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Get help with some of our most common Cornerstone questions.
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.
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.
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.
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.
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.
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.
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 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.
Setup item classes, taxes, discounts and revenue centers to use with Cornerstone invoice items. Setup defaults for invoice items.
Use these articles to setup areas in Cornerstone that are displayed in the Lists menu.
These areas of setup are found in Cornerstone underneath the Controls menu.
Setup defaults (Controls > Practice and workstation > Defaults) to manage several areas of Cornerstone, such as defaulting client and patient IDs.