Using Microsoft Word with Cornerstone

If you want to use the advanced formatting and editing options available in Microsoft Word, create a document in Word and use Word’s Bookmark command to indicate where you want to merge Cornerstone data in the document.  Create the document in

Using LifeLearn documents in Cornerstone

Learn how to use LifeLearn documents in Cornerstone after subscribing to LifeLearn ClientEd Online. You can also load the older versions of LifeLearn that are on CD. LifeLearn ClientEd Online The LifeLearn ClientEd Online web-based portal offers you the added

Print mailing labels

Create mailing labels from Cornerstone using either of the two methods available:  Create labels using report builder Navigate to Reports > Client and Patient Report Builder. Create a label file from a report The Mailing Labels report is designed to

Setup signature capture devices

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

Patient Clipboard

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

Adding a document to a patient record

Learn how to fill out medical notes and correspondence documents to be added to the patient record and/or printed/emailed. In addition, learn how to add addendums to finalized documents and void documents. Add a document Navigate to the document window

Document FAQs

The most frequently asked questions about setting up and using medical notes and correspondence documents.

Document template overview and setup

Medical notes and correspondence document templates are used for exam notes, consent forms, client handouts, kennel cards, etc. and are managed from the document template list. A variety of templates are provided for you in document categories of Samples and

Document bookmarks

Bookmarks are used to insert specific variable information into a document, like a client name, patient history, practice phone number, etc. They are most commonly used when setting up a document template, but can also be inserted individually when editing

Document template categories

Use document categories to organize your document templates for medical notes and correspondence. Adding a category Updating a category Deleting a category Assigning a category to a document Note: Documents can also be assigned to categories by selecting Edit Properties

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