Edge Portal

The Edge Portal mobile viewer, available in both Personal and Premium versions, gives your office real-time access to vital practice information and images from any tablet or smartphone. Edge Portal Personal lets you quickly and easily access treatment chart data, reports, and your schedule from any location. Edge Portal Premium extends online functionality to patients, responsible parties, and consulting professionals so they can view appropriate information and images. You can use the information from the viewer to consult with dentists, and empower your patients to check appointment times; Edge Portal Premium even provides a way for you to accept online credit card payments that are automatically posted if you wish. If you have Edge Portal, you can send recovery passwords and initiate portal registration from within Edge Cloud.

Open Edge Portal App - Type your practice's Edge Portal URL into an Internet web browser, or, while in Edge Cloud, click the Edge Portal URL link from the About section of the Help Options menu to open the login window. Then enter your Edge Cloud email address (not your username) and password, both found in the Operators editor. We suggest you bookmark your Edge Portal URL to make it easier to open the next time.

Register for Portal - Use the Register for Portal icon in the Responsible Party or Professional ribbon bar to create an Edge Portal account for that party, or to reset the password. If no Edge Portal account exists yet, temporary credentials and a verification code are sent to the email address on record. If an account already exists, and you choose to overwrite the password, the party will receive an email message requesting the password change. The party must have a valid email address (as defined in your Contact Category editor) in their Edge Cloud to be able to register for Edge Portal.

Password Recovery - Use the Recover Password icon in the Responsible Party or Professional ribbon bar to send a forgotten Edge Portal password to that person's email address.

Edge Portal Responsible Party Registration During Sign-In - (Edge Portal Premium required.) If you have Edge Portal Premium, you can include a web sign up button on your sign in greeting screen. Then, from your Patient Sign In station, responsible parties can click the web sign up button. To register for access to the parent section of the portal, they simply supply their own first and last name, the patient's birthdate, an email address, and phone number. See "Set Up Patient Sign-In Screen" for details about adding this option to your Patient Sign-In screen.

Edge Portal Messages in Correspondence History - Messages that responsible parties and professionals send via Edge Portal are saved in the patient and responsible party / professional correspondence histories, so that the information is available to you in both Edge Cloud and Edge Portal.

Exclude Message in Edge Portal - Click the Exclude Portal column at the right-side of an item in the correspondence history to toggle whether the item appears in the Edge Portal mobile viewer.

Confirm Appointments via Edge Portal - Responsible parties can log into Edge Portal to view, confirm, and cancel patient appointments.