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IDEXX Cornerstone* Default and Security Settings Guide 8.3

1. e Page 93 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide Monitor You can display a patient s images on more than one monitor If you have two monitors the Image Verify Preferences Explorer window is displayed on one monitor and the Image Viewer window showing the patient s image series is displayed on the other If you have more than two monitors you can display a separate Image Viewer on each additional monitor In the Monitor Settings table all the monitors that are set up for your system are listed in the Monitor column Select the check box in the Use Monitor column for each monitor that you want to use System Type The System Type options are used to select the IDEXX Digital Imaging system you are using when Verify the system is first installed DO NOT change any of the system type options without consulting IDEXX Digital Imaging Support For service within the United States or Canada call 1 877 433 9948 Remote The Remote Consult button connects you to up to five web addresses for consulting radiology services Verify Consult You can add edit and delete web addresses URLs Description Type the name of the website URL Type or paste CTRL V the URL for the website e Page 94 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide IDEXX P
2. e Page 76 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide Controls gt Defaults Staff This allows the practice administrator to determine based on staff Verify gt Staff gt Patient ID or login what is shown on the Client information and Patient Clipboard tab information tabs on the Patient Clipboard window See figure SS Enter the staff ID for whom you want to set default settings Client information tabs In the Display column select the check box for each item to display Verify Patient information tabs for this staff member Use the arrows to order the items Click Reset Defaults to reset the defaults to the original settings Figure SS E roae e Controls gt Defaults gt Staff gt Patient Clipboard 5 Patient Clipboard Toolbar Miscellaneous Inventory My Favorites B Save Cancel i Description Display Description Display Client Information fw Patient Information Ea Account Information Ea Reminders E Reminders m Tags Microchip ID T E3 Scheduled Appointments wv Appointments wv Reservations ww Reservations ww Estimates WwW Check in v Phones Ea Patient Visit List Ea Client Alerts WwW Estimates M Prompts and Notes Ea Patient Alerts Ea Secondary Names Vv Prompts and Notes v Owners 7 Referrals M Reset Defaults Reset Defaults e Page 77 Contr
3. Types Payment types separate daily deposit reports into various forms of payment so that the cash drawer can be verified These payment types can also be assigned to credit codes restricting Cornerstone s ability to accept a particular payment type with certain credit codes e g cash only clients cannot pay with a check Used in the following manner throughout Cornerstone e Can be grouped together for client payment categories e End of Day Report Daily Payment Register By Payment Type e End of Day Report Daily Payment Register By Cashier by Payment Type e End of Day Report Daily Audit Trail Report no payment type totals IP Payment Types Lo es Payment Type Prompt a New Check Check Credit Card Payment Card Number Delete Debit Card l ka Debit Card Payment Card Number Discover Card I Master Card l Lists gt Cashier ID Cashier ID List window Set up Cashier IDs are used to record the staff member who accepts payment The cashier ID feature must be activated Controls gt Defaults gt Practice and Workstation gt Account before the list can be created Used in the following manner throughout Cornerstone e Requires entry of cashier password on payment screen e End of Day Reports Daily Deposit Report e End of Day Reports Daily Payment Register by Cashier by ID e End of Day Reports Daily Payment Register by Cashier by Payment Type e End of Month Monthly De
4. Reports gt Inventory gt Inventory Audit Open Details Report Reports gt Inventory gt Inventory Audit Report Reports gt Inventory gt Inventory Backorder Report Reports gt Inventory gt Inventory Cost Report Initial Practice Setup Report By Estimate Messages Initial Staff Setup Report Inventory Adjustment Report Inventory Audit Open Details Report Inventory Audit Report Inventory Backorder Report Inventory Cost Report Inventory Cost Totals Report Inventory Counts Report X X X Grooming Report X X X X Image Request Special Action Item Report Imaging Image Only X X X Imaging Image With x x x Comments Imaging Image Without x x x x Comments Imaging Multiple Images X X X X Imaging Multiple Pages Report X X X Initial Client Setup Report Initial Patient Setup Initial Practice Setup Report By Billing Messages Initial Practice Setup Report By Credit Codes Reports gt Inventory gt Inventory Cost Totals Report Reports gt Inventory gt Inventory Counts Report Inventory Evaluation Report XxX JX X X X X Xx x X Xx x lt XxX XXX Xx Xx xX XxX X KY XK XK Xx x x lt Reports gt Inventory gt Inventory Evaluation Report Exclusive to Multi Location Inventory Exclusive to Multi Practice 3indicates a report that is available for multi location databases Security setting for a purchasab
5. Monthly Clients With Open Invoices By Client ID EOM Monthly Clients With Open Invoices By Invoice No EOM Monthly Deposit Report EOM Monthly Discount Report By Discount EOM Monthly Discount Report Reports gt End of Period gt End of Month gt Monthly Discount Report By Discount Reports gt End of Period gt End of Month gt Monthly By Staff Discount Report By Staff EOM Monthly Invoices And Reports gt End of Period gt End of Month gt Monthly Statements Invoices and Statements EOM Monthly Manual Discount Report By Client Reports gt End of Period gt End of Month gt Monthly Manual Discount Report By Client EOM Monthly Manual Discount Report By Staff Reports gt End of Period gt End of Month gt Monthly Manual Discount Report By Staff EOM Monthly Sales Summary Reports gt End of Period gt End of Month gt Monthly Sales Summary EOM Monthly Staff Commission Detail Report x Gross Reports gt End of Period gt End of Month gt Monthly Staff Commission Detail Report Gross EOM Monthly Staff Reports gt End of Period gt End of Month gt Monthly Gross Commission Detail Report Net x Staff Commission Detail Report Net EOM Monthly Staff Commission Summary Report x Reports gt End of Period gt End of Month gt Monthly Staff Commission Summary Report Gr
6. Cornerstone 8 3 Default and Security Settings Guide This page left intentionally blank e Page 10 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide This page left intentionally blank e Page 11 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide Classifications gt Patient Patient classifications allow you to sort lists and print reports by a specific classification These classifications can be set up as alerts Patient classifications can also be used to classify your patient types and manage data and criteria when using the Compliance Assessment Tool Used in the following manner throughout Cornerstone IP Classifications lt Je Tn aa e Client Master Report e Initial Client Setup Report e Client Information window e Activities gt Generate Reminders Controls gt User User Defined Prompts window Staff tab Set up Defined Prompts gt Staff prompts are for tracking detailed information about your staff This information can be Staff Prompts secured These prompts cannot be set as alerts or required fields C Character N Number D unsnrcr pecs Sys es Y N Yes No L List Client il Patient Species ila Used in the following manner throughout Cornerstone aan Character PASS Emergency Contact Charact
7. PETLAN PetLand initial visit ADE416 Adequan gt 40 Ib every IGIVEN1 IGDESCI e Page 66 Web Links Web Address www anapsid org resources napcc Description Poison Control Web Address Description Custom Link 2 Web Address Description Custom Link 3 Web Address store mwivet com Security Punchou MWI Description Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide Controls gt Invoice Item Units of Measure window Verify Units Of Cornerstone comes with either a built in list ME aci ane a Measure of common units of measure UOM or those that were used by your previous ile ot Measure practice management software New units can be added If a unit is not currently used by an item it can be deleted Set up the most common units of measure for invoice items Description a Controls gt Problem Categories window Verify Problems gt The Problem List provides a list of common medical ailments and issues This list can be used when Problem entering medical notes on the patient record You must set up problem categories before setting up Categories the Problem List Controls gt Problem List window Verify Problems gt Cornerstone provides a list of problems that can be selected as the presenting problem for a particular P
8. Partial Receipts x Reports gt Inventory gt Inventory Partial Receipts Report Report Inventory Purchase History x Reports gt Inventory gt Inventory Purchase History Report Report Inventory Receipt Report X Reports gt Inventory gt Inventory Receipt Report Inventory Reorder Report X Reports gt Inventory gt Inventory Reorder Report Inventory Returns Report X Reports gt Inventory gt Inventory Returns Report Inventory Setup Error Report x Report will automatically display when an error occurs Inventory Turnover Report x Reports gt Inventory gt Inventory Inventory Turnover Report Inventory Usage Tax Report x Reports gt Inventory gt Inventory Inventory Usage Tax Report Inventory Vendor Summary x Reports gt Inventory gt Inventory Inventory Vendor Report Summary Report Inventory Want List Report X Reports gt Inventory gt Inventory Want List Report Invoice Group Item Setup Reports gt Invoice Item gt Invoice Group Item Setup X X X X Report Report Invoice Item Classification x Reports gt Invoice Item gt Invoice Item Classification Setup Report Setup Report Invoice Item Dispensing Setup Reports gt Invoice Item gt Invoice Item Dispensing X X X X Report Setup Report Invoice Item Information Report x Reports gt Invoice Item gt Invoice Item Information Report Invoice Item Price Information x Reports id Invoice Item gt
9. Stacked To display the images within a series using a stacked display select this check box In a stacked display one image is visible at a time and you can use the scroll bar to display the other images in the series Export From the drop down list select the default image file type for exporting a case to a CD or DVD When Verify you use the case export feature you can choose a different file type You do not have the option to change the file type at the time an image is exported Formats You can set up the ways that dates phone numbers and measurements are displayed on imaging Verify related windows in Cornerstone From each drop down list select the default format to use Imaging Verify Image Capture Settings Distance Units From the drop down list select the default unit for measuring the distance between the x ray plate and the x ray source Distance can be measured in feet inches meters centimeters or millimeters Exposure Units From the drop down list select the default unit for measuring the x ray exposure time Exposure time can be measured using AmpSeconds As milliAmpSeconds mAs or microAmpSeconds uAs DICOM Compression Settings DICOM From the DICOM drop down list select one of the following compression types to use when sending files via DICOM e RAW To send DICOM images that have not been compressed e JPEGlossless To send DICOM images that are compressed but have little to no loss of image quality
10. Abortion Spontaneous Cats 18938 e Patient Diagnosis Report Abortion Spontaneous Dogs 18939 Abortion termination of pregnancy 18940 1305 e Diagnostic Code Report ss 1308 2605 2517 Search for word by description Description e To set up Compliance Abscess Granuloma Mouth Rot Assessment Tool compliance controls within Patient Advisor if Patient Advisor has been purchased to set diagnostic and treatment plans e Medical notes Note You can link documents to diagnostic codes so that they automatically print when the diagnosis is entered in a medical note You can set this up from Links gt Diagnostic Codes gt Update e Document templates Lists gt Vital Vital Sign List window Set up Signs Weight Cornerstone provides a list of vital signs that your practice can use With the exception of weight all vital signs are inactive upon installation of Cornerstone To activate an item double click it to open the Vital Sign Setup window and clear the Inactive check box If the vital sign you are activating is an alphanumeric or numeric list you must associate one or more species with the list select the list and then select each species to link You can also edit items and order them in the way your practice uses them BP Vital sign List Foka Active Active Active 7 Appetite Appetite Blood Pressure BP Body Score 1 5 BodyScoreS Body Score 1 9 1 BodyScore9 Capillary
11. Access Suggestions Path to Locate Exclusive to Multi Location Inventory 2Exclusive to Multi Practice 3indicates a report that is available for multi location databases Security setting for a purchasable module e Page 111 GEN REC DR TECH M O Imaging Monitor Settings x Controls gt Defaults gt Imaging gt System Settings gt Monitor Imaging Orientations Settings x Controls gt Defaults gt Imaging gt Exam Tree Maintenance gt Orientations Imaging Presets Settings x Controls gt Defaults gt Imaging gt System Settings gt Presets Imaging Re assign Images X X X X Activities gt Imaging gt Image Explorer gt Reassign Imaging Remote Servers x Controls gt Defaults gt Imaging gt DICOM Settings gt Settings Remote Servers Imaging Requests List x x x x x Activities gt Imaging gt Imaging Requests and Results Imaging Requisitions X X X X X Activities gt Imaging gt Imaging Requests Imaging Review X X X X X Activities gt Imaging gt Image Explorer gt Review Imaging Select DICOM Printer Activities gt Imaging gt DICOM Printer gt Select X X X X i DICOM Printer Imaging Send DICOM Activities gt Imaging gt Image Explorer gt Send X X X X DICOM Imaging Settings x Controls gt Defaults gt Imaging gt System Settings gt Imaging Imaging System Setup X X Controls gt Defaults gt
12. Appointment Appointments Reports gt Appointment Scheduler gt Appointments X X X X X Report Report Appointment Appointments Reports gt Appointment Scheduler gt Appointments X X X X X Report Summary Report Summary Appointment Practice and x Reports gt Appointment Scheduler gt Practice amp Staff Staff Hours Report Hours Report Appointment Scheduled vs x Reports gt Appointment Scheduler gt Scheduled vs Goal Report Goal Report Appointment Tickler File Reports gt Appointment Scheduler gt Tickler File X X X X X Report Report Barn Reminder Letter Report X X X X X Reports gt Equine gt Barn Reminder Letter Report Barn Reminder Recall Report X X X X X Reports gt Equine gt Barn Reminder Recall Report Barn Reminder Report X X X X X Reports gt Equine gt Barn Reminder Report Barn Report X X X X X Reports gt Equine gt Barn Report Birthday Report X X X X X Reports gt Patient gt Birthday Report Boarding Cancelled List X X X X X Reports gt Boarding gt Boarding Cancelled List Boarding Census X X X X X Reports gt Boarding gt Boarding Census s Reservation List icon gt Right click on a reservation Boarding Check in Report X X X X X gt Print gt Check In Report Boarding Combination List X X X X X Reports gt Boarding gt Boarding Combination List Boarding Exercise List X X X X X Reports gt Boarding gt Boarding Exercise List Boarding Expected Check ins X X X X X Reports gt Boarding
13. Boarding gt Print Boarding Documents 4 Documents Boarding Reservation Book X X X X X Activities gt Boarding gt Reservation Book Boarding Reservation List X X X X X Reservation icon This document contains suggested security settings for General Login GEN Receptionists REC Technicians TECH Doctors DR and Managers Owners M O However it is ultimately the practice s decision maker that decides who needs access to certain areas within Cornerstone and IDEXX shall not be liable for any actions arising from those security decisions 1Exclusive to Multi Location Inventory Exclusive to Multi Practice 3indicates a report that is available for multi location databases Security setting for a purchasable module e Page 106 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide IDEXX Computer Systems CONFIDENTIAL INFORMATION Foundation Dialog Security Access Suggestions Path to Locate Compliance Compliance Test Setup Reports gt Compliance Assessment Tool gt Protocol Setup Wizard GEN REC DR TECH M O eau aa x x x x x Reservation icon gt Right click on reservation Boarding Reservation Type x Activities gt Boarding gt Reservation Type gt Update Information Boarding Reservation Type List X X X X X Activities gt Boarding gt Reserva
14. Cornerstone 8 3 Default and Security Settings Guide Hours Time units Select 10 minutes or 15 minutes as the default number of minutes Verify Appointment each appointment should be scheduled Scheduler See figure PP Practice hours Select the check box for each day the practice will be open Verify In the Start and Close boxes type the applicable time Select the Take lunch check If your practice closes for lunch and then enter the start and end times of the lunch period making sure to include AM or PM Figure PP Hours Appointment Scheduler Controls gt Defaults gt Practice and Time units 10 minute 15 minute Workstation gt Appointment Scheduler gt Hours Appointment Scheduler ea Close teen Monday V Open 7 00 am 7 00 pm Take lunch Tuesday V Open 7 00 am 7 00 pm Take lunch Wednesday V Open 7 00 am 7 00 pm E Take lunch Thursday V Open 7 00 am 7 00 pm Take lunch Friday V Open 7 00 am 7 00 pm Take lunch Saturday V Open 7 00 am 7 00 pm F Take lunch Sunday V Open 7 00 am 7 00 pm Take lunch Enter times as 8 00 am 5 00 pm etc 12 00 am is midnight 12 00 pm is noon Boarding General e From the Reservation type list select the type of boarding Verify See figure QQ reservation e Inthe Staff ID box enter the default staff ID for boarding reservations e Select the Assign cage numbers check box to require cage assignments for boarding reservations e Enter
15. Cornerstone 8 3 Default and Security Settings Guide IDEXX Computer Systems CONFIDENTIAL INFORMATION Foundation Dialog Security Access Suggestions Path to Locate GEN REC DR TECH M O Inventory Inventory Details x x x x x Various Locations Invoice Patient Visit List Whiteboard Prescriptions etc Inventory Inventory Reports X Reports gt Inventory Inventory Item History and x Inventory gt Item History and Item Information tab Item Information Inventory Location List X Inventory gt Locations Inventory Location x Inventory gt Locations Maintenance Inventory Order List X Inventory gt Order List Inventory Order Maintenance X Inventory gt Order List Inventory Purchasing Work List X Inventory gt Purchasing Work List Inventory QOH Adjustment x Inventory View Quantity on Hand Maintenance Inventory Receipt List X Inventory gt Receipt List Inventory Receipt Maintenance X Inventory gt Receipt List Inventory Return to Vendor X Inventory gt Return to Vendor Inventory Vendor List X Inventory gt Vendors Inventory Vendor Maintenance X Inventory gt Vendors oo View Quantity on x x x x x Inventory gt View Quantity on Hand Inventory Want List X X X X X Inventory gt Want List Invoice X X X X X Invoice icon Invoice Departing Instructions X X X X X Invoice icon gt Departin
16. End of Day gt Daily Report by Staff Voided Invoices Report by Staff EOD Deposit Report Checks x x x Reports gt End of Period gt End of Day gt Deposit By Check No Answer Report Check By Check No Answer EOD Deposit Report Checks x x x Reports gt End of Period gt End of Day gt Deposit Report Checks By Client ID 1Exclusive to Multi Location Inventory Exclusive to Multi Practice 3indicates a report that is available for multi location databases Security setting for a purchasable module e Page 122 This document contains suggested security settings for General Login GEN Receptionists REC Technicians TECH Doctors DR and Managers Owners M O However it is ultimately the practice s decision maker that decides who needs access to certain areas within Cornerstone and IDEXX shall not be liable for any actions arising from those security decisions Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide IDEXX Computer Systems CONFIDENTIAL INFORMATION Access Suggestions Foundation Reports Security GEN REC DR TECH M O Path to Locate EOD Deposit Report Checks x x x Reports gt End of Period gt End of Day gt Deposit By Client Last Name Report Checks By Client Last Name EOD GL Batch Report x x x Reports gt End of P
17. Hospital gt New Referral Hospital List X X X X X Lists gt Referrals gt Hospital 1Exclusive to Multi Location Inventory This document contains suggested security settings for General Login 2Exclusive to Multi Practice GEN Receptionists REC Technicians TECH Doctors DR Sindiestesa renon thati lable fi iiiocaron dase and Managers Owners M O However it is ultimately the practice s R ISA VHA RIG FOL MUNHOCANOMCAANASES decision maker that decides who needs access to certain areas within Security setting for a purchasable module Cornerstone and IDEXX shall not be liable for any actions arising from those security decisions e Page 116 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide IDEXX Computer Systems CONFIDENTIAL INFORMATION Foundation Dialog Security Access Suggestions Path to Locate GEN REC DR TECH M O Reminder Bulk Rate Permit x Activities gt Reminder Selection gt Reminder Print Setup Options gt Reminder Bulk Rate Permit Setup Reminder Alignment Activities gt Reminder Selection gt Reminder Print X Options gt Two OR Three OR Four Card Reminder Alignment Reminder Message Setup x Activities gt Reminder Selection gt Reminder Print Options gt Reminder Message Setup Revenue Center Information X Lists gt Revenue Centers
18. Include Patient Visit et i List entries on report To help you maintain the integrity of your practice data the Daily Entries Report audit includes all lines on open or closed invoices and the user ID of the person who is logged in Include invoice entries on report Select this check box and then select the check box for each invoice entry to include Options are Item ID Quantity Amount Staff ID and Revenue ID Include Patient Visit List entries on report Select this check box and then select the check box for each Patient Visit List entry to include Options are Status Item ID Quantity Amount Staff ID and Revenue ID For practices using the Mobile Computing module changes and deletions performed on a mobile computer will not display on these reports When synchronization is run the entries will display as additions to the reports This information can be printed on several reports The reports are located under Reports gt End of Period gt End of Day gt Daily Inv and PVL Entries Number of months to Enter the number of months to keep the information for this Verify e Page 48 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default Figure T End Of Period Controls gt Defaults gt Practice and Charged on Account Report a v Finance charge percent 1 50 Workstation gt End of Period Current Activity Report E Minimum finance charge 1 00 Daily Audit Trail F B
19. New Client Report By Client Last Name EOM Productivity By Staff EOM Referral Report by Staff EOM Referral Report Doctor by Hospital EOM Referral Report Hospital by Doctor EOM Referral Revenue Report by Doctor by Revenue Center EOM Referral Revenue Report by Hospital by Revenue Center EOM Referral Revenue Report by Rev Center by Doctor by Hospital Voided Invoices Report by Date Reports gt End of Period gt End of Month gt Monthly Voided Invoices Report by Staff Reports gt End of Period gt End of Month gt New Client Report By Client ID Reports gt End of Period gt End of Month gt New EOM Referral Revenue Report Reports gt End of Period gt End of Month gt Referral by Rev Center by Hospital by X Revenue Report by Rev Center by Hospital by Doctor Doctor EOM Referral Summary by Reports gt End of Period gt End of Month gt Referral Doctor Summary by Doctor Reports gt End of Period gt End of Month gt Referral Reports gt End of Period gt End of Month gt Monthly Staff Commission Summary Report Net Reports gt End of Period gt End of Month gt Monthly Staff Commission Totals Report Gross Client Report By Client Last Name Reports gt End of Period gt End of Month gt Productivity By Staff Reports gt End of Period gt End of Month gt Referral Report By Staff Reports gt End of Peri
20. See figure X e Page 50 Vendor ID Enter a default vendor ID for orders placed or received in Cornerstone inventory Order ID Enter a default order ID as the starting order number for orders in Cornerstone inventory Usage tax Select a default usage tax to be applied to items used internally in Cornerstone inventory Please check state laws regarding when or if usage taxes are assessed Show item history for months Enter a number of months for an inventory item s history to display in Cornerstone inventory Receiving location Select a default location for receiving your inventory into a specific location in Cornerstone inventory When you receive inventory you will have the option to select which location to receive it into Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide Inventory See figure X continued Auto confirm adjustments Select this check box to automatically confirm your adjustments Verify in Cornerstone inventory However you may want to manually confirm them while learning inventory to verify each adjustment was done correctly Auto confirm stock Select this check box to automatically confirm your stock transfers Verify transfer in Cornerstone inventory However you may want to manually confirm them while learning inventory to verify each adjustment Delete want items on Select this
21. gt Boarding Expected Check ins Boarding Expected Check outs X X X X X Reports Boarding Boarding ExpecIeg Check outs Boarding Feeding List X X X X X Reports gt Boarding gt Boarding Feeding List Boarding Medication List X X X X X Reports gt Boarding gt Boarding Medications List Boarding No Shows X X X X X Reports gt Boarding gt Boarding No Shows Boarding Occupancy Forecast Reports gt Boarding gt Boarding Occupancy X X X X X Report Forecast Report Boarding Other Services List X X X X X Reports gt Boarding gt Boarding Other Services List Boarding RES PECUTENGE X X X X X Automatically prints if you double book Exception Report Boarding Res Recurrence X X X X X Prompt box during recurring process Report Boarding Scheduled Reservation List icon gt Right click on a reservation Reservations Report gt Print gt Scheduled Reservation Census Report X X X X X Reports gt Patient gt Census Report Checked in Census Report X X X X X Reports gt Patient gt Checked in Census Report 1Exclusive to Multi Location Inventory Exclusive to Multi Practice 3indicates a report that is available for multi location databases Security setting for a purchasable module e Page 119 This document contains suggested security settings for General Login GEN Receptionists REC Technicians TECH Doctors DR and Managers Owners M O However it is ultimately the practice s decision maker that decides who needs access t
22. gt New Revenue Center List X X X X X Lists gt Revenue Centers Room Setup X Lists gt Room gt New Rooms X X X X X Lists gt Room Setup Daily Entries Report x Controls a Default gt Practice gt End of Period tab gt Setup Daily Entries Report Sex X X X X X Controls gt Sex Sex Setup X Controls gt Sex gt Update Signature Capture Device X X X X X Tools gt Capture Device Snapshot X Reports gt Snapshot Species List X X X X X Lists gt Species Species Setup X Lists gt Species gt Update Split Partnership Invoices X X X X N A Staff Class Commission X Lists gt Staff Classification Commission Staff Commission X Lists gt Staff Commission Staff Information X Lists gt Staff gt New Staff List X X X X Lists gt Staff Staff Reports X X X Reports gt Staff Switch Logged in Practice X X X X X File gt Switched Logged in Practice Synchronize LifeLearn x Tools gt Synchronize LifeLearn Documents Documents Tax Setup X Controls gt Taxes gt New Taxes X Controls gt Taxes Travel Sheet List Setup X Lists gt Travel Sheets gt Update Travel Sheet Update Create x Tools gt Update Create gt Sample Travel Sheet Sample Unit of Measure X X X X X Controls gt Units of Measure Unit of Measure Setup X Controls gt Unit of Measure gt New Update Revenue Centers X Tools gt Update Revenue Centers User Defined Prompt Setup X Controls gt User Defined Prompts gt New User Defined Prompts X C
23. the item to set up in the navigation pane on the left The items in the navigation pane vary depending on what you have installed As you work through the settings click Apply to save your changes without closing the Imaging Configuration window or click Save to save your changes and close the window Archive Archiving refers to moving images from your computer to another storage location Archiving is usually Verify not necessary however if you choose to archive images you can set up the software to alert you when it is time to archive You will also be prompted to archive images when your Images folder nears its storage capacity Enable archive alerts Select this check box to activate archive alerts Alert Frequency Select the Images option to be alerted when a specific number of images has accumulated and then type the number of images in the box Select the Days option to be alerted when a specific number of days has passed since the last alert and then type the number of days in the box Archive Location Specify the location where you want to store archived files e Page 86 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide Email If you set up an email account for a staff member that account will be used for emails sent from the Set up Click the System Image Explorer Image Viewer or the Email
24. used to determine your practice s definition of an active client For example if your Miscellaneous practice defines an active client as a client that s visited your Performance office in the last year enter 12 months Tracker See figure AA Define active patient as In the Define active patient as seen within of months box Verify seen within of months specify the frequency of office visits in months used to determine your practice s definition of an active patient For example if your practice defines an active patient as a patient that has been seen in your office in the last two years enter 24 months Define number of postal In the Define number of postal code characters to use box Verify code characters to use specify the number of postal code characters by which results will be sorted Cornerstone Performance Tracker sorts your sales by postal code We recommend the United States users leave this set at the default of 5 characters Enter 9 to sort results by individual ZIP codes We recommend that Canadian users enter 6 Define Sales Ranges Sales ranges display on the Client tab in Cornerstone Verify Performance Tracker If you want to adjust the default ranges in the Define Sales Ranges area click the sales range number to change in the Less Than Equal To column and update the number For example if you want your sales range to be 0 100 100 200 or 200 300 click the number
25. And PVL Entries EOD Daily Inv and PVL x x x Reports gt End of Period gt End of Day gt Daily Inv Entries by Class And PVL Entries by Class EOD Daily Inv and PVL x x x Reports gt End of Period gt End of Day gt Daily Inv Entries by Invoice And PVL Entries by Invoice EOD Daily Inv and PVL x x x Reports gt End of Period gt End of Day gt Daily Inv Entries by Rev Class And PVL Entries by Rev Class EOD Daily Inv and PVL x x x Reports gt End of Period gt End of Day gt Daily Inv Entries by Rev Invoice And PVL Entries by Rev Invoice EOD Daily Inv and PYL x x x Reports gt End of Period gt End of Day gt Daily Inv Entries by Rev Staff And PVL Entries by Rev Staff EOD Daily Inv and PVL x x x Reports gt End of Period gt End of Day gt Daily Inv Entries by Rev Staff Class And PVL Entries by Rev Staff Class EOD Daily Inv and PVL x x x Reports gt End of Period gt End of Day gt Daily Inv Entries by Staff And PVL Entries by Staff EOD Daily Inv and PVL x x x Reports gt End of Period gt End of Day gt Daily Inv Entries by Staff Class And PVL Entries by Staff Class EOD Daily Inv and PVL Totals x x x Reports gt End of Period gt End of Day gt Daily Inv by Class And PVL Totals by Class EOD Daily Inv and PVL Totals x x x Reports gt End of Period gt End of Day gt Daily Inv by Rev Class An
26. Figure D gt gt i ion gt ata Defaults gt Practice and Workstation Controls gt Defaults gt Practice and Workstation gt stimate Invoice Estimate Invoice Staff ID CS Conin Schulze DVM I Print staff name copies 1 Staff ID CS Corrin Schulze DVM V Printheading copies 1 e E a a a e T E aoe at Invoice type Office Viei Scheduled x El Pn kainate E Finalize estimate _ E Use witness signature F Display patient visit message 3 Print patient reminders Number of months to print appointments for 3 W Automatically mark patient as deceased E Tum on invoice receipt option Low prices 7 Apply group item pricing before dispensing fee and minimum price High prices D Only low prices Both detail and total Only high prices Only total Both low and high prices Display below reorder point warning F Calculate accounts receivable by provider Omit duplicate special action documents 7 Apply payment to specific invoices for A R by provide Use controlled substance reasons 7 Prompt for call back note Add invoice items to PYL Always Ask ic 1D Description Note 1 Note 7 Include recommended 7 Include accepted 1 Include performed Y Display blue comment line Display duplicate items waming Print estimate messages on separate page 4 e Page 27 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security S
27. Guide Labs Use billing staff on a new Select this check box to designate that the billing staff on the Set up See figure LB lab request Patient Visit List or the invoice should be used as the default staff ID on the request If this check box is not selected the default staff ID for special action requests is the last staff member who performed a lab request on the workstation Staff to use on requests Select the staff to use for lab requests not associated with special without Special Action actions Options are No default staff Last staff used on workstation or Specific staff enter staff ID Figure LB Labs Controls gt Defaults gt Practice and Workstation gt Labs iv Use billing staff on a new lab request Staffto use on requests without Special Action No default staff e Page 98 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide Activities gt Lab Work gt Laboratories gt New See figure LI e Page 99 Lab Information window If you use multiple laboratories you must set up each one Lab information Name Type the name of the lab Lab ID Type the lab ID This is the code your practice will use to identify the lab in Cornerstone Address Enter the address for the lab City State prov Postal code Requisition numbers Manually enter requisition IDs Select this option to
