Cornerstone® Practice Management System

See how a simple tool can help you practice medicine the way you always intended

 

In the course of a day, thousands of pieces of information pass through your practice—patient information, medical information, business information. What you and your staff do with this critical data has a serious impact on the health of your patients.

The IDEXX Cornerstone® Practice Management System collects valuable patient, medical and practice data and presents it in an easy-to-use, easy-to-access format. With Cornerstone software, you and your staff have what they need to make better diagnoses, prescribe proper care standards and communicate with your clients about how they can ensure the well-being of their companions.

 

Cornerstone® Practice Management Resource Library
Tools, tips and training to maximise your performance

Cornerstone Practice Management Software

Manage your practice information

 

The IDEXX Cornerstone® Practice Management System gives you the best tools for practicing better medicine. With the Cornerstone system, you can:

Take care of your patients.

  • Establish and guide consistent medical protocols across the practice, while quickly capturing and editing notes in free-form or template format, with enhanced medical notes.
  • Spot trends and get a complete patient history instantly using the Vital Signs window, which makes it easier to identify changes in a patient's health through comparative trending and graphing.
  • Follow patients through every step of the treatment process and ensure hospitalized pets receive the care they need using advanced Electronic Whiteboard capabilities.
  • Identify more care opportunities with compliance alerts based on each patient’s demographics, such as species, breed, gender, weight and age.
  • View patient progress at all times with a full-function census list that provides critical information.
  • Reduce errors and maintain strict control of accepted procedures with smart codes, which you can establish and manage based on patient demographics.
  • Provide medications with confidence with contra-indication alerts, dosage calculations and client-specific take-home medication sheets.

 

Be more productive.

  • Enter treatment orders faster and more securely with electronic whiteboard field-level defaults for patients, orders and invoice items, plus up-to-the-minute treatment scheduling.
  • Request digital images from within the diagnostic work flow as an invoice item, including multiple shots per item, for fewer steps and greater efficiency.
  • Create text—only medical notes for fast entry of simple medical annotations and improved client communication.
  • Quickly take detailed notes during patient visits and exams, and take back time previously spent on finishing notes after the exam or at the end of the day, with enhanced medical notes.
  • Easily retrieve the report you’re looking for using a new reporting interface that allows you to search, browse and view details—all from a single window.
  • Diagnose more patients and educate more clients with the ability to access patient records and request tests and imaging on the spot.
  • Fully document and share care protocols for all your staff to access—no more guessing or having to check with a doctor to know what needs to be done.

 

Be more profitable.

  • Recapture hours previously spent completing notes after the exam or at the end of the day.
  • Get an instant snapshot of your practice performance using Cornerstone’s built-in performance tracking functionality and the free monthly IDEXX Monitor® Cornerstone® Dashboard report.
  • Free up valuable floor space by capturing digital images and electronic signatures inside medical records and eliminating the need for storing printed files.
  • Proactively predict how improved compliance programs might affect your profitability.

 

Choose the right options for your practice.

  • Patient Advisor® Pet Health Report Card—Increase client compliance by showing valuable medical reports that support your trusted recommendations. Increase client retention and satisfaction by providing clear exam findings and helpful educational materials.
    View the Patient Advisor brochure (PDF).
    View a sample Treatment Plan (PDF) or sample Patient Report Card (PDF).
  • Practice Explorer® Reporting—View and customize your practice data in dozens of ways. It’s not just reporting, it’s better insight into the information that drives your practice.
    View the Practice Explorer brochure (PDF).
  • Boarding and Grooming—With a single click, quickly and easily schedule rooms, cages and runs, and update patient information. Save time and enhance client service with additional functions, including customisable documents, client care instructions and automatic billing.
    View the Boarding and Grooming brochure (PDF).
  • Mobile Computing—Improve the accuracy of your practice data by storing all your client and patient information in one location. Access and update your client and patient information anywhere or anytime.
  • Cornerstone for the Equine Practitioner—Get complete control of your patients' histories and billing at all times; whether you're in the field or in the office, all of your information is up-to-date.
  • Veterinary Pharmacy Formulary—Confidently prescribe the right medicine and dosage for each patient. Our interactive, electronic reference includes hundreds of generic and brand-name veterinary and human drugs, including otic, ophthalmic and topical preparations.
  • Payment Solutions—Process both credit and debit card transactions, integrate transactions directly into the Cornerstone system and print meaningful management reports.

