Performance Tracker defaults

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Performance Tracker reports allows you to compare data, based on end of month processing, within your practice. Performance Tracker defaults are required to fully take advantage of this reporting feature.

Before you start

Security

Setup

Important!

  • Reminders set up as inventory items cannot be selected in “Service items never received by Species” in Performance Tracker defaults.

Summary defaults

Set preferences for displaying data and dynamic graphs using the Cornerstone Performance Tracker feature.

Navigate to Controls > Defaults > Practice and workstation > Performance Tracker.

  • Select Display hospital goals if you want to see the practice goals in Cornerstone performance tracker.
  • Specify which staff classifications at your practice are “doctors” by selecting Yes/No in the Doctor Classify field for each staff classification.
    Note: Review your staff setup to make sure staff are correctly classified.
  • Set summary display and goals by month (optional):
    • Select the yearly time period for which you want to set goals.
    • Select the options you want goals set for and enter the monthly dollar amounts, for up to 15 months.
      Example: Your practice wants to set a sales goal of $100,000 in gross sales for this January.
      • To do this, under Processed, click Current.
      • Under Description, select Gross sales.
      • Enter $100,000 as the dollar amount you want your practice to attain in the first month.
      • Repeat as needed per monthly period for Current and each description.
  • Repeat as needed for additional yearly periods.
  • Click Apply to save your changes and continue setting defaults or click OK to save your changes and close the window.

Miscellaneous defaults

Specify settings for using the Cornerstone performance tracker feature.

Navigate to Controls > Defaults > Practice and workstation > Performance Tracker > Miscellaneous – Performance Tracker.

  • Define active client as seen within # of month: Specify the frequency of office visits (invoices) in months used to determine your practice’s definition of an active client.
    Example, if your practice defines an “active client” as a client that’s been invoiced in the last year, enter 12 months.
  • Define active patient as seen within # of months: Specify the frequency of office visits (invoices) in months used to determine your practice’s definition of an active patient.
    Example, if your practice defines an “active patient” as a patient that has been invoiced in the last two years, enter 24 months.
  • Define number of postal code characters to use: Specify the number of postal characters by which results will be sorted. Cornerstone performance tracker sorts your sales by postal code. The following is recommended:
    • United States: Five characters for standard postal codes
    • Canada: Six characters.
    • Nine characters to sort results by individual zip codes Zip+4)
  • Define Sales Ranges: Set ranges to display on the Client tab in Cornerstone performance tracker.
    • Click the sales range number to change in the Less Than Equal To column and update the number. The end of the previous range becomes beginning of next range.
      Note: Ranges should correspond with a monthly time frame.

Click Apply to save your changes and continue setting defaults or click OK to save your changes and close the window.

Reminder defaults

Place your reminders into appropriate categories and associate your services with the appropriate species to display on the Reminders tab in Cornerstone performance tracker. This is used to generate reports for overdue, missing and services never received.

Example: Your practice wants to know which clients own dogs that have never received a rabies vaccination. To do this, under species, click Canine.

  • Select or create an appropriate category.
  • Under Missing and overdue reminders, locate the reminding item(s) for your rabies vaccination and click the Display check box next to the reminder.
  • Repeat for service items for rabies , clicking Display as appropriate.

Navigate to Controls > Defaults > Practice and workstation > Performance Tracker > Reminders – Performance Tracker.

  1. Select a species.
    • Any reminders and services related to that species that are set up will display on the right side of the configuration pane.
    • The panes will be blank if no reminders are set up.
  2. In the Missing and overdue reminders by species and category area, set the following defaults:
    • In the Category list, do one of the following:
      • Select an existing category to view, add or remove associated reminders.
      • Create a new category by right-clicking > New, then enter a description and click OK.
      • Update a category description by right-clicking > Update and click OK.
      • Delete a category by right-clicking > Delete. Click Yes or No to confirm.
        Note: Refresh the category list after creating or updating one by clicking a different species then click back to original species.
    • Locate applicable reminders for the selected species and category using the item’s description in the Search by description field. Note: Only items set as a letter reminder will display.
      • Click Display next to the applicable reminders you want to place in this category to use for missing and overdue reminders.
    • Repeat for each category, as needed.
  3. Under Service items never received by species area:
    • Locate applicable reminders for the selected species using the item’s description in the Search by description field. Note: only active items set as a service display. If vaccines are set up as inventory only, this information is not available.
    • Click Display next to the applicable services you want to use for never received services for the selected species.

Repeat as needed for additional categories for the selected species. Select another species to repeat the process, if needed. Click Apply to save your changes and continue setting defaults or click OK to save your changes and close the window.

Additional information

Performance Tracker defaults

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.

  • Performance Tracker
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