Patient Clipboard

Estimated reading: 17 minutes

The Patient Clipboard is designed to display all aspects of a patient’s records, including owner information. With tabs and right-click menus, the Patient Clipboard is the most efficient way to navigate Cornerstone and to perform many client and patient functions from a single window.

These functions include scheduling appointments, checking in and out, creating prescriptions, medical notes, correspondence, and estimates, invoicing, and reviewing patient history. The patient history also offers quick views of VetConnect PLUS results and the vaccine history for the selected patient. Petly Plans information is available for Petly Plans subscribers.

Before you start

Security
  • Patient Clipboard
  • Security for appropriate tasks: schedule appointments, check in, documents, prescriptions, estimates, vital signs, invoice, Patient visit List (PVL), etc.

Important!

  • The number of open Patient Clipboards is specified by workstation defaults. You will be prompted to close a Clipboard if this number is exceeded. Four is set by default unless modified.

Using the Patient Clipboard

Navigate to Toolbar > Patient Clipboard.

  1. To load the window with a specific client/patient, do any of these, starting from the Client ID field:
    • Click the drop-down to select a recently accessed client.
    • Enter the client ID and press Tab.
    • Press F2 or double-click to search for and select the client from the Client List.
    • Click Patient Search to search for and select a patient from the Patient List.
  2. Acknowledge/process any alerts.
  3. Right-click the client ID or patient name from the clipboard’s patient list for client/patient specific menus.
  4. Select any client area, patient area, or history tab and right click within tab for related menus. Example: The account information tab displays client account menu options such as invoice, payment and transfer.

Viewing the Patient Clipboard

There are three main areas of the patient clipboard.

Client Information

The Client Information section contains several tabs. The tabs contain information for the displayed client.

Tab name Icon Description
Client Information The Client Information tab displays the client name and address, client status and classification, email address, and referral information. In addition, if using a Multi-Location/Single Database configuration, the client’s “home practice” is displayed. Inactive status clients are displayed in red with a corresponding (I) next to their names. Right-click in the tab’s work area and choose Update to change the client information.
Account InformationThe Account Information tab displays the client’s account details, including the credit code, last payment and account balance. Click the Hide Voided Items option to view only valid transactions. Right-click in the tab’s scrolling area to start an invoice or payment, make an adjustment, add an account comment, transfer a portion of the bill, write off (or reinstate) the account, process a returned check, or send an online payment request*. To view details of a transaction, right-click on the line and select View.
*Enrollment with Cornerstone Payments is required. 
RemindersThe Reminders tab displays the status of all reminders for the client’s animals. The patient name, description of the reminders’ status (overdue, current or no reminders) and the date the next reminder is due displays on this tab. Right-click in the tab’s work area and choose Update to change the reminder information.
Scheduled AppointmentsThe Scheduled Appointments tab shows all current and future appointments for the client, including the date, time, patient, and room. Appointments for the past 180 days are also displayed. Appointments are grouped by patient and then date, in ascending order. Right-click in the tab’s work area and select New to add a new appointment or Update to update an existing appointment. 
 
ReservationsThe Reservations tab shows all current and future reservations for the client, including the arrival and departure dates, patient name and reservation and cage types. Reservations from the past 180 days are also displayed. Right-click in the tab’s work area and select New to add a new reservation or Update to update an existing reservation. This tab is available only if you have purchased the Boarding and grooming module users.
EstimatesThe Estimates tab shows all estimates for the client, including the estimate ID, patient, date the estimate was created, the date the estimate expires, the amount and the description. If the description is entered, it will display below the selected estimate. An “(F)” indicates finalized estimates. A Signature icon indicates estimates that have been finalized with an electronic signature. Right-click in the tab’s work area and select New to create a new estimate or Update to update an existing estimate.
PhonesThe Phones tab shows the client’s phone information, including the phone numbers and location descriptions. If notes exist for the phone number, the Notes icon displays. To see the notes, highlight the phone number line. Right-click in the tab’s work area and click Update to add or change phone information. 
Client AlertsThe Client Alerts tab shows all alert information for the client, including missing information alerts and any prompts or notes that are set up as alerts. If there are alerts on the client record, the color of the tab will change from grey to red. If the alert notifies you of missing information, (for example, a patient with no reminders) right-click on the alert and select Process to add the missing information to your records. Information displaying as an alert is dependent on alert default settings.
Prompt/NotesThe Prompts/Notes tab shows customized client prompts and note information. Click the Prompts option to see the client prompts and answers. Click the Notes option to see any notes about this client. Right-click in the tab’s work area and click Update to add or change prompt answers or notes.
Secondary NamesThe Secondary Names tab displays additional names on the client’s record. Right-click in the tab’s scrolling area to add or update additional names on this record. Secondary names are useful if the pet belongs to two or more people with different last names or if the client wishes to designate another person to be responsible for the pet in his/her absence. 
Client CommunicationsThe Client Communications tab displays all emails sent to the client (invoices, estimates, and documents) from Cornerstone, sourced from the Communications log (under the Activities menu). 
 

