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 Navigate to Controls > Defaults > Practice and Workstation > Account. 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

User Defined Prompts: Custom fields for client, patient, staff, species

Set up prompts to be used as custom fields for information not already included in Cornerstone that can be used for clients, patients, species and staff. Setup new prompt Modify a Prompt Note: Prompt List entries can be modified, but

Classifications: Categorize your clients, patients, and staff

Create and update classifications for your clients, patients and staff. Classifications are assigned in the client, patient and staff information windows and can be used in reporting. Use of classifications Classifications are used to: Setup a New Classification Update a

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