28. If you choose to make a copy of the database the database will be copied to both the dailycopy folder on the end of period workstation and the dailycc shared folder on the server These copies of the database are overwritten each time a new copy is made This process does not replace your normal backup procedure Print the default daily Select this check box to automatically print your daily reports reports Current end of day notification Displays the current message If the unattended EOD process was unsuccessful messages will display every 30 minutes in a notification window If you do not want this notification message to display select the Suppress this notification check box Displays the current message Current If the unattended EOD process was unsuccessful messages will database copy display every 30 minutes in a notification window If you do not want this notification notification message to display select the Suppress this notification check box Displays the current message Current database If the unattended EOD process was unsuccessful messages will carbon copy display every 30 minutes in a notification window If you do not want this notification notification message to display select the Suppress this notification check box Verify Figure HH EOD Controls gt Defaults gt Practice and Workstation gt Unattended EOP gt Unattended Unattended EOD Not at all J
29. Make a copy of the database Every day at 10 00 PM W Run End of D Onceon 02 01 2008 at 10 00PM Se ee J Print the default daily reports The end of day process scheduled for 11 15 2008 10 00 pm was run successfully Last transaction number 36098 Suppress this notification The database copy scheduled for 11 15 2008 10 00 pm was run successfully Database was copied Suppress this notification The database carbon copy scheduled for 11 15 2008 10 00 pm was run successfully Database carbon copy was made Suppress this notification e Page 64 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide Unattended EOP gt When Select an option for how often unattended End of Month processing will Verify Unattended EOM be run Enter date and time information when needed See figure II What Select one or both of the following options e Make a copy of the database e Run End of Month If you choose to make a copy of the database the database will be copied to both the dailycopy monthly folder on the end of period workstation and the dailycc monthly shared folder on the server These copies of the database are overwritten each time a new copy is made This process does not replace your normal backup procedure Print the Select this check box to automatically print your daily reports default daily reports Current end Displays the
30. Period gt End of Month gt Cost of Goods Sold by Center Class Reports gt End of Period gt End of Month gt Cost of Class Item E Goods Sold by Center Class Item EOM Cost of Goods Sold by x Reports gt End of Period gt End of Month gt Cost of Inv Location Class Item Goods Sold by Inv Location Class Item EOM Finance Charge Report x Reports gt End of Period gt End of Month gt Finance By Client ID Charge Report By Client ID EOM Finance Charge Report x Reports gt End of Period gt End of Month gt Finance By Client Last Name Charge Report By Client Last Name EOM GL Batch Report x Reports gt End of Period gt End of Month gt GL Batch Report 1Exclusive to Multi Location Inventory 2Exclusive to Multi Practice 3indicates a report that is available for multi location databases Security setting for a purchasable module e Page 124 This document contains suggested security settings for General Login GEN Receptionists REC Technicians TECH Doctors DR and Managers Owners M O However it is ultimately the practice s decision maker that decides who needs access to certain areas within Cornerstone and IDEXX shall not be liable for any actions arising from those security decisions Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide IDEXX Computer Systems CONFIDENTIAL INFORM
31. Refill Cap Refill Dental Score Dental Fecal Output Feces Gut Sounds Gut Sounds ui i Active Mucous Membranes Muc Memb Alphanumeric List Active Inactive Ga pe oe native Active Active Active Active Active Pain Scale Pulse Resp Temp Urine Output Urine Outp Numeric List Active Weight Weight Weight Active e Page 68 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide Lists gt Room Room List window Set up Used to designate rooms within the practice Used in many modules including Appointment Scheduler and Electronic Whiteboard IB Room List ss Room Name New Room 2 Update Technician eee Drop Off Delete Dr Aelfrey Dr Boffke Dr Abrams l Close Lists gt Doctor Classifications window Verify Referrals Used to classify the type of hospital Classification that referred the patient BP Doctor Classifications Ez Used in the following manner throughout Class Description New Cornerstone Internal Medicine e When setting up the referring doctors select Cardiologist from this classification list I hearotaey E Beles Ophthalmology Gabe Radiology Haistie Medicine Close Lists gt Doctor List window Set up Referrals gt Doctors Used to record the doctor who referred the patient Doctors must be
32. Report By Client Last Name EOD Sales Tax Summary By Reports gt End of Period gt End of Day gt Sales Tax X X X Revenue Center Summary By Revenue Center EOD Serv and Inv Sales Closed Invoices By Class x x x Reports gt End of Period gt End of Day gt Serv And Inv Sales Closed Invoice By Class Desc Desc EOD Serv and Inv Sales x x x Reports gt End of Period gt End of Day gt Serv And Closed Invoices By Class ID Inv Sales Closed Invoices By Class ID EOD Serv and Inv Sales x x x Reports gt End of Period gt End of Day gt Serv And Closed Invoices By Staff ID Inv Sales Closed Invoices By Staff ID EOD Serv and Inv Sales p Closed Invoices By Staff x x x Reports gt End of Period gt End of Day gt Serv And Inv Sales Closed Invoices By Staff Name Name EOD Serv And Inv Sales by x x x Reports gt End of Period gt End of Day gt Serv And Revenue Center Class Desc Inv Sales by Revenue Center Class Desc EOD Serv And Inv Sales by x x x Reports gt End of Period gt End of Day gt Serv And Revenue Center Class ID Inv Sales by Revenue Center Class ID This document contains suggested security settings for General Login GEN Receptionists REC Technicians TECH Doctors DR and Managers Owners M O However it is ultimately the practice s deci
33. X X X Label icon Prescription Instruction List X X X X X Lists gt Prescription Instructions Prescription Instruction Setup X Lists gt Prescription Instructions gt New Prescription Labels Activities gt Prescription Label OR Prescription X X X X X Label icon Prescription Labels Apply To Activities gt Prescription Label gt New gt Apply to X X X X X Invoice Invoice check box Price Change Reason x Controls gt Price Change Reason gt New Information Price Change Reason List X X X X X Controls gt Price Change Reason Printer Assignment X File gt Printer Assignments Problem Categories List X X X X X Controls gt Problems gt Problem Categories Problem Category Information X X Controls gt Problems gt Problem Categories gt New Problem List X X X X X Controls gt Problems gt Problem List Problem List Information X X X Controls gt Problems gt Problem List gt New Problems for Patient X X X X X Activities gt Problems Reason For Visit X X X X X Controls gt Reason for Visit Reason For Visit Setup X Controls gt Reason for Visit gt New Referral Classification List X X X X X Lists gt Referrals gt Classification Referral Classification x x x Lists gt Referrals gt Classification gt New Information Referral Doctor Information X X X X X Lists gt Referrals gt Doctor gt New Referral Doctor List X X X X X Lists gt Referrals gt Doctor Referral Hospital Information X X X X X Lists gt Referrals gt
34. and Credit Code these requirements cannot be changed Client prompts Select the client prompts that are required to be completed when Verify working with a client file Account data Select Comments on Account Adjustment and or Comment on Verify Write Offs if you require them Patient data Select the patient data fields that are required to be completed Verify when working with a patient file Cornerstone requires Breed Sex and Species these requirements cannot be changed Patient prompts Select the patient prompts that are required to be completed when Verify e Page 44 Cornerstone 8 3 Default and Security Settings Guide erstone 8 3 Default a rity Settings Guide Figure P Controls gt Defaults gt Practice and Workstation gt Report Language Report Language Select Language English Language Patient ID Patient name Client ID Client name Species Breed Invoice number Sex Birthday Weight Quantity Amount Patient subtotal Reminder Invoice total Less payment Figure Q English Patient ID Patient Name Client ID Client Name Species Breed Invoice Sex Birthday Weight Quantity Amount Patient Subtotal Reminder Invoice Total Less Payment A New m v Set as default language English Controls gt Defaults gt Practice and Workstation gt Required Data Required Data Client data address 1 Address 2 Client promp
35. associated with hospitals Click the phone icon to open the RDVM Phone Information window where you can access all personal and hospital affiliated phone fax numbers for the RDVM The primary contact number for both personal and aa 7 Doctor Lis hospital numbers is cl indicated Last name Doctor ID New First name Phone Fax Used in the following Hospital MEOE manner throughout Delete A RDYM ID Cornerstone Boston Robert E S lec Johnson Tim T When setting up the Jones ohn an cose referring doctors eren Shans ay select from this Smith John M SMITH r classification list pushing CASRN i e Referral Doctor Master Report e Page 69 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide Lists gt Verif Hospital List window y Referrals gt Hospitals Used to record the hospital from which the patient was referred Click the phone icon to open the Hospital Phone Information window Used in the following manner throughout Cornerstone e When BP Hospital List x setting up Hospital E Include inactives the referring City doctors Phone Fax select from Hospital Name ID City State es this hospital i i Orillia l list Use the Campbellville Equine Services CES Campbellville ON 7 text boxes at Clearview Veterinary Services 38443 Longview IL NS the top of the kitchener Cat Hospital KCH Ki
36. auto refresh timer Minutes Length of time to keep discharged patients on Whiteboard 0 Hours Hours to show current day only curent day with 3 hours for previous and next days Invoicing settings Doctor to use on invoice line Current Care Dr X v Use doctor from Patient Visit List Invoice when patient is not at Ready to go home status Stop X Allow invoice if uncompleted treatments Wam X Future hours to check for uncompleted treatments when invoicing 2 S Hours e Page 85 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide CORNERSTONE IMAGING DEFAULT SETTINGS Cornerstone Imaging contains standard imaging functionality to import view and enhance images This section covers Cornerstone Imaging the imaging functionality that is included with Cornerstone software e For information on setting defaults for the DICOM Imaging module see DICOM Imaging Default Settings starting on page 89 e For information on the IDEXX PACS module see IDEXX PACS Default Settings starting on page 95 For information on Practice and Workstation defaults for imaging pet picture compression image storage and IDEXX SmartLink Digital Imaging preferences for image requests see page 41 in this guide To access the Imaging Configuration window from the menu bar go to Controls gt Defaults gt Imaging Then click
37. available Minimum Password must meet the specified password length minimum character length to be valid Password history Password cannot be the same as the last specified number of passwords used Minimum Password must be specified number of password age days old before it can be changed Maximum Password must be changed every password age specified number of days Password log on Select this check box to allow users to log in with only a password Set up instead of user name and password This option requires the use of unique passwords for each user name e Page 28 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default a Figure E Controls gt Defaults gt Practice and Workstation gt Invoice Item Invoice Item ltem ID 2126 v Auto assign Service tax Service discount Employee Discount a Employee Rebate Family Discount HOA Poodle Club Rescue W Inventory tax JRIELCR T IEMs Inventory discount Employee Discount a Employee Rebate Family Discount HOA Poodle Club Rescue X MW Dispensing fee 00 Unit of measure Zs Print all lines show line amounts X Group item printing option Figure F Controls gt Defaults gt Practice and Workstation gt Passwords Enhanced Passwords Use Enhanced Passwords Minimum password length 5 Password history 2 Minimum password age 0 Days Max
38. button Appointment Staff Setup X Controls gt Appointment Scheduler gt Staff Setup Appointment Template Design x Controls gt Appointment Scheduler gt Template Designs gt New Appointment Template Design x Controls gt Appointment Scheduler gt Template Description Designs Appointment Tickler File X X X X X Appointment Scheduler icon gt Tickler button Appointment Update Appointment Scheduler icon gt Update button X X X X Appointments Appointment View x x x x x Appointment Scheduler icon gt View button Appointments Appointments Suite Controls gt Appointment Scheduler gt Suite Setup gt X X Information New or Update Appointments Suite Setup X X Controls gt Appointment Scheduler gt Suite Setup Assign Client to Practice X Tools gt Assign Client to Practice Backup Logs X Reports gt Back up Log Backup Verification Assistant X Tools gt Backup Verification Assistant Billing Message Setup X Controls gt Billing Messages gt New Billing Messages X X X X X Controls gt Billing Messages Boarding Block Cages X Activities gt Boarding gt Block Cages Boarding Cage Information X X X X X Activities gt Boarding gt Cage Type gt New Boarding Cage Type List X X X X X Activities gt Boarding gt Cage Type Boarding Delete Reservation X X X X X Reservation icon gt Delete Boarding Make Reservation X X X X X Reservation icon gt New Boarding Print Boarding x x x x x Activities gt
39. current message of month If the unattended EOM process was unsuccessful messages will notification nas display every 30 minutes in a notification window If you do not want this notification message to display select the Suppress this notification check box Current Displays the current message database copy If the unattended EOM process was unsuccessful messages will notification aoan display every 30 minutes in a notification window If you do not want this notification message to display select the Suppress this notification check box Current Displays the current message database carbon copy If the unattended EOM process was unsuccessful messages will Be le display every 30 minutes in a notification window If you do not want this notification PERSE ae gs notification message to display select the Suppress this notification check box Figure Il Unattended EOM Controls gt Defaults gt Practice and Workstation gt aa 2 Le eae aeon E Meke scopy ofthe database Every month on last day of month immediately following unattende Unattended EOP gt Unattended EOM es et el i aa 7 Run End of Month Every month on day immediately following unattended EOD Every month on day at 00 00 AM Once on 00 00 0000 at 00 00 AM V Print the default monthly reports The end of month process scheduled for 10 31 2008 10 00 pm was run successfully Last transaction number 31055 Suppress this notification No unattended EOM
40. database copy has been run Suppress this notification No unattended EOM database carbon copy has been run Suppress this notification e Page 65 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide See figure KK Vaccination Vaccinations to Select the vaccinations that you want to appear on your documents such Bookmarks appear on the as vaccination certificates health certificates and other similar documents Verify See figure JJ document Vaccination line Select the buttons in the order in which you want the information to print on g pattern your document The pattern will appear in the box below Verify Web Links Web Address Enter a web address that will display the custom description in the Web Links menu Repeat to store up to four addresses Verify Description The description of the web address that displays in the Web Links menu g Repeat to store up to four addresses Verify Figure JJ Controls gt Defaults gt Practice and Workstation gt Vaccination Bookmarks accination Bookmarks Figure KK Controls gt Defaults gt Practice and Workstation gt Web Links FR Feline Rabies Vaccination a BORD6 Bordetella Adult eve J FEA Fecal float exarn Recheck COROA Corona Annual Vaccinat FVRCPA FYRCP Annual Vaccinat FLVA Feline Leukemia Annual
41. headers Please note that the right hand side of the estimate header is reserved for the estimate date and client Id and is not shown Also note that the top line is reserved for the paper margin e Page 24 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide Invoice See figure D e Page 25 e Staff ID Enter the staff ID to appear by default on a new invoice If you Verify have multiple staff members it may be best not to default to a staff member Not selecting a default staff ID will require staff to choose the appropriate provider at the time of invoicing Invoice type Select the invoice type to appear by default on a new invoice Verify Display patient visit Clear the Display patient visit message check box if you want Verify message the Patient Visit List window to automatically appear when items exist on the Patient Visit List for any patient belonging to the client that you re invoicing If this option is selected a message will display asking if you want to select items from the list Automatically mark Select this check box to automatically change a patient s status Verify patient as deceased to Deceased when they are invoiced for an item with the Mark as Deceased special action Apply group item pricing Select this check box if your practice gives discounts on invoice Select before dispensing fee and item groups and you
42. item choose them from the list Used in the following manner throughout Cornerstone e On the Estimate and DISC Paes Client Invoice windows DE BEES UE New Employee Discount 10 000 Active e Can be selected in the Military Discount 10 000 Active A Preferred Di 10 000 Acti Client Information window ease TEA Delete a Senior Citizen Discount 10 000 Active Me ee Invoice Item Information Discount information window Description REZEMET x Percentage 10 000 Cancel GL Account Status 6 Active Inactive Controls gt Controlled Substance Export List window Set up Controlled Some states controlled substance filing forms have been pre defined and can be selected Substance from the Controlled Substance Export List If your state does not appear on this list you gt Controlled have the option to create an electronic filing form that is compatible with your state s Substance Export requirements Note To obtain a list of required data contact your state s controlled substance agency P Controlled Substance Export List ical Description met ID Description AL Alabama Delete CA California NY New York Espai NC North Carolina A TN Tennessee Seka Close Controls gt Controlled Substance Reasons window Set up Controlled Some states require practices to document the reason a controlled substance was used Substance e Page 16 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default
43. lot numbers and expiration dates When inventory details Select one of the following options Verify need to be verified Performed Document Items Not required You will not be required to enter lot numbers and expiration dates at the time that invoice items are sent from the document to the Patient Visit List on items tracking lot numbers and expiration dates Warn if not verified A warning will appear if lot numbers and expiration dates are not entered giving you the option to enter lot numbers and expiration dates at the time that invoice items are sent from the document to the Patient Visit List on items tracking lot numbers and expiration dates Required You will be required to enter lot numbers and expiration dates at the time that invoice items are sent from the document to the Patient Visit List on items tracking lot numbers and expiration dates e Page 51 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide See figure X Automatically mark continued inventory details as is defaulted in verified when the location box it will automatically mark inventory details as verified when the Inventory Inventory depletion Select this check box if your inventory items are tracking quantity Verify on hand and you will be required to deplete those items from a specific location and verify that location If you select this check location is defaulted
44. manually enter requisition numbers You must select this option if the lab you are setting up is a reference lab and you need to enter requisition IDs from preprinted lab forms Use requisition ID ranges Select this option to have Cornerstone automatically assign requisition numbers from ranges you specify Recommended setting for IDEXX In clinic laboratory to ensure consistent requisition IDs Use patient ID for requisition ID Select this option if your practice uses LabREXX forms Requisition ID ranges If you selected Use requisition ID ranges the boxes in this area are enabled Current range Next ID Type the next requisition ID to assign Cornerstone will automatically assign requisition numbers to lab requests in sequential order starting with this number End ID Type the last ID to assign in this range of requisition IDs Warning trigger Type a number near the end of the range of numbers When this requisition number is assigned to a request Cornerstone will display a warning on the screen to let you know that you are almost at the end of the current requisition number range Next range Begin ID Type the first requisition ID that you want to assign after you run out of numbers in the current range End ID Type the last ID you want to assign in the next range of requisition IDs Note If you do not specify a range of numbers in the Next Range fields and you run out
45. multi location databases Security setting for a purchasable module e Page 115 This document contains suggested security settings for General Login GEN Receptionists REC Technicians TECH Doctors DR and Managers Owners M O However it is ultimately the practice s decision maker that decides who needs access to certain areas within Cornerstone and IDEXX shall not be liable for any actions arising from those security decisions Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide IDEXX Computer Systems CONFIDENTIAL INFORMATION Foundation Dialog Security Access Suggestions Path to Locate GEN REC DR TECH M O Pharmacy Dosage Calculator Activities gt Pharmacy Formulary gt Dosage X X X X X Calculator Pharmacy Drug Interaction Patient Visit List icon gt Pharmacy button gt Drug X X X X X i Matrix Interaction Matrix Pharmacy Invoice Item Link x Activities gt Pharmacy Formulary gt Pharmacy Setup Invoice Item Link Setup Postal Code List X X X X X Lists gt Postal Codes Postal Code Setup X Lists gt Postal Codes gt New Practice List X X X X X Lists gt Practice Practice Reports X X X Reports gt Practice Practice Setup X Lists gt Practice gt New Prescription Information Activities gt Prescription Label OR Prescription X X
46. signature and optional witness signature on an estimate requires a connected signature capture device or a tablet PC Verify Estimate print Print prices Only low prices Select this option to print only the low prices on the estimate Print prices Only high prices Select this option to print only the high prices on the estimate Print prices Both low and high prices Select this option to print both high and low prices on the estimate Print Both detail and Select this option to print the estimate total detail and total Print Only total Select this option to print only the estimate total Verify e Page 23 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide Estimate Estimate message Combine multiple estimate messages to use as the default Set up See figure C message that prints on the estimate Estimate messages can be continued changed as estimates are created Originates from Controls gt Estimate Messages Print estimate messages on Select this check box to print all estimate messages on a separate Verify separate page page from the invoice usually following the last printed page of the invoice Estimate gt Client Address To adjust the placement of the client address on the estimate when Verify Estimate Address using window envelopes click the Client Address box and use t
47. tab of the Case Actions pane on the Case Details window tab or the staff when that staff member is logged in to Cornerstone member tab to Note If your practice has set the Communications Email login on the Practice Information window update the email Lists gt Practice gt select practice and click Update to use Cornerstone Imaging SMTP email settings settings these email settings will be used for all communications sent from Cornerstone If you do not set up an email account for a staff member the system level account is used Email Account SMTP Server Name Type the name of your email server SMTP Port Type the port number on your computer from which email will be sent Select this check box if your email provider requires the use of SSL Enable SSL Secure Socket Layer ports Many Internet email providers have this requirement SMTP User Name Type the information Cornerstone needs to log in to your server SMTP Password Email Defaults Email Attachment File From the drop down list select the type of file for sending images Type This can be changed when sending images Default Send Email Address Type the sender email address to use Reply Email Address Type the reply email address to use Imaging Set up Image Scan Settings TWAIN Source From the drop down list select the scanner to use Horizontal Resolution Vertical Resolution From the drop down lists select the horizontal and vertical resolution values in dot
48. this list for Controls gt Defaults gt Practice gt Account amp Messages tab e Initial Practice Setup Report by Billing Messages Controls gt Estimate Estimate Message List window Verify Messages These messages can be set up to print at the bottom of an estimate and or can be set to print on a separate page when the estimate is printed Description Examples Message Examples Estimate Message This estimate is valid for 30 days and includes only those items listed Prices may vary upon services rendered Payment will be required when your pet is released from the hospital Authorization Estimate Deposit agree to pay a deposit of __ of the estimate fees assume financial responsibility for the remaining fees and provide payment via cash credit card or check at the time my pet is discharged from the hospital Authorization Used in the following manner throughout Cornerstone e Used to create longer estimate messages e Multiple estimate messages can be added to the estimate in addition to the billing message e Page 36 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide Controls gt Price Price Change Reason List window Verify Change Reasons Price change reasons are needed by practices that choose to set one or more invoice item prices to be changed only with a reason When a price is changed staff members must use this list to signify why they changed the price Pric
49. this test Antech online Note This area appears in place of IDEXX LabRexx when a laboratory is set up as the Antech Diagnostics laboratory module Markup percentage Type the markup percentage that you want to use This markup will be applied to the Antech price for this test Automatically update Select this check box to automatically recalculate your practice prices prices based on the markup percentage you specify whenever new prices are downloaded from Antech Diagnostics These prices are updated in Cornerstone during the next End of Day processing Allow prices to go down Select this check box if you want to allow Antech invoice item pricing to be lowered if Antech lowered the price for an Antech invoice item Figure LI Activities gt Lab Work gt Laboratories gt New f F Lab Information fs els Name Lab ID Address cancel City State prov Postal code Manually enter requisition IDs Use requisition ID ranges Use patient ID for requisition ID v Printfull page Copies 1 v Printlabel Copies i F Printtube label Copies Use as default lab d lap al gt v Review results before posting V Require sample drawn by info Next ID 1 Use order numbers End ID 999 999 999 Close partial pending profiles v We tr E 2 000 gt Sng ngger v Require requests Begin ID 0 _ Use favorites list End ID 0 v Use special actions Units Common units v Hide request screen if special ac
50. will print on the header of the treatment plan Footer message Select the message that will appear on the footer of the treatment plan Copies Enter the number of copies to print Save Post Options Select this check box to update the Patient Visit List once a Verify treatment plan is posted Page 54 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default a Figure Y Controls gt Defaults gt Practice and Workstation gt Patient Advisor Patient Advisor Print when saving posting exam Copies 1 V Print patient picture 7 Print abnormals in red Footer message Physical Exam X Print when saving posting exam Copies 1 r V Print patient picture 7 Print item id V Print prices v Print totals Header message Physical Exam x Footer message Thank You v V Update patient visit list on post e Page 55 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide Performance Display hospital goals Click the Display hospital goals check box if you want to see the Verify Tracker hospital goals in Performance Tracker See figure Z Staff Classifications Specify which staff classifications at your practice are doctors Verify Doctor Classify by selecting Yes or No in the Doctor Classify field for each staff classification your practice has set up Summary Displa
51. ACS SOFTWARE DEFAULT SETTINGS If you have an IDEXX Digital Imaging system you have IDEXX PACS software with all the Cornerstone Imaging and DICOM Imaging features In addition you have the ability to capture radiographs along with features to make the image capture process more efficient For detailed information see the Cornerstone Help or the IDEXX Cornerstone Diagnostic Imaging User s Guide available within Cornerstone or at idexx com cornerstoneresources This section covers only those items not covered in the previous two sections Before you complete this section complete the Cornerstone Imaging Default Settings section starting on page 86 and the DICOM Imaging Default Settings section starting on page 89 For information on Practice and Workstation defaults for imaging pet picture compression image storage and IDEXX SmartLink Digital Imaging preferences for image requests see page 41 in this guide To access the Imaging Configuration window from the menu bar go to Controls gt Defaults gt Imaging Then click the item to set up in the navigation pane on the left The items in the navigation pane vary depending on what you have installed As you work through the settings click Apply to save your changes without closing the Imaging Configuration window or click Save to save your changes and close the window Dashboard The Dashboard window contains lists of the most recent clients patients and st
52. ATION Access Suggestions Foundation Reports Security GEN REC DR Path to Locate EOM Inventory Sales Report Closed Invoices By Class By Desc Reports gt End of Period gt End of Month gt Inventory Sales Report Closed Invoices By Class By Desc EOM Inventory Sales Report Closed Invoices By Class By ID Reports gt End of Period gt End of Month gt Inventory Sales Report Closed Invoices By Class By ID Reports gt End of Period gt End of Month gt Inventory Sales Report by Revenue Center By Class By Desc Reports gt End of Period gt End of Month gt Inventory Sales Report by Revenue Center By Class By ID Reports gt End of Period gt End of Month gt Monthly Adjustment Summary By Client ID Reports gt End of Period gt End of Month gt Monthly Adjustment Summary By Client Last Name Reports gt End of Period gt End of Month gt Monthly Clients With Open Invoices By Client ID Reports gt End of Period gt End of Month gt Monthly Clients with Open Invoices By Invoice No Reports gt End of Period gt End of Month gt Monthly Deposit Report EOM Inventory Sales Report by Revenue Center by Class by Desc EOM Inventory Sales Report by Revenue Center by Class by ID EOM Monthly Adjustment Summary By Client ID EOM Monthly Adjustment Summary By Client Last Name EOM
53. Desc Exclusive to Multi Location Inventory 2Exclusive to Multi Practice 3indicates a report that is available for multi location databases Security setting for a purchasable module e Page 127 This document contains suggested security settings for General Login GEN Receptionists REC Technicians TECH Doctors DR and Managers Owners M O However it is ultimately the practice s decision maker that decides who needs access to certain areas within Cornerstone and IDEXX shall not be liable for any actions arising from those security decisions Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide IDEXX Computer Systems CONFIDENTIAL INFORMATION Access Suggestions Foundation Reports Security GEN REC TECH M O Path to Locate Sauget A Reports gt End of Period gt End of Month gt Serv ID y y Sales Report by Revenue Center by Class by ID EOM Split Invoices Report Reports gt End of Period gt End of Month gt Split Invoices Report EOM Statistics By Species Reports gt End of Period gt End of Month gt Statistics Report Closed Invoices By Species Report Closed Invoices EOM Statistics By Staff Report Reports gt End of Period gt End of Month gt Statistics Closed Invoices By Staff Report Closed Invoices EOM YTD Net Sales by Reports gt End of Period gt End of Month gt YTD Net Center Sales By Cente
