Practice information and settings
Practice information includes the practice name, address, and phone numbers that appear on invoices, statements, estimates and prescription labels.
Practice settings include options for your practice such as practice revenue center, practice level information for controlled substance export, and account information for VetConnect PLUS, Email and Fax communications, inventory SmartOrder vendors, and other integrations.
Before you start
- Security access to Practice List and Practice Setup dialogs.
- Revenue centers setup
- Account information for applicable services/integrations found in the Login/Password Management list.
Important!
- The primary practice cannot be deleted or inactivated. In a Multi-location single database (MLSD) configuration, the practice set as Primary can be changed.
- To set up Web PACS ordering, you must have:
- A VetConnect PLUS account
- An IDEXX Web PACS account
- IDEXX PACS 4.4.1 or greater installed
Practice information setup
- Lists > Practice.
- Select listed practice and click Update.
- If Multi-Location Single Database (MLSD) is configured, click New to add a new practice.
Practice information
- Enter or modify the practice’s name and address information.
- Revenue Center: Enter the ID or press F2 to search and select the revenue center to use when adding an item to an invoice, PVL or estimate. For more information, see revenue center setup.
- Practice ID: Enter up to three alphanumeric characters to be used as the abbreviated practice name throughout Cornerstone.
- Lab Acct ID: The ID only needs to be entered if the practice has multiple IDEXX lab accounts.
- If MLSD, the practice can enter their lab account per practice.
- If not MLSD, you can enter the lab account by workstation under the Practice and Workstation defaults.
- Practice Color: (MLSD only) Select a color to identify the practice throughout Cornerstone and on the status bar at the bottom of the main Cornerstone application window.
- The following information is used for the controlled substance export feature. Each practice in an MLSD configuration can enter credentials per practice:
- NCPDP/NABP ID: Enter your practice’s National Council for Prescription Drug Programs (NCPDP) or National Association of Boards of Pharmacy (NABP) Provider ID.
- National Provider ID: Enter your practice’s National Provider ID.
- DEA Number: Enter your practice’s Drug Enforcement Agency (DEA) number.
- Phones area:
- Click Add to enter a new practice phone number or select an existing phone number and click Update.
- Enter the Phone Information, including any notes. Click Primary Phone, if needed. Click OK to save your changes.
- Click OK to save information and return to the Practice List or continue to Login/Password Management.
Integrated services and applications: Login/Password Management
Set up login and password information for the following features to allow integration with Cornerstone.
The following is required prior to entering information for Antech into practice information:
- An Antech account and lab module is required.
- Contact Antech to set up a lab account.
- Please contact sales at 800-283-8386 for the Antech laboratory module for Cornerstone.
Entering the information in Cornerstone:
- Lists > Practice > Update > Login in/Password Management > Antech Reference Lab Results
- Enter your Antech account information.
- Click Validate Account.
- Click OK on the Login Settings Passed message.
- Click Close.
Multi-Location/Single Database only: Click Apply Primary Practice Settings to use the same settings as the primary practice. The account information boxes are automatically completed. Otherwise enter practice specific account information, following above steps to validate.
Communications – Email
Use IDEXX Email Service to email medical notes, correspondence documents, invoices, and estimates from within Cornerstone. If you use the Cornerstone email setup, you can also email images. You’ll need to have information about your email account available.
- Lists > Practice > Update > Login in/Password Management > Communications — Email.
- Select the email service you prefer to use:
- Select My Desktop email client to use your existing email software, such as Outlook.
- Select Cornerstone email settings to send email from Cornerstone.
- Click edit email settings to open the Configuration window and click Email to view and modify the default settings.
- Click Apply and return to the Practice Information window.
- Maximum Email File Size for Patient History report: adjust the default from 5 MB to a value from 1 to 17 MB, as needed.
- When you email a patient history report, a warning will be displayed if the report exceeds the maximum size.
- File size restrictions may be imposed by your internet service provider.
- Click OK.
Communications – Fax
Use the IDEXX Faxing Service to fax medical notes, correspondence documents, invoices and estimates from within Cornerstone, using the email communications window and selecting Fax. A one-time setup by an administrator to specify your account information must be completed to activate the service.
