Generating reminders overview

A reminder is a means of following up with a client about a patient’s specific needs. These can be a reminder to make a phone call or a reminder to send a letter, postcard, or email. Overview: Reminder types and

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

Generating reminders

Find patients with letter reminders in their record that are due in a specified date, as well as specify which clients, species and invoice item types (services only, specific items only, etc.), to include. You can also specify output to

Reminder print options

When sending patient reminders from Cornerstone, print options for reminder messages, postcard alignment and bulk rate postage can be set up and applied to postcard templates.  Set up bulk rate for reminders Navigate to Activities > Reminder Selection > Reminder

Print or email reminders using Microsoft word

After creating your Word file from generating reminders, merge into the provided reminder template to print or email reminders. Merging reminders files with word templates Printing or emailing reminders with Word uses data from a Cornerstone generated file that is

Call back notes list

Create call back notes to quickly insert frequently entered call notes when performing call backs. Add a new call back note Navigate to Lists > Call Back Notes. Modify a call back note Navigate to Lists > Call Back Notes.

Patient Clipboard

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

Setting up and maintaining a patient’s reminders 

Reminders are a critical aspect of your practice to encourage return visits and promote patient adherence to healthcare recommendations and continue client engagement after visits.  Patient reminder setup and strategy overview Reminder strategies A reminder strategy for generating and sending/completing

Vaccination Bookmarks: Setup and usage

Vaccination bookmarks allows you to customize the contents and layout when reminders are used in patient documents like vaccination certificates or history summaries. Setup vaccination bookmarks default Setup vaccinations bookmark in documents Repeat as needed for other document templates that