Document template overview and setup

Setup

• Add: Insert menu > Header/Footer > Insert Header or Insert Footer.
  • A dotted line displays to show the boundary of the header/footer on the page.
  • Click within the header/footer area and add text, bookmarks, graphics (ex: logo) or other elements as needed.

• Edit: Insert menu > Header/Footer > Edit Header Footer.
  • Click within the header/footer area and make any modifications as needed.

• Delete: Insert menu > Header/Footer > Delete Header or Delete Footer.

Example of a Header

Setup

1. Click within body of document to set where the bookmark information will display.
2. Navigate by either:
   • Bookmark toolbar button
   • Insert menu > Bookmark
   • Right-click > Insert > Bookmark
3. Choose the bookmark from Field Description.
   • If prompted, select the format for date bookmarks.
     
   • If prompted, select the fields to include. Order of selection determines left to right order of inserted information.
     
     
4. Click Add Bookmark. For each additional bookmark, leave bookmark window open, click within document and repeat steps 2-4.
5. Click Close to close the Select Bookmark window.

• To delete a bookmark, double-click within the bookmark and press Delete. 
• See the list of available document bookmarks. See also vaccination bookmarks.

Note: Most bookmarks will automatically fill in information. The prescription and invoice item bookmarks will prompt to select the information to display at the time of the document’s use.

1. Click within body of document to set where the text input field will display.
2. Navigate by either
   • Insert menu > Text Input
   • Right-click > Insert > Text Input.
     • Field Name: Enter a name to identify this field.
     • Initial Data: You can enter a default text or leave blank.
     • Maximum Field Length: Enter maximum number of characters to accept in this field, if needed.
     • Click Font to select a font, style, size, color, and effects to apply to text entered in the field.
3. Click OK.

• To edit a text input, click in the field > Edit menu > Text Input.
• To delete a text input, highlight the field and press the Delete key.

Example of Text Input

Setup

1. Click within body of document to set where the check box will display.
2. Navigate by either:
   • Insert menu > Check Box
   • Right-click > Insert > Check Box

• To delete a check box, either highlight and press Delete or back space across it.

Check box example

Setup

1. Click within body of document to set where the link will display.
2. Navigate by either:
   • Insert menu > select Vital Signs or appropriate diagnosis or problem format
   • Right-click > Insert > select Vital Signs or appropriate diagnosis or problem format
     

Usage

1. When using the document with a patient, click the prompt link.
   
2. Check the box next to any information that should display in the document and click Ok.
   
3. The information will display in the document.
   
   

Setup

1. Click within body of document to set where the image will display.
2. Navigate by either:
   • Insert menu > Picture or Picture and Description, Picture toolbar button
   • Right-click > Insert > Picture or Picture and Description
3. Navigate to the picture file location and click Open. File options will be jpg, jpeg, bmp, or tiff.
   
4. To resize the picture while keeping the aspect ratio of the height and width the same:
   • Click on one of the four corner object handles, so the arrow cursor is diagonal.
   • Drag to the desired size.

• To delete a picture, click the image and press Delete.

Picture example

Setup

1. Click within body of document to set where the table will display.
2. Navigate by either
   • Table menu > Text Input
   • Right-click > Insert > Table
3. Insert number of rows and columns. Click Ok.
4. Use insert menu to insert elements (bookmarks, checkbox, etc.) within the table.
   • The right click menu within the table is for table related actions.
     

• To edit a text input, highlight the field > Edit menu > Text Input.
• To delete a text input, highlight the field and press Delete.

Table example

Setup

1. Enter item ID or press F2 to search for and select the item.
2. Add all items, as needed.
3. Use the up and down arrow buttons to rearrange the order of the item lines as needed.
4. Change the item status from Blank if needed, by clicking on the gray box to the left of each item row.

• Statuses are best left blank and change at time of use.
  • Blank: The item will not be sent to the Patient Visit List until status is changed.
  • Recommended: This item or service has been recommended for purchase by the client.
  • Accepted: The client has accepted the item; they want to purchase the service or item. 
  • Performed: The item has been dispensed or the service has been performed. 

Invoice Item pane example

Setup

Tabs can be setup using the Rulers or the Paragraph menu.

Rulers

1. Display both the horizontal and vertical rulers. The tab selector icon appears at the top of the vertical ruler only when both rulers are displayed. Navigate to View menu > Horizontal Ruler or Vertical Ruler.
   • Left tab: Click the left mouse button on the ruler at the desired location.
   • Right tab: Click the right mouse button on the ruler at the desired location.
   • Center tab: Hold the Shift key and click the left mouse button on the ruler at the desired location.
   • Decimal tab: Hold the shift key and click the right mouse button on the ruler at the desired location.
2. To move a tab stop, click on the tab indicator and drag it to the desired location on the ruler.
3. To clear a tab stop, click on the tab indicator and drag it downward off the ruler.
4. click Ok.

