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8.1 Basic Foundation Training Guide

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1. C3 Phone Middle initia Phone S elect Aarden M urtle 15 548 2154 Abbott Alice 15 238 4 B3 Able Robert 7 15 681 2605 Acklin Tiffany 715 457 3499 Adalaide Jeannie 15 342 1578 Adams Amanda r15 342 4412 Adams Amy 1 5 830 165 Adams Belinda 15 342 b 794 Adams Chen 15 547 3254 292929299999 1 From the Cornerstone toolbar click the Patient Clipboard toolbar button access the Patient Clipboard Double click or press F2 in the Client ID field double click in the field In the Client information area select the Include inactives check box if it is not already selected select the check box 4 Fill in the search criteria fields with the information you have Last name Adams Scroll to find Kimberly Adams ID 5000 Select a client by double clicking on the name For this demonstration do not select a client Click Clear to clear the Client List Clear the Client List Then without closing proceed to the next demonstration Getting Started Clients amp Patients e Page 21 Chapter 2 Clients amp Patients Search Using a Partial Name 1 Inthe Last name field of the Client List enter the percent sign and type a portion of the name or names you are searching for ms In the Sort by area select the Client ID option to change how the results are sorted sort by ID 3 View the clients listed View the list of clients whose last names
2. a ONES on T Cei Cai Coe Coi Cow ee ee ee Cow Cet Ce After your Patient Orders or treatments are entered the medical team will be able to view treatments due The completion and entry of completed treatments might occur in the following ways Your technicians may print a Patient Treatment Report from Cornerstone attach to each cage or you may use your own treatment sheets complete the treatments then go to a workstation and mark as completed all at once At a high technology level your technicians may carry a tablet PC during treatments and complete in Cornerstone real time 6 Double click the patient to view Patient Treatments Double click your Casey patient Patient Visit e Procedures Page 77 Chapter 6 Procedures 7 Right click patient select Vital Signs enter vital signs and click OK Select your Casey and enter applicable vital signs 8 Complete single treatments Double click Observations and enter appropriate completion information 9 Complete multiple treatments at once by using SHIFT CLICK or CTRL CLICK to select treatments listed together or non consecutive treatments right click and select Process Selected Treatments Highlight multiple treatments right click Process selected treatments and enter completed information Continued LE beervaticns libcr f Display using echedulediims LAWANI 10004 E
3. 8 1 Basic Foundation Training Guide Practice dpertiges Cornerstone 8 1 Basic Foundation Training Guide Practice Exercises R M D Instructions Do only the exercise that is appropriate for your team Complete the exercises in order not skipping any as some exercises build upon each other Each learner should complete the practice exercises individually in the Cornerstone Tutorial Training Files When dates are used your system will default to the current date accept that date unless otherwise directed To access the Training Files click Start gt All Programs gt Cornerstone gt Training Files gt Cornerstone Tutorial User Name No username Password CS Section 1 First Things First 1 2 Log into Cornerstone use your assigned password If you have not already done so customize a Kimberly Adams account and make it your demonstration client there are 50 Kimberly Adams accounts Customize a Kimberly Adams account to make it your demonstration client account Section 2 Patient Visit 1 Schedule an appointment for your patient Appointment details your Barksalot today one hour from now for Senior Wellness Exam with vaccinations and follow up services for his bladder issues Add an appointment item toothpaste for dogs do not select the Transfer invoice items to Patient Visit List now check box Move the appointment you just made for the patient Overflow column 1 hour later than ori
4. e Password Idexx123 3 Click OK or press Enter Enter to continue logging in Additional Cornerstone Features amp Appendix Appendix Starting a Thin Client Workstation Terminal 1 Turn on your workstations monitors and printers 2 If the session doesn t start automatically double click on the icon named Server EXE which is located on your Desktop 3 Enter this information e User name Workstation ex Workstation4 This should already be displayed e Password Idexx123 4 Click OK or press Enter Enter M to continue logging in Starting and logging on to Cornerstone Once you have started your server and workstations the desktop with all of the icons will appear To open the Cornerstone program 1 From your Desktop double click the Cornerstone shortcut To log on to Cornerstone The Cornerstone Login window displays 2 Following the setup of staff members passwords and security settings select your user name from the User list and press Tab You will not need to select your user name from the list if the password logon default setting is enabled You will be able to logon using only your password Username 3 Type your password For security protection asterisks or dots appear not the password 4 Click OK to complete the login process Shut Down Procedures Remember to shutdown all workstations before shutting down the server Shutting Down the Windows 7 Workstat
5. Getting Started Clients amp Patients Page 27 Basic Foundation Section 2 Patient Visit Page 28 Patient Visit Cornerstone 8 1 Basic Foundation Training Guide Chapter 1 Check In You ll learn these important concepts within this chapter Trainer Led Scenario Overview Provides an overview of the trainer led activities in Section 2 Patient Visit Patient Visit Workflow Acquire understanding of the Patient Visit Workflow steps Appointment Scheduler New Appointments Schedule an appointment Search Invoice Items Develop ability to search invoice items using more than one method Move Appointment Move an appointment Check In amp Related Documents Develop skills to check patients in and print check in related reports Census List Access the Census List to view checked in patients Patient Visit Check In Page 29 Chapter 1 Check in TRAINER LED SCENARIO OVERVIEW R D In Section 2 Patient Visit you will complete trainer led activities using your demonstration client s account and Casey Feline and Barksalot Canine Your trainer will lead you through demonstrations and practice exercises where a senior wellness visit progresses to a procedure The Patient Visit Workflow steps and diagram that follow will position you to gain a solid understanding of how to use the most important aspects of Cornerstone PATIENT VISIT WORKFLOW R The diagram on the next page il
6. Log Into and Out of Cornerstone Successfully log into and out of Cornerstone Navigate Cornerstone Identify the parts of the main Cornerstone window Cornerstone Reference Resources Become aware of the Cornerstone resources and their locations such as Help Menus User Guides Snippets and the Cornerstone Support Center e Page 9 Chapter 1 First Things First YOUR PRACTICE S CORNERSTONE GOALS M In this lesson you ll discuss and record your practice s Cornerstone Goals Examples of reasons practices install Cornerstone are becoming chartless achieving SmartLink integration standardizing medical care within the practice controlling inventory reducing missed charges and better communication within the practice as well as between the practice and clients Record your practice s Cornerstone goals below Page 10 Getting Started First Things First Cornerstone 8 1 Basic Foundation Training Guide LOG INTO WiNDOWS R M 4 This lesson illustrates how to log into windows It includes logging into your server a workstation on a Domain Network Peer to Peer Network or a Thin Client workstation Terminal Important Notes The following instructions assume your computer hardware was purchased from IDEXX Computer Systems and that it is running the Microsoft Windows 2008 R2 or Windows 7 operating system If either part of the previous statement is not correct check with your hardware provider for instruct
7. Ol dee w T From the Whiteboard with the client and patient record displayed right click on the patients name and select Remove from Whiteboard Right click on your Casey select Remove from Whiteboard From the Patient Orders window click the Remove from Whiteboard button Remove from Whiteboard Change the patient s status to Ready to go home Ready to go home Click Update Update When prompted to print make a selection Do not print View the patient s status from the Patient Treatments window From Patient Treatments window view Ready to go home status The Census List is another location that displays the patient s status Trainee Note Based on your practice s default settings patients with Ready to go home status will display on the Whiteboard as Discharged Remove Patient from Whiteboard E Clent Kimberly Adams05 5005 Patient Casey Ib 5005 1 Current status Inpatient Ready to go home Ready to go home New status In Surgery Hospitalization Level 1 Hospitalization Level 2 Hospitalization Level 3 TRAINER LED EXPLANATION ae Now you can use the Hide discontinued and or the Hide completed check boxes to hide the discontinued treatments on the Patient Treatments window Casey Patient Treatments Sunday J Casey 273 Feline Mediumbair ts 8 Mos Calco Spayed Fem Kimberly Adamel 5000 r15 687 2605 Hama Hide discontinued Hide complete
8. 17 Enter the tag information and click OK Enter tag information and click OK Client information 1 Adams Gary amp Linda Patient Clipboard 2 Reservation List 3 Whiteboard Wednesday April 22 2009 4 Add to Want List Client Client ID 1359 Tiffany Acklin Pet Owner Patient Balance Due 0 00 Search 715 457 3499 Home Getting Started Clients amp Patients e Page 25 Chapter 2 Clients amp Patients OTHER PROCEDURAL STEPS R This lesson includes additional information on features in Cornerstone Adding Clients 1 From the Patient Clipboard right click in the Client ID field and select New 2 Tab past Client ID 3 Onthe appropriate tabs enter the information needed 4 Click OK to save the information Updating Patients 1 With the client s account selected in the Patient Clipboard right click on a patient s name in the Patient area and select Update 2 Select the appropriate tabs to update and change the information 3 Click OK to save the changes Entering the Patient s Weights 1 With the client s account displayed in the Patient Clipboard from the Patient information tab click the Vital Signs Weight icon 2 Double click in the yellow cell that says enter Weight and enter the information for Date Time and Weight 3 Enter the Staff ID 4 Click OK to save the information Adding Patient Reminders 1 Right click on the patient s name in the Patient Clipboard Select Re
9. Vital Signs Weight The weight window allows you to begin the process of adding editing and graphing vital signs including viewing historic vital sign values 5001 1 Casey E X Date 01 30 2011 Time PEAREN Sta Weight 00 pounds Normal pou add more Vital signs 6 Enter Staff ID Enter CJ for Chris Jennings 7 Enter weight select the value rating then click OK enter 9 9 Ibs and select Low continued Medical Notes 8 Record technician in the Tech field of the medical note enter Technician initials CJ for Chris Jennings 9 Askand answer the questions in the History area answer the history questions appropriately TRAINER LED EXPLANATION eo Before entering the vital sign values for Casey your trainer will explain the fields and options for the Vital Signs window You ll then enter values Then the trainer will explain vital sign editing rules e Page 40 Patient Visit e Exam Cornerstone 8 1 Basic Foundation Training Guide The Vital Signs window includes the following fields and options Hide voided records When selected voided vital signs sets columns do not display on the Vital Signs window Vital Signs column Displays Weight and all other vital signs activated in Vital Signs static left column setup Create new Vital Signs set column right column Inactive I vital sign Refresh button Allows you to add a new set of vital signs for a patient Ina
10. Appendix Page 128 Cornerstone 8 1 Basic Foundation Training Guide Appendix Appendix Documents included in the Appendix are Cornerstone 8 1 Basic Foundation Training Guide Appendix Startup Procedures Shut down Procedures Starting the Cornerstone Database Function and Shortcut Keys Patient Visit Workflow Laboratory Workflows Imaging Workflow Medical Note Templates Per Visit Type Correct Invoices or Return Items Correct Payments Process End of Day Cornerstone 8 1 Basic Foundation Training Guide Page 129 START UP PROCEDURES On the Server There are two types of servers dedicated and peer to peer Below you will find directions for logging onto each type of server Follow the directions for the type of server you have in your practice If you have a Dedicated Server running Windows 2003 1 Turn on your server and monitor 2 When the Welcome to Windows screen displays press Ctrl Alt Delete 3 When the Log On to Windows screen displays enter the following User Name Administrator e Password ldexx123 4 Click OK to continue logging in If you have a Non Dedicated Server Turn on your server and monitor 2 When the Welcome to Windows screen displays press Ctrl Alt Delete 3 When the Log On to Windows screen displays enter the following User Name Staff e Password No Password 4 Click OK to continue logging in On the Workstations If you have a D
11. Cornerstone 8 1 Basic Foundation Training Guide CENSUS List R amp The Census List provides a listing of patients checked in to your practice While the Census List is used throughout the day as needed checking in patients generally occurs upon the patient s arrival The Census List is easily accessed by pressing F3 Shows patient s physical location in the practice Displays the time the patient checked in so you can see how long the patient was in your practice Indicates which staff member the patient is going to see and the reason for the visit Increases awareness of clients that have NOT been checked out or invoiced Decreases occurrences of staff working with the wrong patient or client TRAINER LED DEMONSTRATION View the Census List to see the patients that are checked into the hospital 9 1 Press F3 to view the Census List F3 2 Select which patients you want to View Outpatients 3 Proceed by making other selections from the lists selecting a client patient and clicking Check in Update Check out or Select View the latest data by clicking Refresh Close the Census List Close the list e When changing the date range to an earlier date the date on the left must be changed first Use the Additional notes field to enter general reasons for a visit or to supply information and clarification These notes will be saved in the patient s file Use the Alert notes field to record notes that staff sh
12. Enter the Arrival Time Enter the Departure Date Enter the Departure Time Optional Enter the date time the reservation is confirmed Type the staff ID of the person who made the reservation in the Made By field Press F2 to search for and select a staff member if needed In the Patient area select the patient for whom you want to make the reservation Press F2 in the Patient ID field to search for and select the patient if needed Click the Include on Reservation check box If any Patient alerts display read and respond appropriately then click OK Patient ID 897 135 Sergeant 3 Yrs 5 Mos 69 00 pounds Neutered Retriever Labrac Active Rusty B rre Mos 2r 30 pounds Meuteredt Beagle Include an reservation Check the Reminder information Select the Cage Type from the Cage type list Colors indicate that a portion of the available cages are already booked A cage type with the corresponding reservation type must be selected if not a popup message displays e Page 116 Additional Cornerstone Features Boarding amp Grooming Cornerstone 8 1 Basic Foundation Training Guide Cage type Canine Medium lim oy 5 14 Optional Click the Assign button Click Assign to assign the first available cage to a pet Press F2 in the Assign field to view the Reservation Book which displays the cages available Highlight the cage to use for the reservation and press Schedule Cages may be assigned
13. Paberi Name Owrex Name Boarding reservation Pabent ID sume Val E 1 E mens McG igan Ci New 12 73 2010 12 J0 2010 Suai can be marked to Gina 2 WM bn memini 12 aVAN0 Schedded 120 00 Sui i Carine Medium 4 170 Pumps r Ryan Flobert SENIN 12 31 2010 Scheduled f Change Reservation to Carine Medum 5 897 Rusty Jones LiratRe Delete 12 30 2010 Schedued 12 30 2010 Stali amp Carine Medium 222 Boot Adams Gary t L Dist p 12 28 2010 Scheduled 12 26 2010 Stati a Carme Medum x 13 Carne Jones Lea 3 Re DDL C mme ah 2 9 Scheduled to change it Cmdm t H Ce pry COBRE H Carine Run 2 3 Bandi aaa Weekly back to a reservation 10 Carne Run 3 0m Bege Ack n Try wu ee 11 Carme Run 4 14 Jone Jones Lica amp Robet 3 2010 Monthly 2 5 136 Sergeant Jones Liza amp Robet V2010 Yearty 1 200 Star Adams Gary t Linda uz 3 2010 T 1 5 Sie Ackin THary CEN 0 e n on repar 1 171 Moat Ryan Robert V 2010 27 Sc Condo t get v kin Tff 1 2 1 20 1 2010 Scheduled 125522010 Stat gt a ar EW an mnd d s ni a m an tg Vae ELA a MP en M Recurring Reservations 1 From the Reservation List window right click V Scheduled V Checkedin E Mo show on the reservation your in T UNS e 4 12 25 2010 8 want to make recurring Fale ama ice nee bend IL select Recurring Reservations f 2 Select the specific 2 Cornea WS fme Mia OM Ne 200 T Sa 2 010 amp e
14. Q2 727 Dioncit Canine Fred Jones DVM 7 29 2004 3550 CASTRATION 21 50 LBS 2004 Open Open Open Open Open Open Open 0 pen Double click an entry and the Patient Reminders window displays Click Change Date to view a calendar and change the due date for this reminder For this demonstration do not change the due date e Page 95 Chapter 1 End of Day Activities 10 11 12 13 14 15 Click Print to print a list of the reminders If you do not have access to a printer during training do not click Print Click Open to enter a note and change the status of the reminder In the Note window enter your staff ID CS and press Tab Click the arrow for Status options Options are Open Pending and Completed select Completed You can either enter a note manually or click Select Note to choose from a list of prepared responses select the note Left message home from the list The message that displays can be modified Simply click within the text and make changes or highlight a portion to change or delete Click OK to save the changes delete the text Left instructions for follow up care and reported findings Click OK to save all changes The completed call backs no longer appear on the Daily Planner Click Close to close the Daily Planner Printing Call Backs For the times that you need a printed copy this lesson demonstrates how to print a call back list Use this easy to read report
15. Required Cornerstone Data e Cstone DailyCC Cstone lmages Cstone SamQuery may not be present Cstone Share excluding the Cstone Share Install folder Cstone Spell Idexx VetVault users A Idexx Backup Selections Note Stand alone computers will backup the Cstone cstone db and Cstone cstone log files instead of the Idexx folder with Cornerstone and the database closed Note To set up an automatic backup on a server not purchased through IDEXX a pre job needs to be setup that runs Cstone csdbback bat while the database is open to copy the database and log into the Idexx folder for the backup to run correctly Other Data e Desktop e Favorites e My Documents Additional Cornerstone Features amp Appendix Appendix Page 145 Manual Backup Instructions for Backups Jobs Created by IDEXX Backup4all l Place the CD DVD or cartridge into the appropriate drive 2 Double click the Manual Backup icon on desktop x If using a CD or DVD the CD DVD will eject when it has completed Backup Exec l 2 ae Place the tape or cartridge into the appropriate drive Double click the Symantec Backup Exec icon on the desktop or in the Start Menu Click the Job Monitor tab Right click Daily Backup in the Current Jobs section and click Run Now Click Yes at the Do You Want to Continue prompt Once the backup completes the Job History section will show a Job Status of Successful with the
16. checkboxes text input fields and images e Invoice items can be entered within the template e Other Cornerstone features can be inserted and accessed such as problems and diagnosis 2 Physical Exam e Standardized format that can t be altered by staff Report Card e Fewer layout and presentation decisions Patient Visit e Exam Page 39 Chapter 2 Exam Use the instructions found in the OTHER PROCEDURAL STEPS lesson if your practice will use the Physcial Exam Report Card feature for recording medical notes Before or during the medical note entry the medical team can use the vital signs feature to enter vital signs beginning with weight Your practice s weight and vital sign entry process might look like this e Receptionist weighs and records weight in the check in window e Technician weighs and records during the medical note process TRAINER LED DEMONSTRATIONS JD Enter Casey s weight and other vital signs during medical note entry 1 Click on the Patient Clipboard toolbar button click Patient Clipboard 2 Search or enter your client ID then select your patient Select your your demonstration client and click on Casey Right click on the patient and select Medical Note right click Casey and select Medical Note Enter your staff ID Enter 14 for C Schulze DVM 5 Enter a key word in the Title or ID field select the document and click OK Type wellness and select Wellness Exam continued
17. click Print 5 Select the print options and click OK Page 94 End of Day End of Day Activities Cornerstone 8 1 Basic Foundation Training Guide When to Print End of Day Reports End of Day reports can be printed at any time However for totals that reflect the End of Day amounts they should be printed after you have processed EOD e Performing monthly activities creates a second EOD closing These totals include added finance charges billing charges and open invoices that were closed as part of EOM processing For the last EOD of the month print the EOD sales reports again after processing EOM so the reports will include the information for the second EOD closing DAILY PLANNER CALL BACKS RJ View a snippet online demonstration This lesson illustrates accessing and using the Call Backs tab of the Daily Planner as well as printing the Call Backs report Viewing and Updating Call Backs This lesson shows you how to view and update call backs This is a convenient place to view and update patient records as reminder calls are made You have a clear view of who is responsible for the calls and the information pertaining to those calls TRAINER LED DEMONSTRATIONS In this demonstration you will update a call back 1 Click the Daily Planner toolbar button Select the Call Backs tab Select the check box for View for all staff to view items for all staff members Choose the date period I d eb Ri
18. e Appointment Scheduler e Patient Visit List e Reason for Visit gt Invoice Items Smart gt Alerts Group Update Reason for Visit gt Documents gt Prescriptions gt Correspondence Doc Compliance Alerts Decline to History Option Consent Forms e Correspondence Doc gt Vaccinations and Rabies Client Handouts gt Consent Forms SmartLink Laboratory O E in gt Client Handouts Requena gt Pet ID Cards amp e Clipboard SmartLink Image Collars Requests Step 5 Admit amp e Check In Report Daily Planner Diagnostics Procedures e Payment Deposit Option 1 Vital Signs amp Option 2 Vital Signs amp Wellness Medical Note Wellness Physical Exam e Clipboard SmartLink Image Requests e Admit to Whiteboard Patient Orders gt Add Patient Orders gt Transfer Whiteboard Patient Visit List Decline to History Option ie Medical Note Doc Surgery e Daily Planner gt Patient Clipboard e Physical Exam gt SOAP Vital Signs e Daily Planner gt Patient Clipboard Medical Note Doc gt SOAP Vital Signs gt Option Invoice Items Pane Invoice Items Smart Group Option 1 Whiteboard amp Medical Notes Decline to History Option Vaccinations and Rabies SmartLink Laboratory Requests Step 6 Procedures e Update Whiteboard Patient OrkTI w Notes r Orders n Patient Treatments amp Vital Signs Step 1 Boarding amp Grooming
19. hide voided records Vital Signs 1 30 11 Create new 12 00 AM Vital Signs Staff CJ Weight a 9 9 pounds BodyScore9 2 Temp a Pulse Resp a MM p9 pu pu p 3 w Create New Set x This patient already has a set of Vital Signs for today To edit the existing set click Edit Existing Create New To create a new set click Create New Enter the values and click gray OK Select recording staff enter the values listed below select Chris Jennings Vitals area record these values Body Score 9 3 Slightly Underweight L Temp 102 4 H Pulse 210 H Resp 80 H e MM Pale Anemic L e CRT lt 2 Sec N Dental 4 Significant H Pain 3 Moderate H Attitude A Vital signs link must be set up in the medical note template to allow for vitals entries In the template click Insert gt Vital Signs Patient Visit e Exam Cornerstone 8 1 Basic Foundation Training Guide TRAINER LED EXPLANATION eo Your trainer will explain the following vital sign entry guidelines and editing rules Vital Sign Editing Rules Use the hyperlink but don t deselect any of the vital signs from the Vital Signs window This will eliminate the situation where the medical note would have different vital sign information then the vital signs in patient history Patient Clipboard Summary Text Problems Dy Fix Medical Nates Lab Vital Signs ee mem 3 Slightly Undew 1024 0 a
20. of your comments When finished making observations and comments click Save or Post Click Save if changes will need to be made to this exam later Click Post to post this exam to the patient s history The Pet Health Report Card default print settings display If applicable you can choose to not print the report card increase the number of copies and or change the message For practices using the Patient Advisor additional Treatment Plan print settings are available Click Help on this dialog box for information on these settings Patient Visit Exam Page 47 Chapter 2 Exam 9 Click Save or Post If you have chosen Print the Pet Health Report Card prints Specify the number of copies to print and optional change the footer message to print on the report card 10 Click Save or Post 11 View physical exams from any location that you can view patient history such as the Patient Clipboard by clicking the Physical Exam icon 12 Access Physical Exam reports from the Reports menu gt Find a Report In the Reports list click the plus sign to the left of Physical Exam to expand the list of Physical Exam reports Open Physical Exam Report lists all patients with open exams in admission date order Several additional Physical Exam reports help you manage your observation text and templates e Observations Report e Physical Exam System Setup Report e System Template Setup Report Chapter Summary You learned these important c
