Learn how to assign invoice types to prevent saved invoices from closing during end-of-month processing. Example: prescription pick up or hospitalization.There are limited reporting options for invoice types. Setup invoice types Navigate to Controls > Invoice Types. Delete invoice types
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
Cornerstone contains many features that allow you to create comprehensive invoices. You can place more than one patient on the same owner’s invoice. Posted invoices are the source of data used for revenue and activity-based reporting. Create an invoice Navigate
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
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,
Setup and modify payment types and credit codes to be used to determine which payments can be taken from clients. Setup or modify a payment type Payment types are used to manage the payments your practice accepts and how information
Setup Cashier IDs to require a password and track Staff IDs when payments are applied. Setup a Cashier ID Update Cashier IDs Delete a Cashier ID Additional information Related reports