Create and save estimates

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

Exiting Cornerstone

Logoff and close Cornerstone. Logoff current user then Exit Cornerstone Exit Cornerstone and Logoff current user Additional information Related reports

Appointment Scheduler: Create a scheduling note for staff

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 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

Daily Planner

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 >

Appointment Scheduler: Locate and Find appointment options

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

Appointment Scheduler: Copy and paste appointments

Use copy/paste of appointments or blocks to quickly setup: Copy/paste appointments Additional Information Related Reports Resources

Appointment Scheduler: Using the Tickler File

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

Appointment Scheduler: Print today’s schedule

Quickly Print the Schedule for Today window with a single click. The Today’s Report displays the same information in grid format for all rooms in the selected suite. Print today’s schedule Additional Information Related Reports Resources

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

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