Patient Information

The Patient Information section contains several tabs. The tabs contain information related to the patient selected in the Patient List section.

For clients with more than two patients, click Expand List to display additional names in the window without requiring a scroll bar.
Note: The Patient List displays active patients in alphabetical order, followed by inactive/deceased patients in alphabetical order in gray and with a corresponding (I) or (D) next to their names.

Tab nameIcon Description
Patient InformationThe Patient Information tab shows the patient ID and name, status, class, sex, birth date, age, breed, color, weight, body score (if activated), markings and Referral DVM (RDVM), if using. It also displays the ward, and cage.
Patients with an inactive or deceased status will be displayed in red, with a corresponding (I) or (D) next to their name. Right-click in the tab’s work area and select Update to change the patient information.
For Petly Plans subscribers, a patient’s plan status will also be displayed. For nonsubscribers, all patients will be listed with a status of Not Enrolled.
If the patient has a picture, the picture will also be displayed. To add, change or delete the picture, right-click on the picture box.
To access weight and vital signs information for the patient, click the Vital Signs/Weight button. Note: The button displays in red as an alert if at least one vital sign (other than weight and body score) has not been entered for the patient within the past 10 days.
RemindersThe Reminders tab shows the status of all the patient’s reminders. The patient name, description of the reminders’ status (overdue, current or no reminders) and the date the next reminder is due display on this tab. Right-click in the tab’s work area and choose Update to change the reminder information.
Tags/Microchip IDThe Tags/Microchip ID tab displays the vaccine tags and microchip ID and registration information for the selected patient. Right-click on Microchip ID or Registration to update this information.
Rabies/vaccine tag information also displays including tag number, date, expiration date, staff, and vaccine invoice item. Right-click within the tag listing area to access options for viewing/updating, voiding, reissuing, correcting, or adding an existing tag.
Scheduled AppointmentsThe Scheduled Appointments tab shows current and future appointments for the selected patient, including the date, time, whether or not the patient is checked in or out, reason for appointment, and room. Appointments for the past 180 days are also displayed. Right-click in the tab’s work area and select New to add a new appointment or Update to update an existing appointment.
ReservationsThe Reservations tab shows current and future reservations for the selected patient, including the arrival and departure dates, and reservation and cage types. Reservations from the past 180 days are also displayed. Right-click in the tab’s work area and select New to add a new reservation or Update to update an existing reservation. This tab is available only if you have purchased the boarding and grooming module.
Check-in The Check-in tab shows whether or not the patient is checked into the hospital. If the patient is checked in, the check in date and time, staff ID, reason for visit and room display. Comments and alert notes about the check-in will also display. Right-click in the tab’s work area and select Update to update the check-in information.
Patient Visit ListThe Patient Visit List tab shows the patient’s items from the Patient Visit List, including item ID and description, quantity, amount and staff. A total of the items’ worth also displays. Click the Include recommended, Include accepted and Include performed options to see at a glance the updated value of the items and services in the Patient Visit List. Right-click in the tab’s work area and select update to update the Patient Visit List.
EstimatesThe Estimates tab shows all estimates for the patient, including the estimate ID, patient, date the estimate was created, the date the estimate expires, and the amount. If entered, the description displays below the selected estimate. An “(F)” indicates finalized estimates. A Signature icon indicates estimates that have been finalized with an electronic signature. Right-click in the tab’s work area and select New to create a new estimate or Update to update an existing estimate. 
Patient AlertsThe Patient Alerts tab shows all alert information for the patient, including missing information alerts. If an alerts exist on the record, the color on the tab will change from grey to red. If the alert notifies you of missing information, Example: A patient with a missing birthdate) right-click on the alert and select Process to add the missing information to your records. Information displaying as an alert is dependent on alert default settings. 
Prompts/NotesThe Prompts/Notes tab shows customized patient prompts and note information. Click the Prompts option to see the patient prompts and answers. Click the Notes option to see any notes about the patient. Right-click in the tab’s work area and click Update to add or change prompt answers or notes. 
OwnersThe Owners tab shows the client ID and name and percentage of ownership. Right-click in the tab’s work area and choose Update to change the owner information. 
RDVM The RDVM (Referral DVMs) tab shows current RDVMs and hospitals. Click the view details link to view information for the selected RDVM. Right-click in the information area to update the patient, update the hospital, update the RDVM, view all patient RDVMs, or view the referral history. For more information, see Using Referral Relationship Management. 

