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:

• Scheduled and no-show appointments
• Scheduled and pending call backs
• Open laboratory requests, recently received results (including VetConnect PLUS results), and laboratory call backs
• Checked-in patients
• Tentative and draft medical notes
• Tentative and draft correspondence
• Patient Visit Lists
• Open (saved) invoices

Access and Navigation

Navigate to Toolbar > Daily Planner > select a tab.

Do any of the following to adjust information display based on staff ID:

• Enter a new Staff ID or F2 to select from the Staff List. The staff ID defaults to logged in user.
• Select View for all staff to view information on the tabs for all staff, not just the logged in user.
• Select a tab.
  • All Daily Planner tabs that have patient detail rows, except for the Invoices tab, display the patient status for inactive (I) or deceased (D) patients.
  • The patient’s hospital status (Ready to go Home, Inpatient, etc.) is also displayed on the Checked-in and Patient Visit List tabs.
• Adjust date(s), when available, by:
  • Entering a new date or F2 to select from calendar.
  • Clicking single arrows to advance or go back a day.
  • Clicking double arrows to advance or go back a week.
• Adjust information sorting by clicking the appropriate column header.
• Right-click on a line item to display a list of available menu options. Note: All tabs have a Patient Clipboard option.
  
• Click Refresh to update with most recent information.
• Click Close to exit the Daily Planner.

Appointments tab

The Appointments tab displays:

1. Appointment date/time
2. Client ID and appointment status
3. Client Name and Reason for Visit
4. Patient ID and Room
5. Patient name and status, if inactive (I) or deceased (D); and Staff Name.
6. Appointment notes 

Do any of the following to change the display:  

• Adjust date(s) to display by: 
  • Entering a new date or F2 to select from calendar. 
  • Click single arrows to advance or go back a day. 
  • Click double arrows to advance or go back a week. 
• Adjust display as needed by clicking any column header.

Select an appointment row and do any of the following:

• Hover over note icon to read appointment notes. 
• Right-click on an appointment to: 
  • Update appointment information 
  • Check a patient in 
  • Open the Patient Clipboard 

Note: Click Refresh to update the Daily Planner with the most recent information.

Call Backs tab

View and complete reminder call backs that are scheduled (open) or pending.

The Call backs tab displays:

1. Client ID
2. Client name and phone and name
3. Patient ID
4. Patient name and status: Inactive (I) or deceased (D)
5. Staff name and the reminder item prompting the call back and call back notes
6. Date
7. Status of the callback

Do any of the following:

• Adjust display as needed by adjusting dates or clicking any column header.
• Select a row and hover over a status with an ellipsis (3 dots) to read call back notes.
• Right-click on a call back to:
  • Update call back information.
  • Delete an open status call back.
  • Add a note about the call back and update status.
  • Change the date of the call back.
  • Open the Patient Clipboard.
  • Refresh the information.

Diagnostics tab

Manage many of your laboratory-related tasks in Cornerstone, including review of laboratory results and reports, VetConnect Plus results, and laboratory call backs.

The Diagnostic tab displays:

1. Patient ID and owner name
2. Patient name
3. Practice ID
4. Lab ID and requisition ID
5. Lab Type (completed, pending, etc.) and template
6. Date and staff ID
7. Call back status
   • The Call Backs columns (Status, Date and Staff ID) allow you to keep track of lab call backs at a glance and access call back options with a single click.
   • For completed and posted laboratory results, you can generate a call back immediately or schedule a call back for a specific staff member and date.
8. Call Backs and Date
9. Staff ID for call back

Adjust display as needed by: 

• Adjusting dates.  
• Selecting/clearing any of the following:
  • Posted results 
  • Lab result types 
  • Hide preliminary results 
• Select a practice or choose All practices. This is for Multi-location single database (MLSD) configured practices only. The practice defaults to the logged in practice. 
• Clicking any column header. 

Right-click on a line to: 

• Update a lab request, lab result or call back
• Open the Patient Clipboard. 
• Refresh the information. 

