Account defaults can be set for frequently used selections when working with client payments, returned checks, and account adjustments. Setup Navigate to Controls > Defaults > Practice and Workstation > Account. Additional information
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 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
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
Common client accounting issues and the best solutions to fix them. Other resources
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
Get help now with managing client accounts and records using our collection of resources. Check out these courses to learn how to navigate the Client Account window and some of the most common client accounting tasks. Payments and integrated payments
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
Learn how to create frequently asked for client reports such as who your top clients are, active clients, client mailing and email addresses, clients who owe money, new clients and more. Commonly asked for client reports Tip: Set key reports
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