 

Receive personalised support every step of the way.

  • Depend on our dedicated team to guide you through every step of your system’s implementation, from planning and training through installation and quality control.
  • Convert and use historical data from your previous practice software. With dedicated conversion service specialists, you can trust that much of the client and patient information you need is brought into your new Cornerstone software system.
  • Choose the training you want in the form that best suits your staff from a certified trainer at your site to computer-based training that can be accessed from anywhere. Cornerstone training materials help your staff quickly begin to use and continue to increase their proficiency and effectiveness with Cornerstone.
  • Get technical help from our full-time staff of dedicated support technicians, or find Cornerstone answers yourself 24/7 at the online Cornerstone Customer Support Center (U.S.).

 

 

Cornerstone® Software version 8.1 is now available

 

See what’s new in the latest version of IDEXX Cornerstone practice management software (PDF). Cornerstone software contains exciting new features and a number of customer-requested enhancements to make it even easier to use and more effective in your daily operations. It also features advanced integration capabilities with IDEXX SmartLink® connections to the IDEXX VetLab® in-house analyzers and IDEXX Reference Laboratories.

 

Cornerstone 8.1 Planning and Training Materials
Installation Guide SmartLink® Imaging Certification
Release Implementation Plan SmartLink® In-house Laboratory Certification
Single Location Inventory Training SmartLink® Reference Laboratory Certification

 

Earlier Cornerstone Software Versions

To get the most out of your Cornerstone software, we encourage you to upgrade to the latest version. Contact our sales team at 1300 4 IDEXX (1300 44 33 99), option 2, option 1 or email us to learn more about how to upgrade.

Cornerstone Software version 8.0

New feature highlights include:

  • Simplify data entry with word processor-like functionality and formatting flexibility.
  • Establish and guide medical protocols across the practice.
  • Easily import images or diagrams and annotate or highlight key areas; use images to educate clients about your diagnoses or results.
  • Maintain permanent electronic medical records that lock when finalized and document your findings and recommendations.
  • Immediately identify any patient and their belongings with durable pet identification collars.

 

Simply and seamlessly connect your patients to their test results

The IDEXX Cornerstone Practice Management System uses IDEXX SmartLink® technology to connect electronic patient records with IDEXX Reference Laboratories and the IDEXX VetLab® in-house analysers. In addition:

  • Integrating your practice with Cornerstone and SmartLink allows you to significantly reduce manual data entry, unassociated results and missed charges while eliminating time spent searching for patient records and paper file storage.
  • In-house laboratory, reference laboratory and SNAP® test results are automatically logged in the electronic patient record so the information you need is always at hand in a single printed report or on any computer in the practice.

 

 

See how Cornerstone software and SmartLink technology can integrate your practice

 

IDEXX VetLab® In-house Analysers

Discover the advantage of seamless communication between Cornerstone software and the IDEXX VetLab® Station for the consolidation of diagnostic history and results from the entire family of IDEXX VetLab® in-house analysers and SNAP® tests into one comprehensive patient record.

With SmartLink technology, in-house laboratory requests from Cornerstone’s request queue are automatically transmitted to the IDEXX VetLab Station. Test results are then automatically transferred back to Cornerstone and recorded in the patient medical record and test fees are automatically added to the patient invoice.

For example, prior to placing a sample in an analyser, a technician at the IDEXX VetLab Station selects the applicable sample from a list of Cornerstone lab requests displayed in the Sample Queue. When the analysis is complete and results are available, they are automatically placed in the patient's electronic medical record, completing a two-way data transfer with minimal staff involvement.

 

IDEXX Reference Laboratories

Streamline your IDEXX Reference Laboratories process from start to finish with the Cornerstone Practice Management System.

