Split billing process

Split Billing allows you to divide the total owed to the practice between multiple owners of a patient, when the owners/clients are set up in a partnership. The billing is based on the percentage of ownership of the members within

End of Year Collection

All the information you need to process end of year within Cornerstone and ensure your system is set for the next year. Use these resources to help you navigate closing/processing your end of year. In addition to the quick guides,

Mass Markup Tool

Use the mass markup tool to make global pricing changes to your service and inventory type invoice items including base prices, minimum prices and dispensing fees. In addition, you can add or remove taxes, discounts, or dispensing items.    

Client account management: Writing off and reinstating client accounts

Writing off a client sets their account balance to zero, inactivates their account, and adds an alert to their account. Reinstate the client to restore the balance, reactivate the client, an update the alert. Write off If you try to

End of year processing

Learn more about why processing end of year (EOY) is important for your practice and how to efficiently complete this task. End of year functions Maintaining a consistent pattern of closing periods is recommended for best period-based reporting and comparative

End of month processing

Learn more about why processing end of month (EOM) is important for your practice and how to efficiently complete this task. End of month functions Maintaining a consistent pattern of closing periods is recommended for best period-based reporting and comparative

End of period reports

Learn how to create, run, and print reports for end of day, end of month, and end of year. Accessing end of period reports To quickly access your default EOP reports: To view the library of available reports, view the

End of day processing

Learn more about why processing end of day (EOD) is important for your practice and how to efficiently complete this task. End of day functions Maintaining a consistent pattern of closing periods is recommended for best period-based reporting and comparative

End of period FAQs

The most frequently asked questions about end of period activities.

Unattended end of period settings

Set unattended end of period for the day or month, to ensure the period is closed consistently and corresponding period reports reflect accurate information. You can also set it to include making a database copy in addition to your normal

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