Whether you’re starting from the beginning or looking to improve your chartless practice, these articles will help you setup and use key elements of a paper-light workflow. Document setup Learn how to setup your templates for success. Document usage Once
Create/run a report, apply sort and filtering as needed, then preview, print, or save the report to file. Search for a report Navigate to Reports > Find a Report. To browse all available reports, click [+] to open an individual
Learn how to create, run, and print reports for end of day, end of month, and end of year. Accessing end of period reports To quickly access your default EOP reports: To view the library of available reports, view the
Monthly Invoices and Statements are printed from the end of month reporting group. Statements include all transaction history (invoices, payments, adjustments, etc.) for the period. Invoice details for both posted and closed invoices can be provided within the statement or
Patient Advisor generates pet health report cards and treatment plans. Overview Patient Advisor provides personalized, consistent information to clients. Note: Patient Advisor is no longer sold. Pet Health Report cards can be created in Correspondence and invoice items can be
Cornerstone Boarding and Grooming provides a variety of reports to help keep your boarding facility running smoothly and allows you to track important information for analysis of the business. Print boarding reports Navigate to Reports > Find a Report >
The Cornerstone Practice Explorer module is an additional module for creating custom reports with custom output using the data available in your Cornerstone database. Overview Using Practice Explorer, you can do the following: Use the Cornerstone Practice Explorer User’s Guide
Controlled substance reporting is available using either an invoice item report or as a designated filing form (Example: ASAP 4.2), that can be sent via email or uploaded via FTP to the appropriate state agency. Export setup Some states’ controlled
Modify provided protocols or create custom protocols linked to your invoice items in accordance with your practice’s standard of care to generate compliance results and reports to look for missed opportunities at a practice and provider level. Set up a
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