- Lists > Practice > Update > Login in/Password Management > Communications—Fax.
- Select Enable IDEXX Faxing Service.
- Review the terms and click Accept to activate the service.
- The username, time/date stamp, and a link to the IDEXX Faxing terms and conditions are displayed.
- Click OK.
To terminate the IDEXX Faxing Service:
- Uncheck Use IDEXX Faxing Service.
- Click OK to confirm your intent to cancel.
To reactivate IDEXX Faxing Service: Follow the instructions for initial activation and enrollment. You must agree to the terms and conditions again and will be subject to the activation setup fees.
CareCredit
These settings are no longer valid. This information is in progress of being changed in a future release.
IDEXX Web PACS
The following is required prior to entering information for IDEXX Web PACS Ordering into practice information:
- Set up and register all local IDEXX-PACS systems with the IDEXX Web PACS account and add their locations and modalities. If needed, contact IDEXX Digital support for assistance.
- Before switching to or from IDEXX Web PACS, review the Image Requests and Results window. Resolve any Not Requested images, and delete any requests that are no longer needed.
Entering the information in Cornerstone:
- Lists > Practice > Update > Login in/Password Management > IDEXX Web PACS
- Enter the username, password, and location token copied from IDEXX Web PACS and click Validate Account.
- MLSD configured practices can enter separate location tokens for each location or apply the primary practice setting.
- Once validated, you can activate image requests and add image-request special actions to your imaging services by going to Controls > Defaults > Practice and Workstation > Imaging.
Petly Wellness Plan
Petly Plans subscribers can view patient plan status and available items from the Patient Clipboard, Patient Visit List, Estimate and Invoice windows.
- Activation also creates a Petly Plans 100% Discount that is used to automatically apply to plan items only and can be set to use under Petly Plans defaults.
- It is recommended to remove any previous 100% discounts from plan items to avoid discounting unavailable items for active plan participants and to avoid applying discounts in error to nonplan participants.
- For more details, refer to Petly Plans Integration with Cornerstone.
Prior to entering information for Petly Plans into practice information, retrieve your practice’s Petly Plans token as follows:
- Login to Petly.
- Navigate to Admin > Portal Settings > Integrations.
- Select Generate New Token to open the Generate New Token window.
- Enter Cornerstone and click Generate.
- Copy the token.
Entering the information in Cornerstone:
- Lists > Practice > Update > Login in/Password Management > Petly Wellness Plan
- In the Hospital Token field, paste your practice’s Petly Plans token.
- Click Validate Token.
- Click OK to the activation was successful notice.
Note: When you validate your Petly token, a full data cache pull of your Petly Plans data occurs. Thereafter, the cache is updated nightly.
To deactivate Petly Plans integration:
- Clear the Hospital Token field.
- Click OK when you are prompted to confirm your intent to cancel.
rVetlink Referral Request
rVetLink subscribers can use the available integration to manage incoming referrals from your rVetLink portal using the Referral Request List window.
The following is required prior to entering information for IDEXX Web PACS Ordering into practice information:
- rVetLink portal setup
- Referring veterinarians and hospitals set up
Entering the information in Cornerstone:
- Lists > Practice > Update > Login in/Password Management > rVetLink Referral Request
- Leave the rVetLink Referral Request window open.
- Retrieve your practice’s rVetLink credentials:
- Login to rVetLink.
- Navigate to the Administration/External Access screen.
- Copy the API URL from the portal and then paste it into the API URL field in the Cornerstone rVetLink Referral Request window.
- Copy the Account Sid and paste it into the Account Sid field in the Cornerstone rVetLink Referral Request window.
- Copy the Auth Token and paste it into the Auth Token field in the Cornerstone rVetLink Referral Request window.
- Click Validate Account in the rVetLink Referral Request window.
- Click OK on the activation successful message.
When validated, referral information from the rVetLink portal as of the current date will populate the Referral Request List. Thereafter, portal information will be updated based on your default referral refresh rate.
After validation:
- Review the referral defaults and toolbar settings for practice and staff.