Create electronic reference laboratory test requisitions, which:

  • Save time and eliminate misspellings by automatically producing client and patient data on printed labels for your submissions
  • Provide fast, convenient test selection with a searchable menu
  • Ensure your order is accurate and complete with automatic error checking
  • Produce a clean, clear bar-coded form that helps ensure accurate test orders

 

After tests are run, SmartLink technology automatically downloads test results to your IDEXX Cornerstone practice management system to:

  • Ensure complete medical records by downloading test results directly into patient records
  • Capture all test fees automatically for a complete patient invoice
  • Flag non-invoiced test results so you can be sure to capture all charges

 

Hardware/Operating system guidelines for the Cornerstone® Practice Management System

Print Hardware/Operating System Guidelines

For optimal Cornerstone software performance, please ensure that your system meets the following recommendations. This will ensure the best possible operating speed and level of efficiency when using the Cornerstone Practice Management System.

Note: Cornerstone software may function when using a computer with less than the recommended specifications. If concerned that your current system may not operate at expected levels of performance, please contact IDEXX Cornerstone Support at 1300 4 IDEXX (1300 44 33 99) option 2, option 1.

 
General Recommendations

 

Business Class Computers, Printers, and Peripherals

IDEXX recommends business class computers, printers and peripherals to ensure the best performance, reliability and warranty. Business class devices are available from manufacturers like Dell® and include components, configuration options and a warranty designed to meet the needs of a demanding business environment.

 

Network

IDEXX recommends computers and switches capable of gigabit speed with a wired connection. (A wired connection will always provide a faster and more stable Cornerstone experience.) A wireless connection should be used only for mobile computers.

 

Antivirus (Malware Protection)

IDEXX recommends antivirus software that does not use a software firewall (or offers the option of turning off the software firewall). For security purposes, IDEXX recommends a hardware firewall (included with most routers) instead of a software firewall.

 

Monitor Resolution

IDEXX recommends 1024x768 or 1280x800 resolution.

 

Cornerstone Backup Verification Assistant

The Cornerstone Backup Verification Assistant requires one of the following types of backup software: Backup4all, Backup Exec™, Backup MyPC™, PC Backup, TapeWare® or IDEXX VetVault® Backup Solution.

 

Windows® 98 and Windows NT®

Cornerstone software will not install on a computer that uses Windows® 98 or Windows NT® operating systems. If your practice still uses Windows 98 or Windows NT, please call 1300 44 33 99, option 2, option 1 to discuss your upgrade options.

 

Windows® 2000, Windows 2000 Server, Windows XP and Windows Server® 2003

In Cornerstone 8.1 or later, the ability to create patient CDs, archive images to a CD or export cases to CD (Diagnostic Imaging module only) requires Microsoft® .NET Framework 3.5 Service Pack 1, which is available in Windows® XP Service Pack 2 or Windows Server® 2003 Service Pack 2 or later operating systems.

  • Computers with Windows® XP Service Pack 1 or Windows Server® 2003 Service Pack 1 and earlier (including Windows® 2000/Windows® 2000 Server) cannot create patient CDs, archive images to a CD or export a case to a CD in Cornerstone 8.1.
  • Windows XP and Windows Server 2003 can be upgraded to the latest Windows service pack through Windows Update. With the latest Windows service pack installed, you can then download Microsoft .NET Framework 3.5 Service Pack 1.

 

Windows Vista® Business 32-bit and Ultimate 32-bit

Windows Vista® requires Cornerstone 7.6 or later for workstations and Cornerstone 8.0 or later for peer-to-peer servers.

 

Windows® 7 Professional 64-bit and Windows Server® 2008 R2

Windows® 7 and Windows Server® 2008 R2 require Cornerstone 8.0 Service Pack 2 or later.

Note: Some compatibility issues have been identified for using certain third-party applications and devices with these operating systems.

