Purge inventory

Learn how to purge specific types of inventory information from Cornerstone. How to purge inventory Navigate to Tools > Inventory Purge. Additional information

Make a copy of your database

It is recommended to do a backup prior to a purge or mass markup, as they cannot be reversed. The following steps will create a copy of your Cornerstone database in the IDEXX folder of the drive your Cornerstone software

CareCredit® integration 

CardCredit integration is available at no cost to you, starting with Cornerstone 9.5. Using the CareCredit integration is an easy, self-guided setup that enables additional payment options to either process a payment directly or email/text a payment link using CareCredit’s

Strategy for sending reminders

Predetermine and follow a strategy for generating and sending reminders to protect your client base, enhance client loyalty, improve preventative care and increase revenue. Reminder system elements Letter and callback type reminders are added to and updated for a patient

Compliance Assessment Tool overview

You can use the Compliance Assessment Tool to search for patients who visited the practice during a specified date range and check to see if they received recommended services based on species, breed, age, weight, or diagnosis. This helps to

Changing IDs

Use the Change IDs tool to change a client ID, patient ID or invoice item IDs. How to change IDs Navigate to Tools > Change IDs. Additional information Related Reports These Cornerstone reports provide information from the actions outlined in

9.5 Release highlights

Check out some of the new and updated features in Cornerstone 9.5. For more information on Cornerstone 9.5, explore our other resources. Reports Check these new features out under Reports > Find a Report. Daily Navigation Online payment requests Note:

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 Removing outdated client and patient records also declutters your client and patient

Mass Markup Tool

Use the mass markup tool to make global pricing changes to your service and inventory type invoice items including base prices, minimum prices and dispensing fees. In addition, you can add or remove taxes, discounts, or dispensing items.    

Multi-Location Single Database (MLSD) for Cornerstone Guide

Use this guide to determine if Multi-Location Single Database is a good fit for your practice. What is Multi-location single database (MLSD)? Cornerstone’s Multi-Location Single Database feature allows you to share a single database/instance among multiple practice locations. Key features