The Daily Entries Report defaults allow you to specify how your practice tracks changes, additions and deletions of billed lines on the invoice or the Patient Visit List (PVL). To help you maintain the integrity of your practice data, the
Performance Tracker reports allows you to compare data, based on end of month processing, within your practice. Performance Tracker defaults are required to fully take advantage of this reporting feature. Summary defaults Set preferences for displaying data and dynamic graphs
Petly Plans integration with Cornerstone not only checks that billed items are available on the patient’s preventive care plan, it also applies plan discounts if the items and requested quantities are available. Set up Petly Plans defaults Navigate to Controls
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
Daily Planner defaults allow you to specify settings pertaining to the Daily Planner Diagnostics and Call Back tabs, which allows you to manage laboratory results, lab requests and call backs for a specific staff member or for all staff. Set
Set preferences for creating and printing prescriptions and lab request labels. Set up prescription defaults Navigate to Controls > Defaults > Practice and Workstation > Prescriptions Prescription label/lab request label area Prescription area Additional information Other Resources
Specify information retention periods to apply when using the Purge Data tool. Set up Purge defaults Navigate to Controls > Defaults > Practice and Workstation > Purging. Additional information Related Reports
Alerts are message boxes which display when you access information for a patient or client who meets certain conditions, such as missing information or overdue reminders. When an alert displays, you must click OK in the message box before you
Use departing instructions to explain after treatment care such as post anesthesia or vaccine expectations or maintaining a bandage. Uses for departing instructions Setup departing instructions Navigate to Lists > Departing Instructions. New instructions Update instructions Delete departing instructions How
Set applicable check-in defaults including checked-in by options. Specify Check-In Report information and printing preferences. Check-in defaults Navigate to Controls > Defaults > Practice and Workstation > Check-in. Setup check-in report defaults Navigate to Controls > Defaults > Practice and