 

 

Tracking Your Hardware and Software Performance

The IDEXX Monitor® Cornerstone® Dashboard report tracks hardware and software performance to help practices ensure that Cornerstone operates smoothly and efficiently. The Cornerstone Dashboard report is a free monthly report available to IDEXX Cornerstone users who have enabled the data services agreement in Cornerstone (on the Tools menu, select Data Services Agreement).

To register for the IDEXX Monitor Cornerstone Dashboard report or for more information, call 1300 4 IDEXX (1300 44 33 99).

 
Hardware and Operating System Recommendations

 

Peer-to-Peer Servers and Stand-Alone Computers

Peer-to-Peer Servers allow up to 6 thick-client workstations. Peer-to-Peer Servers run a non-server operating system.

Operating System: Windows XP Professional or Windows 7 Professional 64 bit
Processor: Multi-core Intel or AMD Processor*
Hard Drive: 200 GB
Memory: 2 GB
Backup Device: DVD-RW, Removable Disk Drive (Dell® RD1000), or IDEXX VetVault®

*Excluding Intel® Celeron® and AMD Sempron® processors.

 

Dedicated Servers

Dedicated Servers allow for 7 or more workstations. Dedicated Servers run a server operating system and should not be used as a Cornerstone workstation.

Operating System: Windows Server 2003 or Windows Server 2008 R2
Processor: Multi-core Intel Xeon® or AMD Opteron®
Hard Drive: 250 GB
Memory: 4 GB
Backup Device: Tape Backup (LTO), Removable Disk Drive (Dell RD1000), or IDEXX VetVault®

†Servers that will be storing digital images may require more hard drive and backup space depending on usage.
‡Servers that will be running Remote Desktop Services (formerly known as Terminal Services) may require more memory depending on usage and the number of thin-client workstations.

 

Thick-Client Workstations (Including Laptop and Tablet Computers)

Thick-clients are workstations that run Cornerstone locally.

Operating System: Windows XP Professional or Windows 7 Professional 64 bit
Processor: Multi-core Intel or AMD Processor§
Hard Drive: 60 GB
Memory: 2 GB

§Excluding Intel® Celeron® and AMD Sempron® processors

 

Thin-Client Workstations

Thin-Clients, also known as terminals, are workstations that run Cornerstone on the server using a Remote Desktop Connection. Thin-Clients are not recommended for viewing digital images.

Operating System: Windows XP Embedded, Windows XP Home or Windows 7 Home
Processor: Intel Celeron/Atom™ or AMD Sempron
Memory: 512 MB

 

 

Evaluating Your System Configuration

If you are using a Dell® computer system, Dell provides an online tool to quickly analyze your system and help you determine if your system meets the hardware requirements for this release of IDEXX Cornerstone software.

To analyze your system:

  1. Access the analyzer tool: Dell® System Analyzer
  2. Click the Analyze System button to start the process.

 

Cornerstone and IDEXX VetVault are trademarks or registered trademarks of IDEXX Laboratories, Inc. or its affiliates in the United States and/or other countries. All other product and company names and logos are trademarks of their respective holders.

It’s more than just software—it’s a partnership

 

We make the transition to IDEXX Cornerstone® Practice Management System easy! Working as your partner, we’ll guide you through every step of your system’s implementation, from planning and training through installation and quality control. We’ll even handle most of the hard work for you.

When it comes to bringing Cornerstone software to your practice, we share the same goal—realizing the benefits of your purchase with as little disruption to your staff and patients as possible.

 

Implementation Road Map

 

Defining requirements

  • Kickoff—Together we’ll define your goals, discuss technical requirements and timelines and answer your staff’s questions and concerns
  • Conversion testing—For a smooth, predictable transition, we’ll plot out a comprehensive data conversion plan and conduct trial runs to make sure we capture what you need. Read more about converting your practice data.

 

Design and development

  • Data review and conversion—Here’s when you’ll first get to view client and patient history using Cornerstone software and let us know if any changes are needed.
  • Preimplementation training—This prepares your staff and minimizes workday interruptions.
  • Work team check-in—We’ll review goals, discuss progress and identify any outstanding to-dos.
  • Hardware preparation*—To save you time, IDEXX preloads and tests all software on your new system.
*Applies to hardware purchased from IDEXX Computer Systems.

