Set up your admin and user credentials for the MyCornerstone Upgrade Service. For more information on using the MyCornerstone Upgrade Service, please see this article. Set up a MyCornerstone admin user Set up additional users Edit a user Delete a
Set defaults per logged in staff ID to account for personal and department preferences. Setup staff defaults Navigate to Controls menu > Defaults > Staff . Patient Clipboard tab Toolbar tab Miscellaneous tab Inventory tab My Favorites tab Customize the
Your practice can use Required Data defaults to make certain fields required on client or patient records. This means that staff members will not be allowed to save the record without providing information in the required fields. Set up required
Set inventory specific defaults for new inventory items, ordering, history display and verification of inventory details. Available settings differ based on single location (SLI) or multi-location inventory (MLI) configuration. Setup Controls > Defaults > Practice and Workstation > Inventory Review
These settings control your display and availability to book appointments on the Appointment Scheduler. Setup defaults Set options for Appointment Scheduler refresh rate, display and resizing, tickler file additions and use of the Next Appointment Reminder feature. Navigate to Controls
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
The Cornerstone Backup Verification Assistant provides extra precaution to ensure your Cornerstone data is backed up. It scans the backup log and reports possible problems when a staff member with appropriate security logs into Cornerstone. IDEXX recommends IDEXX Data Backup
An API, or Application Programming Interface, is a set of rules or protocols that enables software applications to communicate with each other, and exchange data. Cornerstone uses API to integrate with several partners. These defaults apply to some of those
Set the report language to set the language that prints for specific types of client documents. Set up report language defaults The Report Language defaults allow you to set the language and customize specific headings that print on the following
The attached guide provides information on the default settings located in the Cornerstone Lists and Controls menus. Overview The guide is divided into two sections.
