Assistant Editor

Use the Assistant editor to create the list of clinical assistants that you can assign to patient appointments. If an assistant also needs access to your Edge Cloud system, including using the time clock, they also need to have a separate Operator account that is not linked to their Assistant account.

Assistant, Operator and Treatment Coordinator AccountsClosed - Depending on their roles in your practice, one person may have multiple accounts in your Edge Cloud system. Any person that needs access to Edge Cloud (including using the time clock to clock in and out) needs to have an Operator account. Clinical assistants that attend patients need a separate Assistant record, whether or not they have an Operator account. Treatment Coordinators first need an Operator account, then they can be added as TC's in the Treatment Coordinator editor.

Click to OpenOpen the Assistant Editor

Select Editors from the Tools section of the Home ribbon bar. Then, from the Practice section, open the Assistants editor. (You can also use the Search field to look for the editor you want to work with.)

Click to OpenCreate or Edit an Assistant Record

Click New at the top left of the window to create a new record, or choose an existing record from the list. If not all your records appear in the list, you can enable the Show Inactive option to see them. 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.

Any change you make to someone's Assistant record does NOT change anything in the Operator editor, even if the same person has an account in both editors.

Click to OpenAssistant Details

All of the settings in this editor are system-wide: When you change a setting, it changes for all Edge Cloud users and computers in your system.

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.

Name - Enter the assistant's title, first and last names, and middle initial in these fields.

AbbreviationClosed - Enter an abbreviation for this provider, such as his or her initials. Be sure the abbreviation is easy to distinguish from other provider abbreviations. The abbreviation appears on the Patient Information Panel of the patient folder, among other places in your system.

GreetingClosed - The greeting field is primarily used for mail merge documents. Enter the greeting as you would like to see it in the salutation of a letter.

Tax ID Type, Tax Number & License NumberClosed - Record the appropriate tax and license numbers for this provider, and select the type of ID used for tax purposes.

Email addressClosed - Enter the email address to use for this provider.

NPI Type 1 - The NPI (National Provider Identifier) field complies with the Health Insurance Portability and Accountability Act (HIPAA), allowing a 10 digit number. You may be required by law to have this number appear on paper and/or electronic insurance claims.

Assistant Custom Fields 1 - 8 - Use the User Defined Fields editor to set up the captions, or names, of unique fields available in several types of records, including your Patient and Responsible Party records, your Employer, Assistant, Dentist, Referrer, and Insurance editors, your Office Contacts list, and your patient identification fields. You can use these fields to track any sort of information you deem necessary. You can change the "Assistant User Defined Fields" in your User Defined Fields editor to track assistant data.

Click to OpenSave 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.

Click to OpenAssistant Security Options

To limit which assistant records an Edge Cloud operator can access, assign assistants to specific offices in your Office editor, then use the Office Permissions option in your Operator editor to assign operators to offices as well. Then, when an Edge Cloud operator opens the Assistant editor, they will see only the assistants that are assigned to the same office(s) that they are assigned to.

Click to OpenPrint the Assistant List

Run the Assistant List report to review the list of active records in your Assitant editor, along with their abbreviations, email addresses, professional identification numbers, and user-defined text responses. If you have Edge Specialist, their specialties are included as well. Only active records are included in the report: Any items flagged Inactive in the editor are omitted.