Learn how to create frequently asked for inventory reports such as which items are tracking quantity on hand, inventory counts, cost on hand and more. Common inventory reports Tip: Set key reports as a favorite to find quickly in the
The Problem List provides a list of common presenting medical ailments and issues. This list can be used when entering medical notes on the patient record. Categories are used to organize and search the problem list. You must set up
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,
Add items that are associated with a Cornerstone purchase order to the Backorder List when creating, editing or receiving purchase orders. Edit and cancel backordered items from the Backorder List. Add to backorder list Purchase Order Receipt View and modify
Use the Receipt List window to view, receive inventory and manage vendor receipts. Receive a purchase order or manually enter a receipt without an order. Posting inventory receipts updates: Using the Receipt List Inventory > Receipt List Filters Functions
Use the Order List window to view, place and manage purchase orders. Orders can also be placed from the Purchasing Work List (PWL). Using the Order List Inventory > Order List Filters All purchase orders from past 14 days will display
Learn how to check quantity on hand (QOH) and adjust quantity, lot numbers and expiration dates, and average cost using the View Quantity on Hand window and the Adjustment List. View Quantity on Hand window Use the View Quantity on
Set inventory specific defaults for new inventory items, ordering, history display and verification of inventory details. Available settings differ based on single location (SLI) or multi-location inventory (MLI) configuration. Setup Controls > Defaults > Practice and Workstation > Inventory Review
Return inventory items that are maintaining quantity on hand (QOH) to Vendor. Returning an item to vendor Inventory > Return to Vendor Note: Saving the return will deplete the quantity on hand and update the cost on hand for the
Learn how to use the Purchasing Work List (PWL) window to manage Want List (staff requested) and Suggested items (based on item reorder settings). This includes viewing item stock levels, sales history, cost and other details, as well as adding