- Set security to access for the Referral Request List and Referral Request Details dialogs for appropriate staff. Administrator login is required for security access settings.
To deactivate rVetLink integration:
- Clear all three fields, and then click OK.
Vendor – IDEXX
IDEXX SmartOrder electronic inventory ordering in Cornerstone allows for a more efficient inventory workflow with real-time online inventory ordering through IDEXX.
The following is required prior to entering information for ordering from IDEXX into practice information:
- An IDEXX account. If you do not have an account, contact IDEXX at 1-888-79-IDEXX.
- A consistent, high-speed internet connection.
- Inventory vendor set up for IDEXX.
Entering the information in Cornerstone:
- Lists > Practice > Update > Login in/Password Management > Vendor—IDEXX.
- Select the vendor from the Associated Cornerstone Vendor drop-down list.
- Enter your IDEXX account number In the Sold To and Ship To fields.
- Enter the email address in the Order and Delivery fields to which confirmations to go to.
- Select Enable Online Ordering.
- Review the terms and click Accept to activate the service.
- The username, time/date stamp, and a link to the IDEXX terms and conditions are displayed.
- Click Validate Account
- Click OK to the activation successful message.
- Contact IDEXX to complete online ordering activation and have orders placed through Cornerstone process and ship successfully.
MLSD only:
- The primary practice reviews and agrees to the IDEXX terms of sale on behalf of all locations within the MLSD group.
- The user acceptance, date/time stamp, and a link to the IDEXX terms of sale agreed to by the primary practice are displayed for both primary and secondary practices when online ordering is enabled.
- Click Apply Primary Practice Settings to use the same settings as the primary practice. Otherwise, enter practice specific account information, following above steps to validate.
To deactivate IDEXX SmartOrder for IDEXX:
- Clear Enable Online Ordering.
- Call IDEXX to stop the online ordering service. This is required to ensure that you are no longer obligated by the terms of service. This information can be found within the on screen terms and conditions that open when you validate to stop their integration.
Vendor – MWI Veterinary Supply
IDEXX SmartOrder electronic inventory ordering in Cornerstone allows for a more efficient inventory work flow with real-time online inventory ordering through MWI Veterinary Supply.
The following is required prior to entering information for ordering from IDEXX into practice information:
- An account with MWI Veterinary Supply.
- A consistent, high-speed Internet connection.
- Inventory vendor set up for MWI.
- Lists > Practice > Update > Login in/Password Management > Vendor—MWI Veterinary Supply.
- Select the vendor from the Associated Cornerstone Vendor drop-down list. If you use both Patterson and MWI with IDEXX SmartOrder, the associated vendors must be different for each online vendor.
- Enter your MWI customer number In Customer Number field. You can find this information on your mwivet.com account.
- Select Enable Online Ordering.
- Review the terms and click Accept to activate the service.
- The username, time/date stamp, and a link to the M.W.I. terms and conditions are displayed.
- Click Validate Account
- Click OK to the activation successful message.
- Contact MWI E-Commerce Support to complete online ordering activation and have orders placed through Cornerstone process and ship successfully.
MLSD only:
- The primary practice reviews and agrees to the vendor’s terms of sale on behalf of all locations within the MLSD group.
- The user acceptance, date/time stamp, and a link to the vendor’s terms of sale agreed to by the primary practice are displayed for both primary and secondary practices when online ordering is enabled.
- Click Apply Primary Practice Settings to use the same settings as the primary practice.
- Otherwise, enter practice specific account information, following the above steps to validate
- Validate if Practice specific vendor is needed, if 1:1 vendor to acct number, address if ordering per practice or if using primary acct number with different shipping customer # only
To deactivate IDEXX SmartOrder for MWI:
- Clear Enable Online Ordering
- Call MWI to stop the online ordering service. This is required to ensure you are no longer obligated by the terms of service.
Vendor-Patterson Veterinary Supply eshelf
IDEXX SmartOrder electronic inventory ordering in Cornerstone allows for a more efficient inventory work flow with real-time online inventory ordering through Patterson eShelf.
