checkbox will be removed, and the Videos Created column will contain a date. Note that your Invisalign system must have ClinCheck, and the patient Invisalign status must start with the text "treatment expiration date" or "progress tracking" for videos to be available.
View Details in Patient Folder - Open an Edge patient folder to view the most recent Invisalign update information for the patient in the Patient Information Panel. You can click the Link ID to launch the Invisalign web site with the patient's record open for your review.
Integration support - Ortho2 can help you with questions you have about system requirements, integration setup, and using your integrations within our system. However, you will need to contact the third-party supplier for specific details about using the integrated module.
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