Manage partnerships

Estimated reading: 4 minutes

Set up partnerships to group clients under a single client ID for invoicing purposes when more than one client is financially responsible for a patient/herd. Partnerships are necessary to use the split billing processing. This type of client setup and billing is typically used by equine and large animal practices.

Before you start

Security

Setup

Important!

  • All clients for the partnership, including the client that will be used as the partnership itself, must be active clients. 
  • When a partnership is listed as the owner of a patient, the percentage of ownership must equal 100%. 
  • The total percentage of ownership within the partnership’s members must be 100%. 

Create a partnership

Navigate to Lists > Partnerships.

  1. Click New.
  2. Enter the client ID that will represent the partnership in the Partnership ID field or press F2 to do one of the following:
    • Search and select an existing client from the Client List. Existing clients can only be used for a partnership if:
      • The existing client ID does not have a balance or open invoice.
      • The ID is not the client ID for a member of the partnership.
    • Click New to set up a new client record for the partnership.
  3. Enter the client ID of the first member of the partnership in the Member ID field or press F2 to select from the Client List.
  4. Enter the percentage of ownership for this member in the Percentage field.
  5. Click Send Reminders if this partnership member should receive reminders. Note: The classification assigned to the client must also be set to receive reminders.
  6. Continue adding members until all the members of the partnership have been added. The percentage must equal 100%.
  7. Click OK.

The partnership’s patient/animal(s) can be added at time of creating the partnership client or updating an existing patient’s owner information and setting the partnership as 100% owner.

Modify a partnership

When making changes to a partnership’s, the total percentage of ownership must equal 100%. 

Navigate to Lists > Partnerships.

Select partnership in list and click Update

Add additional members

  1. Enter the client ID in the Member ID field or press F2 to search and select from the Client List.
  2. Enter the percentage of ownership In the Percentage field.
  3. Click Send Reminders if this partnership member should receive reminders for the partnership’s animal(s). Note: The classification assigned to the client must also be set to receive reminders.
  4. Click OK.

Remove members

  1. Click in member ID field and press Ctrl + D.
  2. Click OK to return to the partnership list.

Delete a partnership

Navigate to Lists > Partnerships.

  1. Select partnership in list and click Delete.
  2. Click Yes or No to confirm.

Note: Deleting a partnership does not remove the partnership client from the client list. See Partnership management tips in the Additional Information section for details.

Additional information

Partnership management tips

Partnership members

Related reports

These Cornerstone reports provide information from the actions outlined in this article. Each report has its own security access under the Reports tab of the Security Setup window.

  • Partnership Report
  • Split Invoices Report
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Manage partnerships

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