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Get help with some of our most common Cornerstone questions.
- How do I fix a payment error?
- How do I get the reports I need for end of month?
- How do I set up or edit a document or medical note template?
- How do I search for and create a report?
- How do I setup the appointment scheduler or change rooms, hours, templates or suites?
Appointment Scheduler
Scheduling appointments
Learn how to schedule, move and delete appointments and more, in the Cornerstone appointment scheduler.
Appointment Scheduler setup
Use these articles to setup your Cornerstone appointment scheduler rooms (columns), suites (groups of rooms), and learn how to manage your schedule with templates.
Related setup/defaults
Setup and manage reasons for visit to use with the Cornerstone appointment scheduler. Set defaults such as default appointment suite, displaying appointment details, and setting time increments.
Client Account
Payments, corrections, returns and voiding invoices
Use these articles to learn how to enter payments, correct payments, perform returns, and void invoices within Cornerstone.
Overview and other tasks
Get an overview of a Cornerstone client account. Learn how and when to perform tasks such as. writing off accounts and adjusting a balance.
Related setup
Setup payment types and credit codes within Cornerstone. Assign credit codes to clients to determine payment methods to be taken from a client. Use Cashier IDs to track staff taking payments.
Documents
Document setup
Use these articles to learn about the available bookmarks for documents within Cornerstone and how to setup a document. Learn about all of the available data entry options.
Related setup
Setup defaults for finalizing a document and for favorite documents. Use Vaccination bookmarks to ensure setting up a vaccine certificate is as efficient as possible.
End of Period
End of period processing and reports
Learn how to process end of day, month and year, run monthly statements and how to run end of period reports within Cornerstone.
Related setup
Setup defaults for end of period, such as which reports to run. Learn how you can setup your end of day and end of month to run automatically.
Invoice Items
Invoice Item setup
Use these articles to learn how to setup inventory items to maintain quantity on hand and how to set up service items. Setup items used for invoicing vaccines and populating vaccine certificates with lot numbers and expiration dates.
Related setup
Setup item classes, taxes, discounts and revenue centers to use with Cornerstone invoice items. Setup defaults for invoice items.
Additional Setup
Lists menu
Use these articles to setup areas in Cornerstone that are displayed in the Lists menu.
Controls menu
These areas of setup are found in Cornerstone underneath the Controls menu.
Defaults
Setup defaults (Controls > Practice and workstation > Defaults) to manage several areas of Cornerstone, such as defaulting client and patient IDs.