Patient History

The Patient History section displays the medical history for the patient selected in the Patient list. Learn what each of the Patient History Icons means.

Patient History tabs

Tab nameDescription
SummaryDisplays patient history information in a summary view
TextDisplays all lines of text in the patient history.
ProblemsDisplays medical problems noted in the patient’s history. 
DxDisplays all diagnoses (Descriptions and Diagnostic codes) for this patient. To update a diagnosis, right-click and select Update. To add or void a diagnosis, right-click and select Diagnosis.
RxDisplays all prescriptions for this patient. You can also renew, refill, correct and void prescriptions and reprint labels from this tab.
Medical NotesDisplays all medical notes for this patient. You can also update Draft or Tentative medical notes.
LabDisplays all integrated, imported and manually entered lab results for this patient.  
VaccinesDisplays administered (invoiced) vaccine items. The right-click menu also enables the printing of a Health Certificate. The tab may be blank if invoice items have not been selected to be displayed.
Vital SignsDisplays all of the patient’s vital signs/weight history. View a graph of a vital sign by clicking the Graph button displayed in the column header (available only for Numeric and Numeric List vital signs). You can also view any comments by hovering the cursor over any comment boxes that may display next to a vital sign.  
VetConnect PlusDisplays laboratory results from IDEXX Reference Laboratories and IDEXX in-house laboratories. Set up integration under Lists > Practice.

Patient History icons

NameIcon
Check-in
Communication log
Correspondence
Correspondence title only
Declined to history (from Patient Visit List)
Departing instruction
Diagnostic image (IDEXX-PACS)
Document attachments
Estimate: electronically signed
Image Explorer (Non diagnostic images)
Invoiced products
Laboratory report
Laboratory results
Medical notes
Patient diagnosis
Patient Visit List: Recommended
Patient Visit List: Accepted
Patient Visit List: Performed
Physical exam
Prescriptions
Problem
Reminder: Call back
Vital Signs

Finding information in patient history

Sort and filter

  • To specify a start date for displaying information in patient history, right-click on a column heading (Date, etc.) in any of the Patient History tabs, and select Set Start Date.
    • The pop-up calendar opens. Select the earliest date of the patient’s history to display.
  • Hide any of the following by selecting the corresponding check boxes.
    • IDEXX-PACS Images and Telemedicine reports: Hides the images on the summary and Text tabs. Note: If selected, an IDEXX-PACS Images Hidden message will display on the Patient Clipboard.
    • Whiteboard medical notes: Hides the whiteboard notes on the Summary, Text, and Medical Notes tabs. Note: You can set the patient default to automatically hide Whiteboard notes under Controls > Defaults > Practice and Workstation > Patient.
    • Voided items: voided medical notes, vital signs sets, diagnoses or prescriptions, etc.
  • To sort entries in a patient’s history display, click on the Date, Type, or Staff column heading. Example: To sort by date, click on the Date heading.
  • To filter what displays in history, right-click the History heading and select Filter.
    • In the Filter box, select the type of information to display. Highlighted information displays in the Patient History.
    • Click Set As Default to save these choices for viewing the patient history. Defaults apply to this workstation only.
      Note: Use this with caution as another user could mistake any deselected options as an error in patient history.
    • Click OK.

