Patient Records
This is where you go to search for an existing patient.
What is Patient Search?
This is where you view and manage all appointments for the day.
What is the Schedule?
This tool follows a patient from check-in to chair to checkout.
What is the Patient Tracker?
This is where you view and manage a patient’s treatment chart.
What is the Treatment Hub?
This feature allows team members to communicate within Edge.
What is In-office Messaging?
This is used to enter a brand new patient into Edge.
What is New Patient Entry?
Show me how you would move a patient to a different appointment time.
Rescheduling (drag and drop or editing the appointment).
This step marks that a patient has arrived in the office.
What is Patient Check-In or Sign-In?
Show me how you would add a new entry to a patient’s chart.
Adding a new chart entry.
This widget is used to manage and track tasks.
What is the Tasks Widget?
Show me where you access patient panels like Alerts, Appointments, or Correspondence.
Patient Panels within the patient record.
This tool helps you quickly manage appointments within the schedule.
What is the Scheduler Bar?
Show me the visual tool that tracks where patients are and doctor involvement.
What is the Light Bar?
This action allows you to change existing chart information.
What is editing a chart entry?
Show me where widgets like Tasks or Stacks live in Edge
The Widgets area (Tasks / Stacks Widget location).
This panel is used for quick notes and important patient info.
What is Notepad?
This is used when you replace the default daily schedule with a different setup.
What is an Alternate Schedule?
This report provides stats on patient arrivals and flow.
What is the Arrival Log Report?
This tool visually represents teeth and treatment areas
What is the Toothchart?
This feature is used to create and send letters to patients.
What is Mail Merge?
This feature tracks appliances tied to a patient’s treatment.
What is Appliance Tracker?
In Edge, this is what you set to ensure patients are automatically tracked and scheduled for future visits like adjustments or observation checks.
What are recalls?
This allows you to open a patient’s chart directly from the tracker.
What is opening the patient record from Patient Tracker?
This section is used to build and manage a patient’s treatment plan.
What are Treatment Findings / Plan?
This is the most important habit during your first week using Edge to avoid mistakes and build confidence.
What is practicing in the system and asking questions?