The following is required prior to entering information for ordering from Patterson into practice information:
- A Patterson Veterinary Supply eShelf account at pattersonvet.com. If you do not have an account, contact your Patterson representative.
- A consistent, high-speed Internet connection.
- Inventory vendor set up for Patterson Veterinary Supply.
Entering information in Cornerstone:
- Lists > Practice > Update > Login in/Password Management > Vendor—Patterson Veterinary Supply.
- Select the vendor from the Associated Cornerstone Vendor drop-down list. If you use both Patterson and MWI with IDEXX SmartOrder, the associated vendors must be different for each online vendor.
- Enter your Patterson account number In the Bill To and Ship To fields.
- Enter the email address to send order confirmations to.
- Select Enable Online Ordering.
- Review the terms and click Accept to activate the service.
- The username, time/date stamp, and a link to the vendor’s terms and conditions are displayed.
- Click Validate Account.
- Click OK to the activation successful message.
- Contact Patterson eShelf to complete online ordering activation and have orders placed through Cornerstone process and ship successfully.
MLSD only:
The primary practice reviews and agrees to the vendor’s terms of sale on behalf of all locations within the MLSD group.
- The user acceptance, date/time stamp, and a link to the vendor’s terms of sale agreed to by the primary practice are displayed for both primary and secondary practices when online ordering is enabled.
- Click Apply Primary Practice Settings to use the same settings as the primary practice. Otherwise, enter practice specific account information, following above steps to validate. Validate if Practice specific vendor needed, if 1:1 vendor to acct number, address if ordering per practice or if using primary acct number with different shipping
To deactivate IDEXX SmartOrder for Patterson eShelf:
- Clear Enable Online Ordering.
- Call Patterson to stop the online ordering service. This is required to ensure that you are no longer obligated by the terms of service.
VetConnect Plus
VetConnect PLUS is a powerful web-based tool that:
- works within the standard Cornerstone workflow for viewing and comparing IDEXX in-house diagnostics and IDEXX Reference Laboratories data side by side by side.
- uses an enhanced format for viewing, comparing, and graphing result data.
- Offers differential diagnoses and next step guidance using Decision IQ
The following is required prior to entering information for VetConnect Plus into practice information:
- Internet access at the workstation where you want to view VetConnect PLUS.
- A VetConnect Plus account with username and password. Call VetConnect PLUS Customer Support at 888-433-9987 to request an account if your practice does not already have one.
- IDEXX two-way integration between Cornerstone and your IDEXX VetLab Station and IDEXX Reference Laboratories to view in-house and reference lab results.
- IDEXX SmartService Solutions must be set up for the IDEXX VetLab Station. Call your IDEXX Connectivity Consultant at 877-256-8457 if your practice does not already have SmartService Solutions.
Entering information in Cornerstone:
- Lists > Practice > Update > Login in/Password Management > VetConnect PLUS.
- Select one of the options:
- Select VCAgent if using IDEXX Reference Labs with or without IDEXX in-house analyzers, and then enter your VCAgent (reference laboratory download) credentials.
- Select VetConnect if using IDEXX in house only, and then enter your VetConnect Plus username and password.
The above information is set during your laboratory installation appointment. If you do not know your credentials, contact VetConnect Plus Customer Support at 888-433-9987.
- Click Validate Account.
- Click OK to the activation successful message.
Additional information
Practice names
- Practice name and address fields are used in the following manner <insert image example>
- Name 2 field appears on invoices, estimates, statements, Cornerstone generated reminder cards and available as a document bookmark.
- Address 2 field appears on invoices, estimates, statements and available as a document bookmark.
Multi-Location/Single Database (MLSD) configured practices
- If your practice runs multiple businesses or sites, a configuration is available only after a thorough discovery process and with support assistance.
- The Practice ID is for display purposes within Cornerstone (such as Client Account Invoice) and can be changed. When viewing data from an exported report it will display the internal ID of 1, 2, 3, etc.
- The practice information that appears on invoices, statements, estimates and prescription labels is based on the logged in practice.
- The practice ID also displays in the hover details on client account windows.
- Each practice in a MLSD configuration must accept the Fax Service terms and conditions, if using.
