Purge clients and patients

Purging aged records that are no longer needed reduces the amount of displayed client accounts and patient medical history and decreases the size of reports that include history. Removing outdated client and patient records also declutters your client and patient

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

Merge clients and patients

Learn how to merge client and patient records in the event duplicate accounts occurred and both have activity, or separate accounts were maintained for a single patient and now want to be combined into a single account.   Setup Client

Client defaults

Use client defaults to save time when setting up new clients to include selections you use most frequently, like client classification and A/R information. Setup Controls > Defaults > Practice and Workstation > Client Additional information

Account defaults

Account defaults can be set for frequently used selections when working with client payments, returned checks, and account adjustments.   Setup Additional information

Discount Setup and Management

Setup discounts to use on estimates, PVLs, invoices, and client settings. Discounts can be applied to invoice items individually or automatically when an invoice item and client settings match. Add or modify discounts Add discounts to individual items Add discounts

Billing and communication messages: Setup and defaults

Set up customized messages for estimates, invoices, statements, and emails from Cornerstone. Billing messages Create and assign billing messages for the footer on your estimates, invoices, and statements. The invoice and estimate messages can be updated at the time of