Use the History Category editor to set up the categories for sorting and filtering the documents recorded in the correspondence histories and notepads of your patients, responsible parties, professionals, employees, and your practice.
Home ribbon bar > 
Editors > General > History Categories. (You can also search for the editor you want to work with.)
Click Editors from the Tools section of the Home ribbon bar.
Select General in the list at the left and choose the History Categories option.
Select list to work with - Select the type of category list to work with.
Correspondence history - You will use the descriptions in this list to categorize items that are recorded in your patient, responsible party, professional, and employee correspondence histories, such as forms, mail merge documents, and scanned items. You can optionally choose to exclude documents assigned to these categories from Edge Portal.
Notepad - You will use the descriptions in this list to categorize notepad entries for your patents, responsible parties, professionals, and employees.
Practice - You will use the descriptions in this list to categorize items that you add to your practice correspondence widget.
Display Active / Inactive Records - You can choose whether to include inactive records in your list. 
icon at the top of the window
Create new description - Be sure the appropriate list is selected at the top of the window (described above). Then, click Add and type the new description
Edit category- Select the category to work with. Then make your changes in the text box.
Toggle inactive flag- Records you flag as 
Inactive are not available for general use. However, they remain in effect for reporting and other data collection needs.
Exclude from Edge Portal (Correspondence History categories only.) - Enable this option to prevent documents assigned to this category from appearing in your Edge Portal. (Edge Portal is an optional mobile option, available from Ortho2. If you would like to add this option to your Edge system, please contact us.)
Assign categories to forms - Use the right side of the History Category editor to assign a default category description (from the Correspondence History list you just created) to several types of forms. When you run one of these forms, it is automatically saved with the selected category.
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.
Merge document category - Use the Mail Merge Document editor to select the Correspondence History category description to assign to each document. See "Set Up Mail Merge Documents" for details.
│
Ortho2.com │1107 Buckeye Avenue │ Ames, Iowa 50010 │ Sales: (800) 678-4644 │ Support: (800) 346-4504 │ Contact Us
Remote Support │Email Support │New Customer Care │ Online Help Ver. 8/3/2015