21. 00 34 00 34 0014 Estimate Dental Radiographs 1 00 3 00 210 00 630 0014 DENTAL FELINE GROUP 1 00 1 00 0 00 0 0014 DENTAL SCALING SEVERE FELINE 1 00 1 00 56 00 56 0014 PR PH POLISH 1 00 1 00 25 00 25 0014 FLUORIDE TREATMENT 1 00 1 00 7 00 7 0014 ANESTHESIA ISO 0 25 Ibs 1 00 1 00 35 00 35 0014 EXTRACTION GROUP 1 00 1 00 0 00 0 0014 EXTRACT TOOTH MINOR 1 00 3 00 6 00 18 0014 EXTRACT TOOTH MAJOR 1 00 2 00 10 00 20 0014 Antirobe Draps 2bmg 1ml 20ml bottle 1 00 1 00 10 00 10 0014 MAIL TRIM 1 00 1 00 0 00 0 0014 Ma Ma 02 02 2011 Ma No B2 02 2011 No No 02 02 2011 No No 02 02 2011 No Na 02 02 2011 No No 02 02 2011 Ma No 02 02 2011 No No 02 02 2011 Ma No 0270222011 Na No 0270272011 Ma No 02 02 2011 Ma Ma 02 02 2011 Ne No 0270272011 Ma No 02 02 2011 No No 02 02 2011 No No 02 02 2011 Mo No 0070020000 Travel Sheet Total Low 408 00 Total High 850 00 L L I I I I I I I I I I I L yy a dr ar dr dr dr dh ar Ar EE gs gi 6 Click OK to save when the information is complete click OK 7 Inthe Save Estimate window Edit the number of days the estimate remains in the system until being closed by the End of Day e Select the Finalize check box to finalize the estimate e Select the Print or E mail check box e Select the number of copies to print and alter the message that prints on the estimate 8 Click Options to change the transfer and pr
22. 2 Complete the patient treatments 13 3 Change patient status to Ready to go home 14 Record a medical note for the patient From your Barksalot s Patient Clipboard navigate to the Bladder Surgery medical note Staff C Schulze DVM Add this information then Save Procedure Cystotomy Approach Midline according to clinic policies and protocols Closure 3 0 Ethicon Body Wall amp Subcutaneous Staples for skin Assessment Routine bladder surgery and removal of numerous smooth stones ranging in size from 0 25cm 4 cm Flushed bladder with warmed normal saline Plan to submit for crystalographic analysis and culture e Number removed 50 14 1 Update the medical note Update the Bladder Surgery medical note and finalize it 14 1 1 Add a note to finalized bladder surgery medical note note Patient recovery uneventful 14 2 Prescribe a medication for the patient Patient your Barksalot medication Cephalexin 500mg capsule Qty 28 Instruction Please give one capsule every 12 hours for 14 days 15 Process the invoice Pay total amount with Check 8844 Cashier Password your assigned cashier password 16 Make a payment and add a comment for a client 16 1 payment 10 cash for Greg Altman s account 16 2 comment Call each month to remind payment is due enter your initials Cornerstone 8 1 Basic Foundation Training Guide Practice Exercises Page 127 Basic Foundation Section 6
23. 4 Click Print Preview or Cancel Renewing Prescriptions 1 With the client s account displayed in the Patient Clipboard select the patient s name in the Patient list area Select the Prescriptions tab in the Patient File area Right click the prescription that needs to be renewed and select Renew Modifications can be made to any of the available fields Unavailable fields are grayed out Click OK Click OK to print oa s w Te Refilling Prescriptions 1 With the client s account displayed in the Patient Clipboard select the patient s name in the Patient list area Select the Prescriptions tab in the Patient File area Right click the prescription that needs to be renewed and select Refill Modifications can be made to any of the available fields Unavailable fields are grayed out Click OK Click OK to print D m S I Correcting Prescriptions 1 With the client s account displayed in the Patient Clipboard select the patient s name in the Patient list area 2 Select the Prescriptions tab in the Patient File area 3 Right click the prescription that needs to be corrected and select Correct The Prescription Information Renew window displays Modifications can be made to any of the available fields Unavailable fields are grayed out Click OK Click OK to print Voiding Prescriptions 1 With the client s account displayed in the Patient Clipboard select the patient s name in the Patient list area 2
24. Access your live Cornerstone practice data with these instructions Select Start gt All Programs gt Cornerstone gt Cornerstone TRAINER LED DEMONSTRATION AND EXPLANATIONS a Logging in and out of Cornerstone is simple and quick which is especially important for the highest efficiencies and chartless practices Log into Cornerstone Use these instructions to log into Cornerstone This demonstration has the time saving feature og of Password only login enabled A User Name K will not be selected entered Leer mm 1 Select Start gt All Programs gt Cancel Cornerstone gt Training Files gt Cornerstone Tutorial access the training files Password 2 In the Cornerstone Login window leave the User Name blank and in the Password field type your password For security purposes asterisks or dots appear instead of the password Use your assigned password 3 Click OK click OK Switch Logged In User Many practices successfully use individual logins and have individual staff members log off CTRL L before leaving a workstation This allows them to gain process efficiencies and data tracking TRAINER LED EXPLANATION 4 To switch users close all windows by selecting Window gt Close all or ALT W A Then CTRL L Exiting Cornerstone There are two ways to exit Cornerstone Click the red X in the upper right corner of the Cornerstone window Click Exit Page 12 Getting Star
25. Admit amp Pre Procedures Cornerstone 8 1 Basic Foundation Training Guide Patient Orders Header This table explains the key header information and how to best use the fields Cage Free form field where practice usually enters a cage number As an alternative enter a short word for the procedure and optional alert information Note Alerts do appear when you complete the treatments but if you are viewing the main Whiteboard screen to see who is due you wont see the alerts unless you actively click on the patient This is later viewable on the Census List Practices usually use wards like Radiology Bath Groom Surgery Lab Work This is later viewable on the Census List Defaults to today s date Discharge Cornerstone system automatically defaults to 3 days greater than the admit date and future Whiteboard charge calculations are based on this date Supervising Dr Enter the doctor and later use on the main Whiteboard window for filtering Current Care Dr Enter the doctor currently providing care for the patient Can be used for filtering data Defaults to Inpatient which results in the patient appearing on the Whiteboard Patients with Inpatient Status may not be changed back to Outpatient Status without first processing posting their invoice Enter the Cage information Dental BITER Select the Ward Surgery Optional Accept or modify the Admit Date and the Admit Time change to tomorrow s date Ente
26. Atthe Invoice field press Tab Cornerstone automatically assigns the invoice number when an invoice is posted or saved 3 Enterthe staff ID in the Receptionist field and press Tab Select the patient for whom charges are to be entered At the tem ID field enter the ID of the item to be added to the invoice and press Tab Press F2 or double click to search Enter the Quantity Price Staff ID and Revenue Center Repeat steps 5 6 to add additional items to the invoice Click Post At the Post Invoice window deselect the Apply Payment and Print Invoice check boxes and click OK 49 e 1b Qe O The balance is billed to the client s account End of Day End of Day Activities Page 97 Chapter 1 End of Day Activities Voiding a Payment To void a payment NOT attached to an invoice 1 2 gt Qr e 9 T In the Client Account window double click the payment to be voided The Payment window displays If your practice uses the Cashier Password feature in the Cashier Password field type your Cashier Password On the Payment window click anywhere within the payment row to be voided Click the Void button or press CTRL D A message appears to confirm the void delete action Click OK to close the message and then click Post to void the selected payment On the Payment for Client name window click Yes to print the payment void or click No to close without printing Close the Client Account window To voi
27. Check in via Medical Note Doc reservations using Boarding amp Grooming feature gt Surgery gt Anesthesia Monitoring step 2 Enter Smart Groups and Invoice items in Invoice Items Pane of Document Template if no estimate Option 2 Medical Notes Only Step 4 Modify Smart Groups and Invoice Items on Patient Visit List if estimate exists Dan n c c c c a l l Final Step Check Out Step 7 Post Procedures e Medical Note Doc gt Surgery gt Hospitalization gt Anesthesia Monitoring Be Update Correspondence Medical Note Doc gt Post Procedure Images gt Discharge Instructions e Take Home Prescriptions WB or PVL le Post Procedure Updates gt Daily Planner Callbacks Diagnostics gt Clipboard gt Update Diagnoses e Invoicing gt Payments gt Appointments gt Departing instructions Reminders Page 134 Additional Cornerstone Features amp Appendix Appendix LABORATORY WORKFLOWS Direct Cornerstone windows amp Equipment Touches The medical team processing a lab request would experience the laboratory Cornerstone windows and equipment touches presented Step 1 Create New Lab Request amp Print Label Step 2 Create New Lab Request amp Print Label Step 3 Collect Your Sample pr HER Pest for Maggie Owner Lab Silverstein v Canine Request details Lab INCLINIC x IDEXX VetLab In clinic Laboratory Requisition ID Staff Fred Jones DY
28. Day Feed oi Merah Dred of raa Lyana irantery LH EEHEEHE fete harn Camgliancge P eport Conboled Tubs Eapart Depart Dnatructions mbit Qreup Fem Setup Fapa leoi Der Claggehramten Setup E appi Invoice Rem Oingaemring 3etup Fapaort Irvoica Darm Irf ormaszn lage lnv ite Dorm rice Dnfarmatien amp eipy Jer E arnar Letorenatian A eph Invoice Rem teup Rspaort Invoice Mim Tas Sete Mipan Brock jteen Fahin Pageeet Lal Patiarit Patiant Adsinar Partimens Tracom Pratis Pie cap tice Pa grad BD RT BON OM amp BOB 5napnu czs Wald Additional Cornerstone Features Reports 377 ghee Invoice Item Sales Information 5 Hide lacked repe Report fields Cleri ID Patient 1 Patient Hare Date Sokk date item was sold QTY Sold Total ici prices Tota gross sales price Far irmeobce hem sold Saft i Saft Mame beste Berri I gt Description gt Class ID Tata OTe Total quanbty 650 for each indice Rem Total Saka balal Gross Sales amount far each invite em Description Lise bo see abet of clients trat puncmased a gen item sales for a specific client total items sold using a date range when needed amd a list of clients that purchased an item with a given Lot Number can also me found Invoice Item Sales Information Bord by baroka Ines IC Client ID and Patiess ID ten Feet Poem aa GTY To e mpT uan hare i ce omes rand E itt D irage PRI 1S be Dippy San Ex The TED Hi
29. Exam Equine Lameness Exam Cornerstone Online Community Additional Cornerstone Features amp Appendix Appendix Page 137 CORRECT INVOICES OR RETURN ITEMS If you discover you have invoiced the wrong patient or client you will want to correct this mistake What type of correction should make Negative invoices are regular invoices with negative invoice item quantities Create negative invoices to give a refund for services and inventory Negative invoices should be used to correct one or two problems on invoices where the other charges are correct Voided invoices reverse the entire invoice from the client s account and patient history While the invoice remains in the account history it will display as voided and you will have options to hide voided entries Voided invoices should be used only when an entire invoice has been incorrectly billed for example the wrong patient or client was billed This option is not available for CASH clients Only designated staff should void invoices Creating a negative invoice for refunds Open the incorrect invoice so you know exactly what was sold 1 To view the invoice open the Patient Tent information O OoOo Clipboard and select the client Select ise 5 v a ER 2 X Credt Code Cath Check Cr Card Curent g the Client Account tab Last Payment 60 00 on 11 04 2010 30 Day 0 00 Cash B0 Day 000 Hide voided items 90 Day 0 00 2 Right cl
30. Out When you are ready to clock out for lunch or the end of the day 1 If Time Clock is open click the Password Entry ow toolbar button and enter your password e f you have clocked in properly the Clock Out toolbar button will be available If you have not clocked out properly the Clock Out toolbar button will be gray e Click the Clock Out button Press Ctrl L or click the Password Entry button and leave the screen as it is or close Time Clock by clicking the X in the upper right corner of the window 2 If Time Clock is closed open Time Clock by double clicking on the Time Clock shortcut or accessing it from the Start menu e f you have clocked in properly the Clock Out toolbar button will be available If you have not clocked out properly the Clock Out toolbar button will be grey ail e Click the Clock Out button Press Ctrl L or click the Password Entry button and leave the screen as it is or close Time Clock by clicking the X in the upper right corner of the window Additional Cornerstone Features Time Clock e Page 113 Chapter 2 Time Clock A time sheet with several clock in and clock outs as well as vacation and sick time recorded might look like this Jeremy Lrvingston Monday Regular 0571172009 8 04 AM 12 11 PM 05 11 2009 4 12 Monday Regular 0571172009 1 07 PM 6 34 PM 0571172009 5 45 Tuesday Regular 057 1272009 723 AM 11 58 AM 057 1272009 4 58 Tuesday Re
31. Page 112 Additional Cornerstone Features Time Clock Cornerstone 8 1 Basic Foundation Training Guide USING TIME CLOCK STAFF R M 8 4 Time Clock is a very basic time keeping feature that requires users to manually clock in and clock out punch in out This lesson will show you how complete these tasks in Time Clock log in log out clock in and clock out There are just a couple of administrative setup duties to be completed before you can use the Time Clock features Default settings for Time Clock can be located in the Designated Staff and Management Training Guide TRAINER LED DEMONSTRATION AND EXPLANATION 3 a Quickly clock in and clock out using Cornerstone Time Clock Clocking In When you are ready to clock in for the day 1 On the desktop double click the EF Timesheet G5 a5 Ti me C oc k e Oe S h O rtcut JL Jeremy Livingston 2 Enter your User name and or Password and click OK enter you i Twe assigned password Sunday Regular 0571772009 7434M 00 00 0000 0 00 A 3 Click the Clock In toolbar button 4 Close the Timesheet when you are finished clocking in by clicking the X in the upper right corner of the Timesheet window 9 Press Ctrl L or click the Vacation hours Sick hours Regular hours Total hours 0 00 0 00 0 00 0 00 Password Entry ow toolbar button and leave the screen as it is or close Time Clock by clicking the X in the upper right corner of the window Clocking
32. Payment dialog box in Cornerstone the transaction information displays in the Payments area with the Status field indicating if the transaction was approved On the Payment window click Post to accept the transaction X Charge Payment Processing Voiding a Credit or Debit Card Transaction in Cornerstone 1 4 With the client information displayed in the Client Account window click on the payment transaction to be voided and click View On the Payment window if your practice is set up to use cashier IDs enter your cashier password and press Tab Click anywhere within the transaction row to be voided and then click Void or press CTRL D A message appears to confirm the void delete action Click OK to close the message and void the selected transaction Page 98 End of Day End of Day Activities Cornerstone 8 1 Basic Foundation Training Guide X Charge Payment Processing Processing a Credit or Debit Return 1 In the Payment window if your practice is set up to use cashier IDs enter your cashier password and press Tab Type the return amount as a negative number ex 13 50 in the Amount field and press Tab Select either Credit Card Payment or Debit Card Payment for the payment type and press Tab On the X Charge Credit Debit Card Return window complete all required fields and click the Process button or press F12 Reprinting a Receipt for an X Charge Transaction 1 2 4 In the X Charge
33. Reservation is not checked out when posting the invoice for the Boarding Reservation a message will display to warn you e Manually check out a grooming appointment through the Census List F3 or the Appointment Scheduler BOARDING amp GROOMING BEYOND THE BASICS R G This lesson provides procedural steps for deleting reservations setting up and deleting recurring boarding reservations accessing and using the reservation book blocking cages as well as previewing and printing various boarding reports and documents There are several set up tasks that have to be performed by an administrator prior to properly using the Boarding and Grooming features Information regarding the setup of Boarding and Grooming can be located in the Designated Staff and Management Training and Setup Guide TRAINER LED EXPLANATION amp Use Boarding amp Grooming to complete additional reservation tasks such as delete a boarding reservation create a recurring reservation delete a recurring reservation access the reservation book block boarding cages and print boarding and grooming reports Page 120 Additional Cornerstone Features Boarding amp Grooming Cornerstone 8 1 Basic Foundation Training Guide Delete Boarding Reservations 1 From the Reservation List window right click J Scheduled J Checkedin No show on the reservation you ae 1272 2510 8 IER LONE want to delete and click Ts a Vs 2 Delete A checked in
34. Review and modify the items on the Patient Visit List 9 1 Acton the duplicate items For one of each of the Snap 4Dx and Examinations delete or mark as Declined 9 2 Decline an item to history Decline to history Lyme Disease Booster Add note on the blue line that Mr or Ms Adams declines 10 Add a prescription item to the Patient Visit List 10 1 Add item Patient your Barksalot Item Methigel 4 25oz Use this text for the prescription instruction Please sprinkle 1 teaspoon on pet s food daily Discontinue C D diet and return Barksalot to Science Diet Canine Senior 11 From the Patient Clipboard create and finalize a new estimate for the patient 11 1 Patient Barksalot estimate for Bladder Surgery estimate contains the items below Bladder Sx Group Cystotomy this will load numerous items based on species and weight Buprenex Buprenorphine 0 3mg ml 0 34 qty Amoxicillin Injectable 3 4 qty Rimadyl injectable 1 36 qty Buprenorphine Oral 2 44 qty To be prescribed to go home Please give 0 61ml 1 syringe orally every 8 hours as needed for pain There is an individual syringe for each dose 4 individual doses in total Pick Rimadyl 100mg 5 qty To be prescribed to go home Please give tablet every 12 hours with food 11 2 Finalize Barkalot s estimate 12 Review the patient s vitals history Enter a new set of vitals Respiration of 36 High and Temperature of 102 8 Hi
35. Select the Prescriptions tab in the Patient File area 3 Right click the prescription that needs to be voided and select Void 4 If applicable click Yes at the Do you want to void Prescription No 2 message Notice that the prescription has been automatically hidden in the Patient File Patient Visit e Charge amp Procedure Verification Page 57 Chapter 3 Charge amp Procedure Verification Chapter Summary You learned these important concepts within this chapter Patient Visit List Features benefits and workflow of the Patient Visit List Vaccinations amp Rabies Certificates Complete the vaccination tag window and understand how the inventory setup and defaults can positively affect the efficiencies when the vaccine tag special action is set up or new vaccine or rabies inventory is used and entered on the fly to update the vaccine default information such as the manufacturer and producer Prescriptions Create a prescription for an inventoried pharmaceutical item Daily Planner Diagnostics View schedule and complete call backs for lab results Other Procedural Steps Page 58 Patient Visit Charge amp Procedure Verification Cornerstone 8 1 Basic Foundation Training Guide Chapter 4 Recommended Treatments amp Costs You ll learn these important concepts in this chapter e Estimate Create and customize an estimate e Payments Deposits Record an estimate deposit payment to a cli
36. and status icons The two columns of icons displayed to the left of the Item IDs are the Charge Source icon and the Status icon Charge Source Status The Charge Source icons appear in the left most column in the area where items are listed and help you identify how the item was added to the PVL If no source icon is displayed for an item the item was added directly to the Patient Visit List The Status icons are displayed in the column to the left of the Item IDs and show the standing of each charge on the Patient Visit List Depending on the source of the items some items may automatically appear with a certain status The status for any item may be changed The table below outlines each Status icon Status of items on a PVL Recommended The item Ea Accepted The item has been Performed has been recommended but not yet accepted but not yet performed The item has been administered accepted or performed Declined The item has been declined by the client E Declined to History The item has been and will be deleted when the items are transferred to the declined by the client and will be deleted when the invoice There will be no history entry items are transferred to the invoice A history entry indicating the item was recommended but declined will be listed in history Patient Visit e Charge amp Procedure Verification Page 51 Chapter 3 Charge amp Procedure Verification TRAINER LED DEMONSTRATI
37. check box for Email reminders e have client s permission to leave messages on the nswerlng machine at this number In the Phones area right click on the first line and select New Enter your phone number select the Location from the list and type a note Select the Primary Phone Number check box Click OK Click the Prompts Notes tab Enter Answers to the lent Information for Chris Brown Adamz 36 Prompts Enter Client Created Updated by enter eee Client ID 5036 Chris Brown Adams36 your initials your employer select C Schulze DVM as your Preferred Doctor BN rein pom fictogals Prompts answers Note Prompt Answer Client Alert Client Created by S Bee Employer IDEXX Veterinary Hospital Employer 5pouse School District 184 Preferred Doctor 9 Select the nformation Tab to add patients 10 Keep the Patient Clipboard open and proceed to the next demonstration Adding Patients to a Client Account Add your own pet to this client account so you gain an understanding of unique functionality and fields like birthdate breeds and reminders 1 2 Right click the Patients area of the Information tab and select New Tab past the D field to accept the Cornerstone assigned ID Manually enter the ID if you prefer Use your assigned Patient ID Select a Class Family Pet Getting Started Clients amp Patients Page 23 Chapter 2 Clients amp Patients
38. correctly change a client s account please call Cornerstone Support for assistance at 1 800 695 2877 Correcting Payment Amounts 1 2 3 4 With the clients account displayed in the Patient Clipboard select the Account Information tab Right click in the white area and select Payment Type a Cashier password if applicable and press Tab In the payment Amount field enter Payment for Chris Brown l l N the amount that is being corrected as 6 information Cashier passw ord a negative amount ID 5001 Chris Brown TM SB Sus Bes Payments Select the same Payment Type as Credit code Cash Check Cr Card originally entered In the next Amount line enter the correct amount in the payment Amount field and select the Payment Type Tab to the Change given field to verify the Balance after payments Click Post Click Yes or No to print SEEN SS ER ies A 7 Amount Payment Type E 52 45 Visa m B2 45 Visa Total 30 00 Correcting Payment Types 1 2 3 4 Page 140 With the clients account displayed in the Patient Clipboard select the Account Information tab Right click in the white area and select Payment Type a Cashier password if applicable and press Tab In the payment Amount field enter the amount that is being corrected as a negative amount e g 50 00 Select the Payment Type as i T Jie nit cg idt PUE ashier nassword originally
39. current date and time and the tape will eject Close Backup Exec IDEXX VetVault Backup Solution Contact IDEXX Hardware Support at 1 800 695 2877 for assistance with a manual backup For further assistance please call IDEXX Hardware Support at 1 800 695 2877 and reference KB2292 p rA e Hn POO LABORATORIES www idexxcornerstone com 2010 IDEXX Laboratories Inc All rights reserved Cornerstone and VetVault are trademarks or registered trademarks of IDEXX Laboratories Inc or its affiliates in the United States and or other countries Symantec and Backup Exec are trademarks or registered trademarks of Symantec Corporation or its affiliates in the U S and other countries Page 146 Backup4all is a trademark or registered trademark of Softland Additional Cornerstone Features amp Appendix Appendix IDEXX Cornerstone IDEXX Cornerstone Backup Verification Assistant Document Purpose This document is presented to IDEXX Cornerstone customers to describe the setup and use of the Cornerstone Backup Verification Assistant The Cornerstone Backup Verification Assistant provides an extra precautionary measure to protect your data by scanning the backup log and reporting possible problems when a staff member logs into Cornerstone Overview If your practice uses compatible backup software you can set up Cornerstone to automatically verify your backup The following backup software is compatibl
