Appointment Scheduler Collection

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

Appointment Scheduler: Create a scheduling note for staff

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

Searching for clients and patients

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

Using the Patient Visit List

The Patient Visit List (PVL) is a key part of Cornerstone workflow. It captures and stores charges from activities that are then transferred to an invoice, when ready to check the patient out. This prevents missed charges. Learn about all

Track client referrals

Tracking client referrals is a good business practice to develop thank you programs for clients recommending your practice and to measure advertising budget effectiveness. Since referral tracking is based on client ID, media and other marketing methods and non-specific ‘referring

Check-in defaults and check-in report settings

Set applicable check-in defaults including checked-in by options. Specify Check-In Report information and printing preferences.  Check-in defaults Navigate to Controls > Defaults > Practice and Workstation > Check-in.  Setup check-in report defaults Navigate to Controls > Defaults > Practice and

Check patients in and out

Learn how to check patients in and out as Cornerstone and the benefits of doing so. Benefits of Check-in/out Check patients in and out as they arrive and depart to maintain an accurate medical history and picture of practice activity.

Appointment Scheduler: Block unavailable appointment times

Appointment time slots can be blocked to prevent scheduling during times when staff members are unavailable. Learn how to make blocks: Create a single or group block Navigate to Toolbar > Appointment Scheduler. Creating a recurring block Note: When creating

Daily Planner

The Daily Planner is a one-stop screen, designed to manage information pertaining to patients currently being seen at the practice. From the Daily Planner, you can view and work with: Access and Navigation Navigate to Toolbar > Daily Planner >

Appointment Scheduler: Locate and Find appointment options

Use Locate to search for a client’s existing appointments. Use Find to search for an available appointment based on entered criteria such as staff, time, and days of week.  Locate an existing appointment Find an available appointment Navigate to Toolbar