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.

Edge Portal Personal is included with all Edge Cloud systems: Edge Portal Premium is available for a fee. Please contact Ortho2 for further information.

Click to OpenOpen the Edge Portal App

Type your practice's Edge Portal URL (provided to you when you first signed up for Edge Portal) 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.

Click to OpenEdge Portal Registration / Password

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 in their Edge Cloud record 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.

Click to OpenEdge 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.

Click to OpenExclude 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.

Click to OpenConfirm Appointments via Edge Portal

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

Click to OpenEdge Portal Premium and Professional Messages

To send a professional a message via Edge Cloud Messaging, the professional record must have a valid email address, and that email address must be registered to use your Edge Portal Premium app to retrieve the message.When you select a professional to receive a message you send via Messaging, the processional can optionally receive a notice of the message at the email address in the professional record; the professional must then log into Edge Portal to retrieve the complete message text. You may choose to have multiple messages condensed into a digest, to be emailed to the professional at one time, instead of many times throughout the day. In addition, messages received through Edge Portal are saved in the correspondence history. If a patient link was included, the message is saved in the patient's correspondence history as well. Use your Edge Portal settings to enable / disable the professional message options. (See "Professional Records" for details about including email contact information in professional records.)