Fill Out and Submit Online Forms
You can launch an online form for a patient to fill out from any Edge Cloud computer that has an active Internet connection, or from a link you have added to your web site or sent in an email. The patient then needs to answer all required questions before they can submit the form.
Paper Forms
- This topic describes launching and filling out paperwork online. In certain cases, a patient may need to fill out their forms on paper. To do this, simply print the
.PDF file of the Health History form, found on the Health History URL site. When the patient returns the paperwork to you, you will need to enter the data into Edge Cloud manually. If you use paper forms frequently, you might want to right-click and copy the PDF link so you can add it to your website, or email it to patients so they can download and complete the paperwork themselves. (See "Online Form Hyperlinks and PDFs" for details.)
Launch from Online Forms Window
Select the 
Services drop down from the Tasks section of the Home ribbon bar, and choose the 
Online Forms option to open the Online Forms window. Then, select New Form from the Unprocessed Forms section of the window.
Launch with Online Forms Viewer
If the 
Viewer icon is not in your computer's notification area, you will need to load it. Go to System Programs or All Apps > Ortho2Edge Cloud > Online Forms Viewer (or use your program search bar to locate the application). You may want to add a desktop shortcut to facilitate loading the viewer on your machine. Once loaded, hover over the Viewer icon in your computer's notification area, and select the New Form option. Enter your Edge Cloud user name and password to continue.
Launch a Form Update From the Patient Folder
After a patient has completed at least one online form, you can launch the most recent form from the Online Forms page of the patient folder to make updates to the responses. See "Patient Online Forms Page" for details.
Launch from a Hyperlink
These options do not apply when you launch an online form update from the patient folder.
Choose an Action
Select whether you want to 1) Launch a new online form for a new (blank) patient that does not yet have an Edge Cloud patient folder, 2) Launch a new form for an existing patient, or 3) Update an existing patient's online form data. Then, click Next to continue.
Choose Form Type and Filters
Choose the type of form you want to fill out, and select the Culture (language and region). When you select to launch a new form for an existing patient, or update a patient's form, you then click Load and select the patient and responsible party to work with. The form will pre-populate with both the patient and responsible party biographical data.
You can optionally create your own metadata key (i.e. "source") and value (i.e, "office") that you can use the track and filter submitted online forms. After entering a description in the Key and Value fields, click the "+" icon to add the metadata to the link. You can repeat the process to add as many metadata filters as you wish to the link. To remove metadata from the link, click the "X" beside the data to delete.
Finally, click Launch to open the form on your screen.
Fill out the form with the appropriate information. All required fields are indicated by an asterisk ( * ). You cannot submit the form until all these fields have been completed.
After all required fields have been answered, click Submit at the bottom of the form to prepare the information for downloading to your database, and linking to a new or existing patient folder. (See "Download and Link Online Forms" for details about finishing this process.)
Required Fields Notice - If you attempt to submit a form without completing all required fields, a list of those fields will appear. You can then either complete the necessary fields, or click Clear to erase the form information and start over.
Close vs Submit Form - If you close the form window instead of submitting the form, all information will be lost, even if you have completed all required fields. If you opened the form with the Forms Viewer, you will see a message warning you that the form information will be lost if you continue. This warning does not appear if you open a form from a link.