 

Implementation and on-site education

  • Hardware installation*—Whether you choose on-site or phone installation, Cornerstone technicians handle the job from start to finish.
  • Implementation on-site training—This training in your practice gets staff comfortable with Cornerstone software and identifies the ideal work flow.
  • Go live—We'll be on-site, providing support and assistance to ensure a smooth system start-up.
*Applies to hardware purchased from IDEXX Computer Systems.

 

Postimplementation

  • One- and two-week check-ins—Back-to-back quality check-ins to identify any open action items or additional needs and to ensure your system runs smoothly and trouble free. Once we’ve confirmed your practice goals have been met, you’ll meet your IDEXX Inside Sales Representative.
  • Dedicated representative—Your Inside Sales Representative will keep you abreast of training and educational opportunities that maximize the value of Cornerstone software: online courses and tutorials, Webinars, user meetings and the IDEXX Cornerstone® User Conference and online support (U.S.).
  • Ongoing support—Access to technical support via the phone, email and Web is available 24/7 to give you the answers you need to keep your practice running smoothly.

 

 

 

 Converting your practice data

We make it easy for you to retain your practice data when you convert to IDEXX Cornerstone software.

Over the years, our experienced team of conversion programmers has successfully converted data from various computer software systems—see the list below. In addition, we have had great success in converting a variety of other software. If your software is not on the list, please send us an email and we will get back to you as soon as possible.

Converted Software  
3rd Party to PACSeFriendsUltravet
AltaPointElincVboss
Amber – AutoVetImproMed DosVetAid Dos
AmberImproMed InfinityVetCare_AUS
Animal IntelligenceIntraVetVETECH Advantage
AUS VetlinkIVMSVetLINK
AviMark DOSLogivetVetPac
AviMarkMultiVetVetStar
Better ChoicePACS Merge to CSVetware
ClienTraxPAWSVisionarian
Complete ClinicQuickvetVisual VetAid
DatawareRxWorksVPM
DotySimplyAccountingVSI
DVM ManagerSoftquestVtech
DVMAX SneakersSolidSourceWinVet
EdMacStringsoftOther 3rd Party PIMS
EDMSSunPoint 

 

Frequently Asked Questions About Conversions

 

What information is converted?

In a basic conversion, your client, patient and reminder information is converted.

In an enhanced conversion, other information, such as patient medical history, services/inventory and/or accounts receivable may also be converted, depending on the availability of the data in the current software.

 

How long does a conversion usually take?

This question is hard to answer because there are many factors involved, such as the quality of the backup, length of time it takes to schedule and perform the conversion process, scheduling education and preparing hardware. For further, more specific information, please call our sales team on 1300 44 33 99 option 2, option 1.

 

What is involved with the conversion process?

First, an initial backup needs to be sent to the conversion programmer to ensure that we can read the media, and that it has the applicable data to perform a conversion. It is important for the programmer to fully understand all the aspects of the data to prepare for the final conversion.

After verifying the initial backup, hardware, software and educational services will be scheduled. A few days before the scheduled installation date, a final backup needs to be sent to the conversion programmer for the final conversion.

 

What kind of backup is needed?

We have several different backup devices and software in our conversions computer lab. Because of this, we have a high success rate for reading a wide variety of backup media. If you have questions about your specific backup media, you can send us an e-mail and we will get back to you as soon as possible.

 

 

For more information, please call our sales team at 1300 4 IDEXX (1300 44 33 99).

Frequently Asked Questions about Cornerstone Software

 

Questions and Answers:

 

How do I install the latest release of Cornerstone® Practice Management Software?

Refer to the installation instructions that accompanied your software update.
View the Cornerstone® 8.1 Installation Guide (PDF)

 

How do I create or change default billing or invoice messages?

To create a new billing message:

  1. Click Controls> Billing Messages.
  2. Click New.
  3. In Description, type a name for the new billing message.
  4. In Message Contents, type the new billing message.
  5. Click OK, and then click Close.

