Online Form Hyperlinks and PDFs
You can create links for your online forms that you can add to your website or email to your patients. The patient can then click the link to launch the form you want them to fill out and submit to your office.
Launch our standard online health history and supplemental form web page from within
Open the Online Form Links Web Page
From the Edge Cloud Home or File ribbon bar, click the 
Help icon, then click 
Health History URLs.
Launch Site From Edge Cloud - To be sure that the online forms your patients fill out are properly identified and downloaded to your system, you must open the Ortho2 Health History URL's web page from your
From the Ortho2 Health History URL web page, right-click the form you want to add to your web site, and select Copy Shortcut to obtain a copy of the complete URL. You can then add that link to your website, or include it in an email message.
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.
You can use your Online Forms editor to create data-specific links that you can add to your website and send in patient emails. The links can be specific to an individual doctor, office, and/or ad-hoc metadata that you can use to track and filter the forms however you wish.
To create this type of link, open the Online Forms editor and click Create Link from under your list of online forms to open the Create Link window.
From the Create Link window, choose the online form, doctor, and office you want to work with. 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.
When finished. click Create Link.
You can then click the icon beside the Link, Shortened Link, or QR code to copy that type of link to your clipboard. The copied link can then be sent to a patient via email, or added to your website. When the patient clicks the link and submits the form, their information will be associated with the doctor / office and metadata included in the link details. So, if you use filters when you work with your online forms, you will see only those associated with the doctors, offices, and other data that you choose.