54. Electronic Whiteboard gt Patient Orders gt PVL Whiteboard Remove Patient Whiteboard gt Right click patient gt Remove from X X X p Whiteboard Whiteboard Undo Treatment Patient Clipboard gt Select Client gt Right click x x x x x Patient gt Electronic Whiteboard gt Right click Treatment gt Select Patient Orders gt Right click Patient Order gt Discontinue treatment 1Exclusive to Multi Location Inventory This document contains suggested security settings for General Login 2Exclusive to Multi Practice GEN Receptionists REC Technicians TECH Doctors DR Sindiestesa renon thati lable fi iiiocaron dase and Managers Owners M O However it is ultimately the practice s R ISA VHA RIG FOL MUNHOCANOMCAANASES decision maker that decides who needs access to certain areas within Security setting for a purchasable module Cornerstone and IDEXX shall not be liable for any actions arising from those security decisions e Page 118 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide IDEXX Computer Systems CONFIDENTIAL INFORMATION Access Suggestions Foundation Reports Security GEN REC DR TECH M O Path to Locate Animal Without Birthdates X X X X X Reports gt Patient gt Animals Without Birthdates Animals Without Weight X X X X X Reports gt Patient gt Animals Without Weight
55. Image cases are created to send images to specialists for consulting Assign categories to your image cases so you can search for all of the image cases with the same category designation or to find all cases that match a selected category You can add delete or edit categories DICOM Services gt Local Server Define the local server configuration for DICOM Services Verify Note If you are setting up DICOM services on more than one server give the servers different names to avoid confusion Common Server Settings Type the application entity AE title This is the name of your local server AE Title Port Number Type the port number Transfer Queue Watch Type the interval in seconds that the DICOM server should wait Interval before checking the DICOM Queue for images to send C FIND Options Do not make changes in this area These advanced features should be changed only with consultation from IDEXX Customer Support DICOM Network Settings Maximum Number of Clients Type the maximum number of external devices that can access the local DICOM server for requests at one time DIMSE Timeout Type the time in seconds that can elapse before the DICOM message service element DIMSE times out once the DICOM server has opened a line of communication with an external device Socket Close Delay Type the time in milliseconds that can elapse before the socket between the lo
56. Imaging Imaging Telemedicine Queue X X X X X Activities gt Imaging gt Telemedicine Queue Imaging Telemedicine Settings x Controls gt Defaults gt Imaging gt System Settings gt Telemedicine Import Document Template X Tools gt Import Document Templates Inventory X X X X X Inventory Inventory Adjustment List X Inventory gt Adjustment List Inventory Adjustment Reason x Inventory gt Adjustment Reasons List Inventory Adjustment Reason x Inventory gt Adjustment Reasons Maintenance Inventory Backorder List X Inventory gt Backorder List Inventory Backorder x Inventory gt Backorder List Maintenance Inventory Cost Adjustment x Inventory gt Adjustment List gt New Cost Adjustment Maintenance Inventory Cost Center List X Activities gt Inventory gt Settings gt Cost Centers Inventory Cost Center x Inventory gt Cost Centers Maintenance Inventory History Purge X Tools gt Inventory Purge Inventory Internal Stock Use X Inventory gt Internal Stock Use This document contains suggested security settings for General Login GEN Receptionists REC Technicians TECH Doctors DR and Managers Owners M O However it is ultimately the practice s decision maker that decides who needs access to certain areas within Cornerstone and IDEXX shall not be liable for any actions arising from those security decisions Cornerstone 8 3 Default and Security Settings Guide
57. Imaging gt Imaging Dashboard gt Capture Image Imaging Case Window X X X Activities gt Imaging gt Cases Imaging Category List X X X Activities gt Imaging gt Category Imaging Compare Images X X Activities gt Imaging gt Image Explorer gt Compare Imaging Contrast Settings x Controls gt Defaults gt Imaging gt Exam Tree Maintenance gt Contrast Imaging Create Patient CD Activities gt Imaging gt Image Explorer gt Create X X X Patient CD Imaging Dashboard X X X Activities gt Imaging gt Imaging Dashboard Imaging Dashboard Settings x Controls gt Defaults gt Imaging gt System Settings gt Dashboard Imaging Delete Images and x Activities gt Imaging gt Cases gt Delete Cases Imaging DICOM Modality Types X X Activities gt Imaging gt DICOM Modality Types Imaging DICOM Queue Activities gt Imaging gt DICOM Queue or X X X Activities gt Imaging gt Image Explorer gt DICOM Queue Imaging E mail x x x Controls gt Defaults gt Imaging gt System Settings gt E mail Imaging Email Settings x Controls gt Defaults gt Imaging gt System Settings gt Email Imaging Exams Settings x Controls gt Defaults gt Imaging gt Exam Tree Maintenance gt Exam Imaging Export Settings X Controls gt Defaults gt Imaging gt Export Imaging Frequencies Settings x Controls gt Defaults gt Imaging gt Exam Tree Maintenance gt Frequencies Imaging Global Settings Controls gt Defaults gt Imaging gt Sys
58. Invoice Item Price Information Invoice Item Reminder x Reports gt Invoice Item gt Invoice Item Reminder Information Report Information Report 1Exclusive to Multi Location Inventory This document contains suggested security settings for General Login 2Exclusive to Multi Practice GEN Receptionists REC Technicians TECH Doctors DR Sindiestesa renon that i lable fi iiiocaron dase and Managers Owners M O However it is ultimately the practice s R ISA VHA RIG FOL MUNHOCANOMGAANASES decision maker that decides who needs access to certain areas within Security setting for a purchasable module Cornerstone and IDEXX shall not be liable for any actions arising from those security decisions e Page 132 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide IDEXX Computer Systems CONFIDENTIAL INFORMATION Access Suggestions Mailing Labels List OR Activities gt Lab Work gt Create IDEXX LabREXX Test Request Form Reports gt Client gt Mailing labels Medical Notes Patient Clipboard gt Select Client Patient gt Highlight Patient Name gt Click Print button Merge Clients Patients Report Reports gt Client gt Merge Clients Patients Reports Microchip ID Report Reports gt Patient gt Microchip ID Report Partnership Report Reports gt Equine gt Partnership Report Patient Ad
59. List X Lists gt Departing Instructions Diagnostic Code List X Lists gt Diagnostic Codes Diagnostic Code Setup X Lists gt Diagnostic Codes gt New Discount Setup X Controls gt Discounts gt New Discounts X Controls gt Discounts aa Template Category x x x x x Lists gt Documents gt Template Categories is 1Exclusive to Multi Location Inventory This document contains suggested security settings for General Login 2Exclusive to Multi Practice GEN Receptionists REC Technicians TECH Doctors DR Sindiestesa revor that lable fi iiiocaron dase and Managers Owners M O However it is ultimately the practice s R 1Sa VAN RIG FOL MUNHOCANOMGAANASES decision maker that decides who needs access to certain areas within Security setting for a purchasable module Cornerstone and IDEXX shall not be liable for any actions arising from those security decisions e Page 108 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide IDEXX Computer Systems CONFIDENTIAL INFORMATION Foundation Dialog Security Access Suggestions Path to Locate GEN REC DR TECH M O Document Template Category Lists gt Documents gt Template gt Categories gt New X Setup OR Update Document Template List X X X X X Lists gt Documents gt Template Document Template Setup X Lists gt Docume
60. Show Plate Handle Select this check box to display a marker to show the orientation of Locator the detector plate for images that you capture The marker appears as two small squares next to each other one black and one white The plate handle locator marker appears on the image in the corner where the cable attaches to the plate if you are looking at the plate from the front with the handle on the left side this would be the upper left corner Enable Client Patient Select this check box to display only images you created or if you are Security a veterinarian images that were created for you on the Image Explorer and the Imaging Dashboard windows Set Single Species Mode Select this check box to display only one species and the related breeds as choices when you search for patients from the Image Explorer or Imaging Dashboard windows Search Matching Options To help ensure confidentiality you can specify when imaging related search functions return results You can choose to have the search function return results only when you have typed a full name or only after you have typed a certain number of characters This feature applies to searches on the Image Explorer window and the Select Client and Patient window Select one of the following None Return results now matter how many characters are typed in the search box ___ Characters Type a number in the box to return results only when you type at least that numbe
61. X Notes Appointment Appointment x Activities gt Appointment Scheduler gt Appointment Purge Purge Appointment Block Out Appointment Scheduler icon gt Block button X X X X Appointments Appointment Check In Out Appointment Scheduler icon gt Check in button X X X X X Appointments Appointment Copy Paste Appointment Scheduler icon gt Right click R X X X X X Appointments appointment gt Select Copy Appointment Delete Appointment Scheduler icon gt Delete button X X X X X Appointments Appointment Delete Blocks X X X Appointment Scheduler icon gt Delete button Appointment Find x x x x x Appointment Scheduler icon gt Find button Appointments Appointment Go To Appointment Scheduler icon gt Go To button X X X X X Appointment Appointment Locate Appointment Scheduler icon gt Locate button R X X X X X Appointments Appointment Move Appointment Scheduler icon gt Move button X X X X X Appointments Appointment Practice Setup x Controls gt Appointment Scheduler gt Practice Setup Templates gt Template Designs Appointment Reason for Visit Controls gt Appointment Scheduler gt Reason for a a E x x Visit Appointment Reason for Visit x Controls gt Appointment Scheduler gt Reason for Setup Visit gt New Appointment Reports x x x x x Reports gt Appointment Scheduler gt Appointments Report 1Exclusive to Multi Location Inventory 2Exclusive
62. XX shall not be liable for any actions arising from those security decisions 1Exclusive to Multi Location Inventory Exclusive to Multi Practice 3indicates a report that is available for multi location databases Security setting for a purchasable module e Page 114 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide IDEXX Computer Systems Foundation Dialog Security Access Suggestions CONFIDENTIAL INFORMATION Path to Locate GEN REC DR TECH M O Patient Advisor Subsystem x x Lists gt Patient Advisor gt Patient Advisor Setup gt Setup New Patient Advisor System Setup x x Lists gt Patient Advisor gt Patient Advisor Setup gt New Patient Advisor System x x Lists gt Patient Advisor gt System Templates gt New Template Patient Advisor System Lists gt Patient Advisor gt System Templates X X X X X Templates Patient Advisor Treatment Lists gt Patient Advisor gt Patient Advisor Setup X X X Template Setup Patient Advisor Update x Lists gt Patient Advisor gt Patient Advisor Setup Templates by Item Descrip Patient Check In Out X X X X X Check in icon Patient Clipboard x x x x x Activities gt Patient Clipboard OR Patient Clipboard icon Patient Diagnosis X X X X X Activities gt Diagnosis Patient File X X X X X Activities gt Pa
63. a esm Controls gt Defaults gt Staff gt My Favorites tab Casey Stone DVM Patient Clipboard Toolbar Miscellaneous Inventory _ My Favorites cancel D Name Type a 261 Administering ointments creams and lotions doc Print Only 299 Cruciate ligament rupture doc_1 Print Only 756 Aminaphyllin Theophyllin doc Print Only 889 Prescription Written Correspondence 891 Euthanasia Authorization Correspondence 892 Cage Card Correspondence 957 RDVM Referral Letter 2 Correspondence va AAHA Anesthesia Assessment amp Plan Correspondence 1145 DVM Referral Letter Sent Correspondence un A SOAP Chatt after EXAM Medical Note 1173 Abdominal Surgery Medical Note 1202 Dental Exam Cleaning Canine Medical Note 1203 Medical History Received via e mail Medical Note 1229 Sample Dental Exam Cleaning Canine Medical Note 1235 Eye Exam Complete Medical Note A e Page 81 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide amet e gt Practice Information window Login Password Management Set up i Update Set up login and password information for the following features When you select a feature the fields required for set up appear For more information about these features including prerequisites see the Cornerstone Help To access the Help for this window press F1 while the window is open Antech Reference Lab Results To set up the Antech Diagnostic
64. age amp Handling Instructions HL7 Maintain Transactions X Tools HL7 Setup X Tools Imaging Archive Settings x Controls gt Defaults gt Imaging gt System Settings gt Archive Imaging Archiving X X Activities gt Imaging gt Archiving Imaging Auto Crop Settings x Controls gt Defaults gt Imaging gt Exam Trees gt Auto Crop Imaging Auto Routing Settings x Controls gt Defaults gt Imaging gt Exam Trees gt Auto Routing Imaging Batch Print Activities gt Imaging gt DICOM Printer gt Batch X X X X ae Printing 1Exclusive to Multi Location Inventory This document contains suggested security settings for General Login GEN Receptionists REC Technicians TECH Doctors DR and Managers Owners M O However it is ultimately the practice s 4 decision maker that decides who needs access to certain areas within Security setting for a purchasable module Cornerstone and IDEXX shall not be liable for any actions arising from those security decisions Exclusive to Multi Practice 3indicates a report that is available for multi location databases e Page 109 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide IDEXX Computer Systems CONFIDENTIAL INFORMATION Foundation Dialog Security Access Suggestions Path to Locate GEN TECH M O Imaging Capture Image x x x Activities gt
65. aging Configuration eaim gt s lt gt s on System Set a a C Enable Archive Alerts ae Alert Frequency Case Categories Define an Alert Criteria that meets your needs DICOM Services 5000 Images Modality Layout aa 5 D E mail mii opt Archive Location Formats pa maca Imaging Keywords Monitor Preferences Remote Consult Telemedicine Provider _ SS ee SS SS e Page 89 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide Activities gt Imaging gt DICOM Printer gt DICOM Printer gt Select DICOM Printer gt New Controls gt Defaults gt Staff gt Miscellaneous tab New DICOM Printer window Verify To select and configure a printer for DICOM printing you will need to consult the conformance statement and other documentation for your DICOM printer If you have questions contact the manufacturer of your DICOM printer or contact IDEXX Customer Support at 1 877 433 9948 If you have already configured a DICOM printer select the printer from the Printer drop down list Notes When you set up your DICOM printer with Cornerstone for the first time you need to call IDEXX Customer Support at 1 877 433 9948 to activate the feature Some printers require additional setup See the DEXX Cornerstone Diagnostic Imaging User s Guide for more in
66. ales by Staff Class Subclass Reports gt End of Period gt End of Month gt YTD Net Sales By Staff Class Subclass EOM YTD Net Sales by Staff Class Subclass Item Reports gt End of Period gt End of Month gt YTD Net Sales By Staff Class Subclass Item EOM YTD Net Sales by Staff Type Class Reports gt End of Period gt End of Month gt YTD Net Sales By Staff Type Class EOM YTD Net Sales by Staff Type Class Item Reports gt End of Period gt End of Month gt YTD Net Sales By Staff Type Class Item EOM YTD Net Sales by Staff Type Class Subclass Reports gt End of Period gt End of Month gt YTD Net Sales By Staff Type Class Subclass EOM YTD Net Sales by Staff Type Class Subclass Item Reports gt End of Period gt End of Month gt YTD Net Sales By Staff Type Class Subclass Item EOM YTD Net Sales by Type Class Reports gt End of Period gt End of Month gt YTD Net Sales By Type Class EOM YTD Net Sales by Type Class Item Reports gt End of Period gt End of Month gt YTD Net Sales By Type Class Item EOM YTD Net Sales by Type Class Subclass Exclusive to Multi Location Inventory 2Exclusive to Multi Practice 3indicates a report that is available for multi location databases Security setting for a purchasable module e Page 129 Reports gt End of Period gt End of Month gt YTD Ne
67. ally default in the oldest expiration date in the location Receiving location v Auto confirm adjustments v Auto confirm stock transfer Central Storage Delete want items on completed V Print purchase order notes e Page 53 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide Patient Advisor See figure Y ire Gi ea Card Print when saving posting Select this check box to Verify P P exam automatically print the Pet Health Report Card when saving or posting the exam Print patient picture Select this check box to print the patient s picture on the Pet Health Report Card Print abnormals in red Select this check box to print abnormal results in red Footer message Select the exam message that will print on all physical exams Copies Enter the number of copies to print Lie ak ai a Print when saving posting Select this check box to Verify P P exam automatically print the treatment plan when saving or posting the exam Print patient picture Select this check box to print the patient s picture on the treatment plan Print item id Select this check box to print item IDs on the treatment plan Print prices Select this check box to print prices on the treatment plan Print totals Select this check box to print totals on the treatment plan Header message Select the message that
68. and Security Settings Guide Lists gt Species Species Information window Verify Breeds are set up within each species Set up species for each type of patient The following options must be determined Option Description Species Small or Large type aLe e If this species is used for Spaceen A herd records Description Canine for example System template AdutConine Rabies Detaut bovine select the ae Small 5 Large Herd Lab Age Grps check box Species This option Bresa Breed name Herd prevents a weight birth ACK Cattle Dog Australian Mix date and AFF Affenpinscher patient born information in alerts from displaying on herd records Close Add m gt Lab Age Lab results that cannot be automatically downloaded into Cornerstone can be entered manually Click the Lab Age Grps button to set up age groups Groups that can be used for manual Lab Results Practices that set up their vaccine vaccination invoice items prior to Speci Cornerstone 8 1 may have a service based system in place where items are pecies ae pet f paR Specific set up as vaccination service items with no links to vaccine inventory items Rabies Tag Click the Rabies Default button to open the Species Specific Rabies Tag window For more information with the window open press F1 to view the online Help Used in the following manner throughout Cornerston
69. atient Advisor gt Observation Report Patient Advisor Open Physical Reports gt Patient Advisor gt Open Physical Exam X X X Exam Report Report Patient Advisor Patient Advisor Reports gt Patient Advisor gt Patient Advisor System X X X System Setup Report Setup Report Patient Advisor Patient Reports gt Patient Advisor gt Patient Diagnosis X X X X X Diagnosis Report Report Patient Advisor Patient x x x x Reports gt Patient Advisor gt Patient Diagnosis Diagnosis Status Report Status Report Patient Advisor Pet Health Patient Advisor icon gt Complete Exam gt Save or X X X X Report Card Post Patient Advisor Reminders by x x x Reports gt Patient Advisor gt Reminders by Diagnosis Diagnosis Patient Advisor System Reports gt Patient Advisor gt System Template Setup Template Setup Report Report Patient Advisor Treatment Plan x x x Reports gt Patient Advisor gt Treatment Plan Patient By Name Report Reports gt Patient gt Patient By Name Report Patient Diagnosis Report X X Reports gt Patient gt Patient Diagnosis Report Patient History Report X X X Reports gt Patient gt Patient History Report Patient Prompts Reports gt Patient gt Patient Prompts ae Patient Visit List icon gt Print OR Reports gt Patient gt Patient Visit List Report X X X Patient Visit List Report Payment on Account X X X Reports gt Client gt Client Account History Performance Tracker Pharmacy Cl
70. ation computers Use all Repeat for other practice locations and workstations as needed Note If practice and workstation settings conflict the workstation settings take precedence Workstation You can specify default computers to be used for specific workstations and practice locations When ordering tests staff can always override these defaults and choose from the entire list of VetLab Station IDEXX VetLab Station computers To specify a default IDEXX VetLab Station for a workstation select the workstation name workstation names are displayed on each IDEXX VetLab Station from the Workstation drop down list and Use all then select the IDEXX VetLab Station in the VetLab Station box Repeat for other workstations as needed Note If practice and workstation settings conflict the workstation settings take precedence Set up Figure VL Controls gt Defaults gt Practice and Workstation gt IDEXX VetLab Settings IDEXX VetLab Station Settings Select IDEXX VetLab Stations Se VetLab Station Sah Offline lV Use all MAERA IVLS Offline IVLS Offline IVLS Offline Workstation RENA 32625Q1 x Overrides practice settings VetLab Station Cstone Offline Use all IVLS Offline IVLS Offline IVLS Offline IVLS Offline e Page 97 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings
71. atory prices automatically whenever the LabREXxX test list is updated Allow prices to go down This field is available for all in clinic and reference laboratories Select this check box if you want to allow LabREXxX invoice item pricing to be lowered if IDEXX lowered the price for a LabREXX invoice item in its latest Directory of Services Cornerstone 8 3 Default and Security Settings Guide Verify Cornerstone 8 3 Default and Security Settings Guide Activities gt For creating new lab invoice items Verify Lab Work gt 5 s Laboratories gt Note These fields are only active for IDEXX Reference Laboratories New Do not create items Select this check box if you do not want to create new lab invoice continued automatically items automatically when a selected lab test contains items that are not already in your system If you clear this check box the default settings below will be used See figure LI to create to create a new lab invoice automatically when you select a lab test with items that aren t already in your system Class ID If you want to create new lab invoices items automatically select the classification Class ID and sub classification Sub Class ID Sub Class ID in which you want these new items to be included Markup percentage Type the markup percentage that you want to use This markup will be applied to the IDEXX price for
72. board discharged patients on i See figure LL Whiteboard Hours Select one of the following options for how many hours to show on Verify QUES to Show the Whiteboard e Current day only e Current day with 3 hours for previous and next days Poe Select a default doctor to use on the invoice line Options are Verify ea iollse OM INVOICE Supervising Dr Current Care Dr or Who Performed The supervising and current care doctors are determined at the time orders are written Performing staff is determined at the time items are marked completed i Select this check box if you want the staff from the Patient Visit List Verify oe k Pa from Patient invoice item lines to transfer as the doctor for the patient orders F ere Determines under which circumstances a staff member is allowed Verify ai pa e to invoice a client for a patient who is still in the Not ready to go status y tog home status on the Whiteboard Options are Allow Manager Override Stop and Warn Allow invoice if Determines under which circumstances a staff member is able to Verify uncompleted treatments invoice a client when a patient has treatment on the Whiteboard p that has not been marked complete Options are Allow Manager Override Stop and Warn Enter the number of hours in the future to check for uncompleted Select Future hours t0 Check Tor treatments when invoicing uncompleted treatments when invoicing Hours Figure LL whiteboard Display settings Whiteboard
73. cal device and an external device closes after a line of communication has ended Maximum PDU Length Type the maximum protocol data unit PDU found in the local DICOM server s conformance statement Request Timeout Type the time in seconds that can elapse before the local server times out when a request is received but no image is received Incoming DICOM Server Registration Required Select this check box if you want Cornerstone to accept files only from servers that are on the remote servers list Image Import Settings Watch Directory Type the directory from which DICOM services should automatically import images Watch Interval Type the time in seconds for how frequently DICOM Services should check the watch directory Set the value to 0 if you do not want DICOM Services to check the watch directory Patient Match Level From the drop down list select the method for matching patients Options are Patient ID or Patient Name Sex Species DOB Client Last Name e Page 91 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide DICOM Remote external server settings You can add edit and delete servers To test a server select it and Verify Services click Test Server gt Remote Servers Remote Servers Server Name Type the server name This name appears in the Conf
74. cation Inventory This document contains suggested security settings for General Login 2Exclusive to Multi Practice GEN Receptionists REC Technicians TECH Doctors DR Sindiestesa renon that i lable fi iiiocaron dase and Managers Owners M O However it is ultimately the practice s R ISA VHA RIG FOL MUNHOCANOMGAANASES decision maker that decides who needs access to certain areas within Security setting for a purchasable module Cornerstone and IDEXX shall not be liable for any actions arising from those security decisions e Page 135 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide IDEXX Computer Systems CONFIDENTIAL INFORMATION Access Suggestions Foundation Reports Security GEN REC DR TECH M O Path to Locate Whiteboard Patient Orders Reports gt Patient gt Whiteboard Patient Orders Report X A x A x Report Whiteboard Patient Treatments X X X X Reports gt Patient gt Whiteboard Patient Treatments Practice Explorer Dialog Access Suggestions Security GEN REC DR TECH M O Path to Locate Batch Mode X File gt Run Batch Reports Change Password X Security gt Change Password Export X File gt Open gt Export Import X File gt Open gt Import Practice Explorer Preferences X File gt Preferences Report
75. ce logo on statements If you are using letterhead or preprinted paper clear the check box Verify Practice Address To adjust the placement of the practice address on the statement when using window envelopes click the Practice Address box and use the arrow keys on your keyboard to adjust the location Verify Practice Logo To adjust the placement of the practice logo on the statement when using window envelopes click the Practice Logo box and use the arrow keys on your keyboard to adjust the location Verify Client Address To adjust the placement of the client address on the statement when using window envelopes click the Client Address box and use the arrow keys on your keyboard to adjust the location Verify Test Page Click the Test Page button to print a test page Verify Print Primary Practice Address Select this check box to print the practice s primary address on the client s statement Verify Print Client Home Practice Address Print the client s home practice address on the client s statement Verify Reset to default position Reset the practice and client address to the default position Verify Toolbar See figure FF Default patient icon Select the icon you want to use for your patient icon Options include Cat Dog al Horse Verify Cornerstone Toolbar Icons Visible check box Select the icons to display in the Toolbar o
76. ces By Client Name Reports gt End of Period gt End of Year gt Finance Charge Report By Client ID Reports gt End of Period gt End of Year gt Finance Charge Report By Client Last Name Reports gt End of Period gt End of Year gt High Low Client Sales Report Reports gt End of Period gt End of Year gt Inventory Sales Report Closed Invoices By Class By Desc Reports gt End of Period gt End of Year gt Inventory Sales Report Closed Invoices By Class By ID Reports gt End of Period gt End of Year gt New Client Report By Client ID Reports gt End of Period gt End of Year gt New Client Report By Client Last Name Reports gt End of Period gt End of Year gt Sales Tax Summary By Revenue Center Reports gt End of Period gt End of Year gt Sales Tax Summary Income Reconciliation Closed Invoices Reports gt End of Period gt End of Year gt Serv Sales Report Closed Invoices By Class By Desc EOY Finance Charge Report By Client ID EOY Finance Charge Report By Client Last Name EOY High Low Client Sales Report EOY Inventory Sales Report Closed Invoices By Class By Desc EOY Inventory Sales Report Closed Invoices By Class By ID EOY New Client Report By Client ID EOY New Client Report By Client Last Name EOY Sales Tax Summary By Revenue Cen
77. check box if you do not want to manually delete items Verify completed from the Want List after item is processed Print purchase order Select this option to automatically print the purchase order notes Verify notes When inventory details Select one of the following options Verify kia oe Not required You will not be required to enter lot numbers and P expiration dates on the Prescription window for items tracking lot numbers and expiration dates Warn if not verified A warning will appear if lot numbers and expiration dates are not entered giving you the option on the Prescription window for items tracking lot numbers and expiration dates Required You will be required to enter lot numbers and expiration dates on the Prescription window for items tracking lot numbers and expiration dates When inventory details Select one of the following options Verify ees oe and Not required You will not be required to enter lot numbers and expiration dates on the Patient Visit List or saved invoices on items Saved Invoices eae tracking lot numbers and expiration dates Warn if not verified A warning will appear if lot numbers and expiration dates are not entered giving you the option to enter lot numbers and expiration dates on the Patient Visit List or saved invoices on items tracking lot numbers and expiration dates Required You will be required to enter lot numbers and expiration dates on the Patient Visit List or saved invoices on items tracking
78. ck on entry gt Void Ward Loc Information X Lists gt Ward Loc Ward Loc List X X X X X Lists gt Ward Loc Whiteboard X X X X X Activities gt Electronic Whiteboard gt Whiteboard Whiteboard Alert List X X X X X List gt Electronic Whiteboard gt Alerts Whiteboard Area Information X Lists gt Electronic Whiteboard gt Areas Whiteboard Area List X X X X X Lists gt Electronic Whiteboard gt Areas Whiteboard Category Information X Lists gt Electronic Whiteboard gt Categories Whiteboard Category List X X X X X Lists gt Electronic Whiteboard gt Categories Whiteboard Complete Task X X X X X Lists gt Electronic Whiteboard gt Categories Whiteboard Frequency x Lists gt Electronic Whiteboard gt Frequencies Information Whiteboard Frequency List X X X X X Lists gt Electronic Whiteboard gt Frequencies Whiteboard Invoice Posting x x Activities gt Invoice message displays Override Lists gt Electronic Whiteboard to change status Whiteboard Orders Override Controls gt Defaults gt Practice and Workstation gt X X Defaults Workstation Whiteboard Orders Override Controls gt Defaults gt Practice and Workstation gt X X Frequency Whiteboard Whiteboard Patient Orders X X X X X Activities gt Electronic Whiteboard gt Patient Orders Whiteboard Patient Treatments X X X X X Activities gt Electronic Whiteboard Whiteboard Patient Visit List Patient Clipboard gt Select Client gt Right click PVL X X X X X Patient gt
79. creating a tag but it can also be changed or removed at that time For example you could automatically attach a year prefix to every vaccine tag If the year is 2012 and you use a prefix of 12 the resultant full tag number would be 12 tag number Last used tag number To automatically generate tag numbers enter the last used tag Set up MLSD configuration only number here Cornerstone will increment by one for each vaccine tag created Staff for tag Select the staff ID for the staff member to display by default on the Set up MLSD configuration only Vaccine Tag window when creating a tag Figure Controls gt Defaults gt Practice and Workstation gt Vaccine Tag accine Tags Warn User on Duplicate Tags Custom rabies certificate 1107 Certificate doc rabies certificate Number of copies 1 a Tag number prefix Last used tag number 10008 Staff for tag None E Require expiration date and lot number E Require manner of administration years Precice ae T e Page 33 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide Vaccine Tag gt Brand Enter the brand of the rabies vaccination Set up Rabies Default Enter the Staff ID used for the rabies tag if a default DVM is used See figure l 1 Producer Mfr Enter the producer manufacturer of the rabies vaccination Set up Lot Enter the lot numbe
80. ctions arising from those security decisions Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide IDEXX Computer Systems CONFIDENTIAL INFORMATION Access Suggestions Foundation Reports Security GEN REC DR TECH M O Path to Locate Prescription Labels X X X X X Activities gt Prescription Label Prescription Refill Log X X X X X Reports gt Prescription gt Prescription Refill Log Problem List Setup Report X X X X X Reports gt Practice gt Problem List Setup Report Purge Detail Report X Reports gt Practice gt Purge Report Purge Report X Reports gt Practice gt Purge Report Rabies Certificate Default X X X X X Lists gt Species gt Select Species gt Rabies Default Rabies Tags Report X X X X X Reports gt Patient gt Rabies Tag Report Radiology Imaging Log X X X X X Reports gt Practice gt Radiology Imaging Log Referral Doctor Master Report X Reports gt Referral gt Referral Doctor Master Report Referral Hospital Master Report x Sie gt Referral gt Referral Hospital Master Referral Report X Reports gt Client gt Referral Report Reminder Letter Report X X X X Reports gt Patient gt Reminder Letter Report Reminder Recall Report X X X X X Reports gt Patient gt Reminder Recall Report Reminder Report X X X X Reports gt Patient gt Reminder Report Rem