Paragraph menu

1. Select Set Tab.
2. Specify the Tab Type: left, right, center, or decimal.
3. If desired, select a Tab Leader: dot, hyphen, or underline
4. To clear tab stops, Paragraph menu > select Clear All Tabs.
5. Click Ok.

• Begin from a default starting template, such as a letterhead style for consistent look.
• This will be based on document default settings.
• You can customize the provided default setup document template or create your own.

• Copy an existing template and update accordingly.
• When copying a template the type cannot be changed.

• Update an existing template and Save As to retain original template and add new version to your document list.
• When using Save As, the type can be changed.

• You can copy text from source outside of Cornerstone and paste it into the Cornerstone document editor.
• Reformatting may be needed.

• Template setup and updates are performed from the Document Template list.
  • Adding a document to a patient record is a separate process and initiated from the Start New Document window.
  • Both processes use the Cornerstone Editor to setup and work within patient documents.
• When printing, you can clear the Print header and Print footer check boxes in the Print Options window, if needed.
• When using Template samples, use Update > Save As so the original sample is still available.

• Can be added either as part of template or time of use.
• When working in a text-only template/document, only text-based bookmarks can be used.
  • Image- or table-based bookmarks are not available for selection.
  • For example, pet picture, prescription history, and lab results cannot be used.
• Use practice bookmarks for name, address, phones, etc. In the event any of this information changes, all documents will automatically update.
  • Practice information is maintained under Lists > Practice.
  • Additionally, for Multi-location single database configured practices, the logged in practice information will populate the document.
• Text Input fields may better suit your needs than question bookmarks. They can be easily identified within a document and can be filled in at any time while completing the document.

• Resize the window, as needed, by either dragging the window or using the window maximize function.
• The Property banner displays template information based on the selections made in Edit Properties.
• The Cornerstone Editor text-only mode has the following differences from the standard editor:
  • The menus, toolbar buttons and right-click menus available are limited to those options that pertain to text-based data entry.
  • Color All Text button:
    • Apply a single color to all text in the template or document.
    • The document text, including the history description, will display in the selected color in patient history.
  • Only text-based bookmarks can be used. Image- or table-based bookmarks are not available for selection.

• To have a document display at top of the list, outside of the default alphabetical title sorting, use preceding space(s).
• Changing a template title will also change past uses in patient history.
  • Only minor changes are recommended that do not drastically change purpose of template.
  • For example, renaming a euthanasia authorization to a treatment consent is not recommended.

• Any template type can be created as a Text Only template.
• Consider the document’s function when creating the template and assigning it the appropriate template type.
• Once a template type is set for a document template, it cannot be changed.
• A Correspondence template can have its Save type changed from Document or Title Only.
• Title Only correspondence will not open the associated document from the patient record.

• Invoice items cannot be placed on templates after the invoice is posted with special actions.
• Set the invoice item to Blank status for Smart Groups, Pick Lists and/or items with special actions to delay processing when starting a new document at the time of use.
• Remove items by clicking in the Item ID field and Ctrl + D.

• Supported image file types include:
  • JPG, BMP, and TIF.
  • JPG is recommended because it requires less file storage space.
• Limit image file size to 500 KB by either resizing images outside of Cornerstone or adjusting camera settings to fewer megapixels.

• The Table toolbar option inserts a simple table based on specified number of rows and columns.
• The Table menu accesses detailed table formatting options for cell positioning, flow, color, rotation, etc.
• Right-click menu within table cells is specific to table-related tasks, such as inserting rows.
• To insert bookmarks, check boxes, etc. within a table cell, use the menus or toolbar buttons.

• You can designate as many documents as favorites as you wish. A maximum of 10 favorites will display on document submenus.
• Autofinalize is based on document create date and end of day processing.
  • The expected finalize date for tentative status documents is displayed on the Daily Planner Medical Notes tab.
  • For example, if the document is added to a patient on a Friday and set to autofinalize in one day, and the practice is closed Saturday and Sunday, the document will finalize after end of day (EOD) is processed on Monday.

• If using text Input fields, you have option to lock the document, by clicking the Lock/Unlock document button. By doing this, at the time of use, you can tab from field to field to fill in the data.
• Use caution using default findings like text input field initial data or preselected check boxes for exam templates. These can call legality of actual exam findings into question and are discouraged by AAHA accreditation standards.

• Text-only templates should be considered if your document content requires only plain text-based note entry without formatting, tables, graphics, check boxes, etc.
• This template type option also allows you to create and designate a single Quick Text medical note template for quickly entering a medical note to a patient’s medical record. This bypasses the search and selection steps required to create a medical note.
• When copy/pasting content into a text-only template or document, only plain text is pasted. Any font properties, formatting, tables, graphics, check boxes, etc. will not be included.
• The full document can be viewed inline on the Patient Clipboard Text tab or Medical Notes tab without needing to open the note or use the Preview pane.