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Ortho2 Webinars

Webinars are the perfect solution for training new users, refreshing experienced users, or learning about new features.

Preregistration is required, as is a phone and a computer with a high speed Internet connection. Webinars are offered frequently so that you can choose the one that fits best with your schedule. To register for a webinar of your choice, click on the appropriate link below. If you have questions, please contact Judy Brown at (800) 346-4504 or jkb@ortho2.com. On the day of the webinar you’ll be able to log onto a website to attend.

Edge
  • Edge: Receipts and Charges – Posting, Adjustments, Corrections, and Refunds

    Thursday, March 9th, 10:00-11:00 A.M. Central Time
    Tuesday, March 28th, 2:00-3:00 P.M. Central Time
    Register here

    This webinar will cover everything you need to know about making payments in Edge. We’ll review the basics for posting charges and payments, entering adjustments, reversing charges or receipts, and issuing refunds.

  • Edge: Late Fees

    Thursday, April 6th, 10:00-11:00 A.M. Central Time
    Tuesday, April 18th, 2:00-3:00 P.M. Central Time
    Register here

    This webinar will review the process of late fees; beginning with defining late fee policies using the Late Fees Editor, how to post late fees, and everything in between.

  • ViewPoint: Patient Contracts

    Wednesday, May 10th, 10:00-11:00 A.M. Central Time
    Thursday, May 25th, 2:00-3:00 P.M. Central Time
    Register here

    Everything you have ever wanted to know about contracts will be covered in this webinar! We will review:

    Creating new patient contracts. We will cover everything from simple contracts to contracts with insurance, and even contracts with multiple responsible parties.
    Contract Adjustments. Quickly decrease or increase the amount of a patient’s treatment fee, adjust a payment schedule, or re-allocate a treatment fee among multiple contracts.
    Contract Templates. Use contract templates to easily apply your standard treatment rates and payment plans to new patient contracts.
    Fast Fee Tool. Use this tool to quickly create a simple contract.
    Contract Proposals. Contract proposals can be used to present a variety of payment options to the responsible party before a patient begins treatment. We will walk through creating, editing, and activating proposals.

  • Edge: Transaction Report Close-Up

    Thursday, June 8th, 10:00-11:00 A.M. Central Time
    Tuesday, June 20th, 2:00-3:00 P.M. Central Time
    Register here

    The Transaction report provides an audit trail of new patient records and transactions posted to your system. We'll review report settings, explain each section, and discuss best practices for running the report.

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