81. curity Settings Guide IDEXX Computer Systems CONFIDENTIAL INFORMATION Foundation Dialog Security Access Suggestions Path to Locate GEN REC DR TECH M O Invoice Patient Sex Modification X X X X X Invoice icon gt Special button eas Patient Update Microchip x x x x x Invoice icon gt Special button Invoice Patient Visit X X X X X Popup Box to Transfer Invoice Reminders X X X X X Invoice icon gt Special button Invoice Tax X X X X X Invoice icon gt Tax button Invoice Type Setup X Control gt Invoice Types gt New Invoice Types X X X X X Controls gt Invoice Types Invoice Void X Invoice icon gt Void button Lab Link Lab Breeds x x Activities gt Lab Work gt Setup Lab Links gt Link Breeds Lab Link Lab Sex x x Activities gt Lab Work gt Setup Lab Links gt Link Sexes Lab Link Lab Species x x Activities gt Lab Work gt Setup Lab Links gt Link Species Lab Change Pending Requests X X X X Lab icon gt Update Lab Defaults Test Ranges X Activities gt Lab Work gt Default Test Range Lab Import Results by File X X X X Activities gt Lab Work gt Import Lab Results by File Lab Information X Activities gt Lab Work gt Laboratories gt Update Lab List X X X X Activities gt Lab Work gt Laboratories Lab Manually Enter Results X X X X Activities gt Lab Work gt Manually Enter Results Lab New Requ
82. d PVL Totals by Rev Class EOD Daily Inv and PVL Totals x x x Reports gt End of Period gt End of Day gt Daily Inv by Rev Staff And PVL Totals by Rev Staff EOD Daily Inv and PVL Totals x x x Reports gt End of Period gt End of Day gt Daily Inv by Rev Staff Class And PVL Totals by Rev Staff Class EOD Daily Inv and PVL Totals x x x Reports gt End of Period gt End of Day gt Daily Inv by Staff And PVL Totals by Staff EOD Daily Inv and PVL Totals x x x Reports gt End of Period gt End of Day gt Daily Inv by Staff Class And PVL Totals by Staff Class EOD Daily Invoicing Entries x x x Epor gt Endor pernod End ot Day gt Pally Invoicing Entries EOD Daily Manual Discount x x x Reports gt End of Period gt End of Day gt Daily Report By Client Manual Discount Report By Client EOD Daily Manual Discount x x x Reports gt End of Period gt End of Day gt Daily Report By Staff Manual Discount Report By Staff This document contains suggested security settings for General Login GEN Receptionists REC Technicians TECH Doctors DR and Managers Owners M O However it is ultimately the practice s decision maker that decides who needs access to certain areas within Cornerstone and IDEXX shall not be liable for any actions arising from those security decisions Exclusive to Multi Location Inventory Exclusive to Multi P
83. ded invoices and payments on statements Select this check box so that users do not have to select the Omit voided invoices and payments on statements check box on the Monthly Statement window each time statements are run Users can clear the check box when statements are printed Originates from Reports gt End of Period gt End of Month gt Monthly Invoices and Statements Verify e Page 21 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide Figure A Figure B Controls gt Defaults gt Practice and Workstation gt Account Controls gt Defaults gt Practice and Workstation gt Client Client Account Client ID S037 Auto assign Recently accessed clients 10 Payment type Cash Service charge 09 Classification Pet Owner PP Les moat recent olent V Calculate change given v Use Cashier ID Postal code 54703 Eau Claire WI V Print heading Atea City code 715 Copies 1 Credit code Accept All Payments E Show client balances on trainer reminder reports F Biting charge v Finance charge Tax exempt 7 Omit voided invoices and payments on statements Client Birthdate Drivers License a Client SSN lt None gt Estimate Staff ID Enter the staff ID to appear on new estimates Verify See figure C Both finalized and tentative unsigned estimates wil
84. default check in checkout times in the applicable boxes How to bill for multiple Select one of the following options for how to bill for multiple pets Verify pets Use primary fee for first pet Use primary fee for first pet multiple fee for all others or Use multiple fee for each pet Round down reservation Select one of the following options for how to round down Verify hourly charge reservation hourly charge To 15 minutes To 30 minutes or To 60 minutes Grooming appointment e From the Staff classification list select a default staff Verify classification for the grooming appointments e Inthe Check rooms to use for grooming table select the Use for Grooming check box next to each room used for grooming appointments e Page 75 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default Figure QQ Controls gt Defaults gt Practice and Workstation gt Boarding Boarding Reservation type Boarding Staff ID SLS Stephanie Collins Assign cage numbers Use primary fee for first pet Use primary fee for first pet multiple fee for all others Use multiple fee for each pet Staff classification Check rooms to use for grooming Room Name Hotel Style check in time 12 00 AM 2 Hotel Style check out time 12 00AM Daycare Style check in time 07 00AM Daycare Style check out time 05 00PM To 15 minutes To 30 minutes To 60 minute
85. dvanced peteare 1 Y resizing and testing your logo File Browse Clear gis J gt advanced petcare WO An Innovative Veterinary Practice e Page 59 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide Purging Your must run three End of Year processes before Cornerstone will activate the Purging feature Number of years to retain Client accounts See figure DD Setting the purge information here will take effect only when the Purge Data option is selected in the Tools menu This information is used to determine a safety margin when purging data from the system Enter the number of years that client account information should be retained Verify Number of years to retain Patient billing Setting the purge information here will take effect only when the Purge Data option is selected in the Tools menu This information is used to determine a safety margin when purging data from the system Enter the number of years patient billing information should be retained Verify Number of years to retain Boarding Setting the purge information here will take effect only when the Purge Data option is selected in the Tools menu This information is used to determine a safety margin when purging data from the system Enter the number of years that boarding information should be retained Verify Number of months to r
86. e e Assigned in Patient Information window e Statistics by Species Closed Invoices Report e Activities gt Generate Reminders e Page 17 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide Lists gt Revenue Center Revenue Center List window Revenue centers are used to sort various reports and allow for tracking of sales based on broad categories Revenue centers can be defaulted by item item classification and or staff members Used in the following manner throughout Cornerstone e During invoicing to determine which revenue center should receive the sale e Allows Cornerstone the ability to track departmental revenue centers e Multiple sales reports FP Revenue Center List Practice THE ANIMAL MEDICAL CENTER THE ANIMAL MEDICAL CENTER EAST E THE ANIMAL MEDICAL CENTER AMC Revenue Center Revenue ID Annual Examinaton Boarding B Dentistry D Flea amp Tick Products FT THE ANIMAL MEDICAL CENTER AMC Grooming G THE ANIMAL MEDICAL CENTER EAST E Heartworm Meds Hw THE ANIMAL MEDICAL CENTER AMC Hospital H THE ANIMAL MEDICAL CENTER AMC Laboratory L THE ANIMAL MEDICAL CENTER AMC Set up Lists gt Staff Classification Commission Staff Commission List window You can set up commission percents for staff members or for an entire staff classification for example all groomers Pe
87. e change reasons can be listed as an optional setup by setting as Not Required 3 character Code Examples Description Examples PDJ Per Dr Jones COM Complimentary Used in the following manner throughout Cornerstone e Used to enter reason for a price change when invoicing is tracked in a Standard Fee Exception Report Lists gt Postal Codes Postal Code List window Verify To save key strokes when setting up new clients build a postal code list Cornerstone will fill in the city and state based on this postal code list Used in the following manner throughout Cornerstone e Client setup window default postal code e Client Master Report e Mailing labels e Correspondence bookmarks Postal Code Augusta 54724 Bloomer wil 54726 Boyd wil Bare Cadott WI 54729 Chippewa Falls wl 54735 Durand wil 54701 Eau Claire Awl e Page 37 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide Alerts Client alerts Select the client alert items you want to display as alerts for the client Verify See figure J Selected items are highlighted in blue Suppress Select this check box if you want the alerts to display only once per Verify consecutive client client per day alerts Suppress client Clear this check box to display alerts when a client is accessed from the Verify alerts on Patient Patie
88. e location selected here is automatically used for the specified workstations Print Click the Print button to print a report containing all default Verify MLSD configuration only inventory locations by workstation e Page 46 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default a Workstation Figure R Boarding check in repot a Check in report i Estimate z Left 1 00 3 ae Underline H I ont Style 3 Controls gt Defaults gt Practice and Workstation gt Presoription label 3 Right 1 00 za Strikeout H n Top 1 00 Color B Workstation Bottom 1 00 AaBbYyZz FullInvoice Change Fonts Sort patients by is curently set as the end of period workstation Patient Name E Use this workstation to run unattended end of period processes Workstation All Workstation RENA 3262501 Default Practice lt None gt x Figure S Location Group All locations kl Controls gt Defaults gt Practice and Workstation gt aae TiD Et F Workstati n AII ae DIET Food Products Flea Ti Flea and Tick Products FRIDGE Refrigerator HWP Heartworm Prevention e Page 47 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide ADVANCED USE AND OWNER MANAGER RESPONSIBILITY DEFAULT SETTINGS The following defaults are important for advanced use and owner manager re
89. e or decrease values in the Window contrast box enter percentage values that are greater or less than 100 For instance type 110 to increase the window value by 10 and type 90 to lower it by 10 e To increase or decrease values in the Level Shift brightness text box type the number that you want to be added to or subtracted from the current level value For instance typing 500 will add 500 to the current level value while typing 500 will subtract 500 Hide On the Presets window select this check box if you do not want the preset to be displayed in the Image Viewer You cannot hide system presets e Page 96 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide LABORATORY DEFAULT SETTINGS The following settings are for the Laboratory module Settings may vary depending on the laboratory IDEXX VetLab Settings See figure VL Practice You can specify default computers to be used for specific workstations and practice locations When ordering tests staff can always override these defaults and choose from the entire list of IDEXX VetLab Station computers VetLab Station Multi Location Single Database only To specify a default IDEXX VetLab Station for a practice location select the practice name from the Practice list and then select the IDEXX VetLab Station in the VetLab Station box Select the Use all check box to use all VetLab St
90. e viewed from the Lab Requests and Results window Require sample drawn by info Select this check box to make the Sample drawn by field on a lab request a required field for your clinic Use order numbers An order number is a number assigned by a clinical lab to a profile Order numbers must be used for reference laboratories and are not used with in clinic work Select this check box to use order numbers with this laboratory Close partial pending profiles Sometimes not all the tests in a particular profile come back Select this check box if you want to close partial pending profiles and consider them finished This option applies only to your in clinic laboratory Require requests Select this check box if you want laboratory results to be automatically matched to pending requests If you choose to not require requests your practice must remember to manually bill the client Use favorites list Your favorites list is a quick way to access the profiles you use frequently Select this check box if you want to use the favorites list for this lab Use special actions Select this check box if you want to create special actions that generate lab requests Invoice items set up as special action lab requests automatically generate lab requests when they are entered on an invoice or Patient Visit List Hide request screen if no special action If you are using the lab request special action a lab requ
91. ecurity based on individualized logins recommended e Method B Setting security based on job title User ID 1 Fred Jones DYM OK e Method C Two tiered administrator general login Password at Confirm password Print Wu Suggested Security Settings I Administrator Method A Setting security based on individualized logins ans I Copy security setting from another staff If everyone in your clinic needs to have their own login then Staff this method of setting security is the one you should follow You will need to set up each staff member under his or her name and then set security for each employee based on their job title using the security setting guide below Using p Dialogs this method will allow you to track changes to invoices and intment patient visit lists This is the recommended method Dialog Reports Select All i Deselect All Method B Setting security based on job title This method consists of setting security based on job titles such as receptionist doctor associates technicians office managers and administrator The administrator will have access to everything in Cornerstone You will need to set up a staff login for each job title and your employees will sign in under that job title using the appropriate password You will use the security setting guide below to do this This method does not allow you to effectively track changes to inv
92. eeded during data entry Originates from Lists gt Staff Verify Quick Patient Label Enter the correspondence document ID that is used for patient labels Originates from Lists gt Documents gt Templates Verify Use most recent patient Select this check box to display the patient whose record was last opened when you search for a patient or open windows that contain patient information such as the Patient File Patient Visit List Vital Signs Weight Patient Reminders Patient Diagnosis etc Verify Show trainer and barn Select tthis check box if you want to be able to enter a trainer and or barn on the Patient Information window when setting up a new patient Verify Display breed Select this check box to display the patient breed in the Patient List window By default Cornerstone displays the patient name vaccine tag number patient ID microchip ID and owner ID Verify Display owner name Select this check box to display the owner s name in the Patient List window By default Cornerstone displays the patient name vaccine tag number patient ID microchip ID and owner ID Verify e Page 30 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide Prescriptions Aera i S View a snippet online demonstration oe See figure H Print Select this check box to print practice h adi infor
93. efore patient can be checked out Select the check box for Medical Note to be finalized before patient can be checked out if you want medical notes to be finalized prior to patient check out Auto finalize after ____ days Select the number of days before the medical notes will be automatically finalized Ask for weight if last entry is older than days Select the number of days for the computer to prompt for a weight entry Default templates For new templates use Select the Medical Note template you want to use as a default For Medical Note Quick Text documents use Select the Quick Text Medical Note you want to use as a default Include invoice items when printing Medical Notes Select this check box to include invoice items when printing medical notes Select the Also include check box to add the following options Declined item Amount and Staff ID Include invoice items when printing Correspondence Select this check box to include invoice items when printing correspondence documents Select the Also include check box to add the following options Declined item Amount and Staff ID Documents gt Favorite Documents See figure W Favorite document templates In the first empty ID field enter the document ID of the medical note or correspondence documents you would like to include on your Favorites list Lists gt Documents gt Templates Inventory
94. ent Verify existing areas and set up new areas as needed List gt Electronic Verify Whiteboard gt View a snippet online demonstration Frequencies Treatment frequencies are used to determine how often and when a treatment is needed Verify that existing treatment frequencies are correct Add new frequencies as needed You can also change the order of frequencies so that those you use most often are at the top of the list Lists gt Electronic View a snippet online demonstration Whiteboard gt Alerts Create a list of commonly used alerts for hospitalized patients that will be displayed on the Electronic Whiteboard You can also type alerts for each patient at the time of use these alerts are not saved to the Whiteboard Alerts List Lists gt Patient Verify Hospital Status View a snippet online demonstration Used to designate a patient s status within the hospital Lists gt Ward Loc View a snippet online demonstration Used to designate the physical location of the patient e Page 84 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide Controls gt Defaults gt Practice and Workstation gt Whiteboard Whiteboard auto refresh mya ee for how often the Whiteboard should Verify View a snippet online demonstration timer Minutes y Length of time to keep fertile of time in hours to keep patients on the Verify White
95. ent type is not allowed staff will not be able to accept that type of payment from a client Payment types can be set as alerts Used through Cornerstone in the following manner e Used to group IP Credit Codes os e jis types of aE payments that nacre Nev can be received Cash Only from clients _ Client A R IP Credit Code Setup xs Information alan Controls gt Taxes Taxes window Set up e Page 15 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide gt Controlled Substance Reasons or dispensed Cornerstone allows you to set up a list of reasons for the use of a controlled substance Some common reasons are loaded with your software To enable the use of controlled substance reasons select the Use controlled substance reasons check box in Controls gt Practice and Workstation Defaults gt Invoice I Controlled Substance Reason List Description New Pain management Delete Post surgery pain management Pre surgery anesthesia Prescribed Medications Sedation Siezure Control g Controls gt Discounts window Set up Discounts The Discounts window is used to assign both automatic and line item discounts to clients For automatic discounts it is necessary to assign the discounts to both service inventory items and to clients To use these discounts by line
96. ently set as the End Verify set as the end of period of Period workstation This allows you to see which workstation workstation computer is set to run the unattended End of Period processes from any from any workstation Use this workstation to Select this check box to set the current workstation the computer Verify run unattended end of you are currently working on as the End of Period workstation period processes Whiteboard sort Select the method for sorting patients on the Electronic Select Whiteboard e Sort patients by Workstation The Workstation All default settings allow you to set a default Verify Multi Location Single workstation inventory location Database MLSD The name of the workstation on which you are currently working configuration only is displayed To change the workstation to which the default inventory location will apply select the workstation from the list Default Practice The name of the current practice is displayed To change the Verify MLSD configuration only practice to which the default inventory location will apply select the practice from the list Location Group Select a location group to filter the items displayed in the Verify MLSD configuration onl Location list below This is especially helpful if a workstation is g y primary used for a retail area or pharmacy area Location This option allows each workstation to be set up with a default Verify MLSD configuration only location When depleting inventory th
97. enue Center EOM Sales Tax Summary Income Reconciliation Closed Invoices Foundation Reports Security GEN REC DR TECH M O Path to Locate EOM Referral Summary x Reports gt End of Period gt End of Month gt Referral Hospital by Doctor Summary Hospital by Doctor BOM Referral Summary By Reports gt End of Period gt End of Month gt Referral Revenue Center Doctor by X Summary by Revenue Center Doctor by Hospital Hospital BOM Relate Summary by Reports gt End of Period gt End of Month gt Referral Revenue Center Hospital by X Summary by Revenue Center Hospital by Doctor Doctor EOM Returned Check x Reports gt End of Period gt End of Month gt Returned Summary Check Summary EOM Sales Tax Summary By x Reports gt End of Period gt End of Month gt Sales Tax Summary By Revenue Center Reports gt End of Period gt End of Month gt Sales Tax Summary Income Reconciliation Closed Invoices EOM Serv and Inv Sales Closed Inv By Class Desc Reports gt End of Period gt End of Month gt Serv And Inv Sales Closed Inv By Class Desc EOM Serv and Inv Sales Closed Inv By Class ID Reports gt End of Period gt End of Month gt Serv And Inv Sales Closed Inv By Class ID EOM Serv and Inv Sales Closed Inv By Staff ID Reports gt End of Period gt End of Month gt Serv A
98. er Active Delete e Initial Staff Setup Report Cose e Staff Defined Prompts Report Controls gt Classifications window Client tab Set up Classifications gt Client classifications allow you to sort lists and print reports by a specific classification Clients These classifications can be set up as alerts Client classifications can also be used to determine whether that client type will receive reminders and or statements Used in the following manner throughout Cornerstone IP Classifications a 2 ea e Client Master Report e Initial Client Setup Report Boarding Only e Client Information window e Activities gt Generate Reminders Large Animal Client Controls gt Classifications window Patient tab Set up e Page 12 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide Controls gt Classifications window Staff tab Set up Classifications gt Staff classifications are used for printing a staff report sorted by classification and is used Staff for performance tracker report including number of transactions average transactions and gross sales Used in the following manner throughout Cornerstone e Staff Class Commission Report P Classifications Client it Patient e Staff Commission Report Classifications e Staff Defined Prompts Report Kennel Staff Office Manager Orthopedic Receptionist e Staff Summary Report e End
99. eriod gt End of Day gt GL Batch Report EOD Invoice Register Reports gt End of Period gt End of Day gt Invoice X X X Closed Invoices Register Close Invoices EOD Invoice Register Open x x x Reports gt End of Period gt End of Day gt Invoice Invoices Register Open Invoices EOD Itemized Audit Trail x x x Reports 4 End of Period gt End of Day gt Itemized Audit Trail EOD Itemized Audit Trail for x x x Reports gt End of Period gt End of Day gt Itemized Revenue Center Audit Trail for Revenue Center EOD New Client Report By x x x Reports gt End of Period gt End of Day gt New Client Client ID Report By Client ID EOD New Client Report By x x x Reports gt End of Period gt End of Day gt New Client Client Last Name Report By Client Last Name EOD Patient Documents x x x x Reports gt End of Period gt End of Day gt Patient Finalized by EOD Documents Finalized by EOD EOD Patient Visit List By Date x x x Reports gt End of Period gt End of Day gt Patient Visit List By Date EOD Patient Visit List By Type x x x Reports gt End of Period gt End of Day gt Patient Visit By Type EOD Returned Check Report x x x Reports gt End of Period gt End of Day gt Returned By Client ID Check Report By Client ID EOD Returned Check Report x x x Reports gt End of Period gt End of Day gt Returned By Client Last Name Check
100. es by x Reports gt End of Period gt End of Month gt YTD Net Center Type Class Sales By Center Type Class EOM YTD Net Sales by x Reports gt End of Period gt End of Month gt YTD Net Center Type Class Item Sales By Center Type Class Item EOM YTD Net Sales by x Reports gt End of Period gt End of Month gt YTD Net Center Type Class Subclass Sales By Center Type Class Subclass FOM YTE Net Sales by Reports gt End of Period gt End of Month gt YTD Net Center Type Class Subclass X item Sales By Center Type Class Subclass Item EOM YTD Net Sales by Class x Reports gt End of Period gt End of Month gt YTD Net Sales By Class EOM YTD Net Sales by Class x Reports gt End of Period gt End of Month gt YTD Net Item Sales By Class Item EOM YTD Net Sales by Class Reports gt End of Period gt End of Month gt YTD Net X Subclass Sales By Class Subclass EOM YTD Net Sales by Class x Reports gt End of Period gt End of Month gt YTD Net Subclass Item Sales By Class Subclass Item EOM YTD Net Sales by Staff x Reports gt End of Period gt End of Month gt YTD Net EOM YTD Net Sales by Staff Class Sales By Staff Reports gt End of Period gt End of Month gt YTD Net Sales By Staff Class EOM YTD Net Sales by Staff Class Item Reports gt End of Period gt End of Month gt YTD Net Sales By Staff Class Item EOM YTD Net S
101. esigned to be used with image and video sources digital x ray systems ultrasound systems endoscopes etc DICOM Imaging requires an activation key to use Diagnostic Imaging available with previous versions of Cornerstone includes a similar set of features For detailed information see the Cornerstone Help or the IDEXX Cornerstone Diagnostic Imaging User s Guide available within Cornerstone or at idexx com cornerstoneresources This section covers only those items not covered in the previous section Before you complete this section complete the Cornerstone Imaging Default Settings section starting on page 86 If you are also using the IDEXX PACS module you will also need to complete the IDEXX PACS Default Settings section starting on page 95 For information on Practice and Workstation defaults for imaging pet picture compression image storage and IDEXX SmartLink Digital Imaging preferences for image requests see page 41 in this guide To access the Imaging Configuration window from the menu bar go to Controls gt Defaults gt Imaging Then click the item to set up in the navigation pane on the left The items in the navigation pane vary depending on what you have installed As you work through the settings click Apply to save your changes without closing the Imaging Configuration window or click Save to save your changes and close the window System Type gt 3 p I F Im
102. est will be automatically created when the item is entered on an invoice or the Patient Visit List Select this check box if you are using the lab request special action and you don t want to view the lab request when it is created Warn in invoicing if Not Req results exist Select this check box if you want a warning message to appear at invoicing if a patient has not requested results This helps prevent missed lab charges Use VetLab Station SmartLink billing Select this check box to allow a client to be billed for lab results returned to Cornerstone from the IDEXX VetLab Station with the use of the Census List feature If selected the Require requests option must also be selected to avoid missed charges Verify e Page 100 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide Activities gt Lab Work gt Laboratories gt New continued See figure LI e Page 101 Print preferences Print full page Select this check box to print full page lab requests When making a request you can override this default Enter the default number of copies in the corresponding Copies box Print label Select this check box to always print a lab request label When making a request you can override this default Enter the default number of copies in the corresponding Copies box Print tube label Select this c
103. ests X X X X Lab icon gt New Lab Not Requested Lab Work X X X X X Lab icon gt Results of Not Requested Lab Orphan Lab Work X X X X X Lab icon gt Results of Orphan Lab Post Orphans X X X X X Lab icon gt Post Orphans button Lab Profile Information X Activities gt Lab Work gt Profiles gt Update Lab Profile List X X X X X Activities gt Lab Work gt Profiles Lab Reports X X X X X Reports gt Lab Lab Requests and Results X X X X X Lab icon Lab Set Up Invoice Items x Activities gt Lab Work gt Setup Lab Invoice Items for New INCLINIC Instruments Lab Template Information X Activities gt Lab Work gt Templates gt Update Lab Template List X X X X X Activities gt Lab Work gt Templates Lab View Communication Status X Activities gt Lab Work gt Communication Status Lab View Cumulative Results x x x x x Patient File icon gt Right click on result gt Cumulative Results Lab View Detailed Results x x x x x Patient File icon gt Right click on Result gt Detailed Results 1Exclusive to Multi Location Inventory Exclusive to Multi Practice 3indicates a report that is available for multi location databases Security setting for a purchasable module e Page 113 This document contains suggested security settings for General Login GEN Receptionists REC Technicians TECH Doctors DR and Managers Owners M O However it is ultimately the practice s decision maker
104. etain Reminder letters Setting the purge information here will take effect only when the Purge Data option is selected in the Tools menu This information is used to determine a safety margin when purging data from the system Enter the number of months that reminder letters should be retained when data is purged Verify Number of months to retain Reminder calls Setting the purge information here will take effect only when the Purge Data option is selected in the Tools menu This information is used to determine a safety margin when purging data from the system Enter the number of months that reminder calls should be retained when data is purged Verify Figure DD Controls gt Defaults gt Practice and Workstation gt Purging Purging Number of years to retain Client accounts 1 Patient billing 1 Boarding 1 Number of months to retain 3 js 3 js Reminder letters Reminder calls e Page 60 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide View a snippet online demonstration Statement Print Options See figure EE Print practice address on statement Select this check box to print the practice address on statements If you are using letterhead or preprinted paper clear the check box Verify Print practice logo on statement Select this check box to print the practi
105. ettings Guide Invoice Item Item ID To automatically assign item IDs enter the starting item ID Set up See figure E number Auto assign Select this check box to automatically assign an item ID when a Select new item is added Service tax Select a default service tax rate to be used with any new service Select item created Originates from Controls gt Taxes Inventory tax Select a default inventory tax rate to be used with any new Select inventory item created Originates from Controls gt Taxes Dispensing fee If you have a default dispensing fee enter it here to add the fee to Set up any new inventory items that will be dispensed Service discount Select any service discounts to be used with any new service item Select created Inventory discount Select any inventory discounts to be used with any new inventory Select item created Unit of measure Select a default unit of measure for any new inventory item Select created Group item print option Set a default option for the way groups are displayed when Set up printed Options are e Print all lines show line amounts e Print all lines show group total amount e Print detail lines only e Print group line only This setting can be changed per group when the groups are created Passwords Use Enhanced Select this check box to set up requirements for password Set up See figure F Passwords strength and duration The following settings are
106. f scheduler resizing for this workstation X e Page 73 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide Holidays Holiday preferences Select the check box for each holiday that the practice will be Veri y Appointment closed New Year s Day Memorial Day Fourth of July Labor Scheduler Day Thanksgiving day Friday following Thanksgiving Christmas Eve and Christmas Day See figure OO 1 Select the Utilized date sensitive holidays check box to close the clinic on a Friday if the holiday is on a Saturday or close the clinic on a Monday if the holiday is on a Sunday Additional holidays To add more holidays that the clinic will be closed click the Add Verify button Then in the Name of holiday field type the name of the holiday In the Date field enter the date To remove a holiday click Delete Figure OO Holidays Appointment Scheduler Controls gt Defaults gt Practice and a Workstation gt Appointment Scheduler gt Reamer Ucables s A Memorial Day Friday following Thanksgiving Holidays Appointment Scheduler ceric eae Labor Day Christmas Day Utilize date sensitive holidays Example If holiday is on a Saturday then use Friday If holiday is on a Sunday then use Monday Name of holiday Date Add Delete e Page 74 Cornerstone 8 3 Default and Security Settings Guide
