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Dashboard. If you close your dashboard, you can re-open it at any time from the Home ribbon bar.Your Dashboard personalizes Edge for you by keeping the information and tools you use the most at your fingertips. Use Dashboard widgets to display the productivity issues and applications most relevant to your tasks and professional goals.
Optimize Home Page for Standard / Tablet / Touch Screen Device - Use the Information Panels settings of your Visual User Options to optimize your Dashboard and patient folder Home page for standard monitors, tablets, and touch screen devices. See "Set Up Visual User Options" for details.
Edge Log In - Your Dashboard opens automatically each time you log onto Edge, with the widget selections the same as they were when you last closed your Dashboard.
Home Ribbon Bar - Dashboard. If you close your dashboard, you can re-open it at any time from the Home ribbon bar.
Open a Widget - Widget Library ribbon bar > Select widget icon > Choose Dashboard. (If another Edge user has the settings you want to use, that user can use the Assign Options tool to copy those settings to you.)
Expanded / Normal View - (Not applicable when Single Expanded Mode is enabled in your Visual User Options.) You can display the active panels in either normal or expanded view. When in normal view, all panels are given the same amount of screen space. When in expanded view, a single panel is given the maximum amount of space, and all other panels are collapsed. To work in expanded view, click the box at the upper-right corner of the panel you want to work with, or double-click the panel header. To return to normal view, double-click the expanded panel header again. Note that certain information and features are available in expanded view only. With Single Expanded mode enabled, one widget panel is always expanded on your Dashboard, and the remaining active widgets are listed as buttons at the side of the screen. You then click or tap to choose the widget panel to expand.
Rearrange Widget Panels - (Not applicable when Single Expanded Mode is enabled in your Visual User Options.) While in normal viewing mode, you can click a widget heading and drag it to a new location on your Dashboard. Other widgets re-align automatically.
Widget Tools - Use the icons on the widget tool panel to float, refresh, and close the widget, and to define the widget settings.
Print - You can print the contents of the expanded Stacks, Subgroup and Tasks widgets. Click 
Print from your File ribbon bar or Quick Access toolbar (or press Ctrl+P on your keyboard) to print a copy of the current screen contents. (See "Printing from Edge" for details.)
Reset Defaults - Click 
Reset Layout from the Widgets ribbon bar, then select which type of layout to return to the original defaults.
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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
Browser - Use the Browser widget to open the Ortho2 web site, or any other Internet site, directly from within your Edge system. (Active Internet connection required.) 
Calculator - Use the Calculator widget to keep an easy-to-use calculator active on your Edge screen.
Chart - Use the Chart widget to get an overall picture of patient activity, such as the percentage of patients that are past due or the percentage of missed appointments, in a variety of formats. You can also use the Chart widget to compare data among your orthodontists and/or offices. 
Clock / Stopwatch - Use the Clock / Stopwatch widget to keep an easy-to-read clock or interactive stopwatch on your Edge screen. The clock widget uses the time from your computer workstation. 
Correspondence - Use the Correspondence History widget to keep your list of practice-specific correspondence and documents at your fingertips. 
Light Bar - Use your Light Bar widget to monitor the doctor's involvement with patient appointments once they have been processed as "seated" in your Patient Tracker. The light bar notifies you about who the doctor is currently attending, directs the doctor to the next patient that should be seen, and alerts you to patients that have been waiting an extended period of time. 
Messaging - Use the Messaging widget to review messages you have received from other staff members. 
Patient Tracker - Use the 
Practice Monitor - Use your Practice Monitor to keep real-time statistics, and your progress toward practice goals available at all times.
Quick Reports - You can use the Quick Reports widget to organize and run your most frequently-used reports and patient forms without opening the Reporting window. 
Referrals - Use your Referrals widget to see up-to-date trends among your referral sources. You can view referrals for any range of dates or time periods, include only certain types of referrals, narrow the list by orthodontist or office, and sort the results by a number of data types. 
Reminders - Use the Edge Reminders widget to review the status of Edge Reminders messages you have sent to your patients. 
Reward Prizes - Use the Reward Prizes widget to manage the list of pending prizes patients have requested, but have not yet been processed. 
RSS Reader - Use the RSS Reader widget to have up-to-the-minute industry news and other data delivered directly to your Edge system. 
Sessions - Use the Sessions widget to review the operators logged into your Edge system. The widget includes the operator name, machine name and IP address, the version of Edge that is running, and the date and time the user logged in.
Stacks - Use Stacks to assign tasks, and manage the patient-related actions assigned to you.
Subgroup - Use the Subgroup widget to keep a specific list of patients easily available to you. You can customize the fields to display in the widget, and choose to open the patient folder to a specific page. 
Tasks - 
Upload Queue - Use the Upload Queue widget to monitor the progress being made toward permanently saving changes to your Edge database. 
UserVoice - Use the UserVoice feedback forum to connect with Ortho2, offer enhancement suggestions, vote on your favorite ideas, report bugs, and monitor the progress of upcoming products and features. 
Weather - Use the Weather widget to stay informed about the weather events occurring at home, or at any location worldwide. 
Close to remove the widget from your Dashboard.
Float to place the widget in an independent, re-sizable window that you can drag anywhere on your screen, even onto a second monitor. You can drag a floating widget to an arrow on your screen to pin it in place. Note that dragging a floating widget to the center arrows returns it to your Dashboard.
Refresh (or press F5 on your keyboard) to update the widget to the most recent data.
Settings to open the settings for that widget. Refer to the available widget list above for details about each widget's settings.