40. entered ID 5001 Chris Brown eee SB Sue Bee In the next Amount field enter Payments the same amount as was Credit code Cash Check Cr Card originally entered Select the correct Payment Type Tab to the Change given field 1 5000 Visa to verify the Balance after 50 00 Master Card 11 06 200 payments Click Post Click Yes or No to print Additional Cornerstone Features amp Appendix Appendix Correcting Change given mistakes Example 1 John Doe s invoice totals 40 He gives you a 50 bill and tells you to apply the extra 10 as a credit You forget to enter zero in the change given field What now To correct this type of mistake create a new payment 1 With the client s account displayed in the Patient Clipboard select the Account Information tab Right click in the white area and select Payment Type a Cashier password if applicable and press Tab In the Change given field enter a negative amount for example 10 pP es ey Click Post to post the payment Example 2 John Doe s invoice totals 40 He gives you a 50 bill You forgot to enter 10 in the change given field What now To correct this type of mistake create a new payment 1 With the client s account displayed in the Patient Clipboard select the Account Information tab Right click in the white area and select Payment Type a Cashier password if applicable and press Tab In the Change given field enter the correct amount
41. his her client information Select Client option for To or an appropriate option in the Send to area The email address on file will be used to send this email although the address will not be displayed Click OK to send the email Finalizing Estimates 1 oa Fw DN With the client s account displayed in the Patient Clipboard select the patient in the Patient list area In the Patient information area select the Estimate tab Double click the desired Estimate In the Estimate window press Tab to view the estimate Click Finalize In the Save Estimate window make any necessary changes Patient Visit e Recommended Treatments amp Costs e Page 65 Chapter 5 Pre Treatment Electronically Signing an Estimate Depending on your practice default settings you can capture a client signature as well as a witness signature using an approved signature capture device 1 With the estimate details listed from the Save Estimate window select Preview Signature 2 Review the on screen estimate with the client then click Signature 2 1 If using a connected signature capture device a signature box displays Ask the client to sign in the box then click OK to insert the signature into the estimate 2 2 fusing a Tablet PC sign directly on the Authorized Signature line 2 3 To add a Witness Signature repeat the client signature steps 3 Once estimate is signed it is automatically finalized and saved to patient history 4 Si
42. i New Appointment 6 Enter the Staff ID Room for the auant iionmauon i Client ID 5000 Chris Brown appointment ES 715 555 2221 C Schulze DVM 273 Casey 7T Enterthe Time units DRE cca for the appointment Appointment accept 3 already Date Wednesday January 13 2011 200 pm listed Scheduled on Wednesday January 19 2011 i Confirmed on 0 00 0000 8 Optional Enter the Reason for visit Exam Canine Wellness Sent v Prefix 6 Staff B z 3t Anne Carson DVM 9 Optional Add any itu u Length 60 minutes Notes regarding the FR NM j Amount 0 00 appointment Client thinks Casey is staying for a Dental Prophy 10 Click OK to add the appointment information to the Appointment Scheduler OK Appointment items Transfer invoice items to patient visit list now 10 30 pounds Spaved Female Account information Current 0 00 30 days 0 00 BU days 0 00 90 days 0 00 Total due 0 00 Staff time Reminders 1 11 15 2011 i 11 15 2011 i 4 ui 16 RABIES FELINE 3YEAR BOOS FYACP BOOSTER Trainee Note This demonstration is finished for now However it will continue in the next lesson Please advance to the next lesson without closing the scheduler Patient Visit e Check In Page 33 Chapter 1 Check in SEARCH INVOICE ITEMS R 6 a Searching for and selecting invoice items is a key component of creating estimates patient visit lists invoices etc Th
43. learn about the unique buttons on this window Client Invoice for Kimberly Adams1 New l i B x Client ID pan Invoice number Open Current M ame Kimberly Adams Invaice type None 30 days Credit code Cash Check Cr Card Receptionist cs BO days Last payment 6 7 2010 201 99 Comerstone 90 days Master Card Invoice total 0 00 A H Total Patient ID Sao 1 Balance Due 001 2 Barksalot 3 rrs 11 Mos P 4 00 pounds Neutered Male Fietriever Labrador h Active FOO 1 Casey Firs 8 Mos 9 90 pounds Spaved Female Mediumhair Domest Active 0 00 Past Save Prepay Discount Prnt Void Cancel ur l Lab Work Fix Label Special Departing Pharmacy Make Appt Travel Sheet Copy To Page 86 Invoicing amp End of Day Final Step Check Out Cornerstone 8 1 Basic Foundation Training Guide Invoice Window Buttons Use the table below to learn the invoice screen button functions Bottom Buttons mE If Lab work has been added to the invoice and a lab request has not already been entered or if you need to add additional lab tests onto a pending request click the Lab Work button For more information please refer to the appropriate laboratory training tool SmartLink InHouse Lab Training SmartLink Reference Lab Training Canada East West Reference Lab Training To create a prescription instruction for a prescription that is on this invoice highlight the hi La
44. making a payment prior to services being rendered like on an estimate for today s visit or when a client does a large amount of business within a month and only wants to be billed monthly An invoice can be opened at the beginning of the month or at the first visit of the month saved added to during the month and either closed during end of month processing or posted before end of month processing is run Use the Discount button to apply a manual discount by amount or percentage to the entire invoice total Prints the invoice Cornerstone will ask if you want to save the invoice first The invoice must be saved before it will print This feature is helpful if the client would like to see a copy of the invoice prior to paying Prepay This will void the invoice Depending on your practice setup this may be a management feature only based on security setup Cancel the invoice and send invoice items back to the Patient Visit List if generated from the Patient Visit List If cancelled any changes added since the invoice was saved last are canceled Invoicing amp End of Day Final Step Check Out Page 87 Chapter 8 Final Step Check Out pe or ome 10 11 12 13 Click on the pet to be invoiced your Casey If applicable transfer items from the Patient Visit List Address duplicate items as needed Transfer Enter additional invoice items your trainer will provide input Perform other
45. of change given for example 10 Click Post to post the payment Oc Rw ON Additional Cornerstone Features amp Appendix Appendix Page 141 PROCESS END OF DAY From the Menu bar select Reports gt End of Period gt End of Day 2 Select Current and Preview or Print the Daily Deposit Report to balance your cash drawer Make any corrections before proceeding 3 Optional Run your backup A backup can be performed at this point after End of Day is processed or completed automatically as setup by IDEXX Computer Systems Please check with your practice administrator for your practice s procedure From the Menu bar Select Activities gt End of Period Select End of Day The following message displays A daily backup should be made prior to processing end of day Click OK JP Dai v Period mg oe 7 Optional In the Note field type in your Last daily period closing information initials and click OK Close date 12 28 2010 18 03 32 This period daily information 8 The following message displays Process Clone date 12 30 2010 18 2227 end of day for Click Yes 9 A Daily Period Closing window displays automatically This window has two areas that show the Status and Statistics of the End of Day Closing When End of day has finished processing this window will automatically close 10 When End of Day has finished processing click OK on the Daily Period Closing window 11 Print your daily report
46. oz NUTRITIONAL 1 15 05670 ABDOM CENTESIS LABORATORY LARGE 50 00 40000 ABDOMINAL SURGERY SURGERY SMALL 400 00 3500 3 Inthe nvoice item information area with ABDOMINOCENTESIS PROFESSIONAL SERVI 75 00 2500 ABORT PROFESSIONAL SERVI 25 00 28000 Search for ward ABSCESS DRAIN OPEN SURGERY LARGE 45 00 30000 the Search for word ABSCESS LANCE amp DRAIN PROFESSIONAL SERVI 455002505 check box selected type the Description or a partial description of the item you are searching for You could also search using the Item ID option type c d to search for c d Feline 8 5 Ib bag 4 Double click on the item to select it to add it in the Appointment items select c d Feline 8 5 Ib bag ID 05842 Optional Select the _ Transfer invoice items to patient visit ist now check box do not select the check box Click OK OK Searching by Classification 1 In the nvoice ltem classification area enter the ID for a Classification Double click or use F2 to search 2 Select a Classification 3 The list will narrow to list only items in that classification Page 34 Patient Visit Check In Cornerstone 8 1 Basic Foundation Training Guide Searching by Invoice Item Type 1 To narrow the search for a specific invoice item type v Group items such as group items deselect the check boxes for Inventory items the remaining invoice item types in the Include area Service items Pick items
47. pounds Male Lhasa Apso Active N i ___Renbescipion Busto Amour Sta Center Dw Tax 7 n ABD A Lat 100 85 003 H No No n y Make ppt Departing Pharmacy Page 136 Additional Cornerstone Features amp Appendix Appendix MEDICAL NOTE TEMPLATES PER VISIT TYPE This compiled list is dynamic and represents templates available as samples from the Cornerstone Online Community and in Cornerstone Patient Visit Type Cornerstone Medical Note Template Wellness New Puppy Kitten Exam New Adopted Adult Pet HEAP Hx Exam Assessment Plan Template Abbreviated Physical Exam Physical Exam w Abnormals from Pat Advisor Exam Physical Exam w all findings from Pat Advisor Exam Outpatient scheduled outpatient Ear Exam drop off physical therapy specialty appt PU PD workup Seizures Neurology Dermatology Surgery Sample Abdominal Surgery Bladder Surgery Urolithiasis Bladder Surgery Bladder Surgery Cystotomy Report Forelimb Amputation Abdominal Exploratory Anesthesia Monitoring Sample Dental Exam Cleaning Canine Sample Dental Exam Cleaning Feline Sample Ovariohysterectomy Routine Post Operative Care for Routine Castration of Horses Problem Based Visits Chronic Ear Exam Chronic Weight Loss Polyuria Polydypsia Workup Vomiting Diarrhea Template Hospitalized Medical Case Anemia Workup PU PD workup AVMA Model Euthanasia Authorization Species Specific Equine Colic
48. services rendered Client Signature Payment will be required when your pet is released from the hospital Cornerstone the Signature BS icon displays next Kati Willan to estimates that have been electronically signed Creating a New Estimate TRAINER LED DEMONSTRATION 3 1 With a client displayed in the Patient Clipboard right click a patient in the Patient list and select Estimate use your demonstration client and Casey Tab past the Estimate field Tab 3 Enter a Description for the estimate see estimate image for description Tab to the first tem ID field Patient Visit e Recommended Treatments amp Costs e Page 61 Chapter 4 Recommended Treatments amp Costs 5 Use the tem ID fields to add the appropriate items to the estimate and enter edit the detail fields for those items Add items to Casey s dental estimate and edit the item details to produce the estimate as shown in the estimate image Estimate For Chris Brown Adams001 Seles Client patient information Estimate information Client ID 5000 Estimate H Rae Mame Chris Brown Adamsoo4 Description Professional Dental Cleani ith ibl E Regen in Runde ental Cleaning with possible Print 3 rrs 8 Mas 10 1 pounds 3 Mediumhair Domestic Spayed Female 1 DENTA DENTAL GROUP E PRE SLURRICAL EXAM amp PRE MED 1 00 1 00 0 00 rt EXAMINATION PRESURGICAL 1 00 1 00 0 00 0 0014 PRE ANESTHETIC 1 00 1 00 15 00 115 0014 PRE SURBGICAL LABW ORE 1 00 1
49. software Start gt Programs gt X Charge gt X Charge click the Lookup button Use the available fields to specify a date range or batch number for the desired transaction and then click the Search button Select the desired transaction in the list and then click the Receipt button The receipt information displays in a Receipt Preview window Click the Printer icon on the toolbar to print a copy of the receipt Correcting Payment Amounts 1 9 XL 3 cem I 8 9 With the client s account displayed in the Patient Clipboard select the Account Information tab Right click in the white area and select Payment Type a Cashier password if applicable and press Tab In the payment Amount field enter the amount that is being corrected as a negative amount ex 95 00 Select the same Payment Type as originally entered In the next Amount line enter the correct amount in the payment Amount field and select the correct Payment Type Tab to the Change given field to verify the Balance after payments Click Post Click Yes or No to print Correcting Payment Types 1 St So de SP 9 10 11 12 With the client s account displayed in the Patient Clipboard select the Account Information tab Right click in the white area and select Payment Type a Cashier password if applicable and press Tab In the payment Amount field enter the amount that is being corrected as a negative amount ex 50 00 Sel
50. the Patient Clipboard Daily Plan nee Trani oF Veter hor oll tat Appoints Cal Becks iaoi CFeckedin bec ad hoes Conespondence Patient Visit Lin Irrevacea Eesm enin ES LARGE EL ctl TRAINER LED DEMONSTRATION v Navigate to the Daily Planner Patient Clipboard on behalf of C Schulze DVM 1 Click on the Daily Planner toolbar button click Daily Planner Enter your staff ID Enter 14 for C Schulze DVM Click on the Checked In tab click Checked in tab 2 9 4 View the Appointment Notes Le for your patient view the notes 5 Right click your appointment that has arrived and select Patient Clipboard Find your patient Casey and select Clipboard 6 View alerts history and the Patient Visit List tab for information important to the appointment view alerts history and Patient Visit List tab VITAL SIGNS amp MEDICAL Notes M After reviewing the check in the medical team has two basic options for entering medical notes We present the options below with their advantages The trainer led demonstration that follows uses Option 1 with Option 2 steps presented in Other Procedural Steps 1 Medical Notes e Can dedicate certain pages of the document for the internal medical record Document and other pages for client or external purposes This might be a procedure Template summary or discharge instructions all within one document e Customizable forms e Ability to insert elements such as a table
51. the blue line will be saved to the patient s electronic medical record when your staff completes the treatment 10 Use the information in the Patient Orders image to enter Invoice items and the order information into Patient Orders Enter items as pictured In Invoice Item ID OWG Outpatient Whiteboard Group Delete all except 1 Call Client CALL 2 Remove Catheter RC 3 Vital Signs VITALS and 4 Procedure PROC Change Description of Procedure to Dental Dose eb RemDescrntn duni Bing Cateoon n 1 IDE Outpatient Whiteboard Group e EI El 2 CALL Call Client Whiteboard 1 00 Ma billing or i Communication SID PM Not required CI O L 3 RC Remove Catheter Ww hiteboa 1 00 Ma billing or i Treatments Ine time Not required CI O L 4 VITALS Vital Signs 1 00 Ma billing ar 1 Vital Signs TID 3x per day Mat required E I L 5 PROC DENTAL 1 00 Ma biling ort Treatments One time Notrequired L Bb 4155 PRE SUR GICAL Lab WORE 1 001 line each ti Diagnostics Until CompletecNotrequired L 7 005 AMESTHESIA ISO 0 25 lbs 1 001 line each ti Treatments One time Notrequired LJ 6 ESTRACT EXTRACTION GROUP Fl El amp g 7505 EXTRACT TOOTH MINOR 3 007 line each ti Treatments One time Notrequred O L 10 7510 EXTRACT TOOTH MAJOR 2 007 line each ti Treatments One time Notrequired LJ 11 02375 Antirabe Drops zZbmg rl 1 00 Ma biling o
52. the practice Allows data entry when adding medical notes in a classic Medical Note Moves back through client patient names functions within the Client or Patient List Moves forward through client patient names functions within the Client or Patient List Ctrl N Creates a new item ex estimate or invoice Ctrl D Deletes a highlighted record Ctrl U Updates a highlighted record Ctrl L Logs you off of Cornerstone Ctrl M or Allows you to insert a new line functions in prescription instructions notes in prompts Ctrl Enter notes and or signatures Moves the cursor to the next field Shift Tab Moves the cursor to the previous field Enter Ke Commits or accepts certain actions throughout the software Caution Do not use until y knowledge of its function within a field is known F7 and F8 are specific to individual computers Additional Cornerstone Features amp Appendix Appendix Page 133 PATIENT VISIT WORKFLOW This Cornerstone workflow illustration demonstrates key patient visit steps for two major patient visit types Ue Wellness amp Outpatient incid Surgery amp Hospitalized The steps represent the training chapters and the red text boxes represent the notable features used within the patient visit step Step 3 Charge amp idco did ORE DNE 3 i Procedure step 4 Kecommende Step 1 CR In Step 2 Exam Verification Procedures amp Costs Estimates Client Signature Finalize
53. the report displays the desired results Reports Preview If you choose to preview a report you can see how many records the report contains by looking Patent Nene at the Selected Atal total You can use m this information to ona determine if you see have made the range linen selections properly For example the Patient d by Name Report Ben displayed to the right En was set to display all di Canines The Selected i total indicates that Ben there are 471 Canines da out of 842 patients at i this clinic i Using the preview ia Dan option also allows you to see how many above all Canines resulted in a 14 page report Page 108 Patient By Name Report Client Name Trapper Jeff amp Sandy Martin Michael and Carol Trapper Jeff amp Sandy Gray Tim and Amanda Gray Tim and Amanda King Kenneth amp Lynn Adams Gary amp Linda Adams G R Jones Lawrence Aldridge James MeGilligan Lab 14 MecGilligan Lab 7 MeGilligan Lab 20 MeGilligan Lab 6 MeGilligan Lab 12 MeGilligan Lab 17 MeGilligan Lab 8 MecGilligan Lab1 MecGilligan Lab 15 MecGilligan Lab 5 MeGilligan Lab 11 MeGilligan Lab 8 MeGilligan Lab 18 MoGilligan Lab 2 MoGilligan Lab 13 MoGilligan Lab 16 MeGilligan Lab 3 MeGilligan Lab 18 MeGilligan Lab 10 hAaGilliaan sh A Selected total 471 out of 842 m Telephone 715 346 8421 715 347 8367 715 346 8421 715 765 2232 715 765 2232 715
54. the window Close the Patient Visit List See the OTHER PROCEDURAL STEPS lessons for Prescription tasks of Reprint Void Reissue Rabies Certificates DAILY PLANNER DIAGNOSTICS RJ E ra 39 View a snippet online demonstration Use the Diagnostics tab of the Daily Planner to view lab requests and results assign technicians lab result callbacks and calls to make Daily Planner Staff information rs Cornerstone Correspondence v Views for all staff Patient visit List Medical Mates Call Backs Date range for posted results Other types to include Friday Friday Pending requests Orphan results Ho template a 4 D m 2 a 4 D m Completed results Mot requested Rejected results Hide preliminary results Patient Name Prac Owner Name Template a052 Eli IDEs Completed Biddgatdar Aaj Bub Chemistry an48 Phinneous IDEN Brigsbu Graham Bu48 a064 Sparky IDEs Lydden Libby a064 Diagnostics e Appointments Dae Status 02272372010 Pending Call Backs Dae StafflD 0726 10 1 Completed OFf23 2010 Open Hematology 3 Completed r z3 2010 Open Chemistry 3 OF 24e10 3 072910 3 Drago 3 a064 Sparky IDER Lydden Libby a056 Kingsley Pattington Brad and Sheri S060 Billy Maddison Hannah anb El Biddgatdar Aaj CRAMER STACEY SEBASTIAN a020 Jack MMecGilligan Mikel e Page 54 alb4 IDE a056 IDE S060 ID Eos a052 INCLINIC 51
55. 00 1000 O In this scenario you would generate a report of rabies tag information of only those rabies tags issued on January 1 2009 through all of December 31 2010 that have a tag number between 500 and 1000 If you choose Starting Value Ending Value And Or Date Issued 01 01 10 12 31 10 ORS Tag ID 500 1000 NENNEN In this scenario you would generate a report of rabies tag information from all rabies tags issued on January 1 2009 through all of December 31 2010 as well as any rabies tags with an ID between 500 and 1000 issued on any date Entering a Specific Value There are a few conventions to follow when entering values in the Starting and Ending value fields Following these conventions will ensure that the report will present the desired information With the cursor in the Starting or Ending value field press F2 to select from a list of available options e Use F2 for a lookup of any range option that has ID in its name i e Client ID Species ID Patient ID for accuracy and efficiency e Ifan F2 listis not available nothing will happen when you press it When entering dates the current date will populate the field when you first click in it To select a different date enter the date using the proper format M D YY or you can press F2 or double click to select from a calendar that will display When entering dollar amounts do not enter the dollar symbol Simply enter the number that corresponds Co
56. 1 00 1 00 35 00 35 0014 No No 02 02 2011 EXTRACTION GROUP 1 00 100 000 300014 No No 0202 2011 EXTRACT TOOTH MINOR 1 00 300 600 18 0014 No No 02 02 2011 EXTRACT TOOTH MAJOR 1 00 200 10 00 200014 Mo No 02 02 2011 Antirobe Drope 2bmg 1ml 2 ml bottle 1 00 100 1000 100014 Ho Ma 0270272011 NAIL TRIM 1 00 100 000 300014 No Na 0202 2011 No Mo 0070070000 Travel Sheet Total Low 408 00 Total High 6850 00 Estimates are created from the Estimate window which is divided into these areas Client patient information area e Client ID Contains client s ID e Patient ID field Contains patient s ID L L I I I I I I I I I I I I ay IL dr ir dh dh dr dh dh dh dh dp dh dh dr dh dh dh de e Name Displays clients name Estimate information area e Estimate Contains estimate number assigned by Cornerstone existing estimates Double click or F2 to search for select an existing estimate in the Estimate List This field is left blank when creating new estimates since estimate numbers are assigned automatically by Cornerstone when the estimate is saved e Description Enter text describing the purpose for the estimate The Estimate window buttons include e Up Down arrow Move a selected invoice item up down in the list e Travel Sheet Access the Travel Sheet selection window e OK Save the estimate e Cancel Exit the Estimate window without saving e Print Print reprint an existin
57. 347 3876 715 457 8764 715 868 2633 715 349 8765 987 654 3210 987 654 3210 987 654 3210 987 654 3210 987 654 3210 987 654 3210 987 654 3210 987 654 3210 987 654 3210 987 654 3210 987 654 3210 987 654 3210 987 654 3210 987 654 3210 987 654 3210 987 654 3210 987 654 3210 987 654 3210 987 654 3210 MOTS REA IDAN Species Canine Canine Canine Canine Canine Canine Canine Canine Canine Canine Canine Canine Canine Canine Canine Canine Canine Canine Canine Canine Canine Canine Canine Canine Canine Canine Canine Canine Canine Sr Breed Chihuahua Smooth coated Terrier Lakeland Chihuahua Smooth coated Terrier West Highland White Pug Chow Chow Retriever Labrador Retriever Labrador Elkhound Nonwegian Hound Basset Terrier Fox Smooth Terrier Fox Smooth Terrier Fox Smooth Terrier Fox Smooth Terrier Fox Smooth Terrier Fox Smooth Terrier Fox Smooth Terrier Fox Smooth Terrier Fox Smooth Terrier Fox Smooth Terrier Fox Smooth Terrier Fox Smooth Terrier Fox Smooth Terrier Fox Smooth Terrier Fox Smooth Terrier Fox Smooth Terrier Fox Smooth Terrier Fox Smooth Terrier Fox Smooth Tarriar Case Cms Sex Male Male Female Female Female Male Male Male Neutered Male Neutered Male Neutered Male Neutered Male Neutered Male Neutered Male Neutered Male Neutered Male Neutered Male Neutered Male Neutered Male Neu
58. 4 oe N o 12 13 14 15 Page 24 Tab to the Sex field note that it is highlighted A field that is highlighted indicates that you can make a selection by pressing the first letter of the option choose Female a Patient Information for Sally Q ID 277 Sally Owners Kimberly Adams p Information Letter R eminders 10 Call Backs Prompts Notes Referrals Information 2 Name Sally Status Active v 6 Species Canine v 3 Class Family Pet Breed Beagle Mix __ 4 Sex Female NJ 8 Color Tri Color vj 6 Birth date 03 15 2007 2j Ea SHE 2B Markings Weight Body Score Send Amd o St Date 01710 2011 2 Time 03 30 PM Tener 9 Weight 22 00 pounds v Body Score None v Bam Owners Microchip Kimberly Adams Registration Habies Tag Add Existing Rabies Tag NENNT c ren Enter the patient s Birthdate by entering the birth date or by entering the patient s age in Y M amp D Filling in one option auto populates the other Enter your pet s Birthdate Select the Species select an appropriate species Select the Breed from the list select a breed Select a Color from the list select a color In the Weight Body score area enter the information for Staff Time and Weight Enter C Schulze DVM ID 14 for Staff today s date current time and enter your p
59. 42 IDE aua Completed Hematology Completed Hematology Completed Chemistry Completed Hematology Orphan Chemistry Completed Chemistry 07 23 2010 Open 3 OF 25 2010 Open 3 2 23 2010 Completed 3 OF 2372010 Completed 3 06 04 2004 OF 724710 0720 10 0728 10 j 1 1 OF 2 23 2010 3 Patient Visit Charge amp Procedure Verification Cornerstone 8 1 Basic Foundation Training Guide TRAINER LED DEMONSTRATION View and update C Schulze DVM s Lab Requests Results on the Diagnostics tab basic steps 1 With the applicable staff member or all staff specified at the top of the Daily Planner click the Diagnostics tab C Schulze DVM 2 In the Date range for posted results area select the date range the posted lab results you want to review default number of days set in Daily Planner defaults View only Posted results for 01 06 2011 to 01 06 2011 3 In the Other types to include area select the check boxes for the lab types you want to view default types set types in Daily Planner defaults 4 Once the date range and types have been set you can view all existing lab results requests and their current call back status for the selected staff member or for all staff 5 Right click on a request or result Depending on the lab type call back status the following options may be available e Select Update Lab Request to open and update a pending lab request Click the