107. f the practice address on the invoice when using window envelopes click the Practice Address box and use the arrow keys on your keyboard to adjust the location Use address layout for estimates Select this check box to use this address layout for estimates Print practice logo on estimates Select this check box to print the practice logo on estimates Align Practice Address text Select an alignment option for the practice address text on estimates Reset Click the Reset button to reset the alignment for address text Test Page Click the Test Page button to print a test page Messages Billing messages Select default messages that you previously Verify See figure O set up Controls gt Billing gt Messages e Invoice for invoices estimate document footer and statements e Estimate footer e Current e 30 days e 60 days e 90 days Enable phone list file generation Select this check box if you want to be able to Verify generate a phone list file e Page 42 Cornerstone 8 3 Default and Security Settings Guide erstone 8 3 Default a rity Settings Guide Figure N Controls gt Defaults gt Practice and Workstation gt Invoice gt Invoice Address Invoice Address Practice Address Client Address V Use address layout for estimates v Print practice address on invoices Print practice logo on invoices Align Practice Address text Left Center Right Reset Test Page Select e
108. formation Name Type the name of the DICOM printer Host Type the host for the printer Port Type the port for the printer Called AE Title Type the called application entity title This information can be found in the DICOM printer s conformance statement Note This is the local server AE title shown on the Imaging Configuration window when Local Server is selected on the left Calling AE Title Type the application entity for your DICOM server Max PDU Length Type the maximum protocol data unit length This value can be found in the DICOM printer s conformance statement Timeout boxes Unless otherwise specified in the DICOM printer s conformance statement accept the defaults for the Timeout text boxes Supports Presentation Select this check box if the DICOM printer supports lookup tables LUT Verify Staff Defaults window Imaging Enable keyboard shortcuts Select this check box to allow keyboard shortcuts on the Image Viewer for this user Show advanced search on Image Explorer Select this check box to display advanced search on the Image Explorer window for the selected staff member e Page 90 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide Case Category names cytology musculoskeletal dermatology etc appear in a list on the Case Details Verify Categories window allowing you to choose a category to assign to the image case
109. g button Invoice Discount X X X X X Invoice icon gt Discount button Mai Discount Apply to all x x x x x Invoice Item Classification x Lists gt Invoice Item Class gt Update Information Invoice Item Classification List X X X X X Lists gt Invoice Item Class Invoice Item Information x Lists gt Invoice Item gt Update Invoice Item List X X X X X Lists gt Invoice Item Invoice Item Reports X Reports gt Invoice Item Invoice Item Setup X Tools gt Invoice Item Setup Invoice Item Subclass x Lists gt Invoice Item Class gt Update gt Add Information Invoice Item Subclass List X Lists gt Invoice Item Class gt Update Invoice Manual Discount X X X X X Invoice icon gt Discount button Invoice Mark Patient as x x x x x Invoice icon gt Special button Deceased 1Exclusive to Multi Location Inventory Exclusive to Multi Practice 3indicates a report that is available for multi location databases Security setting for a purchasable module e Page 112 This document contains suggested security settings for General Login GEN Receptionists REC Technicians TECH Doctors DR and Managers Owners M O However it is ultimately the practice s decision maker that decides who needs access to certain areas within Cornerstone and IDEXX shall not be liable for any actions arising from those security decisions Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Se
110. g defaults critical for Appointment Scheduler setup if appointments will be rekeyed Defaults important for the Electronic Whiteboard Defaults important for the Imaging and Laboratory modules How the tables in this document are organized This document uses a table format to present the steps that you need to follow to set up Cornerstone Here s a key to how these tables are organized Menu Access lists the selections you need to make starting at the Cornerstone menu bar For example Controls gt User Defined Prompts gt Client means to select Controls from the menu bar then select User Defined Prompts and then select Client In some cases the last selection may be a tab within a window or dialog box Description tells you about the dialog box window or window area and what you should do there Action amp Decision gives you an at a glance description of the action you need to take Set up You need to specify several pieces of information or set up a number of elements that you will use in the IDEXX Cornerstone Practice Management System Select You need to set up a specific data element Verify A default selection or value is already entered in the database Evaluate whether this selection value is appropriate for your practice and edit if needed Additional information Cornerstone Administrator s Manual Find reference information and procedural steps for setup and system configuration in Cornerstone A shortcut
111. ght Body score All Last 3 6 Problems Vital Signs 12 18 24 months Diagnostic codes All Due in Appointments 1 3 6 12 Hide voided items N A months All Last 3 6 pa Exams 12 18 24 Print birth date as N A months age All Last month Communications Last 3 6 12 18 24 months Patient prompts N A Always Ask Print check in report Always Print Never Print All Last 3 6 PEREA Prescriptions 12de aa j AN hisia maate figi months of lines of history to print All 1 100 e Page 40 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide Imaging Pet picture Enter the compression setting for pet pictures The range is from 1 small file Verify See figure M image and lower quality to 99 larger file and highest possible quality Maximum files Enter the maximum number of files allowed in each folder Verify per folder Copy images Select this check box to copy images to your mobile computer This option is Verify to mobile available only to those using the mobile computing module computer Activate image Select this check box to require requests for imaging Verify requests Use Special Select this check box to use special actions for imaging Verify Actions Use billing staff Select this check box to include the billing staff member on a new image Verify on a new image request request Staff to use Deter
112. gs Guide Controls gt Billing Billing Messages window Verify Messages These messages can be set up to print on the bottom of invoices statements and estimates Documents can have default messages and or messages can be selected at the time documents are printed Description Message Examples Examples Holiday Message The staff of Your Veterinary Hospital wants to wish you your family and your pets a very happy and safe holiday season Statement Message There is a 1 5 minimum 2 00 finance charge applied to all balances over 30 days 30 Day Overdue Your account is 30 days past due Please remit full balance If Statement Message payment has already been sent please disregard this notice 60 Day Overdue Your account is 60 days past due Please remit full balance Your Statement Message prompt attention to this oversight would be greatly appreciated If payment has been mailed please disregard this notice 90 Day Overdue Your account is 90 days past due Remit full balance due within 7 Statement Message days or your account will be turned over to collections New Computer We appreciate your patience while we are learning to use our new System computer system We know this will allow us to better meet the needs of you and your pets Used in the following manner throughout Cornerstone e Specific invoice message can be selected for an invoice e Default messages will be selected from
113. he See figure C 1 arrow keys on your keyboard to adjust the location Print practice address on Select this check box to print the practice address on estimates Verify esumates If you are using letterhead or preprinted paper clear the check box Practice Address To adjust the placement of the practice address on the invoice when using window envelopes click the Practice Address box and use the arrow keys on your keyboard to adjust the location Align Practice Address text Select an alignment option for the practice address text on Verify estimates Reset Click the Reset button to reset the alignment for address text Verify Use address layout for Select this check box to use this address layout for invoices Verify invoices Print practice logo on Select this check box to print the practice logo on estimates Verify estimates Test Page Click the Test Page button to print a test page Verify Figure C 1 Controls gt Defaults gt Practice and Workstation gt Estimate gt Estimate Address Estimate Address Practice Address Client Address Use address layout for invoices JV Print practice address on estimates 7 Print practice logo on estimate Align Practice Address text C Left Cente Righi Reset Test Page Select either the practice address or the client address and then use the arrow keys on the keyboard to reposition where each address will print on the estimate
114. heck box to always print a label for tubes The label size is 1 187 x 2 218 Enter the default number of copies in the corresponding Copies box Print VetTest barcodes Select this check box to print barcodes for the patient ID patient name client last name and the requisition ID The barcodes may then be scanned into the VetTest analyzer when processing the sample IDEXX LabREXX Note This area appears for IDEXX Reference Laboratories IDEXX In clinic Laboratory or non IDEXX in clinic or reference laboratories See the next page for details of how this area appears when you set up the Antech Diagnostics laboratory module Create LabREXx test request forms Select this check box to allow the use of use barcoded LabREXX requisition forms When this check box is selected the Print full page print preferences option is also automatically selected The full page option prints the LabREXX barcoded requisition form the regular Cornerstone lab request form will not be available for this lab This field is only available for IDEXX Reference Laboratories Print using InkSaver Select this check box if you want to print only the requested tests instead of all tests This field is only available for IDEXX Reference Laboratories Automatically update prices This field is available for all in clinic and reference laboratories Select this check box if you want to update Cornerstone reference labor
115. iatric Wellness Grp2 Canine Geriatric Wellness Grp3 Canine Geriatric Wellness Grp4 Canine Senior Care V Display predefined IDEXX protocols ma gt Figure L Controls gt Defaults gt Practice and Workstation gt Check in Check in Reason for visit lt None gt StaffID CS Corrin Schulze DVM Default room lt None gt V Verify check out v Use check in date for compliance e Page 39 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide Check in gt Check in Print Options Information to print This window allows you to decide what information will print on the Check in Report For most selected items you can designate a date range e g All Last month Last three months etc See the table below to view the check in item and any specific date ranges Print Option Date Range Check In Item Date Range All Last 3 Billing information Lab results 6 12 18 All Last 3 6 24months Client referrals 12 18 24 Expand lab results N A months Images Medical notes Image cases a Whiteboard N A Patient referrals otes All Last 3 6 Departing instructions 12 18 24 Call backs All Last 3 months 6 12 18 All Due in 24 months Reminders 1 3 6 12 months Wei
116. icon gt Select client gt Update button Client Reports X X X X X Reports gt Client Color Setup X Controls gt Colors gt Update Colors X X X X X Controls gt Colors X Compliance Generate Compliance Results x lt Reports gt Compliance Assessment Tool gt Generate Compliance Results 1Exclusive to Multi Location Inventory Exclusive to Multi Practice 3indicates a report that is available for multi location databases Security setting for a purchasable module e Page 107 This document contains suggested security settings for General Login GEN Receptionists REC Technicians TECH Doctors DR and Managers Owners M O However it is ultimately the practice s decision maker that decides who needs access to certain areas within Cornerstone and IDEXX shall not be liable for any actions arising from those security decisions Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide IDEXX Computer Systems CONFIDENTIAL INFORMATION Foundation Dialog Security Access Suggestions Path to Locate GEN REC DR TECH M O Compliance Protocol Group Reports gt Compliance Assessment Tool gt Protocol Setup Group Set up Compliance Protocol Setup Reports gt Compliance Assessment Tool gt Protocol Wizard Setup Wi
117. icon is located on your desktop Cornerstone User s Manual Find reference information and procedural steps for using Cornerstone to perform daily tasks An icon is located on your desktop Cornerstone Help Additional information about all of windows in Cornerstone is available in the Help With the window open press F1 to open the applicable Help topic Snippet videos When you see the snippet video icon a short how to video is available Go to idexxlearningcenter com click On Demand Learning and click the Snippets tab View a snippet online demonstration Cornerstone 8 3 Default and Security Settings Guide PRACTICE AND WORKSTATION DEFAULTS WINDOW This window simplifies your initial Cornerstone setup and saves you time when looking for a particular default setting A large number of default settings are made on this window IP Practice and Workstation Defaults Ea Account Appointment Scheduler Alerts Appointment Scheduler Holidays Appointment Property Subproperty Hours Appointment Sa Appointment Scheduler screen refresh rate in seconds 10 SRA Display appointment detail E Turn off scheduler resizing for this workstation Client Appointment suite advanced petcare Daily Entries Report Daily Planner Documents Ead eae v Display next appointment reminder messages s Estimate IDEXX VetLab Settings Only disp
118. ide Cornerstone 8 3 Default and Security Settings Guide Lists gt Patient i Verify i System Setup window Advisor gt Patient y P Advisor Setup gt In the Patient Advisor Setup window click in the left pane and then click New New System In the System Setup window in the Description box type a name for the system Select the Vital Sign System check box if applicable Lists gt Patient i i Verify Observation Setup window Advisor gt Patient P Advisor Setup gt le aia a Pa A 4 System Appearance Weight Temperature m t New Observation Jesshelents aI the body Species Undeclared m system click Observations ar and then click New ae Observation text In the Observation Setup F window select the system observation type and species If this is the default observation select the Default check box Enter any observation text in s the box List gt Partnerships Partnership List window Set up The Split Billing feature uses the percentages in the partnership records to split bills When a partnership is listed as the owner of a patient the percentage of ownership must equal 100 Lists gt Call Back Call Back Notes window Verify Notes Callback notes are used both to provide additional details to staff members making callbacks as well as saving keystrokes when charting the results of these calls Cornerstone provides a list of notes that can be edi
119. ient Information Reports gt Performance Tracker X X X X X X X X X X Sheet X Prescription icon gt Select Drug gt Pharmacy button a Beng Inionmaion X Prescription icon gt Select Drug gt Pharmacy button Physical kala Observations Reports gt Physical Exam gt Observations Report Report Physical Exam Open Physical Reports gt Physical Exam gt Open Physical Exam Exam Report Report Physical Exam Physical Exam Reports gt Physical Exam gt Physical Exam System System Setup Report Setup Report Physical Exam System Reports gt Physical Exam gt System Template Setup Template Setup Report Report Pick Item Setup Report Reports gt Invoice Item gt Pick Item Setup Report Prescription History Report x Reports gt Prescription gt Prescription History Report Prescription Instruction Report x x x Reports gt Prescription gt Prescription Instruction Reports 1Exclusive to Multi Location Inventory Exclusive to Multi Practice 3indicates a report that is available for multi location databases Security setting for a purchasable module e Page 134 This document contains suggested security settings for General Login GEN Receptionists REC Technicians TECH Doctors DR and Managers Owners M O However it is ultimately the practice s decision maker that decides who needs access to certain areas within Cornerstone and IDEXX shall not be liable for any a
120. igure Servers drop down list Server Address Type the external server s IP address Port Type the port number for the external server AE Title Type the name of the called application entity AE This is the application entity title for the external server Support Query Select this check box to use the DICOM Query Retrieve feature to Retrieve search for images and then import them from this remote server Support MPPS Do not make changes in this area These advanced features should PACS Server be changed only under the guidance of an IDEXX representative DICOM Each DICOM device local or external has its own DICOM conformance statement One component Verify Services gt of this statement defines the device s fields which consist of a group number and an element number Manufacturers Most manufacturers use a universally defined DICOM standard group number and element number for each common tield e g patient name patient ID study date referring doctor name Occasionally however a manufacturer may assign a different group number and element number to one of these common fields Each text box whether common or device specific has a group number and element number and is defined in the device s conformance statement You can add edit and delete manufacturers DICOM The IDEXX DICOM Services program contains a list of predefined manufacturers and their specific Verify Services gt modalities e g computed radiography computed tomograph
121. ilino ch i Daily Deposit Report a i ate cnag Daily Discount Report By Discount v Billing threshold 20 00 Accounts Receivable Report By Client ID Accounts Receivable Report By Client Name Accounts Receivable Report By Practice Client ID Account Write Dff Report By Client ID o Account Write Off Report By Client Last Name Client Sales Report Closed Invoices By Client ID Run End of Day before and after mobile computer synchronization V Computers must be synchronized within 8 hours before End of Month Daily Entries Report VY Include invoice entries on report v Item ID Figure U V Quantity 7 Amount Controls gt Defaults gt Practice and 7 Staff ID Workstation gt Daily Entries Report 7 Revenue ID 7 Include patient visit list entries on report v Status v Item ID v Quantity v Amount v Staff ID Revenue ID Number of months to keep report information 12 e Page 49 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide Documents See figure V Medical Note options Display partial medical note in correspondence classic only Select the check box for Display partial medical notes in Correspondence to be able to select which information from your medical note templates to include in correspondence documents where medical note bookmarks are being used Medical Note must be finalized b
122. imum password age 60 Days Password log on e Page 29 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide Patient See figure G Patient ID Auto assign To automatically assign patient IDs enter the starting patient ID number Suggestion Start at 1000 so that the patients have 4 digit IDs Select this check box to automatically assign a patient ID when a new patient is added Recently accessed patients Enter the number of recently accessed clients to be available on any given workstation e g front desk reception To view this list of clients press F7 back and F8 forward in the Patient List window Verify Classification To save keystrokes when setting up a new patient select a default classification that appears in the Patient Information window This default can be changed as needed during setup Originates from Controls gt Classifications Verify Species To save keystrokes when setting up a new patient select a default species that appears in the Patient Information window This default can be changed as needed during setup Originates from Lists gt Species Verify Staff ID for notes Dx To save keystrokes when entering medical notes or diagnoses enter the staff ID of the staff member most likely to be entering patient comments and diagnostic notes This default can be changed as n
123. in unless tracking lot number and expiration date for the selected item In this case you will have to select which lot and expiration date you are depleting in the location Inventory depletion Select this check box if you want inventory items to default to the Verify Automatically default in oldest expiration date for a given item in a given location the oldest expiration date Figure V Controls gt Defaults gt Practice and Workstation gt Documents Documents E Display partial medical note in correspondence classic only Medical Note must be finalized before patient can be checked out Autofinalize after 4 days Ask for weight if last entry is older than 40 S days For new templates use Medical Note ID 1366 Header Footer w fonts For Medical Note Quick Text documents use Text Only ID 1838 Sample Quick Text SOAP HEAP F Include invoice items when printing Medical Notes Also Include Include invoice items when printing Correspondence Also Include e Page 52 Cornerstone 8 3 Default and Security Settings Guide erstone 8 3 Default a rity Settings Guide Figure W Controls gt Defaults gt Practice and Workstation gt Documents gt Favorite Documents Figure X Controls gt Defaults gt Practice and Workstation gt Inventory Favorite Documents D Name Type 1800 Allergies in Dogs T ake Home Instructions 1791 Arthritis in D
124. inders X X X X X Activities gt Reminders Report Writer Labels X X X X X Reports gt Client and Patient Report Builder Report Writer Report X X X X X Reports gt Client and Patient Report Builder Staff Class Commission Reports gt Staff gt Staff Class Commission Percentage Report X Percentage Report Staff Commission Percentage x Reports gt Staff gt Staff Commission Percentage Report Report Staff Defined Prompts Report X Reports gt Staff gt Staff Defined Prompts Report Staff Phone List X Reports gt Staff gt Staff Phone List Staff Summary Report X Reports gt Staff gt Staff Summary Report Surgery Anesthesia Log X X X X X Reports gt Practice gt Surgery Anesthesia Log Tentative Medical Note Report X X X X X Reports gt Patient gt Tentative Medical Note Report Trainer Reminder Letter Report X X X X Reports gt Equine gt Trainer Reminder Letter Report Trainer Reminder Recall Report X X X X X Reports gt Equine gt Trainer Reminder Recall Report Trainer Reminder Report X X X Reports gt Equine gt Trainer Reminder Report Trainer Report X Reports gt Equine gt Trainer Report Travel Sheets X X X X X Lists gt Travel Sheets Treatment Report X X X X X Reports gt Equine gt Treatment Report Vaccine Tag Report X X X X X Reports gt Patient gt Vaccine Tag Report Voided Documents X Reports gt Patient gt Voided Documents Voided Invoices Report X Reports gt Client gt Voided Invoice Report 1Exclusive to Multi Lo
125. ine Set up Tags tag number is entered on the Vaccine Tag window when creating a tag Require expiration date Select this check box to require that a vaccine expiration date Set up and lot number and lot number be provided on the Vaccine Tag window If lot numbers and expiration dates are tracked through Cornerstone inventory these settings will be controlled by consumption Require manner of Requires the manner of administration and number of years Set up administration years information to be provided on the Vaccine Tag window Custom rabies certificate To print a document other than the standard Cornerstone rabies Set up certificate select this check box and press F2 in the associated text box to select the custom certificate from a list of documents Originates from Lists gt Documents gt Templates Number of copies Enter the default number of rabies certificates to print This setting Set up can be changed when the certificate is printed Practice The Tag number prefix Last used tag number and Staff for Select f tag settings can be set up by practice if a Multi Location Single Multi Location Single Database MLSD Database configuration has been activated configuration only Select the practice for which to specify these settings Tag number prefix If you use a prefix with your vaccine tag numbers enter a default Set up q prefix up to five characters This prefix displays on the Vaccine MLSD configuration only Tag window when
126. ing you to choose keyword s to associate with the image You can also use keywords to search for images with the Advanced Search tab on the Image Explorer window For your convenience a number of keywords have been preloaded on your system You can add delete or edit keywords Telemedicine Set up i You can submit a case to a telemedicine provider directly through the telemedicine provider s website Provider The Telemedicine Provider default settings allow you to enter the provider s website address and associated information used to reach the telemedicine provider You can add delete or edit providers After adding a provider click Apply click the row in the table and click Test Tele provider Table Fields Name Type the name to display for this provider on the Case window Homepage For future functionality API URL Type the web address for the telemedicine provider Be sure to start with http or https per the instructions of the provider Login i N Type the login and password for the telemedicine provider s site Password Authentication From the drop down list select the password authentication method specified by the telemedicine provider e Page 88 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide DICOM IMAGING DEFAULT SETTINGS The DICOM Imaging module includes more features than Cornerstone Imaging and is d
127. instead of plain paper for printing invoices or estimates Originates from Lists gt Practice copies Enter the number of invoice copies you want to print Select this check box to print the Print staff name provider name on invoices The name will print as it displays in the Staff List window Select this check box if you want Print patient h i reminders patient reminders to print on the invoice Number ofmonths to Enter the number of months to include for printing future appointments for a print appointments lient for c ient s active patients on the bottom of invoices Select this check box to allow the user to print 3 1 8 receipts instead of full T m on invoice page invoices The receipt does not rec ipt options include client information and does prop not list invoices items by patient This option requires an Epson TM T88IV receipt printer Calculate accounts If you pay your providers based on collected accounts receivable Verify receivable by provider select this check box If you do not pay your providers this way do not activate this option Use this feature if Doctors are paid If yes how much by commission Doctors are paid The percentage the doctor earns on the only by production money received on production Doctors are paid by money received on production Apply payment to specific Select this check box to always apply payments received to Select invoices for A R by a specific invoice We recommend
128. is service In the Customer Number box type your practice s MWI customer number Select the Enable Online Ordering check box Click Accept in the terms and conditions of use window and then click OK when notified that the activation was successful Click Test to verify that you have a working Internet connection and valid login e Page 82 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide Lists gt Set up Practice gt VetConnect PLUS To activate VetConnect PLUS Update If you are a new IDEXX Reference Laboratories user select continued the VetConnect option enter your practice s VetConnect administrator user name and password and then click Submit to Activate VetConnect PLUS OR If you are an existing IDEXX Reference Laboratories user the VCAgent option should already be selected and your VetConnect user name and password should be completed Click Submit to Activate VetConnect PLUS Read the agreement and then click Accept A message states that IDEXX Reference Laboratories historical data will be uploaded Click Next IDEXX VetLab Station only A message giving you the option to print instructions on uploading data displays Click Yes to open the printable message or No to continue Click Finish A message states that activation is complete and that data upload will conti
129. ither the practice address or the client address and then use the arrow keys on the keyboard to reposition where each address will print on the invoice headers Please note that the right hand side of the invoice header is reserved for the invoice date and client Id and is not shown Also note that the top line is reserved for the paper margin Figure O Controls gt Defaults gt Practice and Workstation gt Messages Messages Invoice Thank You 30 days 30 Day Message X Estimate footer Estimate Message L 60 days 60 Day Message lial Current Statement Message 90 days 90 Day Message X v Enable phone list file generation e Page 43 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide working with a patient file Report Language Select Language Select the language English Espanol or Francais to use for Set up See figure P reports and customize specific headings that print on the following types of client documents Customize specific field In the list of field names that can be customized click in the right Set up names column and type a new field name to correspond to the field listed in the left column Required Data Client data Select the client data fields that are required to be completed when Verify See figure Q working with a client file Cornerstone requires Name
130. k Printer separated by semicolons Lower label text Enter the number of units 50 units Verify down ____units equal 1 line required to lower the 50 units 1 line text for the second printer Figure G Figure H Controls gt Defaults gt Practice and Workstation gt Patient Patient Controls gt Defaults gt Practice and Workstation gt Prescriptions Patient ID 15320 J Auto assign Recently accessed patients 10 Classification Family Pet Species Canine aK Staff ID for notes Dx CS Corin Schulze DVM Quick Patient Label 7 Use most recent patient Show trainer and bam 7 Display breed Display owner name Prescriptions 7 Print heading V Print staff license 7 Small font Print client addr if controlled substance v Print NDC DIN 7 Wam user when quantity is 1 Maximum number Override expiration date 36 7 Filed by staff required Enter printer type 1 description s separated by semicolons Lower label text down 2 units 50 units 1 line Enter printer type 2 description s separated by semicolons Lower label text down 0 units 50 units 1 line e Page 32 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide Vaccine Tag See figure Warn User on Duplicate Select this check box to display a warning if a duplicate vacc
131. l communication of medical information CareCredit is a registered trademark of CareCredit LLC LifeLearn and ClientEd Online are registered trademarks of VetLearn Inc MWI is a registered trademark of MWI Veterinary Supply Inc Antech Diagnostics is a registered trademark of Veterinary Centers of America Inc All other product and company names and logos are trademarks of their respective holders IDEXX Computer Systems One IDEXX Drive Westbrook Maine 04092 USA idexxcornerstone com Table of Contents Default Settings Seana ee een nae re Ney a a me ON rep ne oa nen e nS eae shee eae aara pore en ere eer 4 OVE IVI OW eE accu ad cule ged cue ci dab cedgeeecidvia cancun sou ds E dat es bed ea eed dees debe ete T 4 Practice and Workstation Defaults WiINGOW ccccceeeeeeeeenneeeeeneeeeeeaeeeseaaeeeseaaeeeeeaaeeeseaaeeseeaeeeseaeeeeneeeesnnaes 5 Critical Live Practice Data Rekeying Default Settings 0 0 ecccececeeeeeeeceeeeeeeeeeeeeeeeaeeesaeeesaaeseaaeseaeeseeeeeneees 6 Critical Go Live Default Settings ccceeceeeeeeeeeeeceeee eens eeeaeeeeaeeeeaeeecaeeeceaeseeeeeeeeeceeesaeeesaeesaaessaaeseaeeseeeeenaees 35 Advanced Use and Owner Manager Responsibility Default Settings eceeeeseeeeeeeeeeeeeeeeeeeeeeeeeeeeeeaes 48 Electronic Whiteboard Default Settings cceeccececeeeeeeeeeecee tees eeeeaeeeaaeeceeeseeeeseeeeseaeesaeesaeseaeseeeseeeeeneeeee 84 Cornerstone Imaging Default Settings nessieira ianuae doanean ai a
132. l remain in the Verify system the number of days selected and then will disappear If an estimate is finalized and a patient visit list is created that list will not be removed until the items are either invoiced or deleted This option is only a default setting when saving and can be overridden when saving an estimate Number of days to store unsigned estimates Select this check box to default an estimate s status to final when Verify saving estimates When creating an estimate you have the option of changing the selection of the finalize estimate check box Finalizing an estimate means that no changes can be made to its contents Finalizing also creates a Patient Visit List entry for the charges listed Finalize estimate Transfer to Patient Visit Low prices Verify List when finalized Select this option to transfer the low prices from an estimate to the Patient Visit List High prices Select this option to transfer the high prices from an estimate to the Patient Visit List Add invoice items to PVL Set a practice wide default specifying if invoice items should automatically be added to the Patient Visit List from a finalized estimate e Page 22 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide Estimate See figure C continued Estimate print copies Enter the number of estimate copies you want
