Billing and communication messages: Setup and defaults
Set up customized messages for estimates, invoices, statements, and emails from Cornerstone.
Before you start
- Security access to Billing Messages, Billing Message Setup and Defaults – Practice dialogs
- Security access to Communication Messages, Communication messages Setup, Defaults – Practice dialogs
Billing messages
Create and assign billing messages for the footer on your estimates, invoices, and statements. The invoice and estimate messages can be updated at the time of use.
Setup
- Controls > Billing Messages
- Click New or Update.
- Enter/modify a billing message Description and Message.
- Click OK.
Assign a default
- Controls > Defaults > Practice and Workstation > Messages
- Billing messages area: select the default Invoice, Estimate footer, Current, 30 days, 60 days and 90 days messages from the drop-down list.
- Click Apply to save your changes and continue setting defaults or click OK to save your changes and close the window
Communication messages
Create and assign subjects and messages when sending email or fax communications. You may edit the default text at time of use.
Setup
- Message Setup: Controls > Communication Messages.
- Click New or Update.
- Enter/modify a communication message Description and Message.
- Click OK.
Assign a default
- Controls > Defaults > Practice and Workstation > Messages
- Communication messages area: Select the default Invoice, Estimate, Patient History, Purchase Order and Medical Note/Correspondence message from the drop-down list.
- Click Apply to save your changes and continue setting defaults or click OK to save your changes and close the window.
Additional information
Message Defaults and Setup
- Set up a billing message named Blank without a entered message to use as needed for a customized message on an specific invoices and estimates.
- Messages set as the Current, 30 days, 60 days and 90 days default message print on the statement according to the client’s account status.
- Change your billing messages periodically to work with your marketing plan. Ex: holiday messages, pet summer safety, etc.
Message Use
- Message length info to avoid truncation:
- Invoice messages should not exceed 600 characters/spaces, maximum of 5 lines.
- Estimate and statement messages should not exceed 350 characters/spaces, maximum of 3 lines.
- Suggested parameters are based on typical use of wider characters (w, m)
- Use Microsoft Word or similar app to create your message, and perform a character and line count.
- Billing and communication messages can be deleted by selecting the message on the message list and click Delete.
- If the message is linked to message defaults, you will need to change the default message selection as indicated in the alert window.
- Use Ctrl + Enter to start a new line when entering a billing message or communication message.
Related reports
- Initial Practice Setup Report by Billing Messages