60. 5 7482 Attn Education Department 2536 Alpine Road Eau Claire WI 54703 This program was reviewed and approved by the AAVSB RACE program for continuing pum he sw A education Please contact the AAVSB RACE program at race aavsb org should you have any eD Vv comments concerns regarding this program s validity or relevancy to the veterinary profession LABORATORIES Cornerstone 8 1 Basic Foundation Training Guide Evaluation e Page 151 Support 800 695 2877 sales 800 283 8386 IDEXX SmartLink Technology r ss Led Bee 478 479 LABORATORIES idexx com cornerstone 2011 IDEXX Laboratories Inc All rights reserved
61. 73 j 11 Sf 511 11 Dac 26 Dec z Dec 28 Sat lec a Sun Moni E E E 3 11 Enter in a Beginning Date and Time Dec 29 J a n Lage Number Tue Enter in an Ending Date and Time pL oce qw x Enter in any Notes as to why the cage is being blocked etc n Se E a IP ars aul P am a a T a ON aatem Boarding and Grooming Reports 1 Boarding Feeding List e Use the Boarding Feeding List to view a list of feeding requirements for checked in patients on a specified date 2 Boarding Exercise List e Use the Boarding Exercise List to view a list of exercise requirements for checked in patients on a specified date 3 Boarding Medication List e Use the Boarding Medication List to view a list of medication requirements for checked in patients on a Specified date 4 Boarding Combination List e Use the Boarding Combination List to view a list of feeding exercise medication and other services for checked in patients on a specified date 5 Boarding Census e Use the Boarding Census report to view a list of patients by status cancelled checked in checked out no show scheduled or all for a selected date Page 122 Additional Cornerstone Features Boarding amp Grooming Cornerstone 8 1 Basic Foundation Training Guide 6 Boarding Expected Check ins e Use the Boarding Expected Check ins report to view a list of reservations made for a specified date Patients due to be checked in
62. Dispensing item Inactive items MOVE APPOINTMENT R From the Appointment Scheduler you can move an appointment to another day time or room TRAINER LED DEMONSTRATION Move Casey s appointment from its current time slot to another time 1 From the Schedule for Today window right click the applicable appointment and select Move Right click the appointment for your demonstration client s Casey 2 Click in the Room time slot that the existing appointment will be moved to To move the appointment to a different day click Go To and the Date Selection calendar will open so a new column time can be selected Click in your assigned time slot 3 Answer the question Would you like to move the appointment to Date selected at Time selected Answer Yes CHECK IN amp RELATED DOCUMENTS R 4 From the Appointment Scheduler check Casey in for a wellness visit as an outpatient and use protocol setting and efficiency features of reason for visit alerts and reason for visit documents TRAINER LED DEMONSTRATION From the Appointment Scheduler you will check Casey in for a wellness visit 1 From the Schedule for Today select the patient s appointment select your Casey s appointment Click the Check In chem button click Check in If alerts display address them then click OK to proceed address then OK Verify that the Staff ID is correct Select another Staff ID if needed C Schulze DVM Verify that
63. FS7FORS TAY BAERS aon Om a Cornerstone Tutorial Database Adams Kimberly Patient Clipboard di al m Client Patient list Client ID 5000 Kimberly Adams Pet Owner IBarksalot J Canine Lasep sh Check Cr Care Take esters 2 Active Patients 2 Client Area Chent information ps BAa VA Client Information Mev Update Appointment Scheduler Check In Correspondence Diagnosis Drug Interaction Matrix Electronic Whiteboard d Estimate IDE LabREXX Test Request Form Image Capture Image Explorer Summary Text Problems Dx Bx Medi Image Import Full Size View Date me Import DICOM p Image Request E 1272 2010 Invosce 127272010 Lab Request g 1272 2010 Medical Note 12 2 2010 Ne AE EBSA Patient Advisor Exam Terer2u Patient Reports 12 27 2010 Patient Visit List Prescribe E Problems ap Find ind Next Reminders C Hide Whiteboard Mates Hide voided items Reservation Vital Signs Weight IDE Veterinary Hospital User Train Click the right mouse button to access menus in each area when available Getting Started Clients amp Patients Page 17 Chapter 2 Clients amp Patients Review the 5 areas of the Patient Clipboard 7 1 Click the Patient Clipboard toolbar button 2 Enter the Client D Enter ID 5000 for Kimberly Ad
64. Hi Lickers pipe EH o Arreosce imer E oer me Eu AJ Apel Tre TA Pen iii eed pue P Fa nal ded Oy Erri IATS 25 AMAA AA uina c bk RT gs CER iima aceon i T ts 159 Tomi Saa 511373 Mesas Eure UE wn Pardi mass Tae mid S 838 Thomsen QW 1 Le Pike 83 Tarea Suit Fg d ascia Ariero e Page 103 Chapter 1 Reports Note the following areas and items e Search field e Alphabetical report category listing Left pane with report categories Use to expand and to shrink the category Right pane with report fields descriptions and a sample report 2 In the Search text box type a search keyword or phrase and click Search Enter quantity sold Note the results show that the top report doesn t include the report nvoice ltem Sales Information report Report Search Capabilities Cornerstone searches for your keyword in the report name description filters and fields and then displays the ranked results in the Reports list Use the table below to become familiar with the search capabilities Reports 42 105 shown show all matches collapse all i Hide locked reparts Reports Compliance ist Sservices Sold by Staff Member 2 Services Sold by Staff Member graph Dollar Value Sold by Staff Member El End af Month j Bi Serv and Inv Sales a 2nd Closed Inv By Class Desc sni Closed Inv By Class ID Revenue Center Class Desc Revenue Center Class ID A Revenu
65. IDEXX Cornerstone Practice Management System Cornerstone 8 1 Basic Foundation Training Guide TP ava 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 2011 IDEXX Laboratories Inc All rights reserved 03102011 Compliance Assessment Tool Cornerstone Patient Advisor Patient Clipboard SmartLink and PNEUMABORT K are trademarks or registered trademarks of IDEXX Laboratories Inc or its affiliates in the United States and or other countries Microsoft Windows and Windows Server are trademarks or registered trademarks of Microsoft Corporation in the United States and or other countries Epson is registered trademark of the Seiko Epson Corporation Adobe and Reader are either registered trademarks or trademarks of Adobe Sys
66. J In this lesson you ll learn how to add a permanent comment regarding financial information to a client s account TRAINER LED DEMONSTRATION In this demonstration you will add a comment to Greg Altman s account stating that the remainder of the balance will be paid in full within the next three months 1 Click the Client Account toolbar button Client Account 2 Inthe D field search for and select the client ID germ j ID 140 Client Greg Altman Client information Ib 140 Greg Altman 3 Click the Comment button Comment e O aaan 4 Type in the comment Client to pay remainder conversation with Greg on 615 2007 bes of balance within the next three months per phone conversation with Greg on Today s date your initials 5 Click OK OK PROCESS END OF Day R In this lesson you ll learn the steps to process the End of Day information at your practice This procedure is generally done in conjunction with balancing your cash drawer and calculating your deposit In addition it helps you track database information that is important for managing your practice End of Day End of Day Activities e Page 93 Chapter 1 End of Day Activities TRAINER LED EXPLANATION amp It is imperative for your practice to have a good backup procedure in place Backups provide security against the unlikely event that files are lost or destroyed As an added safety precaution you should remove the most recent backup
67. J S iD ET Chia derring LVT C Dipa uer completed wea LSS 11104 i Desped 7 Desire peces Cancel Discontinue Treatments amp Remove from Whiteboard A View a snippet online demonstration Occasionally you may have a treatment that is no longer valid The reasons might be either the doctor has received lab results and will take a different course of action the treatment wasn t needed or the treatment was accidentally entered on the Patient Orders window Moreover you may want to discontinue one treatment or need to discontinue all treatments so you can remove the patient from the Whiteboard We will discontinue one treatment in the next steps 10 Right click patient and select Patient Orders Select your Casey patient 11 Click anywhere on a treatment line select Discontinue Treatment Repeat if necessary then click OK Select treatment line Extract Tooth Major and choose Discontinue treatment option Page 78 Patient Visit Procedures Cornerstone 8 1 Basic Foundation Training Guide Change Patient Status When the status of the patient is updated throughout the patient s visit staff is more informed and can easily access details about the patient s visit Often times clients call to check on their pets and your staff will have information readily available to provide TRAINER LED EXPLANATION Change Casey s status from Inpatient to Ready to go home 1
68. M Drawn by kw Sample source Instructions Tube Label C 8002 P 8002 McGilligan Chris Brown Ben CAN 5 Yrs 0 Mos 7 31 2008 09 39am Req ID 8002 1 Profiles tests HemiD lemDescipion Profle tes ELECTROLYTES Electrolytes Step 6 View Results in the Patient File Step 5 Run the Test Using the IDEXX VetLab Step 4 Run the Test Using the IDEXX VetLab and Manually Enter Lab Results Station Station Note Lab Requests and Results window Configuration Condition Activities gt Labwork gt Laboratories gt Update Review results before posting Steps 1 amp 2 Create a new laboratory request Steps 3 amp 4 Print tube label and collect your Step 5 Send sample to IDEXX Reference and use the LabREXX Form sample Laboratory for analysis Tube Label C 8002 P 8002 McGtilligan Chris Brown Ben reference CAN 5 Yrs 0 Mos 7 31 2008 09 33am laboratories Reg ID B002 1 IDEXX gt Companion Animal gt Reference Laboratories Other Tasks Manually enter lab results add onto a lab request work with not requested orphan results and reprint a LabREXX Form Step 7 View and post results in the patient file Step 6 Automatically download results and view print void and reassign results lab results log file y Results for Ben n ten zm ba o 4 E Chemistry XT ab gre i vn Status 27 2006 Thursday emerge hee rene yr tees Re
69. ON ME On Casey s Patient Visit List decline the Tonometry to history 1 Right click the status icon for the invoice item and select Decline to History Enter a reason on the blue line Right click the Tonometry status icon and select Decline to History When working in a Patient Visit List use the scroll bar to access upper or lower portions of the list that may not be currently visible VACCINATIONS amp RABIES CERTIFICATES R D During the exam you ll administer vaccinations and produce a rabies certificate using the Vaccine Tag window This feature allows the auto generation of rabies information for multiple year and species scenarios during the creation of the certificate Also efficiencies can be gained if the Vaccine Tag special action is attached to the invoice item Additionally when the team grabs a new rabies bottle or tray and enters the rabies information on the Vaccine Tag window it automatically updates the rabies default TRAINER LED DEMONSTRATION Complete the Vaccine Tag special action to record the vaccine for Casey s vaccination 1 From the Patient Visit List click the Special button Special i Special Actions Patient information 2 Select the Vaccine Tag action and click Process iade Here Ese Select Vaccine Tag and click Process Age 3 Yrs 7 Mos Weight 10 30 pounds Breed Mediumbair Domestic Ses Spayed Female 3 From the Vaccine Tag window enter the Tag rues F button to g
70. Or deselect the Apply payments check box to apply a credit to the client s account Click OK to proceed 9 If your practice has chosen to use this feature enter your Cashier password and press Tab 10 If your system is set to calculate change automatically the refund amount will appear in the Cash refund field If it is not set to calculate the change amount Tab to the Cash refund field and enter the refund amount as a positive amount for Chris B swn for Ll sce 7555 X x 7 4 11 Click Post ID 5001 Chis Bion lt g BS Post Credit code Cash Check Cr Card Previous balance due 0 00 Invoice total 9 00 Manually Correct Reminder Information If Applicable 12 If vaccines were sold on the incorrect invoice manually correct the patient s reminder information 12 1 From the Patient Clipboard with the client and patient information entered right click on the patient and click Update 12 2 Select the Letter Reminders tab 12 3 Make any applicable changes Invoice the correct client and patient 13 If applicable invoice the correct client and or patient Remember Your total number of invoices for the day will be inaccurate because of the corrections Take this into account when you are reviewing your Daily Summary Reports and or Statistics by Staff Report Additional Cornerstone Features amp Appendix Appendix Page 139 CORRECT PAYMENTS If you are not sure how to
71. PVL button to transfer items into the Patient Orders screen from the Whiteboard Patient Visit List 11 Click the PVL button PVL 12 View items to transfer to Patient Orders including scrolling up to see the entire list Scroll up 13 In the Ord column select the check boxes for the items you want to move from the items on the PVL that were transferred from the finalized estimate to the patient orders select Pre Surgical Labwork Anesthesia Extraction Group Extract Tooth Minor Extract Tooth Major Antirobe Nail Trim Use the details included in the Patient Orders image to fill out the columns and blue lines 14 Click Order Order 15 Click OK again to exit the Patient Orders window OK From the Patient Orders window once you click OK patient orders cannot be deleted but they can be discontinued Medical Note Document At this time the medical team may start the surgery document medical note Start the Dental Feline Medical Note and Client Report for Casey The Weight Vital window will not appear because the weight was entered during the exam The first two pages of the medical note are for the internal medical record and the last page is a client report of the dental procedure From the Cornerstone toolbar click the Patient Clipboard toolbar button Enter or search for the Client ID your demonstration client Select and right click on the patient s name your Casey Select Medical Note from the rig
72. Patient File patient history area displays the medical history for the patient selected in the Patient List View information such as a summary of the patient s history problems and diagnoses for the patient a list of prescriptions medical notes lab results and vital signs weights In the Patient Clipboard areas click the right mouse button to access menus of additional options Refresh the Patient Clipboard Refresh the Patient Clipboard with the most recent data 1 From the client s account in the Patient Clipboard right click in the Client area Kimberly Adams account ID 5000 listed in the Patient Clipboard 2 Select Refresh Clear the Patient Clipboard 6 Clear the Patient Clipboard to help protect privacy 1 From the client s account in the Patient Clipboard right click in the Client area Kimberly Adams account ID 5000 listed in the Patient Clipboard 2 Select Clear Page 18 Getting Started Clients amp Patients Cornerstone 8 1 Basic Foundation Training Guide NAVIGATE THE PATIENT FILE R D This lesson demonstrates how to navigate the Patient File With a patient name selected in the Patient List area you can navigate and search through the Patient File easily using the various source icons see below and by clicking on column headers to identify and sort history types TRAINER LED DEMONSTRATION Navigate the Patient File for Kimberly Adams client and Casey patient and learn th
73. Patient Visit e Exam Cornerstone 8 1 Basic Foundation Training Guide Is your in house laboratory complete and capable of providing you with diagnostic results within 15 minutes Are your in house protocols priced competitively and set up as group codes to gain compliance and efficiencies Is your practice paper light or chartless OTHER PROCEDURAL STEPS Recording Medical Record Using Physical Exam Report Card 1 Access the feature On the Patient Clipboard select the client then right click on the patient s name in the Patient list and select Physical Exam or Patient Advisor Exam At the Patient Exam List click New The Physical Exam window opens Under Exam Information in the Admit field press Tab to accept the date that appears in the field or select a different date If known type the Release date Select the Staff responsible for the physical exam and the Tech technician if applicable In the System template field the default physical exam template appears If this template is not applicable select the applicable template To add a body system to the physical exam right click anywhere on the physical exam and click Systems 5 1 Alist of body systems appears Click the check box to the left of the body system you want to add Standard observations are included on the selected template During the physical exam you can select an observation status Normal Abnormal or Did not Examine and can change the observat
74. Print button 12 2 The Sort Order and Range have already been selected for you to print the report for the patient you have selected on the Patient Clipboard 12 3 In the History area select the items you want to print on the report You also have the option to select check boxes to print prices hide voided items and or print full page images 12 4 Click OK to print or Close to close without printing Getting Started Clients amp Patients Cornerstone 8 1 Basic Foundation Training Guide CLIENT List R M a This lesson introduces the Client List which is a record of all of your clients When searching from the Client List you can search for active clients and inactive clients using a client s entire name or parts of their name New Allows you to begin the process of creating a new client Update Allows you to update client information The selected client s information displays in the previous window For example if you press F2 in the Client ID field of the Patient Clipboard clicking Select will bring you back to the Patient Clipboard The Client List window closes without selecting a client TRAINER LED DEMONSTRATIONS Search the Client List to locate a client using a full name partial name or phone number Search for Clients 6 Client List Chent information Sort by 3 Cem Mame Last name Update i Include inactives Client ID First name
75. Record detailed care information into the medical record Whiteboard Workflow Overview The Cornerstone Whiteboard workflow see image below works in this manner Add invoice items and Smart Groups on the Patient Orders window possibly transferring in treatments from finalized estimates or other sources found on a Whiteboard Patient Visit List then back to the Patient Orders window to complete the details After initial orders are entered staff monitor the main Whiteboard hourly grid to identify when treatments are to be completed then double clicking to reach the Patient Treatments window to complete the treatment and record any detail care information The end result is the recorded detailed care information with staff time Whiteboard Patient Visit List TRAMSFER finalized estimates or charges from other sources Main Whiteboard window ait aa Patient Orders View treatments due ADD invoice items and Smart Groups Patient Patient Treatments Clipboard View completed Whiteboard treatments in history Complete treatments e Page 68 Patient Visit e Admit amp Pre Procedures Cornerstone 8 1 Basic Foundation Training Guide Automating Charges Before we get started in the Patient Orders window it s important to understand how the Whiteboard fits into the equation of automating and capturing charges When you select quantities billing and frequencies on the Patien
76. Robert Jones 1145 M Bond Heservalions ESE De OEE a Groomer UAN s Lisa amp Robert 13 9 3 2010 12 30 010 12 2 30 2010 Staff 1 Cassie Tone s Lisa 3 Robert 12 23 2010 12 30 201 0 Scheduled 12 30 2010 Staff 14 Josie Jones Lisa amp Robert 12 23 2010 12 30 2010 Scheduled 12 30 2010 Staff 156 Sergeant Jones Lisa amp Robert 12 23 2010 12 30 2010 Scheduled 12 29 2010 Staff 10 Buffy Jones Lisa amp Robert 12 23 2010 12 30 2010 Scheduled 12 Missy Jones Liza amp Robert 12 23 2010 12 30 2010 Scheduled Cri Canine b mm Canne Medium Canine Run Canine Aun zu Feline Condo T Feline Condo c cnm cn 4 om Additional Cornerstone Features Boarding amp Grooming e Page 119 Chapter 3 Boarding amp Grooming CHECK IN RESERVATIONS R 4 This lesson explains checking in boarding reservations It also explains the process of checking out boarding reservations and checking in and out grooming reservations There are several setup tasks that have to be performed by an administrator prior to properly using the Boarding and Grooming features TRAINER LED EXPLANATION amp Access the Reservation List and create check in out boarding reservations as well as grooming reservations Check In Boarding Reservation 1 Select the Boarding and Grooming Red doghouse icon to access the Reservation List window select the reservation that needs to be checked in Click Update to check in a reservat
77. Schulze D VM Date ot 30 20011 v Autofinalize in fi A days File Edit View Insert Font Paragraph Table Other Cancel Pa eek EIC amp i fl 100 zJ IDEXX Veterinary Hospital 800 283 8386 Kimberly Adams1 5001 Casey 5001 1 9 Yrs 8 Mos 715 581 2505 10 3 pounds Spayed Female Feline 7 Mediumhair Domestic Invoice tems Attachments Paste LIRL e Page 82 Patient Visit Post Procedures 1 2 3i 4 5 6 Cornerstone 8 1 Basic Foundation Training Guide Click on the Patient Clipboard toolbar button Search or select your client and patient Search and select the Sample Blank document template Change the Hx Description Click on the Attachments tab right click in the white area and view the option New File 7 Proceed to attaching document or click OK to save the history information TAKE HOME PRESCRIPTIONS M Technicians will need to have take home prescriptions ready for pick up Because technicians see many patients in a day and are very busy have them use the Patient Clipboard so they can view the pet picture and ensure they have the right patient selected before prescribing TRAINER LED DEMONSTRATION E After the technician prepares the bottle and has the lot and expiration in hand navigate to the prescription window through the Patient Clipboard to prescribe a take home antibiotic Cephalexin for Qty 28 with instructions of 2X daily for 14 days 1 2 9 Click the Patient Clipboar
78. aily reports Follow your practice s protocols for printing reports END OF DAY REPORTS R Printing End of Day Reports In this lesson you ll learn how to print End of Day reports This procedure is generally done in conjunction with processing End of Day s a Wf Daily Reports Processed Tuesday July 27 2011 05 59 PM Wednesday July 28 201 fee P Thursday July 29 8981 06 03 PM Friday Juny 30 2011 07 03 PM Closing 2 20 7 28 20 7 28 2011 72 30 2011 TRAINER LED EXPLANATION amp In this demonstration you will run the End of Day reports for the same period for which you just ran Charged on A t Report End of Day in the previous lesson arged on Account Repor Current Activity Report Daily Audit Trail Daily Deposit Report 1 From the Menu bar select Reports gt End of Period gt End of Day 2 Inthe Daily periods area select the period you want the reports to reflect Daily Discount Report By Discount Daily Discount Report By Staff Daily Inv and PL Entries Daily Inv and PL Entries by Class T sm oe Mee T n ge 3 In the Report list area a default selection of reports is highlighted Click Print to print the default selection of reports Or double click a report name to preview the report separately 4 Atthe Reports Preview window verify that this report contains the information for which you are looking To print the report
79. ams and press TAB Trainee Note Using Tab vs Enter Tab aM ys ED In the many software packages of today including Cornerstone it is important to understand the proper use of the Tab and Enter keys Tab advances you to the next data field or option while Enter can commit data changes when you aren t ready if the OK button is selected at the time Incorrect use of the Tab or Enter keys could result in other required steps to correct an action Your trainer will yelp you understand the use of these keys 3 Review the 5 areas of the Patient Clipboard The Client area displays the client s name and ID classification balance due designated credit code primary telephone number and numbers of total and active patients The Client Information area lets you view and access client and account information patient reminders scheduled appointments reservations estimates phone numbers alerts prompts notes and secondary account names The Patient List area displays active inactive and deceased patients owned by the client If there are more than two patients click the green arrow and move your cursor to the Patient List area to expand the list The Patient Information area provides access to alerts prompts notes owners referral information reminders microchips rabies tags scheduled appointments and reservations You can also access check in information a list of items on the Patient Visit List and current estimates The
80. aniel Ea making the reservation jde Exervati 2 29 2004 POST 3 Click the Include on Reservation nformal eer oo check box 4 Complete Steps 12 19 Single Pet nstr total 14 00 hi mam Reservation E Sta STA Staff Directions 5 Continue this cycle for all pets Click OK e Page 118 Additional Cornerstone Features Boarding amp Grooming Cornerstone 8 1 Basic Foundation Training Guide Scheduling a Multiple Pet Reservation where pets are sharing a cage 1 Complete Steps 1 19 found in the Single Pet Reservation steps TS NET Reservation t eservation t 2 j 2 If pets will share a cage select the iene nean pe Ooo Re oe first patient you want to make the ee gt igh en e ys e epature lt lt y reservation for Balance 0 00 715 829 5446 Corfemed 00 00 0000 Sue Bee 3 Click the Include on Reservation Patent ID 12 check box 4 Complete Steps 12 19 Single Pet Reservation steps 5 Continue this cycle for all pets sharing the cage Check the Sharing check box i In the Sharing list box highlight each ici NN pet that will share the same cage with the primary pet 8 Click OK Reservation List with Completed Reservations cen cees select status 7 Scheduled M Checkedin No show Ehecked out Cancelled Canine Large a L 10 19 2010 D Lj r 3 a Canine Medium Monday Chent information Canine Run Client ID 1012 EM Lisa amp