133. lay messages for invoice items in the list below Imaging Item ID Description Inventory Invoice se Invoice Item E Navigation pane Labs Messages Passwords Patient Patient Advisor Performance Tracker Practice Configuration pane Prescriptions Purging Report Language Required Data Statement Print Options Toolbar Unattended EOP Vaccination Bookmarks Vaccine Tag Web Links Whiteboard X 4 WW Action buttons Accessing Practice and Workstation Defaults Select Controls gt Defaults gt Practice and Workstation 2 The left side navigation pane lists the available properties that you can configure A plus sign box to the left of a property indicates that it has one or more associated subproperties click the box or the property to expand its list of subproperties Select the property or sub property to configure The corresponding configuration pane displays on the right 3 Depending on your actions the following buttons may display on the bottom of the Practice and Workstation Defaults window e Apply Applies any changes made since the last time Apply was clicked and leaves the Practice and Workstation Defaults window open so you can continue viewing changing additional properties as needed e OK Applies any changes and closes the Practice and Workstation Defaults window e Cancel lf any changes have been made you are prompted to save the changes and then the Practice a
134. le module e Page 131 This document contains suggested security settings for General Login GEN Receptionists REC Technicians TECH Doctors DR and Managers Owners M O However it is ultimately the practice s decision maker that decides who needs access to certain areas within Cornerstone and IDEXX shall not be liable for any actions arising from those security decisions Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide IDEXX Computer Systems CONFIDENTIAL INFORMATION Access Suggestions Foundation Reports Security GEN REC DR TECH M O Path to Locate Inventory Expiration Date x Reports gt Inventory gt Inventory Expiration Date Report Report Inventory Internal Usage x Reports gt Inventory gt Inventory Internal Usage Report Report Inventory Item Vendor x Reports gt Inventory gt Inventory Item Vendor Information Report Information Report Inventory Items Profit Analysis x Reports gt Inventory gt Inventory Items Profit Report Analysis Report Inventory Linked Items Report x Reports gt Inventory gt Inventory Linked Items Report Inventory On Order Report X Reports gt Inventory gt Inventory On Order Report Inventory Overstock Report X Reports gt Inventory gt Inventory Overstock Report Inventory
135. lick Update to update a Bay A Biscuit color or click Delete to delete 7 Biscuit hite a color Description Tuxedo Cancel Controls gt Reason for Reasons for Visit window Verify is feature allows you to associate primary and secondary reasons with a patient s visi Visit This feature all t iate pri d d ith a patient s visit to indicate why the patient is being seen This information helps staff to better prepare for scheduled appointments and monitor inpatients on the Electronic Whiteboard Click New to add a new reason or Update to edit the selected reason On the New Update Primary or Secondary Reason window type a description add any alert notes and add any check in check out documents set up with Lists gt Documents gt Templates associated with the reason To delete a reason select it and click Delete Controls gt Sex Patient Sex window Verify Sexes are used to defined the patient s gender and to prompt Cornerstone when a pet s sex is modified e g females become spayed females Used in the following manner throughout Cornerstone e Patient Information window e Invoice items in smart groups invoice item automatically added based on patient information e Invoice item special actions change sex based on information in sex modification special action e Page 35 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settin
136. lorer vVisible Imaging Requests V Visible _ e Page 62 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide Unattended EOP See figure GG Verify Database If necessary with assistance from Cornerstone software support make copy script changes to the database copy script Reset Press the Reset button to change the copy script to the original default Settings Select this check box to display any warnings or errors that are Show encountered during end of period on only your end of period notifications workstation If this option is not selected warnings or errors will display on the End on all workstations of Day workstation Figure GG Controls gt Defaults gt Practice and Workstation gt Unattended EOP Unattended EOP dbbackup o cstonecp txt y c eng cstone dbn cstone uid csdbo pwd csdbo CommLinks TCPIP NETBIOS Reset v Show notifications only on the End of Period workstation e Page 63 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide Unattended EOP gt Unattended EOD See figure HH Select an option for how often unattended End of Day processing will be When run Enter date and time information when needed Select one or both of the following options e Make a copy of the database e Run End of Day What
137. mation on prescription and lab request eading abels Select this check box to print the license Print staff number for the veterinarian on the prescription license label This option may be required when printing a client address on the label Small font Select this check box to use a smaller font for the text on prescription labels Print client Select this check box to print the client s addr if address on prescription labels for controlled controlled substances The Small font check box must substance also be selected Select this check box to print the following identification numbers on the prescription label e United States National drug code number NDC Print NDC DIN e Canada Drug identification number DIN These numbers must be entered on the Inventory tab on the Invoice Item Information window DINs are required on all medications in Canada If no NDC DIN number exists the serial number will print in its place Prescription This warning displays to alert user Select See oe that only one of this inventory item Description Warn user has been included on the prescription when label It is designed to prevent quantity is 1 staff from incorrectly listing and or charging the number of items dispensed Select this check box if you want Select to override the expiration date associated with the physical inventory with the expiration date determined by the maximum number of months see below For e
138. mine if a staff member should appear on requests without a special Verify on requests actions eles Special If the Specific staff option is selected enter the staff ID for the staff member to use on imaging requests without special actions Default invoice Select a default invoice item classification for imaging Verify item class Figure M Controls gt Defaults gt Practice and Workstation gt Imaging Imaging Pet picture image compression 80 Maximum files per folder 48000 Copy images to mobile computer J Activate image requests V Use Special Actions Use billing staff on a new image request Staff to use on requests without Special Action Specific staff X Staff ID CS Corrin Schulze DVM Default invoice item class Radiology x e Page 41 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide Fp ef Se ate Sect OR ORI Client Address To adjust the placement of the client address on Verify ES the invoice when using window envelopes click the Client Address box and use the arrow keys lavcice gt Inveiee on your keyboard to adjust the location Address Print practice address on invoices Select this check box to print the practice See figure N address on invoices If you are using letterhead or preprinted paper clear the check box Practice Address To adjust the placement o
139. n the main Cornerstone window These defaults can be changed for individual users within the staff defaults Verify e Page 61 Cornerstone 8 3 Default and Security Settings Guide rity Settings Guide Figure EE Controls gt Defaults gt Practice and Workstation gt Statement Print Options Figure FF Controls gt Defaults gt Practice and Workstation gt Toolbar Statements Print Options Practice Address Client Address Vv Print practice address on statement Test Page 7 Print Primary Practice Address Print practice logo on statement Print Client Home Practice Address Select either the practice or the client address then use the keyboard Reset to default position arrow keys to position where it will print on the statement header Us Note that the right side of the header is reserved for the date and client Id and is not shown Also the top line is reserved for the paper margin Toolbar Default patient icon BS Dog X E Patient Clipboard v Visible Ea Daily Planner Visible amp Whiteboard vVisible Client Visible Client Account Visible Q Client Correspondence Vi Visible Ry Patient vVisible ESI Patient Reminders Visible Patient File Visible Sf Estimate V Visible A Check In Out Visible HE Vital Signs V Visible 3 Patient Diagnosis Visible A Physical Exam V Visible Ef Medical Notes vVisible fal Image Exp
140. naa aana iai 86 DICOM Imaging Default Settings 2 0 eeccceeeeeeceeeeeeeeeeeeee tees eecaaeeeaaeseeeeseeeeseeeecaeesaeeeaaesnaaeseeeeeeeeseneeeeneeeeas 89 IDEXX PACS Software Default SettingS ccccceceeeeeeeeee cee ee eee eeeaaeeeeeeseeeeseeeeseeee sees ease saeesaeeneeseeeeeneeeee 95 Laboratory Default Settings oraninda ieira a eee as eo gti Eear EEA e AE ATARE aAa AAEREN ENE 97 Security SURI scans cca ck casera ce Secs cana cach camecetaiedenaactcaccaceredaeinteadanacneededieacetandeucecbeactentacaneeccueacecnes 104 Cornerstone Security Settings Guide cceeeceeee cece eeeeeceeeeeeaeeeeaeeeeaeeeceeseeeeeeeeseeeesaeeesaeeesaaesnaaeseeeeseeeetenees 105 Default Settings OVERVIEW This document outlines the default settings that must be addressed and in the order which they must be addressed once the database is loaded The defaults are located on the Cornerstone Lists and Controls menus Use this document to make database decisions prior to establishing default settings To complete the information listed in this guide you will need to set up and use a staff person login with proper security access The sequence of the default settings guide follows this order Defaults critical to set before the Live Practice Rekeying phase of a new installation Defaults critical to set before the Go Live phase of a new installation Remaining defaults that are important for advanced use and owner manager responsibilities includin
141. nd Inv Sales Closed Inv By Staff ID EOM Serv and Inv Sales Closed Inv By Staff Last Name Reports gt End of Period gt End of Month gt Serv And Inv Sales Closed Inv By Staff Last Name EOM Serv And Inv Sales by Revenue Center Class Desc Reports gt End of Period gt End of Month gt Serv And Inv Sales by Revenue Center Class Desc EOM Serv And Inv Sales by Revenue Center Class ID Reports gt End of Period gt End of Month gt Serv And Inv Sales by Revenue Center Class ID EOM Serv And Inv Sales by Revenue Center Staff ID Reports gt End of Period gt End of Month gt Serv And Inv Sales by Revenue Center Staff ID EOM Serv And Inv Sales by Revenue Center Staff Last Name Reports gt End of Period gt End of Month gt Serv And Inv Sales by Revenue Center Staff Last Name EOM Serv Sales Report Closed Invoices By Class By Desc Reports gt End of Period gt End of Month gt Serv Sales Report Closed Invoices By Class By Desc EOM Serv Sales Report Closed Invoices By Class By ID EOM Serv Sales Report by Revenue Center By Class by Desc Reports gt End of Period gt End of Month gt Serv Sales Report Closed Invoices By Class By ID Reports gt End of Period gt End of Month gt Serv Sales Report by Revenue Center by Class by
142. nd Workstation Defaults window is closed Any previous changes that were applied using the Apply button are retained not cancelled e Close Closes the Practice and Workstation Defaults window displays in place of the Cancel button if no changes have been made or if changes have been applied e Page 5 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide CRITICAL LIVE PRACTICE DATA REKEYING DEFAULT SETTINGS The following default settings are critical to the Live Practice Data Rekeying phase of the installation Defined Prompts gt Client Prompts Prompts allow you to customize Cornerstone to store information that is gathered for a new client A client prompt can be set as an alert to bring certain information to the attention of your staff You can further customize alerts by assigning them a color It is also possible to require that certain information be put into Cornerstone for every client Note You should never store sensitive client data such as credit card numbers or Social Security numbers in Cornerstone If you want to use Cornerstone to process payments in a manner that is PCI PA DSS Payment Credit Industry Payment Application Data Security Standard certified be sure to use one of our approved Cornerstone payment processing integrations These fields can be set up to let staff type the information characters and numbers needed They can als
143. ndow Set up Class Classify invoice items to generate more specific information in reports mark up or mark y g p p p down entire groups of similar invoice items and narrow invoice item searches FP invoice Item Classification List mm New Description MESUESE N Include inactives Update Classification Class ID a Delete Boarding T89 4 Compounding Components COMP Dental T100 Close Deworming T98 De worming 153 Diet 156 Controls gt Invoice Invoice Types window Set up Types You can select an invoice type for each invoice Invoice types allow you to analyze the productivity of different areas of your practice You can also use invoice types to prevent certain invoices such as boarding from closing at the end of the month e Page 19 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide Account Payment type Select a default payment type to appear when a client makes a Select See figure A payment if desired Calculate change given Select this check box to automatically calculate the amount of Select change to give to the client after receiving a payment If you do not select this option you must manually type the amount you return to the client Print heading Select this check the box to print the practice name and address Select on your statements if you are using plain paper Copies Enter the default n
144. ng Sychronize Tools gt Mobile Computing gt Synchronize X X X Mobile Computing Mobile Computing Undo x x Tools gt Mobile Computing gt Undo Mobile Computer Mobile Computer Partnership Information X Lists gt Partnerships gt Update Partnership List X X X X X Lists gt Partnerships Patient Advisor Exam Activities gt Patient Advisor Exam OR Patient X X X X X Advisor Exam icon Patient Advisor Exam Note X X X X X Patient Advisor Exam icon gt New gt Note Patient Advisor Exam Room x x x Lists gt Room List Patient Advisor Instruction Lists gt Patient Advisor gt Instruction Headers X X X X X Header List Patient Advisor Instruction x x Lists gt Patient Advisor gt Instruction Header gt Order Header Order Setup button Patient Advisor Instruction x x Lists gt Patient Advisor gt Instruction Header gt New Header Setup Patient Advisor Observation x x x x x Exam Wizard Page 2 gt Search button Search Patient Advisor Observation Lists gt Patient Advisor gt Patient Advisor Setup gt X X Setup Observations gt New Patient Advisor Reports X X X X X Reports gt Patient Advisor This document contains suggested security settings for General Login GEN Receptionists REC Technicians TECH Doctors DR and Managers Owners M O However it is ultimately the practice s decision maker that decides who needs access to certain areas within Cornerstone and IDE
145. ng in Enable keyboard shortcuts Show advanced search on Image Explorer e Page 79 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide Controls gt Defaults Staff This allows the practice administrator to determine based on staff Verify gt Staff gt Inventory ID or login the inventory settings for the staff member tab Enter the staff ID for whom you want to set default settings See figure VV Inventory tab Auto save changes If you want a Do you want to save Verify without prompting confirmation prompt to appear if the staff member switches windows without saving inventory changes first clear the check box recommended If you want the program to automatically save inventory changes the staff member makes without displaying a confirmation prompt select the check box Auto delete If you want a Do you want to delete changes without confirmation prompt to appear for this staff prompting member when Delete button is clicked on any inventory window clear the check box recommended If you want the program to automatically delete within inventory when the Delete button is clicked on any inventory window without displaying a confirmation prompt for this staff member select the check box Inventory location If using a multi location inventory group configuration select the default locati
146. nt Clipboard Clipboard Patient alerts Select the patient alert items you want to display as alerts for the Verify patient Selected items are highlighted in blue Suppress Select this check box if you want the alerts to display only once per day Verify consecutive patient alerts Suppress patient 7 F Verify Clear this check box to display alerts when a patient record is accessed alerts on Patient h from the Patient Clipboard Clipboard Figure J Controls gt Defaults gt Practice and Workstation gt Alerts Alerts Balance Over 90 Days Old a Cancelled Appointment Cancelled Reservation Classification Client Reinstated Client Written Off Credit Code Failed Appointment Incomplete Client Address X m V Suppress consecutive client alerts Suppress client alerts on patient clipboard Boarding Reservation In The Next 30 Days Check in Alert Notes Missing Birthdate Missing Patient Name Missing Weight Multiple Ownership Overdue or No Reminders Patient Born In Patient Classification vV Suppress consecutive patient alerts Suppress patient alerts on patient clipboard e Page 38 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide Alerts gt Compliance Compliance alerts If using the Compliance Assessment Tool select protocols for which Verify Alerts you want alerts to display See figure K Dis
147. nt Scheduler Appointment Scheduler Appointment Set the Appointment Type the number of seconds for refreshing the Appointment Verify Scheduler Scheduler screen refresh Scheduler window See figure NN rate in seconds Display appointment detail Select this check box to display appointment detail on the main Verify Appointment Scheduler window when you move the mouse over an appointment slot Turn off scheduler resizing Select this check box if you do not want the Appointment Scheduler Verify for this workstation window to resize based on the workstation window Appointment suite Select the appointment suite to display by default when accessing Verify the Schedule for Today window The default will display unless a different suite is assigned to the staff member currently logged in Display next appointment Select this check box to display next appointment reminder Verify message reminders messages when clients check out Only display messages If displaying next appointment reminder messages select this Verify for invoice items in the list check box to specify for which invoice items messages should be below displayed Then enter item IDs in the list Figure NN Appointment Scheduler screen refresh rate in seconds 10 v Display appointment detail Appointment suite advanced petcare v Display next appointment reminder messages Only display messages for invoice items in the list below ltem ID Description Turn of
148. nts gt Template gt New OR Update Documents Void From Patient Clipboard gt Double click on desired X document gt Select Void button OR Right click on the desired Title Only gt Select Void End of Day Closing X X X X X Activities gt End of Period gt End of Day End of Day Reports X X X X X Reports gt End of Period gt End of Day End of Month Closing X Activities gt End of Period gt End of Month End of Month Reports X Activities gt End of Period gt End of Month End of Year Closing X Activities gt End of Period gt End of Year End of Year Reports X Activities gt End of Period gt End of Year Estimate X X X X X Activities gt Estimate Estimate Discounts X X X X X Controls gt Discounts Estimate Message Defaults x Controls gt Defaults gt Practice gt Invoice amp Estimate tab gt Set Defaults Messages button Estimate Messages X X X X Controls gt Estimate Messages Estimate Options X Estimate icon gt OK on new estimate gt Options Estimate Taxes X X X X X Controls gt Taxes Feeding Guide Profile X X X X X Activities gt Feeding Guide gt Feeding Guide Profile Feeding Guide Setup X Activities gt Feeding Guide gt Feeding Guide Setup Generate Reminders X X X Activities gt Generate Reminders GL Interface Manual Extract X Controls gt General Ledger gt Manual Extract GL Interface Setup X Controls gt General Ledger gt Setup Hill s Storage amp Handling x x x x Activities gt Feeding Guide gt Stor
149. nue Close the message window After you activate VetConnect PLUS from within Cornerstone activate VetConnect PLUS from your IDEXX VetLab Station if applicable EP Practice Information Sa Inactive Primary Name Advanced Petcare Address 12345 Advanced Ave i City Advanced City State Prov MA X Postal Code 31415 Revenue Center H Hospital LabREXX ID 263175 Practice ID 1 Practice Color LJ Account Information for Antech Reference Lab Results Communications Email Communications Fax endor MWI Veterinary Supply etConnect PLUS Description Phone Ext nasal Clinic Primary 23 90 i aia Update e Page 83 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide ELECTRONIC WHITEBOARD DEFAULT SETTINGS The following default settings are important for using Electronic Whiteboard List gt Electronic Verify Whiteboard gt View a snippet online demonstration Categories Categories are used to identify types of treatments that will be administered to patients while in the hospital They will help your staff determine who needs to perform a service and or the schedule for these treatments Verify that existing treatment categories are correct Set up new categories if necessary List gt Electronic Verify Whiteboard gt View a snippet online demonstration Areas These are areas within the hospital where patients might be receiving treatm
150. o Locate EOY Yearly Clients With Open Invoices By Client ID Reports gt End of Period gt End of Year gt Yearly Clients With Open Invoices By Client ID EOY Yearly Clients With Open Invoices By Invoice No Reports gt End of Period gt End of Year gt Yearly Clients with Open Invoices By Invoice No EOY Yearly Sales Summary Reports gt End of Period gt End of Year gt Yearly Sales Summary Estimates x X X X Estimate icon x lt Feeding Guide Instructions Activities gt Feeding Guide gt Feeding Guide Profile N A Reports gt Invoice Item gt Image Request Special Action Item Report Activities gt Images gt Patient Images gt Print button Activities gt Images gt Patient Images gt Print button Activities gt Images gt Patient Images gt Print button Activities gt Images gt Patient Images gt Print button x lt Activities gt Imaging gt Image Explorer Reports gt Client gt Initial Client Setup Report Reports gt Patient gt Initial Patient Setup Reports gt Practice gt Initial Practice Setup Report By Billing Messages Reports gt Practice gt Initial Practice Setup Report By Credit Codes Reports gt Practice gt Initial Practice Setup Report By Estimate Messages Reports gt Staff gt Initial Staff Setup Report Reports gt Inventory gt Inventory Adjustment Report
151. o be set up as yes no fields that allow staff to choose an answer In addition these fields can include custom designed lists that limit the information staff places within the field C Character N Number Y N Yes No L List Used in the following manner throughout Cornerstone e Client Prompts Report e List data types appear in the Answer field Lists gt Clients gt New or IP User Defined Prompts m Update button gt Client Information window gt Prompts Notes tab as list selections Patient i Species j Staff Prompts Status a EES AlertLocation Character Drivers License Character Active Drivers License Spouse Character Active Employer Character Active Employer Spouse Character Active Folder Character Active add Close e When a prompt is set up as an alert the alert will show on the Patient Clipboard on the Appointment Scheduler at check in on an invoice and on an estimate PrefDoc Character Active Referred By Character Active Lists gt Practice Practice List window Verify Verify that all the practice information is correct The first phone number is the number that will print on plain paper estimates invoices statements and prescription labels Practice List BAE Practice information Name Your Veterinary Practice Primary wi 800 555 5555 Controls gt User User Defined Prompts window Client tab Set up e Page 6 Corner
152. o certain areas within Cornerstone and IDEXX shall not be liable for any actions arising from those security decisions Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide IDEXX Computer Systems CONFIDENTIAL INFORMATION Access Suggestions Foundation Reports Security GEN REC DR TECH M O Path to Locate Check in Report X X X X X Prints when Patient is Checked in Client A R Information Reports gt Client gt Client A R Information Client Account History Reports gt Client gt Client Account History Client Discounts Client Master Report Reports gt Client gt Client Discounts Reports gt Client gt Client Master Report Client Prompts Reports gt Client gt Client Prompts Client Patient Master Report Reports gt Client gt Client Patient Master Report Compliance Client List Future Appointments Reports gt Compliance Assessment Tool gt Generate Compliance Results gt Future Appointments Compliance Client List Missing Services Reports gt Compliance Assessment Tool gt Generate Compliance Results gt Missing Services Compliance Client List Services Provided Reports gt Compliance Assessment Tool gt Generate Compliance Results gt Service Provided Compliance Dollar Value Sold by Staff Member Reports gt Compliance Assessment Tool gt Generate Compliance Resul
153. od gt End of Month gt Referral Report Doctor by Hospital Reports gt End of Period gt End of Month gt Referral Report Doctor by Hospital Reports gt End of Period gt End of Month gt Referral Revenue Report by Doctor by Revenue Center Reports gt End of Period gt End of Month gt Referral Revenue Report by Hospital by Revenue Center Reports gt End of Period gt End of Month gt Referral Revenue Report by Rev Center by Doctor by Hospital EOM Referral Summary by Hospital a Summary by Hospital EOM Referral Summary x Reports gt End of Period gt End of Month gt Referral Doctor by Hospital Summary by Doctor by Hospital 1Exclusive to Multi Location Inventory This document contains suggested security settings for General Login 2Exclusive to Multi Practice GEN Receptionists REC Technicians TECH Doctors DR i 3indicates a report that is available for multi location databases ane Venage OWENS e POWE ES aaa e pracie E decision maker that decides who needs access to certain areas within Security setting for a purchasable module Cornerstone and IDEXX shall not be liable for any actions arising from those security decisions e Page 126 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide IDEXX Computer Systems CONFIDENTIAL INFORMATION Access Suggestions Rev
154. of Month Reports YTD Net Sales Reports Technician Unspecified Veterinarian e Time Clock Report Lists gt Staff Staff List window Set up Verify This Staff List contains various staff member names dependent on how the staff members log into Cornerstone and what functions they perform Each staff member is required to have a staff ID and a user name E Staff List Last name Beardsley DVM First name Nick e Update Middle initial V Include inactives Delete Staff Name Staff ID A Anderson CVT Tanner J TJM Selec Bamwell DVM Sabrina DSB Beardsley DYM Nick S Close Boffke DVM Kenneth G Brettingen CYT Christie M Brown DVM MRCVS DACVECC Alex Browns Christine This list includes each staff member who will have a password and security to use the system It also contains a user name for anyone who will invoice a client receptionist ID and anyone who will use the Time Clock feature this requires a password Each item on an invoice is assigned to a staff member Any staff member whose ID is associated with these items is also included in the list Other information can also be stored in this area prompts notes and signatures How staff should log into Cornerstone should be determined before setting up staff information e Page 13 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide
155. of Period gt End of Day gt Daily Staff Commission Detailed Report Gross EOD Daily Staff Commission Detail Report Net Reports gt End of Period gt End of Day gt Daily Staff Commission Detailed Report Net EOD Daily Staff Commission Summary Report Gross Reports gt End of Period gt End of Day gt Daily Staff Commission Summary Report Gross EOD Daily Staff Commission Summary Report Net Reports gt End of Period gt End of Day gt Daily Staff Commission Summary Report Net EOD Daily Staff Commission Totals Report Gross Reports gt End of Period gt End of Day gt Daily Staff Commission Totals Report Gross EOD Daily Staff Commission Totals Report Net Reports gt End of Period gt End of Day gt Daily Staff Commission Totals Report Net EOD Daily Summary Report Reports gt End of Period gt End of Day gt Daily Summary Report EOD Daily Summary Tax Report EOD Daily Voided Invoices Reports gt End of Period gt End of Day gt Daily Summary Tax Report Reports gt End of Period gt End of Day gt Daily By Client ID Report by Client ID x a x Voided Invoices Report by Client ID EOD Daily Voided Invoices x x x Reports gt End of Period gt End of Day gt Daily Report by Date Voided Invoices Report by Date EOD Daily Voided Invoices x x x Reports gt End of Period gt
156. of numbers in the Current Range fields you will not be able to request any more lab profiles until you assign a new range of numbers Cornerstone 8 3 Default and Security Settings Guide Verify Cornerstone 8 3 Default and Security Settings Guide Activities gt Lab Work gt Laboratories gt New continued See figure LI Units Select Common units or SI units international If you are in the United States select Common units Display color To display the lab name in a different color when you view cumulative results select a color for this lab from the drop down list Cumulative display To display cumulative results in a particular order select the order from the drop down list Options are Ascending least recent to most recent or Descending most recent to least recent Preferences Use as default tab If this laboratory is the one most frequently used by your clinic select this check box When making a new lab request this lab will display on the request Generally your default lab will be your in clinic laboratory Review results before posting Select this check box if you want to post results manually Clear this check box if you want results to post to the Patient Clipboard automatically Note Orphan results and not requested results are not automatically posted to a patient s record regardless of your selection here They may b
157. ogs T ake Home Instructions 1169 Canine Neuter 1796 Corneal Ulcer in Dogs T ake Home Instructions 1844 Dental Disease in Canines T ake home Instructions 1202 Dental Exam Cleaning Canine 1963 Dental Exam Cleaning Canine 1964 Dental Exam Cleaning Feline 1790 Diabetes in Dogs T ake Home Instructions 1804 Ear Infection in Cats T ake Home Instructions 1797 Ear Infection in Dogs T ake Home Instructions 1931 Gastroenteritis in Dogs T ake Home Instructions 1358 Hx Exam Assessment Plan H E 4 P or SOAP 1811 Hypothyroidism in Dogs Take Home Instructions 1810 Lameness in Dogs Take Home Instructions 1965 Medical Exam Dermatology Canine 1932 Medical Exam Dermatology Feline 1933 Medical Exam Ears Canine 1935 Medical Exam Ears Feline 1936 Medical Exam Eyes Correspondence Correspondence Medical Note Correspondence Correspondence Medical Note Medical Note Medical Note Correspondence Correspondence Correspondence Correspondence Medical Note Correspondence Correspondence Medical Note Medical Note Medical Note Medical Note Medical Note m Inventory Vendor ID Order ID 120 Usage tax State Sales Tax Prescriptions Not required Show item Performed PYL items history for g months and Saved Invoices Not required Performed Not required Document Items v Automatically mark inventory details as verified when the location is defaulted in J Automatic
158. oices or Patient Visit Lists Method C Two tiered administrator qeneral login This method consists of only two types of security The first is an administrator login for one or two people who have access to everything in Cornerstone The second is a general login that everyone will use This method does not allow you to effectively track changes to invoices or patient visit lists When you set up security for this type of method you will not select security settings with these key words for the Dialog tab e Set up e Purge e Change Passwords e Reports e GL Interface e Merge Clients Patients e Cornerstone e Staff Class e Cornerstone e Invoice Void Performance Commissions Snapshot Tracker e Mass Markup e Unattended Set e Staff Commissions e Update Revenue e Information Centers excluding client and patient information For the Reports tab You will need to go through the list and determine if the general login will need access to those listed reports Note If you are upgrading from Cornerstone 8 2 to 8 3 see Cornerstone 8 3 Getting Started Guide section 8 Security and Setup for a list of only those dialog and report security settings that have been introduced between 8 2 and 8 3 1Exclusive to Multi Location Inventory This document contains suggested security settings for General Login 2Exclusive to Multi Practice GEN Receptionists REC Technicians TECH Doctors DR l 3indicates a report that i
159. ols gt Defaults Staff ID This allows the practice administrator to determine based on staff Verify gt Staff gt Toolbar ID or login which toolbar buttons are shown on the toolbar tab Enter the staff ID for whom you want to set default settings See figure TT Toolbar Select the Visible check box next to each toolbar button to display Verify for this staff member Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide Figure TT EP Staff Defaults o e kE Controls gt Defaults gt Staff gt Toolbar pS ae Patient Clipboard Toolbar Miscellaneous Inventory My Favorites Save FE Patient Cipboarc Mivisble Cancel Daily Planner WiVisible amp Whiteboard TWVisible Client Visible Client Account WVisible Client Conespondence _ W Visible 23 Patient VVisible E Patient Reminders Visible Patient File M visible Sif Estimate TVisible AR Check In Out Visible BE Vital Signs Visible i Patient Diagnosis Visible Z Physical Exam Visible Ff Medical Notes Visible ed Image Explorer WlVisible Imaging Requests ZVisible E Imaging Dashboard TVisible E Schedule for Today ivisible Lab Requests and Results Visible _ Controls gt Staff This allows the practice administrator to determine based on staff Verify Defaults gt Staff gt ID or login the miscellaneous settings for the staff member Miscellaneous tab Ente
