Edge Proposal Add-Ons Editor
Use the Edge Proposal Add-Ons editor to create your list of treatment options, such as clear brackets, that responsible parties can select to supplement their basic treatment. Each add-on includes a description, fee, and optional image. When your patients' families use the Edge Proposal app to adjust their contract structure to their liking, they will be able to see their available add-ons and select the ones they want to include in their treatment plan.
Select Editors from the Tools section of the Home ribbon bar. Then, from the Financial section, open the Edge Proposal Add-Ons editor. (You can also use the Search field to look for the editor you want to work with.)
Create a New Record
Type a description in the Create New portion of the window. Then click Add. You can then edit your record to complete the details.
Select Existing Record
Your list of existing records appears at the left. Inactive descriptions are noted in parenthesis.
Cannot Delete Add-On Records - Once you create a record, you cannot delete it. You can, however, flag it Inactive. Records you flag as Inactive are not available for general use, but they remain in your system for reporting and other data collection needs. In addition, you can toggle records back to Active whenever needed.
Name, Description, Fee
Use the Details section of the window to enter the name, description, and fee for this add-on option.
Public Display - Your patient families will be able to see this information when they use the Edge Proposal app.
Default to Selected
Enable the Default to Selected option if you want the add-on to be included automatically when you create a proposal linked to this add-on. Patient families will be able to disable it as they use the Edge Proposal app. If this option is disabled, patient families will be able to select it manually, as long as the add-on is linked to the proposal's template.
Inactive / Active Toggle
Once you create a record, you cannot delete it. You can, however, flag it Inactive. Records you flag as Inactive are not available for general use, but they remain in your system for reporting and other data collection needs. In addition, you can toggle records back to Active whenever needed.
Click an image in the Selected Add-On Image section of the window to choose an image for the add-on. The selected image will have a highlighted border.
Public Display - Your patient families will be able to see this information when they use the Edge Proposal app.
Choose an Image
Your available images are shown in the image selection window. You can use the drop down filter to limit the images shown to only default images that came with Edge Proposal, only your custom images, or both. You can select one of these to use, or download a different image.
Download From Your Computer
Click Add then browse to an image on your computer that you want to add to your Edge Proposal image choices. You can then select the image from the choices at the top of the window. If you no longer need an image you added, you can select that image and click Remove.
Download Image from the Internet
Enable the Custom URL option, then enter the web address for an image you want to link to. It is generally easiest to go to the web site where the image is located, right-click and copy the image address, then paste the address into the URL field.
Copyright Notice - It is your responsibility to secure authorization for any copyrighted material you use in your publications.
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.