81. ant concepts within this chapter Cornerstone Electronic Whiteboard Whiteboard features and benefits the basic Whiteboard workflow how the Whiteboard fits into the equation of automating charges and Whiteboard Smart Groups that make the Whiteboard easy to use e Patient Orders amp Whiteboard Patient Visit List Enter Patient Orders by adding invoice items and Smart Groups transfer charges from the Whiteboard Patient Visit List and learn how to include in your process the start of a procedure medical note Patient Visit e Admit amp Pre Procedures Page 67 Chapter 5 Admit amp Pre Procedures CORNERSTONE ELECTRONIC WHITEBOARD M View a snippet online demonstration During this lesson you ll learn about Whiteboard features and benefits the basic Whiteboard workflow how the Whiteboard fits into the equation of managing charges best practices in handling billing charges from the Whiteboard and be introduced to Smart Groups that make the Whiteboard easy to use The Cornerstone Electronic Whiteboard is an advanced version of the common dry erase whiteboard that practices use in their treatment area Practices who successfully integrate the Whiteboard into their practice find it to be e A quick way to prescribe a treatment or follow a treatment protocol Ahighly visible easy way for staff to track and record patient care e An improved method to automate billing and capture charges based on provided care e
82. ations R amp TEE 120 Boarding amp Grooming Beyond the Basics Ry 5 icsicssscuesnevossdvapnenesdessontdeasmandentonniasvenelouuevntausnettaceansens 120 e Page 4 Cornerstone 8 1 Basic Foundation Training Guide Table of Contents Cornerstone 8 1 Basic Foundation Training Guide Practice E Practice Exercises R M f ccsssssssscesssseesseeessseesssenesssneseseesusaeeusenessseeessseesaseesasaususoeevegeesaseenaas 125 li PS dee 129 AUP FOC oh Rz c NETTO DO TE 130 Starting the Cornerstone Database ccccccccccseccccseeeeeceueeeeceuececsusececeuscecsuaueesseueeessuueeesaueeeesageeesseseeessagees 132 Funcion and SNOrCUE e i EO TU eee TO E 193 Patient Visit Workflow c 134 Beers secies etter cet cantante 135 nare gode a or M e 136 Medical Note Templates Per Visit VDO uocis eiue iain vetu quu o ana bou s bu qe pR Dus od xD deux t qux aux re o eme EIS e Mi RUD UU DMSEU EE SUE 137 Correct Invoices or Return Items ccccceeeececcessscececeeseeeecseesececeeeuceeeceuseceesseeaeeeessauseeeessagceesseaseeeessnageeeeeas 138 Coneci rcg tet EE TE E E 140 Process End Of Day 142 IDEXX Backup IMGSERUICHONS qe 143 Training Evaluati Cor
83. ations single animal reservations and multiple animal reservations within Boarding and Grooming There are several set up tasks that need to be performed by an administrator prior to properly using the Boarding and Grooming features TRAINER LED EXPLANATION amp Access the Reservation List and create reservations using Boarding amp Grooming including single pet multiple pet and multiple pet reservations where the pets are sharing a cage Scheduling a Single Pet Reservation 1 O m 1d E wb Ss 12 13 From the Reservation List click New Type the Client ID in the Client ID field and press Tab press F2 in the Client ID field to search for and select the client if needed If any Client alerts display read and respond appropriately then click OK Once a client ID is selected the personal information and A R information will display Patients belonging to the client will appear in the Patient section Tab through the Reservation field Press Tab and the system will automatically assign a Reservation number The number does not appear until the reservation is saved A message will display if the client has any reservations currently scheduled to ask if you would like to schedule a new reservation Press F2 to view previously scheduled reservation information for the client In the Reservation type list click the down arrow to view the reservation types select a Reservation Type for this reservation Enter the Arrival Date
84. ayment for your demonstration client s name window enter the Cashier Password enter your assigned cashier password Enter the payment information client pays 100 of senior wellness visit and 50 of dental cleaning estimate Payment details today s date check 2001 for half the amount and cash for the remaining half Click Post Post At the Print question answer Yes or No No PRE ADMIT PROCESS Updating the information for checked in patients throughout the patient s visit helps keep your team current with patient cases Doctors and technicians routinely use the Check in Report to provide information relating to the visit the patient s history and the client s account You can update a checked in patient using the Appointment Scheduler Census List or Patient Clipboard TRAINER LED DEMONSTRATION i Update Casey s check in information through the Patient Clipboard gt Check In tab so the Census List reads Dental and the patient appears on the main Whiteboard window without patient orders i m EM se sm I 10 11 From the Patient Clipboard with the client displayed and the patient selected click the Check in tab click the Check in tab for your demonstration client s Casey Right click on the Check in tab s work area and select Update right click and select Update Verify that the Staff ID is correct or select another Staff ID C Schulze DVM Verify that the Client and Patient IDs are correct your de
85. backup assistant has not highlighted any lines that does not guarantee that your backup is valid You must still verify that all relevant files are backed up After reviewing the entire report click the Venfied check bos then click OF File BEX SERVER DOTET ml Date 7 15 2008 11 58 pm X Backup log date is 1 day old Next Fipt Gee _Newtret_ castone db lt H gt 2602366336 7 16 2009 8 10AM cstone db lt A gt 260366336 7716720093 8 10 4M Prnt Unable to open the item C sCstene scstane lag skipped t 1 iter was skipped Example B wWaring erar n Comerstone data File alder than the backup date BlComerstene data file that matches the backup date Full Report Directory IDEXX Backup completed on 7 16 2008 at 11 58 15 PM Backed up 20 files in 6 directories 1 item was skipped Processed 261756801 bytes in 13 seconds 53 Additional Cornerstone Features amp Appendix Appendix e Page 147 1 On the Tools menu select Backup Verification Assistant Enabling the 2 Select the backup software that is used by your practice Backup Verification 3 Select the Use Backup Verification Assistant check box Assistant 4 Click OK Cornerstone Administrators and staff with proper security permissions will see the Backup Verification Assistant the first time they log in each day It can also be viewed manually through the Reports menu Viewing the er To manually view the Back
86. can e Schedule an appointment a uu Update an geee o ae Using Cornerstone Administrator s Manual and Cornerstone User s Manual The Cornerstone Administrator s and User s Manuals are accessed through the Cornerstone Program menu rather than through the Cornerstone software Use the manuals to supplement your learning gain additional information on a topic or help to answer questions you have in the future that you can t find the answers to in this guide mem cem Administrator s Manual The Cornerstone Administrator s Manual and the Cornerstone User s Manual can be accessed in one of two ways Click on Start gt All Programs gt Cornerstone gt Manuals From your computer s desktop double click the appropriate manual icon Cornerstone User s Manual Page 14 Getting Started First Things First Cornerstone 8 1 Basic Foundation Training Guide Online Cornerstone Customer Support Center You can access the support center 24 hours a day 7 days a week 365 days a year just by e Selecting Cornerstone gt Help gt Support Center Clicking the Support Center ie toolbar button Typing Cornerstonehelp com in any internet browser Chapter Summary You learned these important concepts within this chapter Your Practice s Cornerstone Goals Align staff understanding of owners Cornerstone usage goals Log into Windows Successfully log into your Windows operating syst
87. contain ms Clear the Client List and proceed to the next demonstrations clear the list Search Using a Phone Number i 1 Inthe Phone field of the Client List enter a phone number 715 681 2605 View the information 2 keep the list open for the next demonstration CLIENT amp PATIENT ACCOUNTS R M amp a Add new and update existing client and patient accounts to keep your client and patient records current When implemented as a standard procedure searching for a client prior to adding them helps to prevent duplicate client accounts TRAINER LED DEMONSTRATIONS Claim an existing client account and customize it to make it your own then add a pet to the account Trainee Note In the trainer led activities throughout this guide this client will be referred to as your demonstration client Check for Client Currently in Cornerstone 1 From the Client List verify that the Include inactives check Client List Client information Sort by box is selected M m 2 Type the client s last name in Lastname ME m the Last name field to verify i ees SET GRDED that this client does not already cive Phone 7 O Phone exist in the database type your last name ame ent DT Phone Brown Roland 1256 715 342 5689 Trainee Note If by chance your last name is on the Client List pretend it was not there so that the demonstration works out properly 3 Click th
88. corruption or accidental overwriting of the data e IDEXX recommends that a practice keep the most recent 30 days of daily backups End of month backups should be kept for 2 months and yearly backups should be kept for 3 7 years Tape amp RD1000 backups e Minimum Five total tapes or cartridges Two rotating daily two rotating monthly and one yearly e Recommended Ten total tapes or cartridges Seven rotating daily two rotating monthly and one yearly Online Backups e IDEXX recommends to run a local backup to CD DVD tape or RD1000 cartridge for monthly and yearly backups IDEXX recommends retaining 30 daily backups due to the possibility of disc damage and ease of storage Please confirm your data retention requirements with your particular state or province to determine the amount of yearly backups to retain Media Storage For greatest assurance of the safety of your data backup media IDEXX recommends storage of backup media either offsite or onsite in a data rated fireproof safe Additional Cornerstone Features amp Appendix Appendix Page 143 Unattended End Of Day Database Copy The Unattended End Of Day Database Copy first available in Cornerstone version 5 0 can create a backup copy of the database while you work or overnight This is in addition to your full daily data backup that is on a CD DVD tape RD1000 cartridge or online IDEXX VetVault This create
89. ctive vital signs are listed on the Vital Signs window only if that patient has historic values for that vital sign Inactive vital signs are marked with an I after the name For Alphanumeric List and Numeric List vital signs click this link to view the list values and their extended descriptions if any exist For Numeric and Numeric List vital signs click this button to view the patient data in a graph and optionally print the graph Displays when a comment is associated with the entry Hover the cursor over the icon to view the comment text Abnormal vital sign entries those marked as High H Low L Abnormal A display in bold red text After edits or updates have been made and saved for a patient at this workstation or elsewhere in the practice click this button to ensure you are viewing the most recent data for the patient The Create new Vital Signs set column includes the following fields and options Date Time Staff ID cell Text entry box or selection list None for species Patient Visit Exam This cell expands automatically when any other Create new vital sign entry cell is selected The Date Time Staff ID fields are required for each set of vital signs Note that you cannot enter a date time that is in the future or greater than 10 days old Depending on the vital sign type Alphanumeric Numeric List etc the data entry selection field may appear as a text box or a list For Alphanume
90. d Show only treatments for day Patient Visit Procedures e Page 79 Chapter 6 Procedures If applicable now you can remove the patient from the Whiteboard Whiteboard Sunday January 30 2011 Casey AdamsU Kimberly C Schulze DVM FEL 10 3 pour Surgery Cage Dental BITER Orders For New Patient View Print Selected Day View Print Prior 24 hours PROCEDURE MEDICAL NOTES M Using the Daily Planner the doctor and technician can access the medical notes they started and completed and optionally prepare a client procedure report TRAINER LED DEMONSTRATION Ej Navigate to the Daily Planner and find the tentative Dental Feline Medical Note and Client Report to complete 1 Click the Daily Planner toolbar button 2 Enter your staff ID to view your Daily Planner items or to do list C Schulze DVM 3 Click the Medical Notes tab 4 Double click the medical note to complete enter remaining information then Finalize Follow the trainer instructions for completion which may include the following notations Extracted 107 Gingivitis class 2 Plaque Class 2 Calculus class 2 Occlusions 0 Osseous Recessions on teeth 101 201 307 308 Resorptive Lesions 107 Calculus 107 108 207 208 104 204 304 404 Mobile Tooth 107 Periodontal Pockets 107 Chapter Summary You learned these important concepts within this chapter Patient Treatments View and navigate the main W
91. d Place a plus sign in front of an essential word that is required in the search Search Exclude Words Place a minus sign in front of a word to exclude the term from the search and narrow the results E example month deposit report will filter out monthly reports from your search of deposit reports Show Matches The blue text toggles between show all matches and show best matches If you see show all matches that indicates you are now looking at all the best matches 3 Click the Reset button to clear all fields and start your search from the beginning 4 In the Search text box type a search keyword or phrase and click Search Enter QTY sold Note that the top report now includes the report Invoice Item Sales Information report 5 Click Create report Locked Reports Cornerstone Security Setup allows a Cornerstone Administrator to specify report access for each staff member If it s a locked report you ll see the lock icon in the left pane and in the right pane only a sample of the report Note If the Hide locked reports check box is selected the number of hidden reports if any is displayed in parentheses Report Search 42 105 shown ghee allmatches EY Class Ti Hide locked reports T TERO Har rus Fiber Sta Last Warne i T I 1 ad lew By 5tam ID Be Start a Report fields i P Class ID and descngtion of mvalce mem classification gt Cuiantit Addit
92. d a payment attached to an invoice p ow YS 8 9 In the Client Account window click on the invoice that contains the payment to be voided Click the View button The Client Invoice window displays Click the Payment button The Payment window displays If your practice uses the Cashier Password feature in the Cashier Password field type your Cashier Password On the Payment window click anywhere within the payment row to be voided Press CTRL D A message appears to confirm the void delete action Click OK to close the message and then click Save to void the selected payment The Payment window closes Close the Client Invoice for Client Name Client ID Close the Client Account window X Charge Payment Processing Initiating a Credit or Debit Card Payment from Cornerstone 1 re On the Payment window if your practice is set up to use cashier IDs enter your cashier password and press Tab In the Amount field type the amount or right click to select Client balance or Invoice balance and press Tab In the Payment Type field select Credit Card Payment or Debit Card Payment and then press Tab Depending on the third party payment processing provider you have set up a Payments Login window may appear Enter your Username and Password and then click Login When the Card Payment Processing window displays swipe the card through the card reader complete all required fields and process the transaction On the
93. d to be created or deleted Does the client want to be reminded to purchase more food in a few weeks Are there future wellness or other services or lab tests that need a reminder Are there reminders that need their dates changed 2 Doesthe client want a printout of their reminders Patient information n SCALING SEVERE FELIME Cal 4 15 2011 cid Feline 8 5 Ib bag Cal 5 10 2011 IDE Senior Screen Letter 4 12 2012 EXAMINATION SENIOR WELLNESS Letter 4 12 2012 DENTAL EXAMINATION Letter 4 12 2012 Invoicing amp End of Day Final Step Check Out Page 89 Chapter 8 Final Step Check Out Review Appointments 3 View a snippet online demonstration 1 What appointments need to be set for upcoming dates Lab work e Rechecks Follow ups e Suture removal e Wellness visits Future services Ongoing therapy services remember to use the copy paste feature Po Date Time 0 Reason NM c UN 05716 2011 09 00 4M Lab Work Or Schulze TRAINER LED DEMONSTRATION Review reminders and appointments for Casey 1 From the Patient Clipboard with the client patient displayed select the Reminders tab select the Reminders tab for Casey 2 Right click in the work area and select Update Update 2 1 Add reminders click on the next blank line and add the reminder information Add a reminder to send to your demonstration client in 4 weeks and remind for a bag of c d Feline 8 5Ilb bag ID205842 2 2 Delet
94. d toolbar button Enter or find your client your demonstration client Select the correct pet and click the Patient Information tab so you can view the patient picture click on Casey and the Patient Information tab Right click the pet and select Prescribe Enter the tem ID and the quantity Note Your practice may be using Cornerstone to track inventory and your administrator may have configured the system for staff to enter all or part of these inventory details enter lot and or expiration dates enter 02408 Cephalexin Qty 28 Enter the IDs for Prescribed by and Filled by C Schulze DVM and Chris Jennings respectively Enter the prescription instructions then click OK Description 1 TAB TWICE DAILY OK then Cancel to not print Close to not print the Pharmacy Sheets Post PROCEDURE UPDATES M The doctor will want to view any remaining lab results and ensure the appropriate call backs are assigned to the technician Additionally the doctor can ensure or update the diagnoses to finalize and or rule out previous entries TRAINER LED DEMONSTRATION io Navigate to the Daily Planner Diagnostics tab view the lab results then schedule a lab call back for technician Chris Jennings 1 2 3 4 P Click on the Daily Planner toolbar button Daily Planner Enter your staff ID C Schulze DVM Click on the Diagnostics tab Diagnostics With the Posted results check box selected deslect the check boxes for the O
95. e Backup4all Backup Exec BackUp MyPC PC Backup TapeWare and IDEXX VetVault Backup Solution The Backup Verification Assistant scans your backup log for certain keywords If keywords are found the Backup Verification Assistant highlights the line s in your backup log and displays them color coded in the Summary area Backup Exec TapeWare and BackUp MyPC e Red indicates there was a warning or error during the backup process e Blue indicates a Cornerstone data file with a file date older than the backup date It is normal for the cstone db file to display in blue if an automatic backup How the Backup is scheduled to run nightly Verification e Green indicates a Cornerstone data file with the current file date was backed Assistant works E Backup4all and PC Backup e Red indicates there was a warning or error during the backup process e Green indicates a Cornerstone data file was backed up IDEXX VetVault Backup Solution e Red indicates there was a warning or error during the backup process e Blue indicates a Cornerstone data file was NOT backed up e Green indicates a Cornerstone data file was backed up P Backup Verification Assistant The Backup Verfication Assistant helps identify potential problems with your backup The backup assistant scans your backup lag for Verified certain keywords IF keywords are found the assistant will highlight the line s in your backup log Even if the
96. e Center Staff ID Een Revenue Center Staff Last Name p Closed Inv By Staff ID Closed Inv By Staff Last Name Ej Cost of Goods Sold eM e By Class i e i By Center Class Item l to By Class Item E ry By Inv Location Class Item By Center Class x i By Center Inv Location Class Item Page 104 Additional Cornerstone Features Reports Cornerstone 8 1 Basic Foundation Training Guide Thesaurus like Common variations or abbreviations in Cornerstone will be included automatically Intelligence For example a search on dog will automatically include canine in the search and a search on PVL will automatically include Patient Visit List in the search Max of You can type up to 100 characters in the Search text box Characters Search Results The top five report matches are displayed in ranked order within their expanded report groups The top ranking report is automatically selected in the tree Use Quotation Type words within quotation marks to search for multiple words in exact order For Marks example price change reason gives different results than price change reason Use Boolean The operators AND OR and NOT are supported in uppercase with grouping searches supported using parentheses For example you might search on daily OR monthly AND sales tax to find reports that include sales tax information specifically daily or monthly reports Essential Wor
97. e Clear button to clear the Search fields in the Client Information area Clear Search and Update a Client Account i Search for and update an existing client account to be the account you will use in training demonstrations throughout this guide You will take one of the Kimberly Adams accounts use IDs 5001 through 5050 and change the account to contain your own or fictitious information This is the account you will use for the trainer led demonstrations To accommodate multiple learners there are 50 Kimberly Adams accounts Instructions regarding changes to the account information follow e Page 22 Getting Started Clients amp Patients Cornerstone 8 1 Basic Foundation Training Guide From the Client List search for an account Last Name Adams First Name Kim Select one of the accounts and click Update Use the account that your trainer assigns to you Change the account information in the fields so they contain Sepe your own information Title your title First name your first name and your last name Last name do ILE Chris Brown Adams36 not change Address your address Postal code oic ec your postal code City your city State prov your Phone number 715 5554843 Extension _ state prov Email address your email address When cue TES vj complete your name should be customized similarly to abi Title First MI Last this M ChisBrown Adm 7 Select the
98. e Save in field to select the location for the saved report or leave the default location set to Desktop You will need to remember this location when you want to retrieve the file later for merging or importing into another software program 6 Press Tab twice to move to the File name field and enter a name for the report ex All Save in E Desktop o a ee BEL Canines My Documents 7 Verify the Save as type field is Excel Format d My Computer XLS 7 My Network Places 8 Click Save File name PatientB yN ameR eportlanine Save as type Excel Format L5 Cancel e Page 110 Additional Cornerstone Features Reports Cornerstone 8 1 Basic Foundation Training Guide Chapter Summary You learned these important concepts within this chapter Reports Overview Report Search window elements how the Search field works how to restart or reset your search and what locked reports mean Report Selection How to use the Sort Order for report appearance and how to use Sort Range to effectively filter data e Report Output Learn how to preview a Report print a Report save a report as a PDF File save a report as a text file Additional Cornerstone Features Reports Page 111 Chapter 2 Time Clock Chapter 2 Time Clock You ll learn these important concepts within this chapter e Using Time Clock Staff The basic fundamentals of Time Clock functionality that the staff uses e
99. e Sort Order for report appearance and how to use Sort Range to effectively filter data e Report Output Learn how to preview a Report print a Report save a report as a PDF File save a report as a text file e Page 102 Additional Cornerstone Features Reports Cornerstone 8 1 Basic Foundation Training Guide REPORTS OVERVIEW R M amp In this lesson you ll acquire a general understanding of how to search for reports In later lessons you ll learn how to filter data for a chosen report and how to control your output Once Cornerstone is up and running use the predefined reports to find answers to your questions within approximately twenty report categories Cornerstone s Report Search window allows you to search within these categories by key words then view the report fields report description and a sample report all from a single window Here s what you ll learn about e Report Search window elements How the Search field works How to restart or reset your search Definition and icon for a Locked Report TRAINER LED DEMONSTRATION 3 Search for a report that shows quantities sold for a specific item Search using quantity sold and QTY sold Preview the Invoice Item Sales Information Report 1 On the Reports menu select Find a Report The Report Search window appears Erpart Scarch Search Reports ener adi aporta Apppinteeama 4 hasrding Chant Ceemplacca Ered ol