160. on for Location inventory depletion for this staff member from the list The Location table displays information about the selected location Figure VV IP Staff Defaults e el Controls gt Defaults gt Staff gt Inventory tab na nae bon PetientClipboard Toolbar Miscellaneous Inventory My Favorites Auto save changes without prompting Cancel E Auto delete changes without prompting Pein All locations B Location Group Loc ID Location a CONTROL Controlled Substances CSTONE Central Storage DIET Food Products Flea Ti Flea and Tick Products FRIDGE Refrigerator HWP Heartworm Prevention INJECT Injectables e Page 80 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default a Controls gt Defaults Staff This allows the practice administrator to determine based on staff Verify gt Staff gt My ID or login documents templates that appear in the staff member s Favorites tab Favorites list on the Document Template List window See figure WW Enter the staff ID for whom you want to set default settings My Favorites tab To add a document template to the list double click in the blank Set up row at the bottom of the list or press F2 to display the Document Template List and select the template to add to the favorites list To remove a document template from the list click on the template s ID in the ID column and then press CTRL D Figure WW IP Staff Defaults kek
161. ontrols gt User Defined Prompts This document contains suggested security settings for General Login GEN Receptionists REC Technicians TECH Doctors DR and Managers Owners M O However it is ultimately the practice s decision maker that decides who needs access to certain areas within Cornerstone and IDEXX shall not be liable for any actions arising from those security decisions 1Exclusive to Multi Location Inventory Exclusive to Multi Practice 3indicates a report that is available for multi location databases Security setting for a purchasable module e Page 117 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide IDEXX Computer Systems CONFIDENTIAL INFORMATION Foundation Dialog Security Access Suggestions Path to Locate GEN REC DR TECH M O View Inventory Cost X X X X X Lists gt Invoice Item List Vital Sign Setup Lists gt Vital Signs Weight gt New X Lists gt Vital Signs Weight gt select a vital sign gt Update Vital Sign Add gt 24 hours X X X X X Activities gt Vital Signs Weight Vital Sign Add within 24 hours X X X X X Activities gt Vital Signs Weight Vital Sign Edit Existing within x x x x x Activities gt Vital Signs Weight 24 hours Vital Sign Void x x x x x Activities gt Vital Signs Weight gt Right cli
162. oss This document contains suggested security settings for General Login GEN Receptionists REC Technicians TECH Doctors DR and Managers Owners M O However it is ultimately the practice s decision maker that decides who needs access to certain areas within Cornerstone and IDEXX shall not be liable for any actions arising from those security decisions Exclusive to Multi Location Inventory Exclusive to Multi Practice 3indicates a report that is available for multi location databases Security setting for a purchasable module e Page 125 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide IDEXX Computer Systems CONFIDENTIAL INFORMATION Access Suggestions Foundation Reports Security GEN REC DR TECH M O Path to Locate EOM Monthly Staff Commission Summary Report X X Net EOM Monthly Staff Commission Totals Report X X Gross EOM Monthly Staff Reports gt End of Period gt End of Month gt Monthly Commission Totals Report Net Staff Commission Totals Report Net EOM Monthly Voided Invoices Reports gt End of Period gt End of Month gt Monthly Report by Client ID Voided Invoices Report by Client ID EOM Monthly Voided Invoices Reports gt End of Period gt End of Month gt Monthly Report by Date EOM Monthly Voided Invoices Report by Staff EOM New Client Report By Client ID EOM
163. play predefined Cornerstone has pre defined a number of protocols that can be used Verify IDEXX protocols Select this check box to display alerts for these protocols Display If using the Compliance Assessment Tool select where in Verify compliance alerts Cornerstone you want the alerts to display Check in Reason for visit Select a default reason for visit to appear in new appointments Verify See figure L Originates from Controls gt Reason for Visit Default room Select a default room to appear in a new appointment Verify Staff ID Enter a default staff ID that to appear in a new appointment Leave Verify blank if you don t want to use a default staff ID Verify check out Select this check box if you want to be prompted to verify check Verify out when you click Check out on the Census List or the Check in window Use check in date Select this check box if you want to use the patient s check in date for Verify for compliance compliance within the Compliance Assessment Tool If this check box is not selected all patients will be counted in calculating compliance even if they only came in to purchase food Figure K Controls gt Defaults gt Practice and Workstation gt Alerts property gt Compliance Alerts Compliance Alerts Appointment Scheduler Boarding Reservations Canine Adult Wellness Canine Adult Wellness Grp2 Canine Adult Wellness Grp3 Canine Adult Wellness Gip4 Canine Geriatric Wellness Grp Canine Ger
164. posit Report Cashier ID List iol x Cashier Name Cashier ID New Anne Carson DVM 3 Corm Cashier ID Information for Sue Bee Kate Cashier ID Information Cashier ID fe Status Active j Cashier name fue Bee ma Password gern Confirm password feces Controls gt Payment Payment Types window Verify e Page 14 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide Taxes are assigned to services and inventory to allow Cornerstone to print tax reports necessary for your business If you pay different taxes to different agencies these taxes should be set up independently If all taxes collected go to a single agency a single tax type may be all that is necessary Used in the following manner throughout Cornerstone Taxes ioi x e Selected in the Ta 7 invoice Item E New Setup window cea L lt p State Sales Tax 5 94 Active Update End of Day Report Daily Revenue Report r Tax information totals for each Description intemal Usage Tax type of text Percentage 1 500 Cancel GL Account j r Status Active Inactive C Controls gt Credit Credit Codes window Verify Codes Credit codes are used to control the types of payments that are accepted from clients Each credit code is tied to the various forms of payment Controls gt Payment Types that are allowed for that client If a paym
165. r EOM YTD Net Sales by Reports gt End of Period gt End of Month gt YTD Net Center Class Sales By Center Class EOM YTD Net Sales by Reports gt End of Period gt End of Month gt YTD Net Center Class Item Sales By Center Class Item EOM YTD Net Sales by Reports gt End of Period gt End of Month gt YTD Net Center Class Subclass Sales By Center Class Subclass EOM YTD Net Sales by Reports gt End of Period gt End of Month gt YTD Net Center Class Subclass Item Sales By Center Class Subclass Item EOM YTD Net Sales by Reports gt End of Period gt End of Month gt YTD Net Center Staff Sales By Center Staff EOM YTD Net Sales by Reports gt End of Period gt End of Month gt YTD Net Center Staff Class Sales By Center Staff Class EOM YTD Net Sales by x Reports gt End of Period gt End of Month gt YTD Net Center Staff Class Item Sales By Center Staff Class Item EOM YTD Net Sales by x Reports gt End of Period gt End of Month gt YTD Net Center Staff Class Subclass Sales By Center Staff Class Subclass EOM YTD Net Sales by A Reports gt End of Period gt End of Month gt YTD Net i Staff Class Subclass x Sales By Center Staff Class Subclass Item EOM YTD Net Sales by x Reports gt End of Period gt End of Month gt YTD Net Center Staff Type Class Sales By Center Staff T
166. r 1717 7 av aN LABORATORIES Proprietary Rights Notice Information in this document is subject to change without notice Companies names and data used in examples are fictitious unless otherwise noted No part of this document may be reproduced or transmitted in any form or by any means electronic mechanical or otherwise for any purpose without the express written permission of IDEXX Laboratories IDEXX Laboratories may have patents or pending patent applications trademarks copyrights or other intellectual or industrial property rights covering this document or subject matter in this document The furnishing of this document does not give a license to these property rights except as expressly provided in any written license agreement from IDEXX Laboratories 2014 IDEXX Laboratories Inc All rights reserved 06 28873 02 Compliance Assessment Tool Cornerstone IDEXX PACS IDEXX SmartOrder IDEXX VetLab LabREXX Patient Advisor Patient Clipboard SmartLink and VetConnect are trademarks or registered trademarks of IDEXX Laboratories Inc or its affiliates in the United States and or other countries Epson is a registered trademark of the Seiko Epson Corporation Adobe and Reader are either registered trademarks or trademarks of Adobe System Incorporated in the United States and or other countries DICOM is the registered trademark of the National Electrical Manufacturers Association for its standards publications relating to digita
167. r of characters in the search box Exact Match Return results only when you type the full name Presets gt New Verify Presets Configuration Detail window You can set up presets to apply new window and level settings to an image in the Image Viewer These presets are available when you click the Window Level Presets tool in the Image Viewer There are two kinds of presets system presets and user presets All users can use the System Presets but only the person who is the Administrator for your Cornerstone software can edit system presets or create new ones Each user can create and edit user presets that are available only to that user Click the System tab to change system presets or tab with your user name to change user presets You can also copy presets to another user edit presets and restore factory setting presets to original values See the IDEXX Cornerstone Diagnostic Imaging User s Guide or the Help in Cornerstone for more information Name Type a name for the preset Modality Select the type of device used to capture images to which this preset will be applied Type To change window and level values by specifying exact values select Absolute in Window the Type box Enter the window contrast value in the Window box and the level brightness value in the Level box Level To change window and level values relative to their current settings select Relative in the Type box To increas
168. r of the rabies vaccination Set up Expiration date Enter the expiration date and the number of years the rabies Set up vaccination is good for of years Manner of administration Select the manner in which the rabies vaccination was Set up administered Vaccine Type Select the vaccine type of the rabies vaccination Set up Staff ID Select the staff ID for the staff member to use by default when Set up creating a rabies tag Figure I 1 Controls gt Defaults gt Practice and Workstation gt Vaccine Tag gt Rabies Default Rabies Default Brand Defensor 3 Producer Mfr Pfizer Lot s 14887d 09 11 2003 Expiration date Hof years 3 Manner of administration Subcutaneously Vaccine Type Killed Staff ID LP Leonard E Aagard DVM There are currently 19 item s with rabies default information e Page 34 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide CRITICAL GO LIVE DEFAULT SETTINGS The following default settings are critical to set before the Go Live phase of the installation Controls gt Colors Colors window Verify Cornerstone databases FF colors elea include an extensive list of colors based on AKC Eats New recognized color lists Changes and additions can be made as needed Apricatwhite Badger Click New to add a color Badger white c
169. r the staff ID for whom you want to set default settings See figure UU Miscellaneous tab Default practice Verify If your practice has multiple locations select the default practice for this staff member Login page Select the default window that opens for this staff member upon login Revenue center Enter the default revenue center for this staff member Appointment suite Select the default appointment suite used in the Appointment Scheduler for this staff member Display backup log when logging in Select this check box if you want to display the backup log when this staff member logs in Imaging Enable keyboard shortcuts Select this check box to allow this staff member to use keyboard shortcuts Imaging Show advanced search on Image Explorer Select this check box to make advance search in Image Explorer the default search type for this staff member e Page 78 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide Figure UU IP Staff Defaults e foe Controls gt Defaults gt Staff gt Miscellaneous ae cs tab Patient Clipboard Toolbar Miscellaneous nyentory My Favorites Save e SEE STE cena Login page Appointment Scheduler X Revenue center H Hospital Appointment suite Bdvanced petcare EJ Display backup log when loggi
170. ractice 3indicates a report that is available for multi location databases Security setting for a purchasable module e Page 121 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide IDEXX Computer Systems CONFIDENTIAL INFORMATION Access Suggestions By Client Last Name EOD Daily Payment Register By Payment Type Foundation Reports Security GEN REC DR TECH M O Path to Locate EOD Daily Patient Visit List x x x Reports gt End of Period gt End of Day gt Daily Entries Patient Visit List Entries EOD Daily Payment Register x x x Reports gt End of Period gt End of Day gt Daily By Cashier By Client ID Payment Register By Cashier ID EOD Daily Payment Register x x x Reports gt End of Period gt End of Day gt Daily By Cashier By Payment Type Payment Register By Client By Payment Type EOD Daily Payment Register x x x Reports gt End of Period gt End of Day gt Daily Payment Register By Client Last Name Reports gt End of Period gt End of Day gt Daily Payment Register By Payment Type EOD Daily Payment Register Credit Debit Payment Transactions Reports gt End of Period gt End of Day EOD Daily Revenue Report Reports gt End of Period gt End of Day gt Daily Revenue Report EOD Daily Staff Commission Detail Report Gross Reports gt End
171. rcents can be set up by invoice item classification subclass or invoice item Staff commissions are based on sales totals not receipts Set up Lists gt Staff Commission Staff Commission Information window The Staff Commission Information window provides the ability to set up staff commission percentage by staff classification or by individual staff members This window is used only if staff is paid by commission Commissions can be assigned to broad categories or specific items with exceptions for special situations sales e Used in End of Day and End of Month staff commission reports Staff Name Staff ID Anne Carso Ai Jones DVM Fred Livingston Jeremy JL Staff Commission Information Default commission Stalf ID f3 Anne Carson DWM Default commission 18 00 3 r Commission copy I Copy commission settings from staff ID I Copy commission settings from staff classification J Commission exceptions Class Subclass ltem ID BOARDING LARGE ANI BOARDING SMALL GROOMING SMALL NUTRITIONAL tem Description zZ a L ES ESE MISCELLANEOUS MISCELLANEOUS LAF w MISCELLANEOUS SM RECOMMENDED SERV apapapapaadapaya Set up e Page 18 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide Lists gt Invoice Item Invoice Item Classification List wi
172. ription Controls gt Defaults gt Practice and Workstation gt Find the services you want to associate with this species and click the Display check box next to the service Verify Performance Tracker Reminders Performance Tracker gt Reminders Performance After selecting a species check the display b the right side for th Tracke r tire that oe that ee and for services that you want to track for that species Bovine Canine Cash Large Cash Small Chinchilla Equine Feline Ferret Gerbil Guinea Pig Hamster Mouse Other Large Other Small Other Species m Category Search by description Item ID Description Display Search by description Item ID Description Display Display e Page 58 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide Practice Health certificate Press F2 to search for and select the document to use as your Select See figure CC document health certificate document Practice Logo Select the practice for multiple practices for which you want to Set up add the practice logo Browse to select the practice log file Select the Clear button to clear the practice log and select a different one Figure CC Practice Controls gt Defaults gt Practice and Workstation gt Practice f Press F1 for instructions on Practice a
173. roblem List visit or used to track problems for the patient over the long term Used in the following manner throughout Cornerstone e Used to enter problems pre diagnosis in patients medical history e Can be used in medical note templates Category lt All gt 7 Description Include inactives E Search for word Problem Abdominal Enlargement Gastrointestinal Category Abdominal Pain Gastrointestinal Abnormal Heart Sounds Cardiovascular Abnormal Pulses Cardiovascular Acute Large Intestinal Diarrhea Gastrointestinal Acute Small Intestinal Diarrhea Gastrointestinal Acute Vomiting Gastrointestinal Alopecia Skin Hair Coat Anemia Hematology Anemia Nor Regenerative Hematology e Page 67 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide Lists gt Diagnostic Codes window Verify Diagnostic Cornerstone provides a list of diagnoses that can be selected as tentative ruled out or final diagnoses Codes for a patient Diagnosis can be used for various reports to set up compliance assessment and or within the Patient Advisor exam module Used in the following manner Siem An Elinclude inactives i throughout Cornerstone Suber LA peace update Description Diagnostic code 2310 e e View on a patient s Diagnosis Dx tab on the Patient Clipboard
174. s Use For Grooming a Groomer X Room 1 Room 2 Reason for visit Technician Grooming X Drop Off Dr elfrey Holiday Boarding Enter dates and times for In the Date field type the date of the boarding holiday Verify See figure RR special hours om holidays In the Description field type a description for the holiday In the Open column click Yes or No to indicate if the practice is open or closed If the practice will be open in the Start and Close fields type the opening and closing times Figure RR Holidays Boarding Controls gt Defaults gt Practice and a Workstation gt Boarding gt Holiday Boarding DS Open Stat Coss Memorial Day No 00 00 AM 00 00 AM 4th of July No 00 00 AM 10 00 AM 09 05 2011 Labor Day No 00 00 4M 00 00 4M 11 24 2011 Thanksgiving No 00 00AM 00 00AM 12 24 2011 Christmas Eve Yes 07 30AM 12 00PM 12 25 2011 Christmas Day No 00 00AM 00 00AM 12 31 2011 New Year s Eve Yes 07 30AM 12 00PM 01701 2012 New Year s Day No 00 00AM 00 00AM 05 28 2012 Memorial Day No 00 004M 00 00AM 07 04 2012 4th of July No 00 004M 00 00AM 09 03 2012 Labor Day No 00 00AM 00 00 AM 11722 2012 Thanksgiving No 00 00AM 00 00AM 12 24 2012 Christmas Eve Yes 07 30AM 12 00PM 12 25 2012 Christmas Day No 00 004M 00 00 4M 12 31 2012 New Year s Eve Yes 07 30AM 12 00PM 01 01 2013 New Year s Day No 00 00 AM Of 01 02 2013 No 00 00AM 00 00AM
175. s X File gt New gt Report gt Open gt Canned Reports Tallies X File gt New gt Tally Updates X File gt New gt Update Access Suggestions Time Clock Dialog Security GEN REC DR TECH M O Path to Locate Access All Employees X Activities gt Time Sheet Change Password X File gt Change Password Data Defaults X Activities gt Data Defaults Edit Times X Activities gt Edit Time Report Selection X Reports gt Report Selection Sick Hours X Activities gt Sick Hours Staff List X Reports gt Report Selection User Information X File gt User Information Vacation Hours X Activities gt Vacation Hours Access Suggestions Time Clock Reports Security GEN REC DR TECH M O Path to Locate Staff Hours Report x Reports gt Report Selection Exclusive to Multi Location Inventory 2Exclusive to Multi Practice 3indicates a report that is available for multi location databases Security setting for a purchasable module e Page 136 This document contains suggested security settings for General Login GEN Receptionists REC Technicians TECH Doctors DR and Managers Owners M O However it is ultimately the practice s decision maker that decides who needs access to certain areas within Cornerstone and IDEXX shall not be liable for any actions arising from those security decisions Cornerstone 8 3 Default and Security Settings Guide
176. s available for multi location databases ane Venage OWENS e eee ee e pracie E decision maker that decides who needs access to certain areas within Security setting for a purchasable module Cornerstone and IDEXX shall not be liable for any actions arising from those security decisions e Page 104 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide IDEXX Computer Systems CORNERSTONE SECURITY SETTINGS GUIDE Some of these options will not display in your security list if you have not purchased one of these Cornerstone modules Boarding and Grooming DICOM Imaging or Diagnostic Imaging IDEXX PACS In clinic Laboratory Module Patient Advisor Mobile Computing or Pharmacy Formulary CONFIDENTIAL INFORMATION Key GEN General Login under Method C REC Receptionists TECH Technicians DR Doctors M O Managers Owners Foundation Dialog Security Access Suggestions Path to Locate GEN REC DR TECH M O Address Alignment Estimates x Controls gt Defaults gt Practice and Workstation gt Estimate gt Estimate Address Antech Lab Item Price Update x x x Activities gt Lab Work gt Update Antech Lab Item Prices Appointment Appointment Note x Appointment Scheduler icon gt Notes button gt New Setup Appointment Appointment Appointment Scheduler icon gt Notes button X X X X
177. s module If you already have Antech Diagnostics module set up in Cornerstone click Apply Primary Practice Settings The account information boxes are automatically completed If you don t have existing Antech account information enter the information provided by Antech when you set up your account with Click Test Then when the Login Settings Passed message appears click OK Communications Email To set up email service Select your email service you can use your desktop email client or an SMTP web based email service If you want to use SMTP mail you must set it up in the Imaging Configuration window Click the link or go to Controls gt Defaults gt Imaging and select Email in the menu Then enter your email account information Communications Fax To activate IDEXX Faxing service Select the Use IDEXX Faxing Service check box Click Accept in the terms and conditions of use window Upon successful activation the system will log the user who enrolled the IDEXX Faxing Service In the Practice Information window the name time date stamp and a link to the IDEXX Faxing terms and conditions are displayed Note that all practices in a Multi Location Single Database configuration must accept the terms and conditions Vendor MWI Veterinary To activate IDEXX SmartOrder electronic inventory ordering Supply From the Associated Cornerstone Vendor list select the practice specific vendor to use for th
178. s per inch dpi Pixel Type Select the pixel type from the drop down list Options are Black and White Grayscale and Color Enable TWAIN UI Select this check box if you want Cornerstone to use your scanner s user interface when you scan an image Image Viewer Ruler Units From the drop down list select the default unit for the Image Viewer ruler Image Capture Settings and DICOM Compression Settings Skip these areas and also the Apply Window Level to Exported Images check box in the Image Export area Note If you are installing the DICOM Imaging module or IDEXX PACS you will set up these areas later in this guide Image Export Apply Overlays to Exported Images Select this check box if you want images to include the overlay information displayed in the Image Viewer by default Apply Annotations to Exported Images Select this check box if you want images to include the annotations created in the Image Viewer by default Capture Sources Add Capture Source Click the button to add a new line to the Capture Sources list In the Description field type a description for the device e Page 87 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide Keywords When you add an image keywords cardiovascular ears hematology etc appear in a list box on the Verify Image Details window allow
179. sion maker that decides who needs access to certain areas within Cornerstone and IDEXX shall not be liable for any actions arising from those security decisions 1Exclusive to Multi Location Inventory Exclusive to Multi Practice 3indicates a report that is available for multi location databases Security setting for a purchasable module e Page 123 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide IDEXX Computer Systems CONFIDENTIAL INFORMATION Access Suggestions Closed Invoices Foundation Reports Security GEN REC DR TECH M O Path to Locate EOD Serv And Inv Sales by x x x Reports gt End of Period gt End of Day gt Serv And Revenue Center Staff ID Inv Sales by Revenue Center Staff ID EOD Serv And Inv Sales by Ravaniie Center Staff Last x x x Reports gt End of Period gt End of Day gt Serv And Inv Sales by Revenue Center Staff Last Name Name EOD Standard Fee Exception x x x Reports gt End of Period gt End of Day gt Standard Report By Item Description Fee Exception Report By Item Description EOD Standard Fee Exception x x x Reports gt End of Period gt End of Day gt Standard Report By Item ID Fee Exception Report By Item ID EOD Standard Fee Exception x x Reports gt End of Period gt End of Day gt Standard Summary Fee Exception Summary EOD Stati
180. sponsibility keep report information report End of Period Daily reports Select each report to print by default Select See figure T Monthly reports Select each report to print by default Select Yearly reports Select each report to print by default Select Monthly closing Finance charge Select this check box to include this Select percent charge and then type the percentage in the box Minimum finance Select this check box to include this charge percent charge and then type the amount in the box Billing charge Select this check box to include this charge and then type the amount in the box Billing threshold Select this check box to include this threshold and then type the amount in the box Run End of Day before Select this check box to run the End of Day process before and Verify and after mobile after synchronizing mobile computers computer synchronization Mobile Computing only Computers must be Select this check box if mobile computers must be synchronized Verify synchronized within ___ before the End of Month process and then enter the number of hours before End of hours within which synchronization must occur Month Mobile Computing only Daily Entries e Include invoice These settings allow you to specify how your practice tracks Verify Report entries on report changes additions and deletions of billed lines on the invoice or the Patient Visit List See figure U
181. stics By Species Reports gt End of Period gt End of Day gt Statistics i X X Closed Invoices By Species Closed Invoices EOD Statistics By Staff x x Reports gt End of Period gt End of Day gt Statistics By Staff Closed Invoices EOM Accounts Receivable Report By Client ID Reports gt End of Period gt End of Month gt Accounts Receivable Report By Client ID EOM Accounts Receivable Report By Client Name Reports gt End of Period gt End of Month gt Accounts Receivable Report By Client Name EOM Accounts Receivable Status Report Closed Invoices Reports gt End of Period gt End of Month gt Accounts Receivable Status Report Closed Invoices EOM Aged Accounts Receivable Report by Staff Reports gt End of Period gt End of Month gt Aged Accounts Receivable Report By Staff EOM Cost of Goods Sold by Center Class Reports gt End of Period gt End of Month gt Cost of Goods Sold by Center Class EOM Cost of Goods Sold by Center Class Item Reports gt End of Period gt End of Month gt Cost of Goods Sold by Center Class Item EOM Cost of Goods Sold by Center Inv Location Class Item Reports gt End of Period gt End of Month gt Cost of Goods Sold by Center Inv Location Class Item EOM Cost of Goods Sold by Class EOM Cost of Goods Sold by Reports gt End of
182. stone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide Controls gt User Defined Prompts gt Patient Prompts User Defined Prompts window Patient tab Like the client prompts patient prompts allow you to create fields to record customized information about a patient on the Prompts Notes tab These prompts can also have alerts assigned to bring this information to the attention of your staff Note You should never store sensitive client data such as credit card numbers or Social Security numbers in Cornerstone If you want to use Cornerstone to process payments in a manner that is PCI PA DSS Payment Credit Industry Payment Application Data Security Standard certified be sure to use one of our approved Cornerstone payment processing integrations C Character N Number Y N Yes No L List Used in the following manner throughout Cornerstone e Check in Report e Data types appear in the Answer field List gt Patients gt New or Update button gt Patient Information window gt Prompts Notes tab as list selections e When a prompt is set up as an alert the alert displays on the Patient Clipboard on the Appointment Scheduler at check in on an invoice on an estimate and on patient orders They do not display on the Patient Clipboard It is optional to display prompts alerts on the Patient Clipboard select the Alerts tab IP User Defined Prompts Specs Sa Prompts T
183. strokes when entering a new client select a default credit code Generally the credit code is defaulted to one that allows all kinds of payments e g cash check credit card Originates from Controls gt Credit Codes Used in the following manner throughout Cornerstone e Client Setup window default credit code Verify Billing charge Select this check box if you want new clients to automatically be assessed a billing charge when carrying a balance and receiving a printed statement The selection can be changed in individual client accounts Billing charges are applied each time statements are printed Select Finance charge Select this check box if you want new clients to automatically be assessed a finance charge for carrying a balance The selection can be changed in individual client accounts The End of Month reporting process will assess finance charges Be sure your state laws allow you to assess finance charges Select Tax Exempt Select this check box if you want new clients to automatically be designated with tax exempt status The selection can be changed in individual client accounts Be sure you understand and comply with state laws regulating tax payments and collections Select Show client balances on trainer reminder reports Select this check box if you want the account balance to print on the Trainer Reminder Report This is usually used in equine practices Select Omit voi
184. t Lab Request Profiles Report Lab Request Status Report X X X X Reports gt Lab gt Lab Request Status Report Lab icon Yellow Beaker gt Click New gt Insert Lab Lab Request Tube Label X X X X Requested Criteria gt OK Lab Templates Report X X X X Reports gt Lab gt Lab Templates Report Lab Test Defaults Report X X X X Reports gt Lab gt Lab Test Defaults Report Lab icon yellow beaker gt Click New gt Insert LabREXX Test Request Form x x x x Lab Requested Criteria for Reference Lab gt Test X X X X X X X X X 1Exclusive to Multi Location Inventory Exclusive to Multi Practice 3indicates a report that is available for multi location databases Security setting for a purchasable module e Page 133 This document contains suggested security settings for General Login GEN Receptionists REC Technicians TECH Doctors DR and Managers Owners M O However it is ultimately the practice s decision maker that decides who needs access to certain areas within Cornerstone and IDEXX shall not be liable for any actions arising from those security decisions Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide IDEXX Computer Systems CONFIDENTIAL INFORMATION Access Suggestions Foundation Reports Security GEN REC DR TECH M O Path to Locate Sue Advisor Observations X X X Reports gt P
185. t Sales By Type Class Subclass This document contains suggested security settings for General Login GEN Receptionists REC Technicians TECH Doctors DR and Managers Owners M O However it is ultimately the practice s decision maker that decides who needs access to certain areas within Cornerstone and IDEXX shall not be liable for any actions arising from those security decisions Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide IDEXX Computer Systems CONFIDENTIAL INFORMATION Access Suggestions Name Foundation Reports Security GEN REC DR TECH M O Path to Locate EOM YTD Net Sales by Type x Reports gt End of Period gt End of Month gt YTD Net Class Subclass Item Sales By Type Class Subclass Item EOY Account Write Off Report x Reports gt End of Period gt End of Year gt Account By Client ID Write Off Report By Client ID EOY Account Write Off Report x Reports gt End of Period gt End of Year gt Account By Client Last Name Write Off Report By Client Last Name EOY Client Sales Report x Reports gt End of Period gt End of Year gt Client Closed Invoices By Client ID Sales Report Closed Invoices By Client ID EOY Client Sales Report Closed Invoices By Client x Reports gt End of Period gt End of Year gt Client Sales Report Closed Invoi
