Quick guides and user guides for Cornerstone, including information on hardware, operating systems, and backups. Please see the Features by Version page for a list of top features by Cornerstone version and associated release notes. End of Period Previous Cornerstone
These settings control your display and availability to book appointments on the Appointment Scheduler. Setup defaults Set options for Appointment Scheduler refresh rate, display and resizing, tickler file additions and use of the Next Appointment Reminder feature. Navigate to Controls
Rooms display as columns on the Appointment Scheduler. This article reviews setup and best practices for room organization. Add a Room Navigate to Lists > Room > New. Update a Room Navigate to Lists > Room. Delete a Room A
The Patient Clipboard is designed to display all aspects of a patient’s records, including owner information. With tabs and right-click menus, the Patient Clipboard is the most efficient way to navigate Cornerstone and to perform many client and patient functions
Use either the Client List or Patient List windows, or the Patient Search tool to find and manage specific clients and patients. These lists are accessible through corresponding ID fields in various Cornerstone windows. Alternatively, you can use the search
The Schedule for Today window is the main Appointment Scheduler window used for viewing, scheduling, and tracking patient appointments. From this window you can: Access and navigation The Appointment Scheduler can be accessed from multiple pathways. Most commonly used are
Changing the time increment used on the Appointment Scheduler after setting up and using the schedule is a multi-step process and should be carefully considered before proceeding. The essential steps include: Instructions Step one: Reactivate staff and print reports Report
Check out some of the new and updated features in Cornerstone 9.5. For more information on Cornerstone 9.5, explore our other resources. Reports Check these new features out under Reports > Find a Report. Daily Navigation Online payment requests Note:
All the resource you need to setup and manage the appointment scheduler. To quickly schedule an appointment and get an overview of the schedule for today, use the appointment scheduler quick reference guide. Appointment Scheduler setup Review the appointment scheduler
Use the Notes feature to communicate general scheduling information. Examples: closing time for holiday, doctor on vacation, lunch meeting details or potential waiting list clients. Add a scheduling note Modify a scheduling note View a scheduling note Delete a scheduling
