Set Up Edge / OrthoBanc Integration

Set up your Edge / OrthoBanc integration for each office and orthodontist with an OrthoBanc account. In addition, you can assign default payment accounts to automatically associate with patients that you link to OrthoBanc.

How to Get Here

Home ribbon bar > Editors > System Integrations.

Click Editors from the Tools section of the Home ribbon bar.

Select System Integrations from the Integrations section.

Setup

Create OrthoBanc integration accounts - Click New to create an OrthoBanc integration account, then enter the details, described below. If you have multiple OrthoBanc accounts for individual offices or orthodontists, you will need to create an integration account for each.
OrthoBanc credentials - Enter the OrthoBanc credentials for each integration account.
- User name / password - Enter the OrthoBanc user name and password for this account.
- Provider ID - Enter the provider ID associated with this OrthoBanc account.
- Office / Orthodontist - If you have multiple OrthoBanc accounts for individual offices or orthodontists, select the appropriate location and office for this account.
- Inactive - Enable / disable the Inactive option to indicate whether or not this is an active OrthoBanc account.
Enter default payment accounts - (Optional.) Select the default credit card and / or EFT payment account to use with this OrthoBanc account. Then, when you link a patient contract for OrthoBanc, the default payment account will be entered automatically.
Test integration - Click Test to connect to OrthoBanc and verify that you have entered your credentials correctly.
Save Changes Click Save in your Quick Access toolbar or File ribbon bar (or press Ctrl+S on your keyboard) to save any changes you have made.