Appointment Scheduler: Create a scheduling note for staff

Use the Notes feature to communicate general scheduling information. Examples: closing time for holiday, doctor on vacation, lunch meeting details or potential waiting list clients.  Add a scheduling note Modify a scheduling note View a scheduling note Delete a scheduling

Password defaults

The Password defaults allow practices to set a higher level of system security for tighter information control or to meet regulatory compliance requirements. With the enhanced password security settings, you can add a new level of security to your Cornerstone

Working with prescriptions

The Prescription Labels feature in Cornerstone allows you to:  Create a prescription Start a prescription from the patient or from entering a prescribed item on the Patient Visit List (PVL) or on an invoice. Navigate to any of the following:

Travel sheets

Create custom travel sheets with frequently used products and services to use in your practice. You can use travel sheets in your Cornerstone system to easily add invoice items to estimates, invoices, or Patient Visit Lists. Travel sheets can also

Searching for clients and patients

Use either the Client List or Patient List windows, or the Patient Search tool to find and manage specific clients and patients. These lists are accessible through corresponding ID fields in various Cornerstone windows. Alternatively, you can use the search

Purge clients and patients

Purging aged records that are no longer needed reduces the amount of displayed client accounts and patient medical history and decreases the size of reports that include history. Removing outdated client and patient records also declutters your client and patient

Invoicing Overview

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

Working with invoices

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

End of Year Collection

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,

Group invoice item setup and management

Set up group items with invoice items you often invoice together, such as a dental, to save time and avoid missed charges. When you add a group to a billing window, all items in the group are added. ‘Smart’ features