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Practice Monitor

Use your Practice Monitor to keep real-time statistics, and your progress toward practice goals available at all times.

How to Get Here

Widget Library Ribbon Bar - Practice Monitor > Dashboard or Application widget.

Setup

Open Settings Window - Click the Settings option on the Practice Monitor tool panel to select the data to view, and to set up your goals. Note that several settings work together to calculate your current progress toward practice goals.

Assign Settings Option - If another Edge use has the Practice Monitor settings you want to use, that user can use the Assign Selected Statistics tool, described toward the end of this topic, to copy those settings to you.

Use This Feature

Widget Panel Options - Depending on your device and panel format, you can expand and minimize widget panels, move the widget location on your screen, float them in their own windows, refresh and print data, and close the widget when you no longer need it. See Application widgets or Your Dashboard for details about using these features.

Monitor your progress - Your selected time frame, office, and orthodontist selections (described above) are listed in the Practice Monitor header for easy recognition of the data you are viewing. In addition, the current total, as well as your specified goal appear with each type of data displayed. Your progress toward each goal appears in the bar graph: Red indicates you are behind, and green indicates you are meeting or exceeding the goal.

Individual patient progress - You can review individual patient progress toward financial obligations and expected treatment completion from within the patient folder.

More Information

User Settings / Assign Options Tool - The settings you choose here are specific to you; Other operators that log into Edge with a different username and password may have different settings. However, you can use the Assign Options tool to copy your settings to other operators (and vice-versa) if needed. (See "Assign Your Settings to Other Users" for details.)

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