Set Up Edge Cloud / OrthoBanc Integration

Set up your Edge Cloud / 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.

Choose Your Settings

1. Open System Integrations Editor - Home ribbon bar > Tools section > Editors > System Integrations.

   

2. Create OrthoBanc Integration Account(s) - Click New to create an OrthoBanc integration account. If you have multiple OrthoBanc accounts for individual offices or orthodontists, you will need to create an integration account for each.

   

3. Enter OrthoBanc Credentials - Enter the OrthoBanc credentials for each integration account.

   

   User name / password - Enter the OrthoBanc user name and passwod 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.

   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.

   

4. Test the Integration Click Test to connect to OrthoBanc and verify that you have entered your credentials correctly.

   

5. 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.