Search and view

  • Navigate through a patient’s history using the keyboard.
    • Use the Page Up, Page Down, Home, End, and arrow keys.
    • Use the F7 and F8 keys to move to the next and previous lines of the same type.
    • To quickly review exam notes, use the Preview pane and the keyboard arrow keys, and click the Medical Notes tab.
  • To search for a word in one of the tabs, click Find.
    • Enter all or part of the word and click Find.
    • Click Find Next to search for other occurrences of the word.
      Note: The Find button is not available on the Summary, Vital Signs, or VetConnect PLUS tabs.
  • To view a quick text pop-up for a line in patient history, hover the mouse pointer over the history line.
  • To view patient history information for a specific date, click Go To Date.
    • The pop-up calendar will display.
    • Select the date and click OK.
  • Display the history pane in Normal View or Full Size View. Click Preview to view and access the following:
    • Document attachments
    • IDEXX Lab Report: Print option available
    • Electronically signed estimate: Print option available
  • To refresh a patient’s history with the newest information, right-click on a column heading (Date, Staff, etc.) n any of the Patient History tabs, and select Refresh. The patient’s history is updated with any new items that may have been entered from other workstations.

Patient history report

  • Click Print History to access the Patient History report for the selected patient. 
    • Set a date range, if needed
    • Make any selection changes for what history types to include and exclude.
    • Click OK.
    • From the reports Preview, click Print or Email.
      Note: Only one patient can be included when you email the Patient History report, because this information will be listed in the patient’s communication log.
  • To email the report:
    • In the Subject text box, use the default subject line that displays. Edit as needed or type a different subject line.
    • If the client or referral DVM associated with this patient has an email address set up in Client Information or referral information, quickly add the client or referral DVM to the email Recipients list, by selecting the Add client or Referring Doctors(s) check box(es). Cornerstone automatically lists the associated name and email address for the referring doctor.
    • In the email Recipients list, double-click in the Type field and select one of the following for each recipient as needed:
      • To: Select this email type for all primary recipients of the message. At least one recipient must be designated as a To recipient.
      • CC (Carbon copy): If you select the CC type for a recipient, a copy of the message is sent to that recipient. All other recipients can see that the person you designated as a CC recipient has received a copy of the message.
      • BCC (Blind carbon copy): If you select the BCC type for a recipient, a copy of the message is sent to the recipient, but the recipient’s name is not visible to the other recipients of the message.
    • To email the report to a recipient not currently set up with an email address in Cornerstone:
      • In the next available blank row in the Recipients list, complete the Name and Email Address fields.
      • You can change the email type by selecting To:, CC:, or BCC: from the Type drop-down list.
    • To remove a listed recipient, click the Remove icon in the applicable row.
    • If the report size exceeds file limit settings, you will need to do one of the following:
      • Return to the Patient History report and deselect items to include or adjust the date range.
      • Cancel the email, adjust email file settings, and retry the Patient History report.
      • Cancel the email, print the report as a PDF file, and send it as an attachment in an email outside of Cornerstone.

Additional Information

General
  • Many windows provide a right-click menu pathway to the clipboard:
    • Any Daily Planner tab
    • Appointment on Schedule for Today window
    • Lab requests and Results window
    • Image requests and results window
    • Reservation List (boarding module users only)
  • The order of the clipboard’s tab display can be changed on the Staff defaults Patient Clipboard tab.
  • From the patient right-click menus, a submenu for favorite Medical Note and Correspondence documents may be available. This is based on setup of staff and practice favorite documents and document defaults.
  • Hovering your mouse over any tab icon will display the tab name.

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.

  • Patient History report
  • Client Account History report

Resources

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