Classifications: Categorize your clients, patients, and staff
Create and update classifications for your clients, patients and staff. Classifications are assigned in the client, patient and staff information windows and can be used in reporting.
Before you start
- Security access to classification, client, patient and staff information dialogs
- Alert defaults
- Reminder strategy (determine which clients receive reminders)
Use of classifications
Classifications are used to:
- Indicate which clients receive reminders and statements.
- Display a default alert for a client or patient group that needs special attention.
- Sort and filter related reports, track numbers of clients, patients per classification.
Setup a New Classification
- Controls > Classifications. Select Client, Patient or Staff tab.
- Click New and type a classification description.
- Check any additional settings for Client or Patient classifications, as shown in images.
Update a classification
- Controls > Classifications. Select Client, Patient or Staff tab.
- Select existing classification and click Update to make any necessary changes.
- Click OK. Repeat as needed for additional classifications.
Additional information
General
- Classifications appear in the client, patient and staff information windows.
- A classification can be deleted once it is no longer associated with any clients, patients or staff.
Defaults
- Display of classification alerts is based on alert default settings.
- If the same classification is used for most clients and patients, you can set it as a default. Controls > Defaults > Practice and Workstation > Client or Patient.
Modifying and Deleting
- Before modifying or deleting a classification, use the Client Master or Client/Patient Master Report to determine which clients/patients are assigned which classifications.
Related reports
- Initial Client Setup Report (list of client classifications currently set up in Cornerstone)
- Initial Patient Setup Report (list of patient classifications currently set up in Cornerstone)
- Client Master report (sort and filter by classification)
- Client/Patient Master Report (sort and filter by classifications)
- Custom Client and Patient Report Builder (filter by classifications)
- Staff Summary Report
- Compliance Assessment Tool (patient and staff classifications)
- Performance Tracker (staff classification)
