Surcharging FAQs
Answers to frequently asked questions on surcharging in Cornerstone. For general surcharging FAQs, visit software.idexx.com/surcharging-faq.
Answers to frequently asked questions on surcharging in Cornerstone. For general surcharging FAQs, visit software.idexx.com/surcharging-faq.
Monthly Invoices and Statements are printed from the end of month reporting group. Statements include all transaction history (invoices, payments, adjustments, etc.) for the period. Invoice details for both posted and closed invoices can be provided within the statement or
The Patient Clipboard is designed to display all aspects of a patient’s records, including owner information. With tabs and right-click menus, the Patient Clipboard is the most efficient way to navigate Cornerstone and to perform many client and patient functions
Posted payments, including change given, can be voided in cases of an entry error. Void a payment on account Navigate to either: Voiding a payment posted on an invoice Additional information Related reports Resources
Payments are entered on an invoice or directly on a client account. Payments can be entered at any time, with or without an existing balance. Multiple payments can be entered and combined in the payment window if a client is
The free-to-activate CareCredit integration* enables you to process transactions directly in Cornerstone 9.6 and above without having to go to the CareCredit portal or repeatedly entering login credentials. Offer flexible payment options to pet owners by sending a CareCredit pay
Create Cashier IDs to require a password and track Staff IDs when payments are applied. Setup a Cashier ID Note: Up to six characters can be used when creating Cashier ID’s. Navigate to Lists > Cashier ID. Update Cashier IDs
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
Split Billing allows you to divide the total owed to the practice between multiple owners of a patient, when the owners/clients are set up in a partnership. The billing is based on the percentage of ownership of the members within
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
