Invoicing Overview

Invoicing is the process of documenting the sale of goods and services performed on a patient and requesting payment from a client. It’s used for record-keeping, accounting and taxation purposes. During the invoice process, Cornerstone updates the reminder information and

Census List

Use the census list to view and check in scheduled appointments, view patients currently checked in to your practice, and manually check out patients.  Viewing the Census List Navigate using either: Filter and Sort Buttons Select a patient and perform

Client account overview

The Client Account window and Account information tab on the Patient Clipboard can be used to view a client’s account history, credit code, aged balance amounts, transaction details, and perform financial tasks. Client Account window access and differences Access There

Online Payment requests log

Learn about using Online Payment Request Log to review the status of all online payment requests and other frequently used actions and keywords in Online Payments. Functions From the Payment request log, the following can be done: Navigating the window

Online Payment requests

Subscribers to Cornerstone Payments integrated card processing can opt to enroll in Online Payments, which can send a payment request via email or text as part of your established invoicing and payment workflows. Once a payment is made and processed,

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

Cornerstone glossary

A guide to frequently used terms and phrases with examples and organized by category. General Inventory Reporting

Appointment Scheduler: Schedule for Today window overview

The Schedule for Today window is the main Appointment Scheduler window used for viewing, scheduling, and tracking patient appointments. From this window you can: Access and navigation The Appointment Scheduler can be accessed from multiple pathways. Most commonly used are

Appointment Scheduler: Schedule for the Week

Use this condensed version of your daily schedule to view appointments, blocks, and lunches. From this window, you can quickly find and schedule available spots across multiple rooms and days. View and Navigation Scheduling Additional information Related reports

Appointment Scheduler FAQs

The most frequently asked questions about setting up and using the Appointment Scheduler