Edge Proposal Widget

Use the Edge Proposal widget to review and manage your patient contract proposals. The widget lists the proposal expiration date, whether the responsible party has viewed the proposal with theEdge Proposal app, and the status. You can filter the widget results to view only the proposals relevant to you. In addition, you can open the patient folder to the proposal page and share the proposal with responsible parties directly from the widget.

Edge Proposal Contracts OnlyClosed - These instructions are for contract proposals created with Edge Proposal: See "Contract Proposals (Legacy Proposal System)" for details about legacy Edge Cloud proposal features.

Click to OpenOpen the Edge Proposal Widget

From the Application section of the Widget Library ribbon bar, choose the Edge Proposal widget, and select to open it as either a Dashboard or Application widget.

Click to OpenFilter Proposals

Click Settings on the widget panel side bar to select which proposals you want to view: You can choose to filter the widget by office, doctor, treatment coordinator, status, and created date range.

Click to OpenSearch

You can use the Search field at the top of the Doctor, Office, or Treatment Coordinator tab to look for a specific person or office to filter by.

Click to OpenOnly / All

You can hover over a name or description, then choose Only or All to easily include only proposals for that name / description, or include proposals for All names / descriptions in that filter category.

Click to OpenReview Proposals

Click to OpenDetails

The Edge Proposal widget displays the patient name and age, optional expiration date, assigned treatment coordinator, office and doctor. The Viewed column tracks when the responsible party uses the Edge Proposal app. The Options column is for future development.

Click to OpenStatus

The status, shown at the right of the window, indicates how close the proposal is to becoming a contract.

PendingClosed - Proposals are "Pending" when they are first created. You can edit proposal details when they are in this status. You cannot yet share the proposal with responsible parties.

ActiveClosed - You activate a proposal when you are ready to share it with the responsible party. Then, they can use the Edge Proposal app to select treatments and payment plans. You can continue to edit the proposal details in this status, and the responsible party will see the updated details the next time they open the app. (You can manually create the contract from the proposal at this stage, but we recommend you wait for the responsible party to accept the treatment plan terms first.

AcceptedClosed - Proposals change from "Active" to "Accepted" when the responsible party confirms the treatments and contract terms with the Edge Proposal app. When the proposal is in this status, it is time to create the contract from the patient Finance page.

WaitingClosed - The "Waiting" status is used when the contract has multiple responsible parties. In this case, one party is set as the primary party, and the other is set as secondary. If there are any decisions about treatment or add-ons, the primary party must answer them with the Edge Proposal app first. In this case, while they make those decisions, their proposal status is "Active", and the secondary party's status is "Waiting". After the primary party confirms their contract terms, their proposal status will change to "Waiting" and the secondary party's status will change to "Active". They can now use the Edge Proposal app to confirm their own contract terms. Once both parties have confirmed their proposals, both statuses change to "Accepted".

ExpiredClosed - The "Expired" status indicates the optional expiration date has passed without the proposal being accepted. If the responsible party wants to pursue treatment, a new proposal will have to be created.

RejectedClosed - The "Rejected" status, which can only be applied by your office, indicates treatment has been declined at this time.

DiscardedClosed - The "Discarded" status, which can only be applied by your office, indicates the proposal was deleted from the patient Finance page.

Click to OpenUse the Edge Proposal Widget

Click to OpenEdit Proposal

Right-click a proposal and choose Edit to open the patient's Finance page, with that proposal ready for modification.

Click to OpenShare

Right-click an active proposal and choose Share to open the Proposal Communication window so you can send invitations to launch to the Edge Proposal app via email, text message, a copied URL link, or QR code.

To share a proposal invitation, first, select the type of notification to send (introduction or follow-up reminder), then supply the email address or text number, and click Send. The message recipient can simply click the link in the message to open the Edge Proposal app. You can also launch the Edge Proposal app by copying and pasting the proposal URL or QR code into a browser, or by scanning the QR code. When you have finished sending all necessary invitations, click Close to exit the communications window.

Active Proposals Only - You can only share Active proposals: Proposals in any other status cannot be shared.

Click to OpenActions

The Actions option that you see when you right-click a proposal from the widget is for future development.

Click to OpenRefresh

The list is updated automatically on a regular basis, but you can also click Refresh on the widget panel toolbar (or press F5 on your keyboard) to get an up-to-the-minute list.

Click to OpenWidget Panel Options

Depending on your device and panel format, you can expand and minimize widget panels, move the widget location on your screen, float them in their own windows, refresh and print data, and close the widget when you no longer need it. See Application widgets or Your Dashboard for details about using these features.