 

To update default billing messages in Cornerstone 7.6 and earlier software:

  1. Click Controls> Defaults> Practice.
  2. Select the Accounts & Messages tab.
  3. Click the appropriate drop-down list, and select the desired message.
  4. Click OK to exit.

 

To update default billing messages in Cornerstone 8.0 and later software:

  1. Click Controls> Defaults> Practice and Workstation.
  2. Click the Messages category.
  3. Click the appropriate drop-down list, and select the desired message.
  4. Click OK to exit.

 

How do I create prescription instructions?

To create prescription instructions:

  1. Click Lists> Prescription Instructions.
  2. Click New.
  3. Type an ID for the new instruction in Instruction ID and press Tab.
  4. Type a name for the new instruction in Description.
  5. Type the instruction information in Instruction.
  6. Click OK to exit.
  7. To ensure that there is enough room for the new instruction, create a test prescription using the new instruction, and verify that it fits on the label.

 

How do I transfer a patient to a new owner?

To transfer a patient to a new owner:

  1. Make sure that the new owner already has a client record in Cornerstone software.
  2. Click the Patient Clipboard™ tool.
  3. Select the client who currently owns the patient. (Press F2 in the Client ID field to search for the client by name, ID or telephone number.)
  4. In the Patient list area, right-click the patient name and select Update.
  5. In the Owners section of the Patient Information dialog box, right-click the current owner's name and select Update.
  6. In the Status section, click Past and then click OK.
  7. In the Owners section of the Patient Information dialog box, right-click and select New.
  8. Select the new owner. (Press F2 in the Client field to search for the client by name, ID or telephone number.)
  9. If there are multiple new owners for the patient, enter the percentage of ownership for this client in Ownership percentage. Repeat as needed, making sure that the entire ownership percentage equals 100%.
  10. Click OK, and then OK again.

 

How do I automatically finalize medical notes?

To have all new medical note templates finalize automatically in Cornerstone 8.0 and later software:

  1. Click Controls> Defaults> Practice and Workstation.
  2. Click the Documents category.
  3. In the Number of days before auto finalize field, enter a number of days.
  4. Click OK. When a new medical note template is created, it will be set to finalize automatically after the indicated number of days.

 

To update an existing medical note template to finalize automatically in Cornerstone 8.0 and later software:

  1. Click Lists> Documents> Templates.
  2. Find and select the appropriate template and click Update.
  3. Click the Edit Properties button.
  4. Select the Auto finalize in check box, and indicate the number of days.
  5. Click OK, and then OK again.

To learn more about finalizing medical note templates on Cornerstone version 7.6 and earlier, refer to the What’s New document, which is available from Start> All Programs> Cornerstone> What’s New.

 

How do I create a new invoice type?

To create a new invoice type:

  1. Click Controls> Invoice Types.
  2. Click New.
  3. Enter a name for the new type in Description.
  4. Select the Close at end of month check box to have invoices of this type close when end-of-month is processed.
    Note: When end-of-month is processed, a list of open invoices is displayed, with an indication as to whether each invoice should be closed or left open. This check box controls which choice (yes or no) is selected by default for the indicated invoice type.
  5. Click OK.

 

How do I add a patient picture?

To add a patient picture:

  1. From any window where the patient picture is displayed (a white rectangle or picture near the Patient Information section), right-click the picture display box, and click Capture> From File.
  2. Locate the desired picture on the computer or network and click Open.

 

How do I attach files or Web site links to medical notes?

To attach files or links to a medical note in Cornerstone 7.6 and earlier software:

  1. Start a new medical note.
  2. In the Template drop-down list, select the desired template.
    Note: To attach files or Web sites to a medical note, you must select a template that has data entry fields.
  3. Complete other information for the medical note.
  4. To attach a file:
    1. In the Attachments area, right-click and select New File.
    2. Locate the file on the computer or network and click Open.
  5. To attach a Web site link:
    1. In the Attachments area, right-click and select New URL.
    2. Navigate to the desired Web site, and copy the address.
    3. In the Attachments area, right-click and select Paste URL.
  6. Finish any other information on the medical note.

