Online Help Table of Contents

This online help system includes comprehensive articles about your Edge system and optional modules. You can click the menu slider to the right of your window to open the full list of articles, or refer to the list below.

• Edge Help
  • *Special Settings & Tools*
    • Assign Options
    • Customize Edge Ribbon Bars
    • Dictionary
    • Edge System Requirements
    • Edge Update Settings
    • Full Screen Option
    • General Edge Options
    • Get More Help
    • Keyboard Shortcuts
    • Print an Edge Window
    • Reposition & Close Edge Windows
    • Review Latest Updates
    • Show / Hide Ribbon Bar
    • Subgroup Editor
    • Touch Screen Tools
    • Visual User Options
  • Financials
    • Set Up Financials
      • Contract Class Editor
      • Contract Fee Adjustments Editor
      • Contract Templates Editor
      • Late Fee Editor
      • Financial User Options
      • Miscellaneous Charge Types Editor
      • Payment Accounts Editor
      • System Financial Settings Editor
      • Transaction Adjustments Editor
    • Patient Contracts
      • Apply Proposed Contracts
      • Create New Contracts
      • Create New Proposals
      • Delete Contracts
      • Edit Contract Details (Late Fees, Classes & Dates)
      • Edit Contract Members
      • Edit Contract Structure (Fee & Allocation Changes)
      • Merge Partial Contracts
      • View Contract Schedule Details
    • Transactions
      • Add & Edit Payments on File
      • Add & Edit Auto-Receipt Plans
      • Adjust Charges
      • Adjust Payments
      • Finalize Transactions
      • Post Auto Receipts
      • Post Bulk Payments
      • Post Charges
      • Post Late Fees
      • Post Payments
      • Post Refunds
  • Insurance
    • Set Up Insurance
      • Insurance Editor
      • Insurance Code Editor
      • Insurance Company Editor
    • Use Insurance
      • Insurance Forms - Electronic
      • Insurance Forms - Paper
      • Patient Folder Insurance Page
      • Responsible Party Insurance Plans
      • Resubmit Electronic Claims
      • Review Electronic Claims Online
      • Upload Electronic Insurance Claims
      • View Submitted Electronic Insurance Claims
  • Mail Merge
    • Set Up Mail Merge
      • Create or Edit Mail Merge Documents / Document Editor
      • Create and Assign Envelopes
      • Merge Tools - "Ask for Information" Fields
      • Merge Tools - Conditional Statements
      • Merge Tools - "Fill In" Fields
      • Merge Tools - Findings Variables
      • Merge Tools - Patient Images
      • Merge Tools - Signatures
      • Merge Tools - Variables
      • Printer Types Editor
    • Use Mail Merge
      • Capture Merge Documents to PDF
      • Email Merge Documents
      • Print Merge Documents
      • View Merge Documents
      • Merge Queue
  • Messaging
    • Messaging Groups
    • Messaging User Options
    • Read & Respond to Messages
    • Send Messages
  • Online Forms
    • Set Up Online Forms
      • Install Online Forms Viewer
      • Online Forms Alerts Editor
      • Online Forms Editor
      • Set Up Health History URL Links
    • Use Online Forms
      • Download & Link Online Forms
      • Fill Out an Online Form
      • Online Forms Letter Queue
      • View & Update Online Form Results
  • Operator / Employee Tasks
    • Acquire Staff Fingerprints
    • Change Your Password
    • Clock In & Out of Timeclock
    • Force Password Change
    • Install Fingerprint Sensors
    • Log In / Log Out of Edge
    • Logon History
    • Operator / Employee Editor
    • Request Time Off
    • Task Reminders
    • Time Clock Records
    • Time Clock Category Editor
  • Patient Folders
    • Patient Applications
      • Archive Inactive Patient Images
      • Appliance Manager
      • Appliance Tracker
      • Appointment History
      • Arrival Log
      • Barcodes
      • Compliance Animations
      • Edge Portal Actions
      • New Patient Folders
      • New Professional Records
      • New Responsible Party Record
      • Notepad Subgroups
      • Open Patient Folders
      • Presenter
      • Quick Message E-Mail
      • Reminder Cycles
      • Status History
    • Patient Folder Pages
      • Home Page
      • Finance Page
      • Imaging Page
      • Insurance Detail Page
      • Online Forms Page
      • Professionals Page
      • Responsible Party Page
      • Treatment Hub Page
      • Treatment Plan Page
      • Treatment Findings Page
    • Patient Folder Panels
      • Alerts
      • Appointments
      • Correspondence
      • Family
      • Financial Info
      • Findings
      • Milestones Panel (Appliances, Reminder Cycles, Milestone Dates)
      • Notepad
      • Patient Information
      • Transactions
    • Patient Set Up
      • Alert Editor
      • Appliance & Destination Editor
      • Contact Category Editor
      • Custom Response Editor
      • Dentist & Other Professional Editor
      • Employer Editor
      • History Category Editor
      • Other Referrers Editor
      • Patient Code Generation Protocol
      • Professional Types Editor
      • School Editor
      • Search Options
      • Status Editor
      • User Defined Field Editor
      • Zip Code Editor
    • Patient Treatment
      • Set Up Treatment Tracking
        • Treatment Phase Class Editor
        • Treatment Phase Editor
        • Treatment Findings Editor
        • Treatment Sequence Editor
        • Treatment Sequence List Editor
        • Treatment Chart/Plan Style Editor
        • Treatment Chart/Plan List Editor
        • Tooth Chart Options
        • Tooth Chart & Elastics Editor
      • Use Treatment Tracking
        • Add & Edit Tooth Chart Records
        • Add & Edit Treatment Chart Records
        • Add & Edit Treatment Findings
        • Add & Edit Treatment Plan Records
        • Add & Edit Treatment Sequences
        • Add Findings to Treatment Chart / Plan
  • Practice Tools
    • Assistant Editor