Note: available right-click menu options based on result type selected 

Review laboratory results

• Double-click a line to review results for completed or posted tests.  
• From the VetConnect PLUS tab (IDEXX results only), features such as graphing, clinical decision support, sharing, printing, and emailing are available.
  • Call backs can also be performed or scheduled from any of the lab result tabs.
  • Laboratory results and client-friendly reports that you share from IDEXX VetConnect PLUS within Cornerstone can be viewed from the VetConnect PLUS communications log. They are not viewable elsewhere in Cornerstone.  

Laboratory call backs

In the Call Backs Status column, the status is indicated on the button. When reviewing or updating the status, use the following definitions as your guide: 

• Blank: A call back has not been performed or scheduled (created) for the laboratory result.  
• Open: A call back has been scheduled (created), but the client has not yet been contacted.  
• Pending: A first call back has been initiated (e.g., called and left message) and notes have been added, but this call back has not yet been completed.  
• Completed: The client has been contacted, notes have been added, and no further call backs are needed.  

Record a first call back immediately for a laboratory result

1. Click the blank status button associated with the result and select Call now.  
   • All phone numbers for the client are provided near the top of the Call now dialog box, with the primary number at the top of the list. Scroll as needed to see additional numbers. 
   • If the same patient’s call back is open on another workstation, a warning will be displayed, and any changes will not be saved. 
2. Enter recording staff ID. 
3. Update status to Pending or Completed, if applicable. Open and Pending status lab call backs also display on the Call Backs tab until completed. Call backs with notes display with an ellipsis (3 dots). 
4. Enter notes or click Select Note to insert a premade note entry, modifying as needed. 
5. Click Spell Check and address any spelling errors. 
6. Select Reassign this Call Back, if needed, and enter the desired staff and date to be assigned for processing the call back at a later date.  
7. Click OK. Notes are date timed stamped, and added to patient record when Pending or Completed status is selected. 

Schedule a first call back for a laboratory result

1. Click the blank status button associated with the result and select Schedule a call back.  
2. Enter the staff ID of the staff member you are scheduling to make the call.  
3. Set the date for the scheduled call back.  
4. To enter a note for this call back, type your note in the text box or click Select Note and select a note from a list of commonly used call back notes.  
5. Click Spell Check and address any spelling errors. 
6. Click OK.  

Update an open or pending call back

1. Click the Open or Pending status button associated with the result.
   • All phone numbers for the client are provided near the top of the Note for dialog box, with the primary number at the top of the list.
   • Scroll as needed to see additional numbers. 
   • If the same patient’s call back is open on another workstation, a warning will be displayed, and any changes will not be saved.  
2. Enter recording staff ID. 
3. Update status to Pending or Completed, if applicable.
   • Open and Pending status lab call backs also display on the Call Backs tab until completed.
   • Call backs with notes display with an ellipsis (3 dots). 
4. Enter notes or click Select Note to insert a premade note entry, modifying as needed. 
5. Click Spell Check and address any spelling errors. 
6. Click OK. Notes are date timed stamped, and added to patient record when Pending or Completed status is selected. 

Note: Reassigned and scheduled call backs also appear on the Call Backs tab. Completing these call backs in either tab will update the other tab respectively. 

View notes for a completed laboratory call back

Click the Completed status button associated with the result.

• All associated call back notes display in a view-only dialog box.
• Call back notes are also available in patient history. 

Checked-in tab

View patients that are checked into the practice. Note: Boarding module check-ins can be viewed on the Census List (F3).

The Checked-In tab displays:

1. Client ID
2. Client name and reason for visit
3. Patient ID and room
4. Patient name and status if inactive (I) or deceased (D); and patient hospital status
5. Check-in date and time and staff name
6. Notes
7. Alert Notes

Do any of the following:

• Adjust display as needed by clicking any column header. 
• Select a row and hover over note icons to read appointment and check in alert notes. 
• Right-click on an appointment to: 
  • Update check-in information or check patient out manually. 
    • Acknowledge/process any reason for visit, patient, or client alerts.  
    • Make any needed changes (ex: update appointment or alert notes, change patient hospital status, etc.) 
    • Click Update or Check Out. 
    • Check in report options may auto print or prompt to print another Check-in report when updating. If prompted, click Yes to print or No. 
  • Start a new or update existing open Physical Exam. Note: Not recommended. Use Medical Notes for optimal workflow.  
  • Open the Patient Clipboard. 
  • Refresh the information. 

Medical Notes tab

View tentative and draft status medical notes to be completed.

