Billing and communication messages: Setup and defaults

Estimated reading: 3 minutes

Set up customized communication messages and billing messages for estimates, invoices, statements, and emails from Cornerstone.

Before you start

Security

Billing messages

Create and assign billing messages for the footer on your estimates, invoices, and statements. The invoice and estimate message templates can be updated at the time of use.

Set up billing messages

Navigate to Controls > Billing messages.

  1. Click New or Update.
  2. Enter or modify a billing message description and message.
  3. Click OK.

Assign billing message defaults

Navigate to Controls > Defaults > Practice and Workstation > Messages.

  1. In the Billing messages area, select the message that should be displayed by default for the following:
    • Invoice
    • Estimate footer
    • Current
    • 30 days,
    • 60 days
    • 90 days
  2. Click Apply to save your changes and continue setting defaults, or click OK to save your changes and close the window.

Communication messages

Create email messages and assign subjects and messages when sending email or fax communications. The text of the default message can be changed at the time of use.

Set up communication messages

Navigate to Controls > Communication Messages.

  1. Click New or Update.
  2. Enter or modify a communication message Description and Message.
  3. Click OK.

Assign communication message defaults

Navigate to Controls > Defaults > Practice and Workstation > Messages.

  1. In the Communication messages area, select the message that should be displayed by default for the following:
    • Invoice
    • Estimate
    • Patient History
    • Purchase Order
    • Medical Note/Correspondence
  2. 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

Message Use

Related reports

  • Initial Practice Setup Report by Billing Messages
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