    • Office Contacts Editor
    • Office Editor
    • Orthodontist Editor
    • Practice Details Editor
    • Security Editor
  • Reporting
    • Reporting Tools
      • Report & Form Editor
      • Run Reports
      • Navigate, Print, & Export Report Results
      • Quick Reports
      • Quick Label Setup
    • Reports, Forms & Labels
      • Appointment Reports & Forms
        • Appointment Reports & Forms
          • Appointment Day Sheet
          • Arrival Log
          • Case Acceptance Report
          • Deband Analysis
          • Doctor Time
          • Emergency Tracking
          • Family Appointments
          • Filtered Appointments
          • Grid Notes
          • Kept Appointments Reports
          • Kept Procedure Summary by Year Report
          • Missed Appointments
          • Morning Meeting
          • Needs Appointment
          • NP Exam Analysis
          • Old Appointments
          • Procedure Analysis
          • Procedure Length Summary
          • Recall Report
          • Scheduled Appointments
          • School / Work Excuse Forms
          • Starts & Exams
          • Tray Cover Reports
          • Treatment Efficiency
          • Appointment Cards
      • Audit Reports
        • Audit Reports
          • Adjustment Audit Report
          • Contract Adjustments Report
          • Logon History
          • Message History
          • Transaction Report Log
      • Financial Reports
        • Financial Reports
          • Accounts Receivable Aging Report
          • Auto Receipt Posting History
          • Auto Receipts Review Reports
          • Bulk Payments Report
          • Charge & Receipt Summary
          • Contract Totals Report
          • Credit Card Transactions Report
          • Daily Transaction Report Summary
          • Deposit Slip
          • Deposits by Date
          • Expiring Credit Cards Report
          • Late Fees Report
          • Open Ended Contracts
          • Pre-Paid Amounts Report
          • Projected Income Report
          • Proposed Contracts Report
          • Receipts by Date
          • Responsible Party Balance List
          • Transaction Report
          • Transaction Summary
          • Transactions by Type Report
      • Forms
        • Appointment Cards
        • Dentist Detail Report
        • Financial History
        • Insurance Forms
        • Ledger Report
        • Receipt of Payment
        • Proposal / Payment Schedules
        • School / Work Excuse Forms
        • Statements
      • Insurance Reports
        • Insurance Company Address &Phone List
        • Insurance Receipts by Company
        • Open Insurance Report
        • Scheduled Insurance Report
      • Labels
        • Labels
          • Custom Labels
          • Family Labels
          • Insurance Labels
          • Patient Labels
          • Patient Barcode Labels
          • Patient Chart Labels
          • Professional Labels
          • Referrer Labels
          • Responsible Party Labels
          • Quick Labels
          • Quick Label Setup
      • Office Reports
        • Employee Birthdays
        • Timesheets
        • Upcoming and Over Due Tasks Report
      • Patient Reports
        • Appliance Tracking Report
        • Appliance Tracking - Back Dates Report
        • Different Last Names List
        • General Patient List
        • Non-Patient Siblings Report
        • Patient Findings Report
        • Patients with Unsigned Treatment Charts Report
        • Practice Genius Report
        • Practice Monitor Report
        • Professional Assigned & Referred Patients Report
        • Referral Report
        • Referrals by Patient Report
        • Status Count Comparison
      • Table Reports
        • Table Reports
          • Alert List
          • Appliance List
          • Appointment Reminder List
          • Class List
          • Contract Class List
          • Employer List
          • Miscellaneous Charge List
          • Office List
          • Operator List
          • Orthodontist List
          • Procedure List
          • Status List
          • Treatment Category Report
  • Scheduling
    • Set Up Scheduling
      • Appointment Display User Options
      • Cell Size User Options
      • Classes Editor
      • General Scheduler User Options
      • Procedures Editor
      • Procedure Groups & Chains Editor
      • Reclassify Grid Chairs
      • Reminders Editor
      • Replace Scheduling Templates
      • Scheduler Printing User Options
      • Scheduler Templates Editor
      • Scheduler Visual User Options
      • Smart Scheduler Options
      • Template Rotation Schedules
      • Time Progress Bar User Options
      • Template Editing Tools
    • Use Scheduling
      • Drag & Drop Appointments
      • Manual Appointment Scheduling
      • Needs Appointment List
      • Print Graphical Schedule
      • Process Appointments
      • Quick Scheduler
      • Recall Appointments
      • Schedule Near Family
      • Scheduler Bar
      • Scheduler Notes
      • Search Your Schedule
      • Smart Scheduler
      • View Schedule - Detail List
      • View Schedule - Day / Week
      • View Schedule - Month
  • Widgets
    • Application Widgets
    • Dashboard Widgets
    • Patient Folder Widgets
    • Widget Library
      • Browser Widget
      • Calculator Widget
      • Clock Widget
      • Correspondence
      • Light Bar
      • Messaging Widget
      • Patient Tracker Widget
      • Practice Chart Widget
      • Practice Monitor
      • Referrals Widget
      • Reminders Widget
      • RSS Feed
      • Sessions Widget
      • Stacks
      • Subgroup Widget
      • Task Widget
      • Upload Queue
      • UserVoice Widget
      • Weather Widget
  • Workflows
    • Time Trigger Editor
    • Trigger Editor
    • Workflow Editor
    • Workflow Manager
• Modules & Integrations
• Video Tutorials

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