Daily Planner

The Daily Planner is a one-stop screen, designed to manage information pertaining to patients currently being seen at the practice. From the Daily Planner, you can view and work with: Access and Navigation Navigate to Toolbar > Daily Planner >

Adding a document to a patient record

Learn how to fill out medical notes and correspondence documents to be added to the patient record and/or printed/emailed. In addition, learn how to add addendums to finalized documents and void documents. Add a document Navigate to the document window

Cornerstone glossary

A guide to frequently used terms and phrases with examples and organized by category. General Inventory Reporting

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