100. e history types Adams Kimberly Patient Clipboard Seles Summary Test Problems Dx Ax Medical Notes Lab Vital Signs pee Stat Histo 8 EJ Check In Vital Signs Weight F Patient Advisor Exam Physical Exam 3 Problem ETTN duke e Source icons d eT Lab Result Imaging Explorer Prescription Medical Note F3 Departing Instruction Recommended Item from PVL Accepted Item from PVL w Correspondence Entire Document Correspondence Title Only E Performed ltem from P VL Declined to History j Invoice Performed Item Call back gh vw Find Find Mext Use the Summary tab to see a one line view of history entries Use the Text tab to see the entire history entry which can have multiple lines and to search for specific history items using the Find button Getting Started Clients amp Patients e Page 19 Chapter 2 Clients amp Patients 1 pr od 2 I9 10 11 12 Page 20 Enter the Client ID Enter ID 5000 for Kimberly Adams and press Tab Select the patient in the Patient list area Casey Select the Summary tab to view all medical history entries for the patient Select the Text tab to see the entire contents of each line entry Text tab View and verify problems on the Problems tab From the Problems tab verify tha
101. e in the Patient list area and select Patient Visit List using your Casey select Patient Visit List 2 Atthe tem ID field press F2 to locate and select the medication from the nvoice ltem List Heartworm preventative ID 7339 Revolution Feline 5 15 3 3 Inthe Patient Visit List Tab to the Qty column and enter the appropriate quantity to dispense 1 4 Onthe line for this item click the Prescription cal button click the Prescription Ei button Patient Visit Charge amp Procedure Verification Page 53 Chapter 3 Charge amp Procedure Verification 5 Confirm the correct Quantity enter the number of Refills if appropriate Date provided Expiration date and Lot Number of the drug if necessary Prescribed by and Filled by Quantity 1 bottle Refills 0 Date provided today s date Prescribed by C Schulze DVM and Filled by Chris Jennings Click OK click OK 7 Double click in the nstruction ID field and select an appropriate instruction Or accept the instruction listed and click OK when the prescription information is complete Accept the instruction listed and click OK 8 When the prescription information is complete click OK click OK Accept or modify the printing information and click OK do not print 10 When prompted for Pharmacy Sheets make the appropriate selections and click Print or Close click Close do not print 11 Click OK to save the PVL information and close
102. e reminders click the Item ID to delete and press CTRL D 2 3 Change reminder date select the Item ID and click Change Date then change the date information 2 4 Print the reminders click Print 3 From the Patient Clipboard with the patient selected select the Appointments tab select the Appointments tab for Casey View and confirm the patient s appointments Casey has a recheck appointment in 1 month Close the Patient Clipboard Close Close all open windows Window gt Close ALL or ALT W A Chapter Summary You learned these important concepts within this chapter e Invoicing Using functionality from the invoice window Invoice the client create a recheck appointment and take a client payment e Reminders After invoicing review the reminders and appointments with the client Page 90 Invoicing amp End of Day Final Step Check Out Basic Foundation Section 3 End of Day End of Day e Page 91 Chapter 1 End of Day Activities Chapter 1 End of Day Activities You ll learn these important concepts within this chapter Payments Apply a payment to a client s account Account Comments Add a comment to a client s account Process End of Day Process End of Day in Cornerstone End of Day Reports Print End of Day Reports Daily Planner Callbacks View and update callbacks and print the Call Back Report Other Procedural Steps Page 92 End of Day End of Day Ac
103. e scheduling to make the call C Schulze DVM 3 Set the date for the scheduled call back tomorrow s date 4 Enter a note for this call back Discuss lab results Casey having dental prophy tomorrow No client action necessary Once scheduled and after Refreshing the Daily Planner the staff member can then view and process the call back from the Daily Planner Call Backs tab Patient Visit e Charge amp Procedure Verification Page 55 Chapter 3 Charge amp Procedure Verification TRAINER LED EXPLANATION amp Updating an open or pending call back 1 Click the Open or Pending status button associated with the lab result The Note for ab callback item Lab Call Back window appears 2 Enter the Staff ID of the staff member who is making the call 3 Depending on the results of your call set the call back status to Open Pending or Completed 4 Enter a note regarding the call status TRAINER LED EXPLANATION 4 amp Viewing notes for a completed call back Click the Completed status button associated with the lab result All associated call back notes display in a view only window Call back notes are also available in patient history if needed for future reference OTHER PROCEDURAL STEPS This lesson contains additional steps on the topic Patient Visit List Transferring Charges to the Patient Visit List 1 From the Patient Clipboard select the patient in the Patient list area Click the Patient Visit List
104. e service OR select Any Staff from the list enter the Prefix enter the Amount Select the Staff Time enter Notes or pertinent information for the grooming appointment enter in any Appointment Items optional Click Find Fill out the necessary search criteria and click Search Select an appointment date time and select Schedule optional Click Grid Double click the desired time slot To save click the Save current view button Each login under this user ID will display the custom changes To reset defaults click the Reset default view button 19 Enter Boarding Items If you linked your charges to each cage type the charge will automatically display If you did not link your charges or charge by weight you will have to manually enter in the Item ID If charging by weight A miscellaneous service item may be set up as a Day Counter Line one Displays the Day Counter ID and quantity Line two Select the Item ID for the correct weight of the pet observe the quantity listed for the Day At the end of the boarder s stay update the quantity of the pet s stay for the item on Line two and delete the Day Counter item on Line one Additional boarding items can be added These items are transferred to the Patient Visit List upon check out Delete an invoice item by highlighting the Item ID press CRTL D The Patient Amount Column represents the Total Due The instructions total and boarding items amount total comprises the fee in the Patient Amo
105. eboard TRAINER LED DEMONSTRATION Navigate to the main Whiteboard window view and navigate Casey s information right click to change Casey s patient orders for Call Client amp view patient treatment report and view specific treatments on the Patient Treatments window 1 Starting with a blank Cornerstone window click the Whiteboard toolbar button Continued View amp Navigate Main Whiteboard Window Use the main Whiteboard window to view the entire Whiteboard patient list The number of patients you can view depends on the orientation of the monitor and whether or not you are using a normal workstation monitor or a large Whiteboard monitor The main Whiteboard listing displays in patient alphabetical order Li chu Sanh loindiary 30 2011 ATI orxvomi E Patri Tm 8m am t5 i mx ig zem 3p tp 5pm erm 7m am Corey Adamel Kimbenlp gt NET Eo C Schuss DV FEL 10 3 pounds Cont see E whe ari Sugey Cage Deria BITER n EER a U S TI Dae pimio 1 111 Expected dachage date LOIN Superasing docior C Schulze Dl Cuer Cae doctor C Schulze D VM 1 Learn to hover over the Patient area to see the Patient Information box O Learn to use the date filter to navigate to the previous day and next day s treatments to ensure patient orders are correct O Learn to select doctors wards and areas filter Doctors filter shows number of doctor procedures Wards filter shows number
106. ect the Payment Type as originally entered In the next Amount field enter the same amount as was originally entered Select the correct Payment Type Tab to the Change given field to verify the Balance after payments Click Post Click Yes or No to print Change the Hx Description Click on the Attachments tab right click in the white area and view the option New File Proceed to attaching document or click OK to save the history information End of Day End of Day Activities Page 99 Chapter 1 End of Day Activities Chapter Summary You learned these important concepts within this chapter You ll learn these important concepts within this chapter Payments Apply a payment to a client s account Account Comments Add a comment to a client s account Process End of Day Process End of Day in Cornerstone End of Day Reports Print End of Day Reports Daily Planner Callbacks View and update callbacks and print the Call Back Report Other Procedural Steps e Page 100 End of Day End of Day Activities Basic Foundation Section 4 Additional Cornerstone Features Additional Cornerstone Features Page 101 Chapter 1 Reports Chapter 1 Reports You ll learn these important concepts within this chapter e Reports Overview Report Search window elements how the Search field works how to restart or reset your search and what locked reports mean e Report Selection How to use th
107. ect the check box T Click OK Page 52 Patient Visit Charge amp Procedure Verification Cornerstone 8 1 Basic Foundation Training Guide IDEXX Veterinary Hospital 2536 Alpina Road Eau Claire WI 54703 800 283 8386 Rables Certificate Patient ID 273 Chant ID 1 Client Mame Kimberly Adams Paton Marne emm Addrass 7965 Wast 172 Terrace INE Fore E Breed Mediumhair Domestic Eau Claire WI 54701 ma Spayed pons Color Calico Phone 715 681 2605 Markings Birthday DO5 05 2001 W eight 10 30 pounds on 11 15 2010 Tag Number 100014 Vaccination Date 12 20 2010 Lot Number 123456789 Expiration Date 12 20 2013 Habvac 3 Producer Boehringer Ingelheim K MLV R Killed Virus Staff Mama C Schulze DV M License Number 765882 Trainee Note The invoice item setup for this training demonstration includes 1 Rabies Feline 1 year Booster Invoice Item with rabies tag special action applied before invoice is posted Lists gt Invoice Item gt select item gt Special tab 2 Rabies Feline 1 year Booster to maintain QOH Lists gt Invoice Item gt select item gt nventory tab 3 Set Vaccine defaults Lists gt Invoice Item gt select item gt Vaccine tab PRESCRIPTIONS View a snippet online demonstration TRAINER LED DEMONSTRATION Casey is negative for heartworms create her Revolution prescription 1 With the client s account displayed in the Patient Clipboard right click the patient s nam
108. edicated Server running Windows 2000 Turn on your server and monitor 2 When the Welcome to Windows screen displays press Ctrl Alt Delete 3 When the Log On to Windows screen displays enter the following User Name Administrator e Password Idexx 4 Click OK to continue logging in If you have a Dedicated Server running Windows 2008 R2 section 1 Turn on your server and monitor 2 When the CTRL ALT DELETE displays press Ctrl Alt Delete 3 Enter this information User Name Staff e Password No Password 4 Click the right arrow button to continue logging in There are three types of workstations Below you will find the directions for logging onto each type of workstation using Windows 7 Follow the directions for the types of workstations you have in your practice Starting a Workstation on a Domain Network 1 Turn on your workstation monitor and printers 2 When the Welcome to Windows screen displays press Ctrl Alt Delete 3 When the Log On to Windows screen displays enter the following e User name Workstation ex Workstation4 This should already be displayed e Password Idexx123 4 Click the right arrow gt button or press Enter Enter to continue logging in Page 130 Starting a Workstation on a Peer to Peer Network 1 Turn on your workstation monitor and printers 2 Enter this information e User name Staff This should already be displayed
109. eeieeniee nene nnne naeh anna 59 ESUITIBIO poniente MI ERR MUERE EN MM M MEME MID MEME MM E EMI T I EM ees 60 Payments Deposits ane eerte ticn corte e tae Cuts e igetre mutatis eed beitsum datam tultesu ha dieses estas es Mu esu q2xizicc dde sur eme uus EEE 63 FIOSAOInIEPIOCBSS rrain RA E E ER d CER I nee er RD en EIN HDI UI aD eee NUN EFI ELM EOE 63 Other Procedural Steps R ssssseeeennennrenneret mer eerrr entren reset rese erret er atr ater etre EnEn 64 Chapter 5 Admit amp Pre Procedures lee iee ee Lieceiieenuiee nean a nean aano a anna aa aaa nra aaa 67 Cornerstone Electronic Whiteboard M VD tne nn 68 Patient Orders amp Whiteboard Patient Visit List M D tnter tene 70 Chapter 6 ProCe Do I 6S c 75 Patient Treatments M RRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRMMMMMMMMMMMMKMKRPPE EERRIEIEEKW RTRN 76 Chapter 7 POSEPIOCOUUE CS wiciicsiceccsccenreenenaczcssapeucaessseieteavesesstessancsesyenenresenuntsentnomasnsasannsunancvaueseueuns 81 Update Documents IM VD uuscoscsiveteckirereii rre tee bittet virus tiger biveP aiv Eo Rees ERE vr ivte Duke o FU evo sie eDacr e rv 82 Take Home Prescriptions M VD emeret entrer treten tree tnter eren sts 83 Post Procedure Updates M YO oo ceccesseccssscsssessecesscessecsvsececsevecevaccevaesecsevaceevaceevaeeevaesaseevateevateesaesasersasereas 83 Chapter 8 Final Step Check Out csscccssccceseccesssenseccesee
110. em Log Into and Out of Cornerstone Successfully log into and out of Cornerstone Navigate Cornerstone Identify the parts of the main Cornerstone window Cornerstone Reference Resources Become aware of the Cornerstone resources and their locations such as Help Menus User Guides Snippets and the Cornerstone Support Center Getting Started First Things First Page 15 Chapter 2 Clients amp Patients Chapter 2 Clients amp Patients You ll learn these important concepts within this chapter Patient Clipboard Acquire basic knowledge of Patient Clipboard contents and uses Navigate the Patient File Navigate the Patient File Client List Use the Client List to search for clients Client and Patient Accounts Gain understanding of process to add update clients patients Other Procedural Steps e Page 16 Getting Started Clients amp Patients Cornerstone 8 1 Basic Foundation Training Guide PATIENT CLIPBOARD R M 6 a The Patient Clipboard is the most efficient window to start most client and patient tasks because of the wide variety of information available on one screen important alerts and other important information that is only a few clicks away TRAINER LED DEMONSTRATIONS Navigate the areas of the Patient Clipboard refresh and clear it using the account for Kimberly Adams Sets File Edit Activities Lists Controls Inventory Tools Reports Weblinks Window Help GHAI PORVOO I
111. ems R VU amp s cececcececceccssescececceceececsecsecstsecaceaacsaseesassesaceesacsecaecatsecateesaceevtsatsceatessatestareateres 34 Move Appointment R RI I ERE 35 Check In amp Related Documents R VB au ccececceseccesesceccstescecesceceeecseesscateesaceecacsassesarsesacavatestaccarertatersatertares 35 Consus E Ec Ld eo RN NER ERROR OR e 37 Ghapler 2 EXIN ocsedixdtudaadd crai cud EEEE NEE bres o dacK a vaa ER CUN U euF d UE OR DN CFR EET Ee RR E ER 38 Daily Planner Appointments amp Patient Clipboard R eeeseeeeenn nnne 39 Vital Signs amp Medical Notes M D ener tn ette EEEa ananena 39 SmartLink and Real Time Care Workflows R M ssesseeennnenmerenen enne 46 Other Procedural ste DS ene eee reU e EUIS nex Pj meos Clu TIE PES and STEIN rH tU ee ener eee MEET 47 Cornerstone 8 1 Basic Foundation Training Guide Table of Contents e Page3 Table of Contents Chapter 3 Charge amp Procedure Verification R ea 49 Paler Vior LISTIR orana E E PINE ucteiec esatoecoanesceeeeagcsuneees 50 Vaccinations amp Rabies Certificates R M VD 52 mise n OU OMS IM eane E E A E EAA AE EE EE 53 Daily Planner Diagnostics R M V amp veceeeseccescesesessecescevscesseceesevsceevecsesavaceevaceesavaeeuvaveusavaeeevaseevavsneevaseneanen 54 Other urs e choisie dr MR 56 Chapter 4 Recommended Treatments amp Costs 1 eecee eese ie
112. enerate the tag number last user PRU number 1 Click the auto increment button 4 Enter the updated vaccine information for 4 1 Vaccine name Rabvac 3 Item 1341 RABIES FELINE 1 YEAR BOOSTER 4 2 Producer Mfg Boehringer Ingelheim SUE 4 3 Brand Rabvac 3 4 4 Type Killed 01075 Rabvac 3 sical Bormio 4 5 Given today s date m a 4 6 Manner of Administration M ra sais Number of 3 Tag Expres 12 20 2013 subcutaneously 4 Enter Number of years 1 4 8 Select the lot number from the list If the appropriate lot number does not appear on the list add it Lot Number 123456789 4 9 To populate the Drug expires field select the expiration date from the list If the appropriate date does not appear on the list add it Drug Expires 09 29 2012 4 10 Enter Qty Doses 1 4 11 Enter Location of injection RR hip Trainee Note Carefully enter the default data It impacts history and certificates for the patient you are working with and also impacts the next patients too until new default data is entered The first person to enter Vaccine information will set the default data Subsequent entries will use the default data So your trainer will assign one person to enter the default data and other learners will complete their vaccine tag information after the default data is entered 5 Enter the appropriate staff ID in the Performed by field C Schulze DVM 6 Select the Print Certificate check box de sel
113. ent s account e Pre Admit Process Update the reason for visit Other Procedural Steps Patient Visit e Recommended Treatments amp Costs e Page 59 Chapter 4 Recommended Treatments amp Costs ESTIMATE A detailed estimate provides your client with a realistic idea of the range of expenses that may be incurred for a patient requiring hospitalized inpatient care services Estimate For Chris Brown Adams001 Client patient information Estimate information Client ID S000 Estimate EH Name Chris Brown Adams 01 Description Professional Dental Cleaning with possible Patient ID Casey Eu mre g P 8 Yre 8 Mos 10 1 pounds 3 Mediumhair Domestic Spayed Female Finalize iewb Desin 0y Lon Uy High Lon Pice High Pics Sut Cerer Disc Tax Dae DENTA DENTAL GROUP 14 Mo Na 02 02 2011 PRE SURGICAL EXAM amp PRE MED 1 00 100 000 300014 Mo Na 02 02 2011 EXAMINATION PRESUAGICAL 1 00 100 000 400014 No Ma 02 02 2011 PRE ANESTHETIC 1 00 100 1500 150014 Mo No 0202 2011 PRE SURGICAL LAB WORK 1 00 1 00 3400 34 0014 Mo No 02 02 2011 Estimate Dental Radiographs 1 00 3 00 210 00 630 0014 Ho Ma 0270272011 DENTAL FELINE GROUP 1 00 100 000 300014 No No 02 02 2011 DENTAL SCALING SEVERE FELINE 1 00 1 00 5600 56 0014 Mo No 02 02 2011 PROPHY POLISH 1 00 100 25 00 250014 Mo No 02 02 2011 FLUORIDE TREATMENT 1 00 100 700 7 0014 Mo No 02 02 2011 ANESTHESIA ISO 0 25 Ibs
114. ent create a recheck appointment and take a client payment e Reminders After invoicing review the reminders and appointments with the client Invoicing amp End of Day Final Step Check Out Page 85 Chapter 8 Final Step Check Out INVOICING R o When the patient is ready to go home you ll want to understand or ensure e that all charges are entered and have been verified by the medical team e that all special actions have been performed Note Some special actions are set to process at a time other than invoice posting e that Cornerstone updates the reminder information and the patient s medical file e how to generate and invoice with departing instructions e the unique buttons on the invoice window e that Cornerstone will deplete or subtract inventory item quantities if tracking quantities on hand e that invoicing adds the invoice total to the practice s sales totals e that invoicing adds the invoice total to the client s account receivable balance and account history TRAINER LED DEMONSTRATION R Mu Invoice your demonstration account for Casey 1 With the client s account displayed on the Patient Clipboard right click the patient s name in the Patient list area and select invoice Right click and select Invoice 2 Atthe nvoice field press Tab Tab 3 Select an Invoice Type from the list and press Tab 4 Enter your staff id in the Receptionist field and press Tab Continued Now let s
115. erstone PDF The Cornerstone PDF printer option converts a report to a pdf file portable document format Use of the Cornerstone PDF feature allows you to save a report as a file and retain its format so the document can be used with other software and as an e mail attachment To Save a Report as a Cornerstone PDF On the Reports list select the desired report Click Print Complete the Sort Order and Range following the guidelines you learned in Chapter 1 Click OK The Print Options window displays Click the Printer button Select Cornerstone PDF and click OK The Save As window displays OON o dL I e iu ou Click the drop arrow in the Save in field to select the location for the saved report or leave the default location set to Desktop You will need to remember this location when you want to retrieve the file later for merging or importing into another software program 9 Press Tab twice to move to the File name field and enter a name for the report ex Patient By Name Report 10 Click Save Additional Cornerstone Features Reports e Page 109 Chapter 1 Reports Saving a Report as a Text File The Save As print option allows you to specify a file name and location to which to save the report as a text file This option does not allow you to preview the report and does not retain the format that you see in the preview screen The resulting text file is in comma delimited format which is useful for ex
116. ess the Census List to view checked in patients Patient Visit Check In Page 37 Chapter 2 Exam Chapter 2 Exam You ll learn these important concepts within this chapter Daily Planner Appointments amp Patient Visit Clipboard Gain understanding of how to access and view appointments and access the Patient Clipboard from the Daily Planner e Vital Signs amp Medical Notes Develop skills to record vital signs from a medical note e Smartlink Workflow Acquire understanding of the SmartLink Workflow steps e Other Procedural Steps e Page 38 Patient Visit e Exam Cornerstone 8 1 Basic Foundation Training Guide DAILY PLANNER APPOINTMENTS amp PATIENT CLIPBOARD R 39 View a snippet online demonstration This lesson introduces the Daily Planner which features nine tabs of information and is valuable for receptionists technicians and doctors to view checked in appointments and patient information prior to entering the exam room The benefits of using the Daily Planner is that it becomes a quick method to view the checked in information prior to the exam vs starting from the Appointment Scheduler and viewing all the activity it contains Upon being notified that a patient has arrived the technicians and doctors can navigate to the Daily Planner to view laboratory requests on the Diagnostics tab then to the Patient Clipboard to review patient history information alerts and finalized estimates on
117. et e Customize a Cornerstone procedure document so the first pages are the internal medical note and the last page is a client procedure report or discharge instructions With this you ll either want to Locate and use a Cornerstone template e Scan and attach handwritten completed forms to the medical record TRAINER LED DEMONSTRATION MU Preview the Sample Treatment Sheet displays 1 Click on the Correspondence toolbar button Search or select your client or one of your practice or employee account your demonstration client When the Patient List window displays select a patient your Casey Enter a Staff ID C Schulze DVM Enter a key word in the Title or ID field select the document and click OK type treatment and select Sample Treatment Sheet ae M IM 6 View the template then cancel and don t save Click on the Full Size View button Cancel without saving TRAINER LED EXPLANATION eo Select the Sample Blank medical note template change the Hx Description and attach the file Adams1 Casey 5001 1 Sample Blank Medical Note Feline 10 3 pounds Spayed Female 9 Yrs 8 Mos Mediumhair Domestic P JA nj x Kimberly dams1 amp Robert Able 5001 715 681 2605 Home 0 00 Cash Check Cr Card m v Applyto PYL Casey 5001 1 Feline Mediumhair Domestic 9 Yrs 8 Mos Spayed Female OK Sample Blank Hx description Scanned Treatment Sheet 013111 Alert S ave C
118. et NEUVE pmeaiotonaeatuaceenetondaneene 9 Your Practice s Cornerstone Goals OD scary ccccsciesewesienvescxeendtcneiacivscrnitheduaeleiacshbitat eter sio egre dde Repeat vede 10 L g into ili ej RU ROM 11 Log into amp out of Cornerstone R M V a sssssseeseeeterennnee enne treten teer teet ener tete nnd 12 Navigate Cornerstone R M Ze secesie renan pulsera imet veros GER oput dcandendcebineduceevtaetiandesinancet 13 Cornerstone Reference Resources RJ M amp s sssssse eene entrent et innen ee nnn 14 Chapter 2 Clients amp Patients L eee LLL ee irre e Leere eren nere n annua naa ha anna naar haa rna nana 16 Patient Clipboard R M VO a veeceeececececescsecessecesceveceeveceesevaceuveceesavaceuvaceusavaceevaceuseveeeveseesavcervaveeervsereasen 17 Navigate the Patient File R M VD testen retener tns nd 19 Client dgio c 21 Client amp Patient Accounts R M VD amp s ceeccecseccescescescescecceccecceccesceccasceceacsecsacsecsecessersersescetearsassstarsssaseaseatene 22 eise bei od M NER 26 Patient Visi edoriscidp Ee dl emt M 29 Trainer Led Scenario Overview R M VD tet tren 30 Patient Visit Workilow IRIM Rt m 30 Appointment Scheduler New Appointments R VD 4 weceeeseecssesesessesecesessecesesseveceseeteseeeseevaseservaseereevesen 32 Search Invoice It
119. et s weight Select the Letter Reminders tab Enter the invoice item ID of the reminder the due date and staff Enter 7500 Dental Examination Due date 1 year from today Staff ID 14 Select the Call Back tab Add future client calls by using pre established call invoice items Enter an Item ID date to make the call staff to make the call and a call note Note These can be viewed on the Daily Planner listed by the staff who is assigned to make the call Enter Invoice Item ID LAB CB Date enter 1 day from today Staff CJ Note Follow up on vaccinations a Patient Information for Sally ID 277 Sally Owners Kimberly Adams Cancel SS e e S Information Letter Reminders Call Backs Prompts Notes Referrals Iter Description ate Staff ID Staff Name Note Patient File 00 00 0000 Note Prescriptions v Diagnosis Heminder note m Click OK to save the patient s information OK Click OK to save the client s information OK In the Client list highlight the client and click Select Select In the Patient list area find your recently created pet and highlight it Highlight your pet Getting Started Clients amp Patients Cornerstone 8 1 Basic Foundation Training Guide 16 Click the Tags Microchip ID tab on the Patient Clipboard Click the Tags Microchip ID tab 16 Right click in the white area and select Add Existing Right click and select Add Existing
