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
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
Create estimates for your client to inform them of expected costs. Once created, print, email or fax to your client. Estimates are saved until they expire or are finalized. When finalized manually or by electronic signature, sends charges to the
Logoff and close Cornerstone. Logoff current user then Exit Cornerstone Exit Cornerstone and Logoff current user Additional information Related reports
Use the Notes feature to communicate general scheduling information. Examples: closing time for holiday, doctor on vacation, lunch meeting details or potential waiting list clients. Add a scheduling note Modify a scheduling note View a scheduling note Delete a scheduling
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
The Daily Planner is a one-stop screen, designed to manage information pertaining to patients currently being seen at the practice. From the Daily Planner, you can view and work with: Access and Navigation Navigate to Toolbar > Daily Planner >
Use Locate to search for a client’s existing appointments. Use Find to search for an available appointment based on entered criteria such as staff, time, and days of week. Locate an existing appointment Find an available appointment Navigate to Toolbar
Use copy/paste of appointments or blocks to quickly setup: Copy/paste appointments Additional Information Related Reports Resources
Tickler File is used to store canceled (deleted) appointments and prompts user to use original appointment information when rescheduling clients that canceled a previous appointment. Cancel an appointment Review the Tickler File Schedule with the Tickler File information Additional Information
