Practice information includes the practice name, address, and phone numbers that appear on invoices, statements, estimates and prescription labels. Practice settings include options for your practice such as practice revenue center, practice level information for controlled substance export, and account
Use the Diagnostic Code list to enter a diagnosis in a patient’s medical history to track patients with particular disorders and characteristics or for insurance billing. The AAHA diagnostic code list is provided for you. Setup a diagnostic codes Navigate
Create Cashier IDs to require a password and track Staff IDs when payments are applied. Setup a Cashier ID Note: Up to six characters can be used when creating Cashier ID’s. Navigate to Lists > Cashier ID. Update Cashier IDs
Setup and modify payment types and credit codes to be used to determine which payments can be taken from clients. Setup or modify a payment type Payment types are used to manage the payments your practice accepts and how information
Create, update, and inactivate Staff IDs for users from the Staff List. Setting up a new staff Navigate to Lists > Staff > New. Optional Setup Update staff information Inactivate a staff ID Note: Once inactivated, the status can be
The General Ledger (GL) interface allows you to extract daily or monthly financial data to a file that can be imported into QuickBooks or MYOB Accounting for Windows. The extract can be manual or part of your end of period
Use the Vital Sign List window to manage the vital signs utilized at your practice, including patient weight settings. A default list of vital signs is provided for you. You can also create additional vital signs if needed. The vital
Modify provided protocols or create custom protocols linked to your invoice items in accordance with your practice’s standard of care to generate compliance results and reports to look for missed opportunities at a practice and provider level. Set up a
Learn how to set up approved signature capture devices to integrate with Cornerstone. Uses for signature capture devices Setup signature capture device Navigate to Tools > Signature Capture Device. Select the type of signature capture device you have and following
Set up partnerships to group clients under a single client ID for invoicing purposes when more than one client is financially responsible for a patient/herd. Partnerships are necessary to use the split billing processing. This type of client setup and