120. expectations your expectations The Training Guide content was in a logical order Comments The Training Guide content and format made it easy for me to learn Comments My trainer used the guide throughout the day Comments My trainer was well prepared and organized Comments My trainer provided positive reinforcement Comments My trainer was effective in checking my understanding of the material Comments Pn Pn Jt l l 4 Cornerstone 8 1 Basic Foundation Training Guide Evaluation Cornerstone 8 1 Basic Foundation Training Guide Please tell us how each of the following met Met Did not meet expectations E tati your expectations Xpectauons 7 My trainer responded to my questions appropriately Comments 1 2 3 4 5 7 10 jeep My trainer adapted to my learning needs Comments Additional comments not addressed above Thank you We appreciate your feedback Testimonial Permission Please Print Contact information is strictly voluntary Please check the box below Your Name Please have an IDEXX Computer Practice Name oystems Representative contact me to discuss featuring my comments in promotional materials Practice Telephone Practice City State You can also return this Training Evaluation using one of the following methods Fax this information to Mail this information to Field Installation and Training Department IDEXX Computer Systems at 715 85
121. f medical notes and invoice items e Default invoice items to default invoice items on the template so that when a template is opened during the exam the normal protocol and charges appear Note You ll experience differences when the invoice items are set with a blank status vs recommended e Enter the invoice items to enter the invoice items at the time of completing the medical note e Reserve entering the charges for the next step to reserve the charge entry for the next step the Patient Visit List Your key leaders will make a decision based on these advantages and potential gaps Advantages 1 Invoice items and medical notes can be entered from one screen 2 Staff can later review the medical note and related invoice items in history together Caution Invoice items and pricing might have changed outside the medical note and therefore not reflected within the medical note Potential Gaps 1 SmartLink Imaging If your protocol includes capturing a digital image using SmartLink you d enter the invoice item here and then will also have to access the window for the image request Remember the benefit of SmartLink billing is to create a one step process of making the request and capturing the charge If you enter a SmartLink image invoice item in the invoice items pane it will result in two steps and two invoice items on the Patient Visit List Patient Visit e Exam e Page 45 Chapter 2 Exam 2 Patient Visit List Chan
122. features such as discounts taxes verify inventory details process special actions or make an appointment your trainer will provide input 8 1 At the bottom of the invoice click Make Appt click Make Appt 8 2 Using the Go To button go to the date and make the appointment Go To gt one month from today C Schulze DVM Lab Work Notes CBC 8 3 Close the Appointment Scheduler Close Click the Post button Post 9 1 If Special Actions are prompting for completion address them Process Casey s Special Actions 9 2 If there are open PVLs for other patients belonging to this client address them Barksalot Continue his Special Actions Accept or modify the post invoice information Click OK The Payment window displays OK If your practice chooses to use this feature enter your Cashier password and press Tab use your assigned cashier password and press Tab Enter the payment amount using a decimal point for uneven dollar amounts and press Tab Enter payment amount and press Tab 12 1 Optional Right click in the amount field and choose Invoice Balance or Client Balance to have the amount fill in automatically This helps to reduce entry errors Select the Payment Type from the list If required answer the payment type prompt Visa 14 Tab to the Change given field to verify the Balance after payments verify 15 Click Post Post Invoicing DOs Page 88 Use a travel treatment circle
123. from the practice and or place it in a DATA Rated fireproof safe Contact the System Administrator at your practice or Cornerstone Support at 1 800 695 2877 if you have questions about your backup procedure or how to verify that your backup was successful Do not take chances with your practice s data Trainee Note Only 1 person can process end of day 1 From the Menu bar select Reports gt E End of Period End of Day IP Daily Reports bo I ese 2 Select Current and Preview or Print meo Op SHDOIeIO DAANGE Our Tuesday July 27 201 a cash drawer Make any corrections before a eee p proceeding Use the Daily Payment 7 29 2011 E Register by Payment Type to find Current E corrections needed 3 Optional but Recommended Run your Sa ET m backup Current Activity Report 4 From the Menu bar select Activities gt ao Me F ally Deposit heport End of Period Daily Discount Report By Discount 5 Select End of Day Daily Discount Report By Staff The foll disn A Daily Inv and PL Entries e toillowing message displays Daily Inv and PWL Entries by Class n daily backup should be made prior to dal 2077 sgg atm Menem r a PD processing end of day Click OK 7 Inthe Note field type in your initials and click OK 8 The following message displays Process end of day for Click Yes 9 When End of Day has finished processing click OK on the Daily Period Closing window 10 Print your d
124. g estimate e E mail E mail an existing not new estimate e Finalize Finalize an existing tentative estimate e Page 60 Patient Visit Recommended Treatments amp Costs Cornerstone 8 1 Basic Foundation Training Guide Invoice item list grid e tem ID Contains the invoice item s ID number Description Contains the invoice item s description e Qty Low Qty High Enter numbers to set the Low PricelHigh Price Enter values for the low low high quantities for the invoice item high prices for the invoice item e Staff List the staff member s ID to be e Center Contains the revenue center s ID associated with the invoice item e Disc Select the No Yes button as applicable e Tax Select the No Yes button as applicable to to not apply apply a discount to the invoice not apply apply a tax to the invoice item item e Date Date the invoice item was added to the estimate Electronic Estimate Signatures 101 2010 EXTR euo 3 00 10 1 2040 Amoxicillin 2X 230 14 00 Cornerstone allows clients to view an on screen estimate and electronically sign the estimate using mdi eee a supported signature capture device or tablet xni T PC Signed estimates are automatically finalized Low Total 507 50 High Tora 6480 and saved to patient history On the Patient Clipboard and estimate related windows throughout Tssstimate s vais tor 20 days and incudos oriy hosoltoms istad E Ainbat len Prices may vary upon
125. ges Don t Change Medical Note Entries If a Patient Visit List entry change or add is made it does not sweep back and change the medical note entries You must enter the change manually in the medical note 3 Declined Recommendations No Blue Line If your practice declines recommendations and writes notations on the blue line the blue line isn t available in the Document Editor window 4 Estimates Don t Flow to Medical Note If your practice standardly creates and finalizes estimates the finalized estimate charges don t flow through to the medical notes Therefore your practice team would need to delete the duplicate charges due to the finalized estimate and the invoice items entered on the medical note SMARTLINK AND REAL TIME CARE WORKFLOWS R Within the Cornerstone workflow IDEXX SmartLink technology allows a practice to make a diagnostic request from Cornerstone or IDEXX equipment while at the same time charging the client with the request automatically submitted to the lab or imaging diagnostic equipment without reentering the client and patient information Following the results are transferred back to Cornerstone into the patient file SmartLink Integration Advantages SmartLink Integration offers superior advantages of captured missed charges and improved efficiencies including the reduction of client and patient ID errors smartLink In House Lab Enter in house laboratory request in Cornerstone and the client i
126. gh 13 Admit the patient to the hospital and create Patient Orders Complete the treatments and change the patient s status to Ready to go home Page 126 13 1 From the Patient Clipboard select Electronic Whiteboard and select Patient Orders Create Whiteboard patient orders by transferring items from the PVL to be completed one time unless otherwise noted Electrocardiogram diagnostics Estimate Radiographs diagnostics Ultrasound guided Cysto diagnostics Urinalysis diagnostics CBC diagnostics Catalyst 15 diagnostics Vetstat Electrolytes diagnostics Snap 4Dx diagnostics Tonometry diagnostics Blood Pressure diagnostics DA2P CPV treatment assign start time 2 hours after current time for all vaccinations Bordetella treatment Rabies treatment Fecal diagnostics Anesthesia treatment Anesthesia Additional treatment EKG Monitor continuous treatment duration for 2 hours Cystotomy treatment Radiographs these will be post op diagnostic Crystal stone analysis diagnostic Urine Culture amp MIC Fluids administration Buprenex BID prn medication Cornerstone 8 1 Basic Foundation Training Guide Practice Exercises Cornerstone 8 1 Basic Foundation Training Guide Amoxicillin BID medication Rimadyl Injectable BID medication Hospitalization daily care Add additional Non Billable treatments for TPR monitor Start time 1 hour from start of this exercise Continuous for a duration of 12 hours 13
127. ght click a patient to Update Delete view or add a Note Change Date access the Patient Clipboard or Refresh the Daily Planner Use the patient call back you creted previously in a trainer led demonstration Lomerzhone View Tor al stal Call Backs Checkedin Medical Notes Conespondence Fatani Visit List iresces Thursday Friday am 4 07 23 2004 E m te am a 12 31 2004 C m Chant Name Stall Name Date Staus Phone C a Janes Lia bitei 4 ljas Fred Jones UVM feel ou dpan albe UET Ia Home Ps POST SURGERY FOLLOW LIP Jones Lisa b Hobart 3 Lassen Fred Jones DWM TLEN AUDA Open E End of Day End of Day Activities 715 23 5445 Jones Liza amp A 15 823 5445 Home oben Home Jones Lisa amp Robert 715 Ps Jones Lisa t A 715 823 5445 Jones Liza amp FI 715 823 5446 Jones Lisa amp RR 715 82 335446 Janer Liza amp A 715 B23 5445 hekin Tiffany 715 457 3433 Home tert Home opeit Home obert Home obert Home Home Aldndge James 715 349 8765 Home Bully PS PUST SURGERY FOLLOW LIP Fred Jones DVH TIZ3I2004 PS POST SURGERY FOLLOW LIP Fred Jones DYM PLAN 3r2t OVARIDHYSTERECTOMY ZU LES1E55 Feed Jones DVH THXWV2004 3r35 QVARIDHYSTERECTOMY FELINE Feed Jones DYM T 30 2004 320 QWARIOHYSTERECTOM T 20 LB5 4ES5 Anne Carson D VM 7 3 2004 3555 CASTRATIDH 51 LES QVER Anne Carson DM TIEN eD PS POST SURGERY FOLLOW LIP Kaba V iun 7423 2004
128. ginally scheduled Check the patient in From the appointment schedule check Barksalot in as an outpatient add document 379 at check in when prompted view preview that report Do not print Preview the Check in Report Locate your Barksalot s Check in Report and preview it do not print View the Census List to see that your patient is checked in View your Barksalot on the Census List Select the Daily Planner s Appointments tab and view appointments view the appointment for your Barksalot Open a Medical Note and enter a Weight value for the patient 7 1 In the Wellness Exam medical note enter a weight for Barksalot 68 pounds Normal Document staff C Schulze DVM Weight staff you 7 2 In the Wellness Exam medical note use the Vital signs hyperlink to add the values listed below Body Score 5 Ideal 5 e Temp 102 6 H e Pulse 190 0 H e Resp 40H e MM Pink Healthy e CRT lt 2 sec e Dental 3 Moderate H e Pain 2 Mild Pain H Complete the history section of the patient s medical note For your Barksalot select Tartar Calculus and Periodontal Disease Stage 3 4 for Mouth Teeth Gums Save as tentative for later editing Note In preparation for today s appointment Barksalot s Senior Wellness estimate has already been finalized and is stored in his patient file Cornerstone 8 1 Basic Foundation Training Guide Practice Exercises Page 125 Practice Exercises 9
129. gned estimates display on the Estimate tabs of the Patient Clipboard A signature icon displays adjacent to the estimate description Checking out Patients using the Census List 1 Press F3 to access the Census List Select the client Click Check out Click Yes to confirm the check out Click OK pU oS oS Tw Using Travel Sheets 1 Inan estimate Patient Visit List or invoice click the Travel Sheet button 2 Selecta travel sheet 3 Minimize the selection list or view a specific classification of items or for speed in invoicing by clicking the classification name in the left column 4 To select an item click it The quantity will change to 1 Click again to add to the quantity right click to reduce the quantity You can select one or multiple items from one or more travel sheets 5 When all items have been selected click Transfer to send the items to the estimate Patient Visit List Patient orders or invoice 6 Enter a Staff ID in the Enter Staff ID window and click OK Chapter Summary You learned these important concepts in this chapter Estimate Create and customize an estimate Payments Deposits Record an estimate deposit payment to a client s account e Pre Admit Process Update the reason for visit Other Procedural Steps e Page 66 Patient Visit Pre Treatment Cornerstone 8 1 Basic Foundation Training Guide Chapter 5 Admit amp Pre Procedures You ll learn these import
130. gular 0571272009 12 47 PM FO PM 0571272009 4 25 Wednesday Vacation 057 1372009 0571372009 6 00 Thursday Vacation 05 14 2009 0514 2009 0 00 Friday Regular 05715 2009 12 02 PM 4 36 PM 05 15 2009 jh Friday Regular 05 15 2009 amp 09 PM 93 58 PM 05 15 2009 4 82 Saturday Sick 05 16 2009 05 16 2009 4 00 Vacation hours Sick hours Regular hours Total hours 16 00 4 00 eS i 7 Chapter Summary You learned these important concepts within this chapter Using Time Clock Staff The basic fundamentals of Time Clock functionality that the staff uses e Page 114 Additional Cornerstone Features Time Clock Cornerstone 8 1 Basic Foundation Training Guide Chapter 3 Boarding amp Grooming You ll learn these important concepts within this chapter e Reservations Create a single pet reservation create a multiple reservation and create a multiple pet reservation where the pets are sharing a cage Check In Reservations Check in a boarding reservation e Boarding amp Grooming Beyond the Basics Delete a reservation create a recurring boarding reservation access the reservation book block a cage and print preview a boarding report Additional Cornerstone Features Boarding amp Grooming e Page 115 Chapter 3 Boarding amp Grooming RESERVATIONS R a This lesson will illustrate how to access the Boarding and Grooming features introduce the Reservation List window as well as show you how to create reserv
131. heduled TerxUDTI0 Sta 3 Jes arin Mod 8034 Ben Mebigan Chii Carine Medium 4 170 Pumpkin Ryan Flobert Update Te 31 2010 Scheduled 12620 2010 Scheduled TAAVI Stall 1228 2010 Scheduled 12a Skati Lir TWO oon na da al fA Tu ai Daily reservation recurring interval Existing reservations can be set up to recur for the following intervals Daily Enter the number of days for which the reservation is to recur or select every weekday to recur reservations every day for one or more weeks Weekly Enter how often to recur a reservation in terms of weeks Ex to recur a reservation once every two weeks type 2 Click in the appropriate check box to select the day of the week for the recurrence Monthly Enter the day of the month for the recurring reservation and the number of months for the recurrence or select the week of the month the day of the week and the number of months the reservation is to recur Yearly Select the month and the day for the reservation to recur or select the week of the month the day of the week and the month of the recurring reservation 3 Click OK If a Grooming Appointment is included with the reservation the recurring grooming appointments are placed in the Appointment Scheduler for the selected recurring dates and times and can be viewed in the Schedule for Today 5 If a reservation or appointment cannot be created a Reservation Recurrence Exception Report will automatical
132. hiteboard window perform other tasks such as update patient orders and view a Patient Treatment Report view detailed patient treatment information enter vital signs and complete treatments discontinue treatments and remove from the Whiteboard e Procedure Medical Notes From the Daily Planner access the medical note to complete Page 80 Patient Visit Procedures Cornerstone 8 1 Basic Foundation Training Guide Chapter 7 Post Procedures You ll learn these important concepts within this chapter e Update Documents Attaching documents and updating other important medical records and sample Cornerstone documents that the medical team may use post procedure Take Home Prescriptions Navigate to the prescription window through the Patient Clipboard Patient Visit Post Procedures e Page 81 Chapter 7 Post Procedures UPDATE DOCUMENTS M e After a procedure your medical team will need to prepare or update medical records and client documents so that e drop offs are ready for pick up by mid day e hospitalization boarding care and treatments are continued to be documented e client discharge instructions are prepared Use the following Cornerstone templates and ideas to accomplish these tasks at a high level of efficiency and patient care This will prevent documents from being misplaced and ensure legible records are accessible to the entire team e Sample Treatment Sheet e Sample Boarding Activity She
133. ht click menu Medical Note Enter the Staff ID on the Start New Document window C Schulze DVM Enter the title or key word to find the desired template dental Select the document in the results and click OK Click OK to select the Dental Feline Medical Note and Client Report DU Ee ete e S9 ou Patient Visit Admit amp Pre Procedures e Page 73 Chapter 5 Admit amp Pre Procedures 8 Enter applicable data and insert other elements Click the Lock Unlock toolbar button and determine if locking would make your data entry quicker Review the main sections try out the elements and on page 3 of the table insert a before dental picture To insert the image left click once in the table under Before Dental From the Cornerstone Editor s menu bar click the Insert button and select Picture Navigate to Cstone s Images folder and select this image file 274 20091218153724609 1_original jpg 9 Click OK click OK and close any open windows until you are at the main Cornerstone window Chapter Summary You learned these important concepts within this chapter e Cornerstone Electronic Whiteboard Whiteboard features and benefits the basic Whiteboard workflow how the Whiteboard fits into the equation of automating charges and Whiteboard Smart Groups that make the Whiteboard easy to use e Patient Orders amp Whiteboard Patient Visit List Enter Patient Orders by adding invoice items and Smart Gro
134. ick the incorrect invoice and select View The invoice will open VB EE Patent mum 1t 4688 on invoice 210 000 49 04 21 2010 Invoice H 203 Closed 412 00 0 00 41200 3 Click the Print button to print a copy of the invoice Start a new invoice for this client 4 From the Patient Clipboard enter the Client ID Right click on the patient s name and select Invoice 5 Enter the items that were incorrectly sold Make sure that the quantity and price are the exact opposite negative Be sure to enter the same staff member in the Staff ID field and return any inventory items to exact location lot number and expiration date EEN OB440 Cerumite Otic 15 m 1 00 9 00 1 No 11 05 2010 L esl 00 00 0000 6 Continue processing the invoice as usual Make a note about this error in the patient s histor ONERE Ree aaa 7 Click the Medical Notes toolbar button v Apply payments fp 7 1 The patient s ID is entered by default Press Tab Dae TIRED Tg D Pintinwoice Copies 14 to move to the Staff ID field Enter your staff ID Aisne From the Template area select Sample Blank and click OK Mn c m 7 2 f prompted enter a weight then enter your note ee Cena Hospi for example incorrectly billed annual canine group select the Final status and click OK to save it Page 138 Additional Cornerstone Features amp Appendix Appendix Reversing the payment 8 In the Post Invoice window click OK to process a cash refund
135. ing Reservation there are two options select the option that applies Options are Delete all occurrences or Delete this one and then click OK Reservation Book Uses for the Reservation Book View which cages of a selected cage type are occupied and for which pet scheduled for occupancy and for which pet blocked or are available for occupancy for a selected date Only available if the Assign cage number check box is checked in Boarding Defaults Automatically updates when a reservation is scheduled checked in checked out cancelled or when a cage is blocked 1 To access the Reservation Book select Activities gt Boarding gt Reservation Book 2 Select the Cage type you would like to view 3 Select the start Date you want to view Blocking Cages Cages may be blocked so that reservations for that space are marked as unavailable To enter a New block or Update an existing block Select Activities Boarding Block Cages Uses for blocking cages Block cages while they are being cleaned or repaired this will reduce the number of cages available during the designated time If there is a reservation attached to the cage it will not allow a block The following message appears This cage cannot be blocked Click New or Update Cagetpe ST TT Scheduled MI Lhecked mn Dalec fella 12 22 2090 8 88 SEES one Choose a Cage Type 0 11 Jan iyi Fa 111 0 11 Dec 30 Dee 31 Wed Tha ifti 5 Dec 272 la 7
136. int options You must have appropriate security to access the options e Selections in the Transfer to patient visit list area determine the prices that transfer e Selections in the Print prices area determine the prices that will print on the estimate e Selections in the Print area determine whether the prices will print the detailed item lines and as a final total or only as a final total e Page 62 Patient Visit Recommended Treatments amp Costs Cornerstone 8 1 Basic Foundation Training Guide PAYMENTS DEPOSITS Recording a deposit payment may be a normal part of your responsibilities This lesson guides you through recording those deposits in a client s account Client accounts are clearly marked to reflect balances due credit balances transactions and payments TRAINER LED DEMONSTRATION Record a deposit for your Casey s balance by taking a payment for 100 of the senior wellness and 50 of the dental cleaning estimate for your Casey patient using your assigned Cashier password de 2 From the Patient Clipboard access the client s record your demonstration client Click on the Estimate tab to collect the amount for the Senior Wellness and Dental estimates You will need this information for Step 6 Estimate tab gt gather amounts Select the Account Information tab and right click in the work area on the Account Information tab right click in the work area Select Payment Payment From the P
137. ion 3 Optional Review the reservation information and make any necessary changes to the Reservation type Arrival Departure dates Cage types Instructions Grooming information and or add any additional Boarding items m 4 Click Check in The Boarding Check In shes i Ra As Report will print a EL el 5 Optional If correspondence windows display e read and respond appropriately then click OK E O wx aep i 6 If you have a correspondence document linked to your boarding invoice items it will automatically generate and print For example you may link your Boarding Release Form to your boarding charges A sample Boarding Release Form is shown here Check out Boarding Reservation e Check out a boarding reservation prior to invoicing so that the boarding fees are added to the Patient Visit List and can then be transferred to the invoice e It is possible to check out a reservation while invoicing and then revisit the PVL to transfer the boarding fees to the invoice e Hotel style reservations cannot be checked in and checked out on the same day e Check out a reservation up to 3 days after the patient has departed the practice Check in Check out Grooming Reservation e Grooming appointments can be checked in from the Appointment Scheduler e Grooming appointments are automatically checked out when an invoice is created and posted e fthe Grooming appointment from a Boarding
138. ion list displays select Staff ID Type kw as the staff ID in the Starting and Ending values fields Click OK to preview the report End of Day End of Day Activities Cornerstone 8 1 Basic Foundation Training Guide Reminder Recall Report Sorted by Client Name Client ID Client Hame Patient ID Patent Name ltem ID Description 1359 Adlin Tiffany Phone 715 457 3459 Kate Williams 193 02727 Droncit Canine C r 29 2010 This report shows that Kate Williams has one call back to complete 6 You may choose to Print a copy Save the report as a text file or Cancel to exit the report window For this demonstration click Cancel 7 Close any remaining report windows OTHER PROCEDURAL STEPS Processing Multiple Payment Types 1 With the client s account displayed in the Patient Clipboard click the Account Information tab Right click in the Transaction Description area and select Payment Enter the payment amount and select the payment type press Tab after each field Answer any prompts Tab to next Payment Amount field Enter the second payment amount and select the second payment type Tab to the Change given field to verify the Change given and Balance after payments amounts Click Post 7 Atthe print questions click Yes or No o Eu Ss amp T9 Billing to a Client 1 With the client s account displayed in the Patient Clipboard right click the patient s name in the Patient list area and select Invoice 2