  The Medical Notes tab displays:

1. Document create date
2. Patient ID and template description
3. Patient name and status if inactive (I) or deceased (D)
4. Client ID and staff ID
5. Client name and staff name
6. Finalize date, document status and invoice items.
   • Templates set to automatically finalize will display the finalize date in red if the date is past due. Note: Draft status documents will not auto-finalize. 
   • Invoice item number represents the number of items transferred to the Patient Visit List (PVL) out of the total listed items in the document’s invoice item pane.
     Example: 7/9 indicates that 7 items are transferred and 9 items are listed on the invoice item pane.

Medical notes with an hx alert display in its designated color based on the template setup or selected at time of use.

Adjust display as needed by: 

• Clicking any column header. 
• Clearing/selecting Hide Whiteboard Notes. 

Right-click on a medical note to:  

• Update the document. 
  • If the document is open on another workstation a message will display.
• Finalize the selected document. This does not include classic medical notes or Whiteboard notes. 
• Open the Patient Clipboard 
• Refresh the information. 

Correspondence tab

View tentative and draft status correspondence documents to be completed. Correspondence documents with an hx alert display in its designated color based on the template setup or selected at time of use.

The correspondence tab displays:

1. Document create date
2. Patient ID and template description and status
3. Patient name and status if inactive (I) or deceased (D)
4. Client ID and staff ID
5. Client name and staff name

Do any of the following:

• Adjust display as needed by clicking any column header.
• Right-click on a document to:
  • Update the document.
    Note: If the document is open on another workstation a message will display.
  • Finalize the selected document.
  • Open the Patient Clipboard.
  • Refresh the information.

Patient Visit List tab

View pending charges on staff specific or all PVLs.

The Patient Visit List tab displays:

1. Patient ID
2. Patient name and status if inactive (I) or deceased (D)
3. Patient hospital status: Ready to go (RTG), inpatient, etc.
4. Client ID
5. Client name
6. Staff ID
7. Staff name
8. A quick view of the selected patient’s Patient Visit List.  

Adjust display as needed by: 

• Selecting View by staff or View by item classification. When viewing by item classification, Select the invoice item classification from the scrolling list.  
• Clearing/selecting Display blue comment line. 
• Clicking any column header. 

With a patient row selected, preview their Patient Visit List (PVL). Use keyboard up and down arrows to scan through list of PVLs. 

Right-click on a patient row to: 

• Update their PVL, including transferring to invoice. 
• Open the Patient Clipboard. 
• Refresh the information. 

Invoices tab

View a list of all open (saved) invoices.

The Invoices tab displays:

1. Last saved date of the invoice
2. Client ID
3. Client Name
4. Invoice ID
5. Amount
6. Invoice type, if using
7. Indication if the invoice type is set to close at the end of the month

Adjust display as needed by:

• Clicking any column header.

Right-click on an invoice to:

• Update the invoice, including posting.
• Open the Patient Clipboard.
• Refresh the information.

Exam tab

View a list of open physical exam report cards.

Note: Use of the Exam feature is not recommended. For optimal workflow, use medical note templates.

The Physical Exam tab displays:

1. Admitted date
2. Patient ID
3. Patient name and status if inactive (I) or deceased (D)
4. Exam template with indicated system abnormals
5. Client ID
6. Client name and staff ID
7. Tech ID

Adjust display as needed by:

• Clicking any column header.

Right-click on an exam to:

• Update the exam, including posting.
• Open the Patient Clipboard
• Refresh the information.

Additional Information

Related Reports

These Cornerstone reports provide information from the actions outlined in this article. Each report has its own security access under the Reports tab of the Security Setup window. 

• Appointments and Appointments – Summary reports 
• Checked-in Census report 
• Reminder Recall report 
• Lab Request Status report 
• Tentative Medical Note report 
• Patient Documents Finalized by EOD 
• Patient Visit list By Date report 
• Open Invoice reports 
• Open Physical Exams report 

Resources

• Daily Planner quick reference guide
• Patient Clipboard quick reference guide
• Patient Visit List quick reference guide
• Check-in and Census list quick reference guide
• Appointment Scheduler quick reference guide
• Medical Notes quick reference guide
• Laboratory daily checklist for Cornerstone software