Appointment Scheduler Collection

All the resource you need to setup and manage the appointment scheduler. To quickly schedule an appointment and get an overview of the schedule for today, use the appointment scheduler quick reference guide. Appointment Scheduler setup Review the appointment scheduler

End of Year Collection

All the information you need to process end of year within Cornerstone and ensure your system is set for the next year. Use these resources to help you navigate closing/processing your end of year. In addition to the quick guides,

Mass Markup Tool

Use the mass markup tool to make global pricing changes to your service and inventory type invoice items including base prices, minimum prices and dispensing fees. In addition, you can add or remove taxes, discounts, or dispensing items.    

Inventory Collection

Find the inventory information you need now or explore resources to learn how to set up inventory items and inventory features or learn inventory workflow. In addition to the resources below, check out our Professional Services Catalog for additional inventory

End of year processing

Learn more about why processing end of year (EOY) is important for your practice and how to efficiently complete this task. End of year functions Maintaining a consistent pattern of closing periods is recommended for best period-based reporting and comparative

End of period FAQs

The most frequently asked questions about end of period activities.