 

To attach files or links to a medical note in Cornerstone 8.0 and later software:

  1. Start a new medical note.
  2. On the Document Editor window, click the Attachments tab.
  3. Complete other information for the medical note.
  4. To attach a file:
    1. Select New File.
    2. Locate the file on the computer or network and click Open.
  5. To attach a Web site link:
    1. Select New URL.
    2. Navigate to the desired Web site, and copy the address.
    3. In the Attachments area, right-click and select Paste URL.
  6. Finish any other information on the medical note.

 

Can Microsoft® WordPad be used to print reminders?

No. You must use Cornerstone software, a reminder service, or Microsoft® Word.

 

How do I add reminders to an invoice item?

To add reminders to an invoice item:

  1. Click Lists> Invoice Item
  2. Select the desired item and click Update.
  3. Click the Reminders tab.
  4. To add a new reminder to generate:
    1. In Reminders to Generate, right-click and select New.
    2. In Item ID, enter the invoice item ID of the new reminder to generate.
    3. From the Type drop-down list, select the appropriate type for the new reminder.
    4. To specify when the new reminder will be due, enter the appropriate information in Months and Days. To have Cornerstone software ask at the time of invoicing, select the Ask for months⁄days in invoicing check box.
    5. Click OK.
  5. To add a new letter reminder to satisfy:
    1. In Letter Reminders to Satisfy, right-click and select New.
    2. In Item ID, enter the invoice item ID of the new reminder to satisfy.
    3. Click OK.
  6. Click OK to save the changes.

 

How do I add a reminder to a patient’s record?

To add a reminder to a patient’s record:

  1. On the Patient Clipboard, select the appropriate client.
  2. Right-click the desired patient name, and select Reminders.
  3. From the Patient Reminders dialog, select the appropriate tab (Letters or Call Backs).
  4. Find the first open line, and enter the ID of the new reminder in Item ID.
  5. In Date, enter the due date for the reminder.
  6. In Staff ID, enter the staff ID responsible for the reminder.
  7. Click OK to save the changes.

 

How do I generate reminders?

To generate reminders:

  1. Click Activities> Reminder Selection> Generate Reminders. The Generate Reminders dialog box appears.
  2. In the Date range section, enter the beginning and ending dates of the reminders to print. (These dates are the reminder due dates.)
  3. In the Client information section, choose who should receive reminders from the Send reminders to drop-down list:
    • The All Owners option sends reminders to all clients that have a classification with the Send Reminders check box selected (as well as to clients with no classification).
    • The Flagged Owners option is a subset of All Owners. These clients have a selected classification and have been set up as an owner with the Send Reminders check box selected.
  4. In the Client Classification field, select⁄deselect the classifications to receive reminders. All classifications are selected by default.
  5. From the Sort by drop-down list, select the order in which the reminders should print.
  6. Enter values in the Beginning last name and Ending last name fields. This is the range of the client name, client ID or ZIP Code. To include all clients, leave these fields blank.
  7. In the Species Information section, select the desired option from the drop-down list. The All option is the default. To send reminders for specific species, select Individual, and then click the species to include. Small and Large (which are standard groups of species) are also options.

 

To print reminders directly from Cornerstone software:

  1. Click the Reminder type drop-down list, and select Two Card, Three Card, or Four Card for the number of cards per page.
  2. Click the Reminder message drop-down list, and select the appropriate reminder message.
  3. Click OK, and then on the Generating Reminders window, click OK again.
  4. On the Print Preview window, verify that the reminder cards are correct. If they are, make sure the reminder card stock is in the printer, and then click Print.

 

To print reminders using the IDEXX Reminder Service:

  1. Click the Reminder type drop-down list, and select Create Reminder Service file.
  2. Click OK.
  3. On the Generating Reminders window, select the Open IDEXX Reminder Service check box and click OK. The default Web browser opens and displays the IDEXX Reminder Service Web site.
  4. Follow the instructions on the Web site to create and send the reminders.