186. tal code Enter a ZIP Code postal code to save keystrokes when entering Verify a new client by automatically completing a postal code city and state This default can be changed as needed when entering a client Originates from Lists gt Postal Codes Used in the following manner throughout Cornerstone e Client Setup window default postal code Area City code Enter a phone area city code to save keystrokes when entering Verify a new client by automatically completing the information This default can be changed as needed when entering a new client Used in the following manner throughout Cornerstone e Client Setup window default area city code e Page 20 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide Client See figure B continued Recently accessed clients Enter the number of recently accessed clients to be available on any given workstation e g front desk reception To view this list of clients press F7 back and F8 forward in the Client List window Verify Use most recent client Select this check box to display the client whose record was last opened at any given workstation when you access client search estimates invoices client correspondence prescriptions lab requests and client account Verify Credit code A credit code is required by the Cornerstone software when entering a new client To save key
187. tchener ON Delete p p 7l window to Mississauga Oakville Emergency MOES Oakville ON 5 7 filter the list South Harvard Companion Animal Hosp SPEC Eau Claire Wil neti p p N Whites Road Animal Hospital WRAH London ON Cl e Referral N a Hospital Burgess Equine Vet Services Phone 705 326 2525 Master 1478 Townline Rd Fax 705 326 5000 Orillia ON POL 2T0 Report Lists gt Patient Verify System Template Setup window Advisor gt System In the Description box enter a descriptive name for the system template Templates gt Select the Default check box to set this as the default template New The following setup selections are optional e Select gray box to left of a system to include a body system on the template e Select default observation status Normal Abnormal or Did Not Examine e Use the arrows to arrange systems in the order they will appear on the physical exam and the Pet Health Report Card System Template Setup xj Description Dental Exam D Default The following systems have been selected If you d like you can choose which systems Cancel should print and change the order now W Appearance Weight Temperature Mouth and Teeth Normal bdomen and Abdominal Organs ge Specific Concems Normal Behavior Breed Predispositions Cardiovascular Chemical and Physical Disorders Ears Normal Endocrinology Eves Mormal Gastrointestinal e Page 70 Cornerstone 8 3 Default and Security Settings Gu
188. ted and or expanded Page 71 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide Daily Planner Diagnostics tab Select the Include posted lab results from the last __ days Verify See figure MM check box and enter the number of days for including posted results on the Diagnostics tab of the Daily Planner Select each check box to include those results e Include posted results e Include pending requests e Include completed results e Include orphan results e Include not requested results e Include no template results e Include rejected results Call Back to generate e Enter the default invoice item ID you have set up for laboratory Verify call backs e Enter the default number of days before a laboratory callback is due Figure MM Daily Planner Controls gt Defaults gt Practice and Include posted lab results from the last 4 days Workstation gt Daily Planner Bey een v Include pending requests V Include completed results Include orphan results V Include not requested results 7 Include no template results Include rejected results Item ID LAB CB Lab Call Back Days 1 e Page 72 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide Controls gt Defaults gt Practice and Workstation gt Appointme
189. tem Settings gt X Global Defaults Imaging Image Explorer X X X Activities gt Imaging gt Image Explorer Imaging Import DICOM Activities gt Imaging gt Image Explorer gt Import X X X DICOM Imaging Import Image X X X Activities gt Imaging gt Image Explorer gt Import Imaging Keyword List X Activities gt Imaging gt Keyword Imaging Local Server Settings x Controls gt Defaults gt Imaging gt DICOM Settings gt Local Server Imaging Manufacturers Map x Controls gt Defaults gt Imaging gt DICOM Settings gt Settings Manufacturers Mapping Imaging Manufacturers Settings x Controls gt Defaults gt Imaging gt DICOM Settings gt Manufacturers Exclusive to Multi Location Inventory 2Exclusive to Multi Practice 3indicates a report that is available for multi location databases Security setting for a purchasable module e Page 110 This document contains suggested security settings for General Login GEN Receptionists REC Technicians TECH Doctors DR and Managers Owners M O However it is ultimately the practice s decision maker that decides who needs access to certain areas within Cornerstone and IDEXX shall not be liable for any actions arising from those security decisions Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide IDEXX Computer Systems CONFIDENTIAL INFORMATION Foundation Dialog Security
190. ter EOY Sales Tax Summary Income Reconciliation Closed Invoices EOY Serv Sales Report Closed Invoices By Class By Desc EOY Serv Sales Report Closed Invoices By Class By ID EOY Statistics By Species Report Closed Invoices Reports gt End of Period gt End of Year gt Serv Sales Report Closed Invoices By Class By ID Reports gt End of Period gt End of Year gt Statistics By Species Report Closed Invoices EOY Statistics By Staff Report Closed Invoices Reports gt End of Period gt End of Year gt Statistics By Staff Report Closed Invoices Exclusive to Multi Location Inventory Exclusive to Multi Practice 3indicates a report that is available for multi location databases Security setting for a purchasable module e Page 130 This document contains suggested security settings for General Login GEN Receptionists REC Technicians TECH Doctors DR and Managers Owners M O However it is ultimately the practice s decision maker that decides who needs access to certain areas within Cornerstone and IDEXX shall not be liable for any actions arising from those security decisions Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide IDEXX Computer Systems CONFIDENTIAL INFORMATION Access Suggestions Foundation Reports Security GEN REC DR TECH M O Path t
191. text box by the device s manufacturer Override Type the value that the local DICOM server will use to replace the device manufacturer s default value e Page 92 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide Modality You can set up how you want images to be displayed on the Image Viewer window based on the Verify Layout modality of the images Note When you change these settings you are changing how all images of that modality are displayed For example if you change the settings for arranging DR images in the viewer the new settings will apply any time you look at DR images Dental Configuration Modality From the drop down list select a modality Template If you are using IDEXX PACS and you selected Intra oral Radiography as the Modality select a template from the drop down list The template is displayed in the Preview area The remaining areas in this section are not applicable Study Layout Rows To set up how individual series are displayed within a study type the number of rows and columns in the boxes The series are displayed in a Columns grid layout Series Layout Rows To set up how individual images are displayed within a series using a Col grid layout make sure the Stacked check box is cleared and type the els number of rows and columns in the boxes
192. that decides who needs access to certain areas within Cornerstone and IDEXX shall not be liable for any actions arising from those security decisions Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide IDEXX Computer Systems CONFIDENTIAL INFORMATION Foundation Dialog Security Access Suggestions Path to Locate GEN REC DR TECH M O LabREXX Create IDEXX Test Activities gt Lab Work gt Create IDEXX LabREXX X X X X X Request Form Test Request Form LabREXX Lab Item Price x x Activities gt Lab Work gt Update Lab Item Prices Update LabREXX Setup LabREXX x Activities gt Lab Work gt Setup IDEXX LabREXX gt Employee Flag Set LabREXX Employee Flag Load LifeLearn Documents X Tools gt Load LifeLearn Documents Mass Markup X Tools gt Mass Markup Medical Notes X X X X X Medical Note icon Medical Notes Finalize X X X X X Medical Note icon Merge Clients Patients X Tools gt Merge Clients Patients Message Center T 8 X X X button on toolbar Mobile Computing Create Tools gt Mobile Computing gt Create X X X Database Mobile Computing Mobile x x x Tools gt Mobile Computing gt Mobile Computer Computer Checkout Report Checkout Report Mobile Computing Mobile Tools gt Mobile Computing gt Mobile Computer List X X X Computer List Mobile Computi
193. that this check box not be provider selected Then the payment on the invoice will be applied to the oldest balance first Unless you selected the previous option Calculate accounts receivable by provider skip this option You must select this option if you want to print an A R report by provider as part of your End of Month e Page 26 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default a Invoice re See figure D Patient Visit List Select this check box if you want items Select continued Include with a Recommended status to be automatically selected to transfer to an invoice and to be included in the total displayed on the Patient Visit List recommended Select this check box if you want items with an Accepted status to be Include accepted automatically selected to transfer to an invoice and to be included in the total displayed on the Patient Visit List Select this check box if you want items with a Performed status to be monas automatically selected to transfer to an pertormed invoice and to be included in the total displayed on the Patient Visit List Select this check box if you want the blue Display blue comment lines to appear on the Patient comment line Visit List Clear this check box if you do not want this warning window to appear The items will still show in a maroon color Display duplicate items warning Figure C g
194. tient File OR Patient File icon Patient Hospital Status x x Lists gt Patient Hospital Status Information Patient Hospital Status List X X X X X Lists gt Patient Hospital Status Patient Information X X X X X Patient icon gt New Patient List X X X X X Lists gt Patient OR Patient icon Patient List Owner Info x x x x x Patient icon gt Update gt Owner box Patient Picture x x x x x Patient icon gt Update gt Picture box gt Right click gt Update Patient Reminders X X X X X Patient icon gt Update gt Reminders tab Patient Reports X X X X X Reports gt Patient Patient Vaccine x x x x x Patient Clipboard gt Patient Information tab gt Vital Sign icon Patient Vaccine Corrections Patient Clipboard gt Tags Microchip ID tab gt right X X X nh click on vaccination gt Correct OR Reissue Patient Vaccine Modification x Patient Clipboard gt Patient Information tab gt Vital Sign icon Patient Visit List x x x x x Activities gt Patient Visit List OR Patient Visit List icon Patient Visit List Invoice X X X X X Controls gt Defaults gt Practice gt Practice tab Payment Credit Debit Client Account icon gt Payment button X X X X Payments Payment Type Setup X Controls gt Payment Types gt New Payment Types X X X X X Controls gt Payment Types Performance Tracker X Reports gt Performance Tracker 1Exclusive to Multi Location Inventory Exclusive to Multi Practice 3indicates a report that is available for
195. tion D Display color Default v Warn in invoicing if Not Req results exist gjaja Cumulative display Descending Class ID Sub Class ID Markup percentage Automatically update prices Allow prices to go down HE e Page 102 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide Activities gt Lab Enter the tests to appear on your template Use the up and down arrow keys to arrange the order Set up Work gt Templates in which your tests will appear Click New to add a template or Update to update a template Activities gt Lab For each kind of result you plan to enter manually select species age range lab and template Set up Work gt Default Then fill in the Defaults table with units and low and high values columns for each test row Test Ranges Note Before completing this setup step you need to have already set up lab age ranges as well as the laboratory and templates for which you want to manually enter results e Page 103 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide IDEXX Computer Systems CONFIDENTIAL INFORMATION Security Settings Security options addressed in this document are unique to each practice and each practice has different priorities The following list provides a general guideline for assigning security settings e Method A Setting s
196. tion Type Boarding View Cage Availability X X X X X Activities gt Boarding gt View Cage Availability Breed List X X X X X Lists gt Species gt Update Breed Setup X Lists gt Species gt Update gt Add Call Back Note Information X X Lists gt Call Back Notes gt Update Call Back Notes X X X X X Lists gt Call Back Notes CareCredit X X X X X CareCredit icon OR Activities gt CareCredit Cashier ID Information X Lists gt Cashier ID gt Update Cashier ID List X X X X X Lists gt Cashier ID Census List X X X X X Lists gt Census OR F3 key Change IDs X Tools gt Change IDs Change Password X File gt Change Password Classifications X X X X X Lists gt Invoice Item Class Classifications Setup X Lists gt Invoice Item Class gt Update Client Account X X X X X Client Account icon Client Account Adjustment X Client Account icon gt Adjust button Client Account Comment X Client Account icon gt Comment button Client Account Payment X X X X X Client Account icon gt Payment button Client Account Returned Check X Client Account icon gt Rtn Check button Client Account Transfer X Client Account icon gt Transfer button Client Account Write Off Client Account icon gt Write Off button OR Reinstate X Reinstate button Client Information X X X X X Client List icon gt Update Client Information A R Info X X X X X Client List icon gt Update gt A R Info Client List X X X X X Client List icon Client List Phone X X X X X Client List
197. to Multi Practice 3indicates a report that is available for multi location databases Security setting for a purchasable module e Page 105 This document contains suggested security settings for General Login GEN Receptionists REC Technicians TECH Doctors DR and Managers Owners M O However it is ultimately the practice s decision maker that decides who needs access to certain areas within Cornerstone and IDEXX shall not be liable for any actions arising from those security decisions Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide IDEXX Computer Systems CONFIDENTIAL INFORMATION Foundation Dialog Security Access Suggestions Path to Locate GENSISREC DR TECH M O Appointment Schedule Appointment Scheduler icon gt Schedule button X X X X X Appointments Appointment Schedule for Appointment Scheduler icon gt Today button X X X X X Today Appointment Schedule for Appointment Scheduler icon gt Weekly button X X X X X Week Appointment Schedule for x x x xX x Appointment Scheduler icon gt Weekly button gt Week Legend Legend button Appointment Staff Goals Setup x Controls gt Appointment Scheduler gt Staff Setup gt Goals button Appointment Staff Hours Setup x Controls gt Appointment Scheduler gt Staff Setup gt Hours
198. to change and enter the new number Figure AA Performance Tracker Miscellaneous Controls gt Defaults gt Practice and Workstation gt Performance Tracker gt Miscellaneous Performance Tracker Define active client as seen within of months 12 Define active patient as seen within of months 12 Define number of postal code characters to use 5 E Greater Than Less Than Equal To 0 50 50 100 100 300 300 500 500 800 800 5 000 e Page 57 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide Performance Tracker gt Reminders Performance Tracker See figure BB Figure BB Select a species Click to select a species The reminders and services related to that species display on the right side of the configuration pane Missing and overdue reminders by species and category e Category e Search by description Set the following defaults e Select the category from the Category list e To create a new reminder category right click in the Category box and select New and then type the name of your new category e Use the Search by description box to locate the reminders you want to place in this category and then select the Display check box next to the applicable reminders Verify Service items never received by species Search by desc
199. to print This option is a default setting only when the user can override printing when printing an estimate Print staff name Select this check box to print the staff name on estimates The name will print as it displays in the Staff List window Print item ID Select this check box to print invoice item IDs on estimates Use authorizing signature Select this check box if you want the option to have clients provide electronic signatures on estimates This setting also determines which option is selected by default on the Save Estimate dialog box Preview Signature if check box is selected or Save and continue if check box is not selected Use witness signature Select this check box if you want the option to capture an electronic witness signature a witness signature line is added to the estimate Preview before printing This check box is enabled if the Use authorizing signature check box is cleared Select this check box to allow the Print Preview window for estimates to appear before printing an estimate With the Print Preview window you can complete the following estimate processing tasks ina single window e View the estimate at different zoom levels e Specify the number of days to keep an unsigned estimate signed estimates are automatically finalized and saved to patient history e Finalize an estimate e Print an estimate e Email an estimate e Obtain an electronic
200. ts AlertLocation Employer Drivers License Drivers License Spouse Account data Kemena eea Ee TS a Comment on Write Offs Patient data Classification Color Patient prompts Teaching Animal a Allergies Barn Name Caution e Page 45 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide Workstation Defaults are set per workstation See figure R Workstation gt Workstation All See figure S Print Patient pictures on Select the client correspondence items on which to print the Verify patient s picture The patient s picture can print on the Boarding Check in Report Check in Report estimates invoices prescription labels rabies certificates and reminders Invoice Print The Invoice Print list is enabled if the Turn on invoice receipt Verify check box is selected in Invoice defaults Select the default invoice printing option for this workstation e Full Invoice Prints full page 8 1 2 x 11 invoices e Invoice Receipt Prints 3 1 8 invoice receipts Epson TM T88IV receipt printer required for printing invoice receipts Document Settings Set the individual options for margins fonts click the Change Verify Fonts button and effects to use by default for documents created e Margins on this workstation e Fonts e Effects is currently This box displays the workstation that is curr
201. ts gt Dollar Value Sold by Staff Compliance Dollar Value Sold by Staff Member graph Reports gt Compliance Assessment Tool gt Generate Compliance Results gt Dollar Value Sold by Staff Graph Compliance Missing Dependents Reports gt Compliance Assessment Tool gt Generate Compliance Results gt Missing Dependents Compliance Protocol Summary Reports gt Compliance Assessment Tool gt Protocol Setup Wizard gt Protocol Summary Compliance Services Sold by Staff Member Compliance Services Sold by Reports gt Compliance Assessment Tool gt Generate Compliance Results gt Services Sold by Staff Member Reports gt Compliance Assessment Tool gt Generate X Compliance Results gt Services Sold by Staff Staff Member graph Member Graph Compliance Report X Reports gt Invoice Item gt Compliance Report Controlled Substance Report x x x x Reports gt Invoice Item gt Controlled Substance Report Deceased Patient Report X X X X Reports gt Patient gt Deceased Patient Report Departing Instructions X X X X Reports gt Invoice Item gt Departing Instructions Diagnostic Code Report X X X X Reports gt Practice gt Diagnostic Code Report EOD Charged on Account Reports gt End of Period gt End of Day gt Charged on X X Report Account Report EOD Current Activity Report x x Reports gt End of Period gt End of Day gt Current Activi
202. ty EOD Daily Audit Trail x x Reports gt End of Period gt End of Day gt Daily Audit Trail This document contains suggested security settings for General Login GEN Receptionists REC Technicians TECH Doctors DR and Managers Owners M O However it is ultimately the practice s decision maker that decides who needs access to certain areas within Cornerstone and IDEXX shall not be liable for any actions arising from those security decisions 1Exclusive to Multi Location Inventory Exclusive to Multi Practice 3indicates a report that is available for multi location databases 4Security setting for a purchasable module e Page 120 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide IDEXX Computer Systems CONFIDENTIAL INFORMATION Access Suggestions Foundation Reports Security GEN REC DR TECH M O Path to Locate Reports gt End of Period gt End of Day gt Daily EOD Daily Deposit Report X X X Deposit Report EOD Daily Discount Report x x x Reports gt End of Period gt End of Day gt Daily By Discount Discount Report By Discount EOD Daily Discount Report x x x Reports gt End of Period gt End of Day gt Daily By Staff Discount Report By Staff EOD Daily Inv and PYL x x x Reports gt End of Period gt End of Day gt Daily Inv Entries
203. udies you have viewed Verify You can specify how many days of each you want displayed Days of Clients to Display Days of Patients to Display Type the number of days to display for each item Days of Studies to Display DICOM The auto routing feature allows you to automatically send images via DICOM to a destination of your Verify Services choice Auto Routing Auto Routing Mode Select the type of auto routing Manual Semi Automatic or Automatic that you want to use Remote Servers Select each destination for where images should be sent Exam Trees Verify If you want to add customized exam type collections or new individual exam types to the Choose Exam Type menu that is used during the image capture process contact IDEXX customer support For service within the United States or Canada call 1 877 433 9948 We strongly recommend that you do not adjust any of the settings on Exam Trees section of the Imaging Configuration window without consulting IDEXX customer support and backing up your existing exam tree e Page 95 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide Global Settings Verify You can change imaging settings for a variety of features that are applied to Cornerstone for all users If you are using the software on a network these settings are applied to all computers on the network
204. umber of payment copies you want to print Select Adjustment comment Enter a default adjustment comment that will display when you Set up make an adjustment to an account Use Cashier ID Select this check box to track which staff members accept Set up payments This allows the practice administrator to track who is taking payments It will require staff to enter a cashier password when taking correcting payments This information can be located in several reports Originates from Lists gt Cashier ID Service charge Enter the service charge amount for a returned check This Set up charge is applied automatically when performing the returned check function This feature can be overridden if needed Client Client ID This is the starting client ID number Cornerstone will Set up See figure B automatically start the client ID numbering sequence from the number entered in the Client ID box Suggestion Start at 1000 so that the clients have 4 digit client IDs Auto assign Select this check box to have Cornerstone automatically assign Select client IDs Classification Select a classification to save keystrokes when entering a Select new client by automatically assigning new clients to a default classification This default can be changed as needed when entering a client Originates from Controls gt Classifications Used in the following manner throughout Cornerstone e Client Setup window default classification Pos
205. visor Diagnosis by Staff Reports gt Patient Advisor gt Diagnosis by Staff Patient Advisor Diagnosis Count Report Reports gt Patient Advisor gt Diagnosis Count Report Patient Advisor Diagnosis Code Report Patient Advisor Instruction Templates Report Reports gt Patient Advisor gt Diagnosis Code Report Reports gt Patient Advisor gt Diagnosis Instructions Template Report Foundation Reports Security GEN REC DR TECH M O Path to Locate Invoice Items Sales information x Reports 2 Invoice Item gt Invoice Items Sales Information Invoice Item Setup Report X Reports gt Invoice Item gt Invoice Item Setup Report Invoice Item Tax Setup Report x Reports gt Invoice Item gt Invoice Item Tax Setup Report Invoice Receipt X X X X Reports gt Inventory gt Inventory Receipt Report invoic x x x x Patient Clipboard gt Select Client amp Patient gt Right click Patient name gt Select Invoice Lab Cumulative Results Report X X X X Reports gt Lab gt Lab Cumulative Results Report Lab Detail Results Report x x x x Reports gt Lab gt Lab Cumulative Results Report gt Preview Detailed Report a Update Erol X Prints automatically when price update fails Report Lab Request X X X X Lab icon Yellow Beaker gt Click New Lab icon Yellow Beaker gt Click New gt Insert Lab Lab Request Label Z X x Requested Criteria gt OK Lab Request Profiles Report X X X X Reports gt Lab g
206. want to exclude dispensing fees from the minimum price discount This can be changed per item later if necessary Prompt for call back note Select this check box to display a callback note during invoicing Verify This option will allow staff to enter specific callback information at the time of invoicing so it is available to the staff making the call at a later time The invoice item must be set to generate a callback reminder Display below reorder Clear this check box to prevent an alert box from displaying when Verify point warning an item that is below the reorder point is placed on an invoice Omit duplicate special Select this check box to prevent duplicate documents from Verify action documents printing Use controlled substance Select this check box to allow the display of items from the Verify reasons Controlled Substance Reason List on invoices Items must be marked as a controlled substance for this feature to work Originates from Controls gt Controlled Substance gt Controlled Substance Reasons Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide Invoice f See figure D Invoice pint Clear this check box if you do not want Verify continued your practice information to appear at the top of invoices This is usually done if you are using Print heading letterhead or pre printed paper
207. xample the current date is 4 15 12 The expiration date on the physical inventory is 6 15 13 The Override maximum number of months is set at expiration 12 months date If this check box is selected the maximum number of months will override the physical inventory date and the expiration date on the prescription label will be 4 15 13 If no expiration date was entered on the physical inventory when it was received this feature will not work and the date will have to be manually entered e Page 31 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide Prescriptions Some states have maximum Set up See ae See figure H Maximum expiration dates for patient Description continued number of prescriptions To use this option months enter the maximum number of months that a prescription is valid Select this check box if your practice Set up Filled by staff requires the staff to enter who fills required pee each prescription Enter printer type Enter the printer type 1 description Verify 1 description s e g Front Desk Printer separated by semicolons Lower label text Enter the number of units 50 units Verify down ____units equal 1 line required to lower the 50 units 1 line text for the first printer Enter printer type Enter the printer type 2 description Verify 2 description s ex Front Des
208. y magnetic resonance You can select a specific manufacturer modality from the lists and then map your local DICOM server s fields Manufacturer accordingly Mapping New manufacturers modalities are added when the new device pings the local DICOM server and a connection is made The new device sends a DICOM file to the local server this file contains the names of the manufacturer and the modality Cornerstone stores that information and makes it available in the Manufacturer Mapping window You can then map your local DICOM server s fields as needed to ensure successful communication between the two devices You can add edit and delete mapped fields Manufacturers From the drop down list select the manufacturer Modalities From the drop down list select the modality for example computer radiography magnetic resonance ultrasound for which you are mapping fields Use the conformance statements for the local DICOM server and the selected device to add the following Group Type the group number assigned to a selected text box for the local DICOM server Element Type the element number assigned to a selected text box for the local DICOM server Mfr Group Type the group number assigned to a selected text box by the devices manufacturer Mfr Element Type the element number assigned to a selected text box by the device s manufacturer Default Type the default value assigned to a selected
209. y and Practices have the ability to set goals by month In the Summary Verify Goals display and goals area select the time period for which you want to set goals Current or Next year and then click to select options for which you want to set goals and enter the dollar amounts Figure Z Controls gt Defaults gt Practice and Workstation gt Performance Tracker Performance Tracker Summary Staff Classifications Doctor Classify A Nurse Medical Assistant Yes ve Veterinarian Yes Receptionist No vv Summary display and goals Processed Description Gross sales Month 1 Month 2 Month 3 0 00 0 00 Month 4 lt Minus Manual discounts 0 00 0 00 0 00 Minus Preset discounts 0 00 0 00 0 00 Net sales 0 00 0 00 0 00 Total number of invoices 0 00 0 00 0 00 Average gross per invoice 0 00 0 00 0 00 Average net per invoice 0 00 0 00 0 00 Total accounts receivable 0 00 0 00 0 00 Average gross income per doctor 0 00 0 00 0 00 Average number of invoices per doctor 0 00 0 00 0 00 Average total collected per doctor Number of new clients A e Page 56 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide Performance Define active client as In the Define active client as seen within of months box Verify Tracker gt seen within of months specify the frequency of office visits in months
210. ype Class EOM YTD Net Sales by x Reports gt End of Period gt End of Month gt YTD Net Center Staff Type Class Item Sales By Center Staff Type Class Item POMS YTD Ner Sales by Reports gt End of Period gt End of Month gt YTD Net Center Staff Type Class X Sales By Center Staff Type Class Subclass Subclass POMY TD Ner Sales by Reports gt End of Period gt End of Month gt YTD Net Center Staff Type Class X Sales By Center Staff Type Class Subclass Item Subclass Item EOM YTD Net Sales by Reports gt End of Period gt End of Month gt YTD Net x Center Type Sales By Center Type 1Exclusive to Multi Location Inventory This document contains suggested security settings for General Login 2Exclusive to Multi Practice GEN Receptionists REC Technicians TECH Doctors DR 3indicates a report that is available for multi location databases ane Venage OWENS M POWE ES aaa e pracie E decision maker that decides who needs access to certain areas within Security setting for a purchasable module Cornerstone and IDEXX shall not be liable for any actions arising from those security decisions e Page 128 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide IDEXX Computer Systems CONFIDENTIAL INFORMATION Access Suggestions Foundation Reports Security GEN REC DR TECH M O Path to Locate EOM YTD Net Sal
211. ype Status a Teaching Animal Yes No Active Allergies Character Active Delete Barn Name Character Active 5 Caution Character Active Close Diabetic Character Inactive Flea Preventative Character Active Fractious Yes No Active Heartworm Preventative Character Active Set up Controls gt User Defined Prompts gt Species Prompts User Defined Prompts window Species tab Species prompts show only when a patient is set up under the species with the designated prompts These prompts cannot be set as alerts C Character N Number Y N Yes No L List Used in the following manner and in the following places in Cornerstone e Initial Patient Setup Report by j FP User Defined Prompts species Patient e Data types appear in the Answer field List gt Patients gt New or Update button gt Patient Information window gt Prompts Notes tab as list selections Species ID FEL Feline Prompts Character Active Character Active Indoor Outdoor Both Set up Page 7 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide This page left intentionally blank e Page 8 Cornerstone 8 3 Default and Security Settings Guide Cornerstone 8 3 Default and Security Settings Guide This page left intentionally blank e Page 9 Cornerstone 8 3 Default and Security Settings Guide
212. zard Controlled Substance Export Controls gt Controlled Substance gt Controlled Substance Export Controlled Substance Export List Controls gt Controlled Substance gt Controlled Substance Export Controlled Substance Export Controls gt Controlled Substance gt Controlled Setup Substance Export gt New Update Controlled Substance Reason Controls gt Controlled Substance Reasons gt Information Update Controlled Substance Reason Controls gt Controlled Substance Reasons List Convert between Markup Margin Tools gt Convert Between Markup Margin Correspondence x Activities gt Correspondence or Correspondence icon Correspondence Finalize x Activities gt Correspondence or Correspondence icon Create Phone List X Only available if the clinic has the auto dialer Credit Code Setup X Controls gt Credit Codes gt New Credit Codes X Controls gt Credit Codes Custom Client and Patient x Reports gt Client and Patient Report Builder Reports Daily Planner X Daily Planner icon Data Services Agreement X Tools gt Data Services Agreement Database Purge X Tools gt Purge Data Defaults Password X Controls gt Practice and Workstation gt Passwords Defaults Practice X Controls gt Practice and Workstation Defaults Staff X Controls gt Staff Defaults Workstation X Controls gt Practice and Workstation Departing Instruction Setup X Lists gt Departing Instructions gt New Departing Instructions

IDEXX Cornerstone* Default and Security Settings Guide 8.3

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