Practice Explorer overview
The Cornerstone Practice Explorer module is an additional module for creating custom reports with custom output using the data available in your Cornerstone database.
Before you start
Security
- Batch Mode
- Change Password
- Export
- Import
- Practice Explorer Preferences
- Reports
- Tallies
- Updates
Important!
- This module needs to be purchased separately.
Overview
Using Practice Explorer, you can do the following:
- Gather information from your Cornerstone database to help you identify opportunities for your practice’s growth.
- Retrieve information from your Cornerstone database using pre-designed Practice Explorer reports or design your own Practice Explorer reports.
- Add or modify reminder information in the Cornerstone database.
Use the Cornerstone Practice Explorer User’s Guide for in-depth information on Practice Explorer. Here are a few of the many topics included in the guide:
- Understanding Practice Explorer: The database, categories, and tables, relationships between categories, operators, and more.
- Creating Reports: Enter selection conditions, averages and sums, grouping conditions, and more.
- Changing Reports: Data and report output
- Analysis of a Report
- Exporting Data
- Using a Pre-Designed Report
Included reports
The following reports are pre-designed and included with the Practice Explorer module. You can make a copy of these reports and modify them to include relevant information for your practice. Example: Changing the invoice items, date ranges, species, sex, ect.
| Report title | Report description |
| Clients with Aged Balance, No Recent Payment | This list includes all active canine females over six months old who are not classified as breeding animals and need to be spayed. Note: You can modify this report to be run for canine males that need neutering. |
| Canines Missing Reminders Report/Tally | This report lists all active feline females over six months old who are not classified as breeding animals and need to be spayed. You can modify it to run for feline males who need neutering. |
| Female Canines Needing Spayed Report | Lists all active clients with 100% ownership of an active Equine patient. The output is suitable for exporting into mailing labels and may also be modified to target any specified breed/species. |
| Patients Invoiced for Cardoxin but Missing h/d Report | Lists all active patients invoiced for Cardoxin but missing Hill’s h/d diet sales. |
| Change Given Report | Lists all clients who were given change back from a payment within a specified date range. |
| Clients with Class of No Reminders Report | Lists all clients with a classification that does not have Send Reminders selected. |
| Equine Owners List | The Lab Results Report contains the test name, test value, date/time range, patient birth date, and species. You can use this template to build specific Practice Explorer reports for your lab results. |
| Felines Missing Reminders Report | All active felines missing reminders. |
| Felines With Canine Rabies Reminders Report | All active felines with reminders for canine rabies. |
| Female Felines Needing Spayed Report | Lists all active clients within a specified postal code (target market group) who don’t have a credit code of cash only. The output is suitable for mailing labels. |
| Clients in Zip Code List | The Lab Results Report contains the test name, test value, date/time range, patient birth date, and species. You can use this template to build specific Practice Explorer reports for your lab results. |
| Single Item Sales History Report | Lists all patients who were invoiced for a specified item within a date range. Useful for product recalls or following up after a specific treatment. |
| Hazardous Materials Report | Lists all invoice items designated as Hazardous in Invoice Item Information. |
| Canines/Felines Missing Birthdays Report | All active canine and feline patients missing a birth date. |
| Lab Results | The Lab Results Report contains the test name, test value, date/time range, patient birth date and species. You can use this template to build specific Practice Explorer reports for your lab results. |
| Canines/Felines Missing Dental Report | Lists all active canines and felines over 6 months old who have not been invoiced for a dental exam. |
| Canines/Felines Missing Geriatric Exam Report | Lists all active canine and feline patients over seven years old missing a geriatric exam. If your practice doesn’t offer a geriatric exam, use an ID for a regular or comprehensive exam. |
| Patients Invoiced for Item but not Item X Report | Lists all active patients invoiced for a specific item or service (like a Dental Exam) but missing a related service or product (like t/d diet). You can modify this report to detail heartworm tests without heartworm preventative, surgeries without a recheck exam, etc. |
| Hazardous Materials Missing MSDS Report | Lists all items designated as Hazardous Material but do not have the MSDS check box selected in Invoice Item Information. |
| Clients Missing a Phone Number Report | Lists all active clients missing a phone number. |
| Canines/Felines Missing Weight Report | Lists all active canines and felines missing a weight. |
| Patients Not Marked as Deceased Report | Lists all patients who were invoiced for a specific special action service (like euthanasia) but whose patient status is not marked deceased. |
| Refund Report | Lists all clients with refunds within a specified date range. |
| Clients Reinstated Report | Lists all clients who were written off and then reinstated. |
| Reminder Count Tally | Provides a count of all reminders within a given date range. You can use this tally to calculate a rate of return on reminders. |
| Sales Range Report | Lists all clients with an invoice sale over a specified amount within a specified date range. |
| Service Charge Exception Report | Lists all clients who didn’t receive a service charge on returned checks or who received a charge less than the standard amount. |
| Adjustment Staff Exception Report | Lists all adjustments made by someone other than the specified doctor, staff member, or office manager. You can also add a date range, if needed. |
| Items Ordered but Not Tracked Report | Lists all active vendors the practice has not placed an order within the last year. |
| Vendors Not Ordered From Report | Lists all patients with appointments scheduled for a specific date that have not been confirmed. |
| Unscheduled Staff Report | Lists all doctors who have not had any appointments scheduled for the last week. |
| Unconfirmed Appointments for Today Report | Lists all patients who have appointments scheduled for a specific date and have not been confirmed. |
