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
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
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
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
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,
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
A guide to frequently used terms and phrases with examples and organized by category. General Inventory Reporting
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
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
The most frequently asked questions about setting up and using the Appointment Scheduler