 

How do I transfer items from the want list to a purchase order?

To transfer items from the want list to a purchase order:

  1. Click Inventory> Purchasing Work List.
  2. On the Want⁄Suggested List tab, make sure only the Want List check box is selected and click Search.
  3. Select the item(s) to add to a Purchase Order.
  4. In the Add to order area, click the Vendor drop-down list, and select the appropriate vendor, if it’s not already selected.
  5. Click Add.
  6. On the New Purchase Order window, press Tab, and then click Save, to save the Purchase Order, or click Place Order, to finalize the order.

 

How do I receive an order from a vendor?

To receive an order from a vendor:

  1. Click Inventory> Receipt List.
  2. Click Receive an Order or Create New Receipt.
  3. In the Vendor drop-down list, select the appropriate vendor.
  4. In Receipt number, type the receipt number. All items on all open purchase orders from the vendor now appear in the Item Detail area.
  5. Click the Status drop-down list, and select Received for all items being received. If all items shown are being received, click the Receive All button.
  6. If an item being received was not on a purchase order, type its ID in the first open detail line, or press F2 to search for it from the Invoice Item List.
  7. Verify and⁄or modify the quantity and per-unit cost for all items to be received.
  8. Enter the tax paid on each item or the overall order tax, as well as any shipping fee.
  9. Items that need inventory details (locations, lot numbers, or expiration dates) are displayed in red; click the Receipt Item Detail button, specify the necessary details, and then click Done.
  10. Click Save to save the progress on the receipt, or click Post to finish the receipt.
  11. Verify the price settings for all items on the Change Prices window and click Post.

 

How do I adjust my quantity on hand (QoH)?

To adjust QoH:

  1. Click Inventory> View Quantity on Hand.
  2. Find and select the specific instance of the item to modify, making sure to select the correct location, lot number, and⁄or expiration date.
  3. Click Edit QoH.
  4. In Actual, enter the correct quantity for the item.
  5. Click the Adjustment reason drop-down list, and select the reason for the adjustment.
  6. Click Save.

 

How do I use Cornerstone software with accounting packages, such as QuickBooks®?

Cornerstone software includes a feature called General Ledger that allows you to create a data file containing financial information for daily or monthly time periods. This data file can be imported into QuickBooks 2000 (or later), MYOB®, or Accpac, three specialized commercial accounting software packages.

Cornerstone software includes the following types of information in the data file:

  • Sales by class
  • Taxes
  • Payments received
  • Credit card service charges
  • Changes to the accounts receivable
  • Discounts
  • Refunds
  • Adjustments
  • Write-offs and reinstatements
  • Billing, finance, and service charges

 

To set up the General Ledger:

  1. Click Controls> General Ledger> Setup.
  2. Click the Extract to drop-down list, and select the correct accounting software package.
  3. Select the Daily period to produce the data file with end-of-day processing; select the Monthly period to produce the data file with end-of-month processing. Under Accounts, all information under Description is the information that Cornerstone software can include as part of the data file.
  4. Under Account Name, specify the proper account in the accounting software for that type of information.
  5. Accounts that can be further subdivided are indicated by the One Entry option:
    • To have just one entry for all information of the indicated type, select Yes from the drop-down list.
    • To have multiple entries, perhaps going to different accounts in the accounting software, select No from the drop-down list.
  6. When all desired accounts have been specified, click OK.
    When end-of-day or end-of-month processing is run (depending on the selection chosen earlier), a data file will be created automatically and stored on the server.
  7. Open the accounting software and import the appropriate file. Consult the accounting software documentation or technical support for instructions.

 

 

 

 

Microsoft and Windows are trademarks, or registered trademarks of Microsoft Corporation in the United States and/or other countries.

QuickBooks is a trademark and service mark of Intuit Inc., registered in the United States and other countries.

MYOB is a registered trademark of MYOB Limited.

All other ®/TM marks are trademarks of IDEXX Laboratories, Inc. in the United States and/or other countries.