Cornerstone guides

Quick guides and user guides for Cornerstone, including information on hardware, operating systems, and backups. Please see the Features by Version page for a list of top features by Cornerstone version and associated release notes. End of Period Previous Cornerstone

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. Use these resources to help you navigate closing/processing your end of year. In addition to the quick guides, use the resources below for detailed information on how to perform the

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. You can also add or remove taxes, discounts, or dispensing items.     Using

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. Inventory item setup Setting up inventory items to correctly track quantity on hand is the

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.

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