139. ion text to reflect the results of the exam To record exam observations and comments 6 1 If the exam is normal with no changes to observations click Save or Post Posted physical exams cannot be changed Click Save if changes will need to be made to this exam later Click Post to post this exam to the patient s history 6 2 To edit the observation text on the Physical Exam window position cursor where you want to edit text and make editing changes 6 3 To change the status of an observation right click on the observation and select the applicable status Normal Abnormal or Did not Examine The observation text will change to the default text set up for that status 6 4 To select a different set of preloaded observation text click the magnifying glass icon to the right of the text you want to replace A list of alternative observation text appears Select the observation text to use 6 5 To add multiple lines of alternative observation text do the following o Anywhere on the physical exam double click or right click and select Update o Select the applicable system and status and click Search o Under Observation text from the list of observation text lines click an applicable observation text line and click Add o Repeat previous step until all applicable text has been added and click OK o Click Finish to return to the physical exam o Toadd a note or comments about the physical exam click the Note button and type the text
140. ional Cornerstone Features Reports e Page 105 Chapter 1 Reports REPORT SELECTION R M amp For each of the reports available in Cornerstone there are a variety of options regarding the order in which information displays and the selection of information to include This lesson reviews the options and provides general guidelines that will be useful when printing a particular report It includes e Sort Order and Range e Starting Value and Ending Value Using And Or Statements e Entering a Specific Value e Entering Multiple Values Sort Order and Range Once a report has been i I It Information R rt chosen a window that BP Invoice Item Information Repo contains two main sections displays Sort order and Invoice Item Description Range This window will vary in appearance and some reports such as end of period reports do not offer sort order options Description Starting value Ending value And Ur Invoice ltem Description Sort Order The sort order options allow you to select the order in which the information appears on the report ex in order by client last name or by patient name It is not necessary to change the default sort order The options available on the Sort order drop down list vary depending upon the report selected Some examples of available sort orders are Client Last Name Client ID Postal Code Invoice Item Description and Patient Name Range The range options allow y
141. ions Before You Begin 1 Log off and exit out of Cornerstone 2 Close any other applications that are open To shut down the computer 3 Click the Start button on the taskbar and then click Shut Down 4 Select Shut down from the list and click OK to shut down the computer Additional Cornerstone Features amp Appendix Appendix e Page 131 Shutting Down Thin Client Workstations Terminals Before You Begin 1 Log off and exit out of Cornerstone 2 Close any other applications that are open To shut down the computer 3 Click the Start button on the taskbar and then click Log Off When the server window closes continue to step 4 4 Inthe drop down list select Shut down and click OK to shut down the computer Shutting Down the Server Windows 7 amp Server 2008 R2 Before You Begin 1 Log off and exit out of Cornerstone 2 Close any other applications that are open 3 Ensure that Cornerstone is closed on all workstations 4 Verify that your daily backup procedures are being followed To close the Cornerstone database 5 Double click the Stop Database and IDEXX Services icon 6 Click Yes at the Do you wish to continue prompt 7 When the Success message appears click OK to exit To shut down the computer o cic Start hen then click then ilius 9 If prompted Shut down from the list and click OK to shut down the computer STARTING THE CORNERSTONE DATABASE Generally C
142. ions to start your dedicated server You may refer to the Appendix document Start Up Procedures for additonal information The first image shown below is the Operating System s OS starting window Windows is the operating system on your computers The appearance of initial windows may vary depending on the version of Windows that your practice uses TRAINER LED EXPLANATION sc To log into Windows server and workstations 1 Turn on your computer monitors and printers ALT DELETE pL 2 If prompted press Ctrl Alt Delete 3 Enter the listed information 3 1 Windows Server If prompted list e UserName Administrator e Password Idexx123 3 2 Workstation on a Domain Network If prompted list e UserName Workstationz ex Workstation3 e Password Idexx123 3 3 Server workstation on a Peer to Peer Network If prompted list e UserName _ Staff e Password Idexx123 3 4 Thin Client Workstation Terminal If prompted list e UserName Workstationz ex Workstation5 e Password Idexx123 4 Click F or press Enter Enter to continue logging in Getting Started First Things First e Page 11 Chapter 1 First Things First LOG INTO amp OUT OF CORNERSTONE R M a This lesson introduces you to the main Cornerstone window Access the Cornerstone Training Files with these instructions Select Start gt All Programs gt Cornerstone gt Training Files gt Cornerstone Tutorial
143. iption e Put the invoice items in a particular order Page 50 Patient Visit Charge amp Procedure Verification Cornerstone 8 1 Basic Foundation Training Guide M Patient Visit List Casey I B x ID pani Casey gre 8 Mos 9 9 pounds m Kimberly Adams Ok Credit code Cash Check Cr Card Cancel Mediumhair Domestic Spayed Female Payment 6 7 2010 201 99 Master Card __ Cancel Item ID Description ty Amount Disc Tax Staff Ctr H En Ba 8241 SENIOR WELLNESS GROUP Mo Mo spp H 12 02 2010 Estimate 118 Sort by Date ae EXAMINATION SENIOR WELLNESS 1 00 40 00 Mao Mo 14 H 12 02 2010 Estimate 118 Departing Ei 2635 ULTRASOUND GUIDED CSTO 1 00 45 00 Mao No 14 H 12 02 2010 4 Estimate amp 118 Pramac Ei IL8E5 ID ER Senior Screen 1 00 120 00 No Ma 14 H 12 02 2010 A Estimate 118 E 257 TONOMETR EYE PRESSURE 1 00 S No No 14 H 12 02 2010 Travel Sheet Estimate 118 m 6256 BLOOD PRESSURE CHECK 1 00 55 00 Mo No 14 H 12 02 2010 Print Estimate 118 Qwe 284 ANNUAL VACCINATIONS GROUP No No 14 H 12 02 2000 4 a Estimate 118 FS t 1 330 FVACP BOOSTER 1 00 18 00 Ne Mo 14 H 12 02 2000 Estimate 118 Iv Include recommended Total 410 00 M Include accepted Discounts 0 00 Iv Include performed bus pum Display blue comment line Charge Source and Status Use the illustrations below to learn the charge source
144. is lesson provides the basics instructions about searching for and selecting invoice items From the nvoice Item List you can search for an item using an tem ID Item Description or a portion of a word from within the Description And searches can be limited to specific classifications or item types Cornerstone has these inventory types Service a service that you perform Inventory a product or item you sell Group a selection of items that has been created under one item ID Pick a list of items from which you can make a selection Dispensing an item that when linked to an invoice item provides an alternative to a dispensing fee You can choose to use single invoice items or item combinations e Single invoice items are set up as service or inventory items e Item combinations are set up as groups pick items or dispensing items TRAINER LED DEMONSTRATION Search for c d Feline 8 5 Ib bag by description add invoice item but don t transfer to the Patient Visit List Trainee Note You are continuing the Trainer Led Demonstration from the previous lesson ER Case 1 From the Schedule for Today window a NT PRESE double click on the appointment to open Cpecpen Despo C ptem iD Item ID TE Search for word it Open your Casey s appointment 2 Inthe Appointment Items area on row 1 double click in the Item field double ae click in the Item field a d Canine Felne Can 55
145. le practice businesses Getting Started First Things First Page 13 Chapter 1 First Things First CORNERSTONE REFERENCE RESOURCES RJ CY This lesson includes additional information about features in Cornerstone Reference the valauble Cornerstone resources below some of which are available on your workstation with others avaialble on the IDEXX Learning Center TRAINER LED EXPLANATIONS Learn where to access Cornerstone Help Snippets Cornerstone Administrator s Manual Cornerstone User s Manual and the Online Cornerstone Customer Support Center Using Cornerstone Help Cornerstone Help can be accessed three ways You can Press F1 for content specific help e Click the Help toolbar button e Select Help on the Menu bar and select either Contents or Search For Help On Observe MicroHelp that displays on the left side of the Status Bar Access Snippets through Cornerstone Help R MJ a Snippets are 2 3 minute videos and provide quick answers to Cornerstone questions To view the Snippets your workstation must have Internet access and then these IDEXX Learning Center resources can be accessed as shown below E Appointment Scheduler Help amp Hide Print Options Schedule for Today The Schedule for Today window is the main Appointment Scheduler window used for scheduling and tracking patient appointments View a snippet online demonstration From the Schedule for Today window you
146. les r The ability to edit vital signs is based on the original date time of the vital sign set Follow these guidelines for editing existing vital signs sets e Ifthe vital signs set was created within the last 24 hours you may add values to blank vital signs and edit an existing entry cell within the set e Ifthe vital signs set is older than 24 hours but created within the last 10 days you may only add values to blank vital signs No editing of existing entries is allowed e If the vital signs set was created over 10 days ago no entries or editing is allowed The key timeframes to remember are 24 hours and 10 days Note that the editable timeframe is based on the server date time when a vital signs set is created which is not necessarily the date time entered by the staff member Within 24 hours of More than 24 hours vun E cay ot More than 10 days initial vital signs set initial vital signs after initial vital signs after initial vital creation set creation set creation signs set creation Add a new vital sign entry blank cell Yes Not Allowed within an existing set Edit a vital sign entry occupied cell within Not Allowed Not Allowed Not Allowed an existing set Patient Visit e Exam e Page 43 Chapter 2 Exam TRAINER LED DEMONSTRATION e ME Complete the medical note using provided information below 1 Record the physical exam finds use the data below Physcial Exam Findings area record
147. lustrates the IDEXX Cornerstone training workflow This workflow has eight components e Step 1 Check In e Step 2 Exam e Step 3 Charge amp Procedure Verification e Step 4 Recommended Procedures and Costs e Step 5 Admit amp Procedures e Step 6 Procedures e Step 7 Post Procedures e Step 8 Final Step Check Out e Page 30 Patient Visit Check In Cornerstone 8 1 Basic Foundation Training Guide Patient Visit Workflow This Cornerstone workflow illustration demonstrates key patient visit steps for two major patient visit types anaana Wellness amp Outpatient ee Surgery amp Hospitalized The steps represent the training chapters and the red text boxes represent the notable features used within the patient visit step Step 3 Charge amp iode Step 4 Recommended Step 1 Check In uc da dx Procedure ii E Step 2 Exam Verification Procedures amp Costs See Options Step 5 Admit amp Pre Procedures Option 1 Vital Signs amp Option 2 Vital Signs amp Wellness Medical Note Wellness Physical Exam Option 1 Whiteboard amp Medical Notes Step 6 Procedures See Options Option 2 Medical Notes Only Final Step Check Out Step 7 Post Procedures Patient Visit e Check In Page 31 Chapter 1 Check in APPOINTMENT SCHEDULER NEW APPOINTMENTS RJ ut This lesson highlights the Appointment Scheduler and its features In the displayed image of the Appoi
148. ly print listing the date and reason the reservation or appointment could not be made Some reasons include cages are full the grooming appointment time is not available or the reservation or appointment would occur when the practice is closed See example below of the Reservation Recurrence Report S 6 7 Carme Medium 5 EEH Rusty Jones Liza amp Fig Delete Cirer Hadar 1 ag Boots Adams Gary i L Carie Mechs 13 Cassie Jones Lira amp Ric Carine Medaim i 1 Dde Arklin Tilarg Print L Recurring Reservations 8 9 Carine Aun Z 30 Bandi Adams Gary i LIN Zr Weekly 10 Canine Hun 183 Hope Arkin T fory 1 2010 a 11 Cenee Flun 14 Josie Jones Liza amp Probes 5 232010 Monthly 12 Cerne Aun 5 156 Sergeant Jones Lisa amp Pobesi eed Yearly i 13 Carine Run 1 200 Siar Adami Gay 5 Linda Ter zaram i 14 Carine 5mm 1 3 EIU Arkin Tillery 12 8 2010 Print recurring ri kon repart 15 Exotic Bosad 1 171 Meal Ryan Fiobert ia 2 2 T 2010 St i 16 Fare Londo mm 345 Smokey kin Tatary 12 aano 5 led ano Stall k u e E mus amm do ds Ms i ain ape sg 7 zs M prin am al n F a an 2010 ity Additional Cornerstone Features Boarding amp Grooming e Page 121 Chapter 3 Boarding amp Grooming Deleting a Recurring Reservations 1 To delete a Recurring reservation select the reservation on the Reservation list and click Delete 2 When deleting a Recurr
149. magnifying glass icon to view the requested tests e Select Update Lab Result to open and update a recently received lab result e Select Update Call Back to open the Patient Reminders window and update an open or pending call back e Select Patient Clipboard to open the patient s record in the Patient Clipboard e Select New Lab Request to open the New Lab Request window to enter a lab request e Select Refresh at any time to add the most current result date to this tab Working with Call Backs on the Diagnostics Tab 8 The Diagnostics tab conveniently provides a single location for managing lab call backs The Call Backs columns Status Date and Staff ID allow you to keep track of lab call backs and access call back options with a single click TRAINER LED EXPLANATION cs Make a first call back immediately for a listed lab result 1 Click the blank status button associated with the lab result and select Call now The Call now window appears 2 Enter the staff ID of the staff member who is making the call 3 Depending on the result of your call set the call back status to Open Pending or Completed TRAINER LED DEMONSTRATION ui Schedule C Schulze DVM s lab result call back for Casey 1 Click the blank status button associated with the lab result and select Schedule a call back The Schedule a call back window appears senior wellness results for your client s Casey 2 Enter the staff ID of the staff member you ar
150. ments amp Costs Cornerstone 8 1 Basic Foundation Training Guide Selecting Multiple Estimate Messages pL se we NY SS T Create the estimate After clicking OK to save the estimate the Save Estimate window displays Click Messages Enter the ID of the first message Press F2 to select from a list of your practice s messages If needed click the Note button to make changes or add information to the message text Add additional messages as needed Click the arrow buttons at the bottom of the dialog box to change the order in which the messages display Select the Print estimate messages on a separate page check box if you want to print the messages on a different page than the estimate Click OK to return to the Save Estimate window Continue with your normal processing Emailing Estimates Emailing Estimates To email estimates you must have Microsoft Outlook or Microsoft Outlook Express installed on your workstation and set as the default email program you must also have access to the Internet and a valid email account a ee Ok ee YS With your email program open open the estimate to be Emailed Press Tab to view the items for this estimate Click Email Click Email to continue or change the estimate message and then click Email The subject is automatically entered Type any notes if necessary The client field will be available if the client to whom you are sending the email has an email address listed in
151. minders Select the type of reminder Locate and select the invoice item ID Type the date that the item is due If a call back reminder type a staff ID if a specific individual is to call the client Type a note if required O DN OX QUE de 9 I9 Select OK to save Printing Patient Reminder Report 1 With the client s account displayed in the Patient Clipboard right click on the patients name and select Reminders 2 Click Print Choose to print reminders for all patients that belong to the client or for the selected patient only Select the option to print the Reminder Letter Report or Reminder Recall Report Click OK Click Print to print the Patient Reminder Report Transfer Patient Ownership 1 With the client s account displayed in the Patient Clipboard right click on the patients name and select Update 2 From the Patient Information for Patient Name window in the Owners area right click on the Owner s name and select Update 3 On the Patient Owner Information window select Past in the Status area e Page 26 Getting Started Clients amp Patients NO ot m Cornerstone 8 1 Basic Foundation Training Guide Click OK In the Owners area right click and select New In the Client area of the Patient Owner Information window enter the ID of the new owner and press Tab Click OK Adding and Updating Pet Pictures Adding a Pet Picture 1 2 Updating a Pet Picture 1 From the Patient Clipboard
152. monstration client and Casey Verify that the Reason for visit is correct Select another Reason for visit if needed Dental Verify that the Room is correct Select another Room if needed C Schulze DVM or use Overflow column if needed Optional Select a Ward Optional Enter a Cage name if needed Select a Status lt None gt If this is a referral recheck select the Referral Recheck check box Make a selection for Inpatient or Outpatient Inpatient Patient Visit e Recommended Treatments amp Costs e Page 63 Chapter 4 Recommended Treatments amp Costs 12 Optional Enter any Additional notes or Alert notes If this additional note is not already listed please add it Ms Adams thinks Casey is staying for a dental cleaning 13 Optional Linked documents display in the Documents area Select Documents to print with the Check In Report list document ID 378 for the Sample Surgery Consent 14 Optional In the Weight entry area enter the patient s Weight 10 0 15 Optional Check in Date and Time can be changed if needed 16 Optional Click the Travel Sheet button to print a travel sheet with this client patient information 17 Click Update Update 18 After clicking Check in if the Vital Signs window displays enter vital sign information as needed Then Close the Vital Signs window 19 If prompted enter a document Staff ID C Schulze DVM 20 If a document displays make additions changes a
153. nerstone 8 1 Basic Foundation Training Evaluation cc scecssssesseseceeseeceneeeeeseneeneesennenes 150 Cornerstone 8 1 Basic Foundation Training Guide Table of Contents e Page5 Table of Contents On Site Training Prerequisite To get ready for your on site training all trainees will use these recorded webinars to learn some of the most important Cornerstone windows and see how the IDEXX team will help guide you from this point to your on site training event and first go live day Cornerstone Workflow Overview 3 mins e Intro to Main Window Patient Clipboard 8 mins ntro to Medical Notes and Documents 3 mins e Intro to Main Charge Collection Window Patient Visit List 8 mins e Intro to Electronic Whiteboard 8 mins Ensuring Your On Site Success 5 mins Introduction to the Training Guide Purpose The purpose of this guide is to provide supporting instructions for new users as they complete the Cornerstone Basic Foundation taught by Cornerstone s certified instructors Getting Started Throughout this guide you will be working in the Cornerstone Tutorial Training Files which contain realistic but fictitious client and patient information The Training Files use IDEXX Cornerstone 8 1 and allow you to learn the materials without compromising your practice s actual data To maximize your training experience complete your training using the training files at a Cornerstone workstation and work th
154. ntment Scheduler you will see the location of the Booking Options at the top of the schedule e Function Options vertically on the right edge Navigation Buttons at the bottom of the schedule Display Options left at the bottom of the schedule Appointment Grid in the main area of the window Suites m Jim P Booking Options Cu LT te ees Doctor Technis O APendngCureismrelieCnnence Game SE Mew Chem SB Mew Client r E 4 E b a ri E L d z 3 5 fi 75 zE a E EE a E a r1 E E 5 Appointment Grid AA Gop Linda Adami 5B Clark amp 5uzy Benin Au Garg Linda dama UC Gar Linda Adame T J Peterson Famme EQ 30 abb E Rara JHL Haa Fullen JLCuiiAnge Hes 5 858 khao 77 JL Cut Ange Heson 5 Ea Emberi Adems Cam Fein Senior Vielen Appointment Scheduler window showing the Suite list e Suites You can choose a suite for easier viewing of the schedule Suites provide a way to group rooms together for customized viewing and scheduling e Go To Use the Go To button to select a date from a calendar The Display check in check out option provides a view of the checked in out status of patients You can set up the number of columns you want to view per Suite Choices are 4 6 or 8 columns The set up of Appointment Scheduler is covered with your practice management team Page 32 Pa
155. nts for the day or for a range of dates 13 Reservation Recurrence Exception e The Reservation Recurrence Exception report automatically prints when one or more reservations or grooming appointments in the recurring series cannot be created for a future date 14 Reservation Recurrence e The Reservation Recurrence report is a historical report that lists all of a patient s past and future recurring reservations right click on the Recurring Reservation Recurring Reservation Print recurring reservation report 15 Scheduled Reservations e Use the Scheduled Reservations report to view a list of all of a patient s future scheduled reservation including future recurring reservations right click on the reservations gt Print gt Scheduled Reservations Chapter Summary You ll learn these important concepts within this chapter e Reservations Create a single pet reservation create a multiple reservation and create a multiple pet reservation where the pets are sharing a cage Check In Reservation Check in a boarding reservation e Boarding amp Grooming Beyond the Basics Delete a reservation create a recurring boarding reservation access the reservation book block a cage and print preview a boarding report Additional Cornerstone Features Boarding amp Grooming e Page 123 Basic Foundation Section 5 Practice Exercises C ragesiaades 8 1 Basic Foundation Training Guide Practice Exercises Cornerstone
156. of patients in isolation area Areas filter shows number of labs technicians needs to complete e Page 76 Patient Visit Procedures Cornerstone 8 1 Basic Foundation Training Guide O Learn the treatment due codes and colors Disc Discontinued and DNP Did Not Perform Other Tasks Options Update Patient Orders amp View Patient Treatment Report Select Casey to change the Call Client time to 3pm then preview the Patient Treatment Report 2 Right click patient and select Patient Orders your Casey 3 Update Patient Orders and click OK Change Call Client invoice item to time of 3pm 4 Right click patient and select View Print Selected Day your Casey o Make Whiteboard Reports window selections and click Preview Leave the window selections as is Preview and then exit report Continued View Detailed Patient Treatment Information Enter Vital Signs amp Complete Treatments l Cary Patient Preatneents Saroy daresay I0 2001 E mE F7 Hele discormtimusd Hek completed a i y D shoe ca reinari ls cap al tava E EEG Stet Cisrzihcatons 2S9 _ Sheer Vil Sig i 2 Se 7 E Obes aho a wi i Lm 4 Ote 1 Nene Vital Signs Diagnostics Treatments Medicntions Communicabon Discharge Sen Shea Cio Spaged Female Fidan ka Min Emisi Ada 50080 7 ira Adai Dinter MAAN FEA Homel ti pounds 3 St Decharge Dale 03201 EF F F TO SS ES a SS on Ld ELI
157. oncepts within this chapter Daily Planner Appointments amp Patient Visit Clipboard Gain understanding of how to access and view appointment and access the Patient Clipboard from the Daily Planner Vital Signs amp Medical Notes Develop skills to record vital signs from a medical note Smartlink Workflow Acquire understanding of the SmartLink Workflow steps Other Procedural Steps Page 48 Patient Visit e Exam Cornerstone 8 1 Basic Foundation Training Guide Chapter 3 Charge amp Procedure Verification R You ll learn these important concepts within this chapter Patient Visit List Features benefits and workflow of the Patient Visit List Vaccinations amp Rabies Certificates Complete the vaccination tag window and understand how the inventory setup and defaults can positively affect the efficiencies when the vaccine tag special action is set up or new vaccine or rabies inventory is used and entered on the fly to update the vaccine default information such as the manufacturer and producer Prescriptions Create a prescription for an inventoried pharmaceutical item Daily Planner Diagnostics View schedule and complete call backs for lab results Other Procedural Steps Patient Visit e Charge amp Procedure Verification Page 49 Chapter 3 Charge amp Procedure Verification PATIENT VISIT LIST RJ The Patient Visit List provides a holding area for recommended and or unbilled charge
158. ornerstone s database will automatically start open when the server is started Depending on the type of system setup you have there are different ways to manually start the Cornerstone database on your server The database can be opened or closed only from the server The database is the only thing required to be running on the server Cornerstone does not need to be running You will know the database has started when you see the SQL icon in the notification area on your taskbar You will see this database icon if you have a Peer to Peer Dedicated or Terminal Server You will see this database icon if you have a Stand alone Computer Manually Starting the Database If the database does not start automatically you can manually start the database by following this path e Select Start gt Programs gt Cornerstone gt Cornerstone Database Server D e A Terminal Services server may require the database to be started manually Page 132 Additional Cornerstone Features amp Appendix Appendix FUNCTION AND SHORTCUT KEYS Using function and shortcut keys introduces you to keyboard shortcuts which provides efficiency in navigating Cornerstone and accessing information Description Look up or double click functions within ID fields in areas such as Patient Clipboard Client List Patient List Invoice Item List Prescription Instructions Departing Instructions etc Census List shows patients currently checked into
159. ou to select the information that will be included on the report ex sales information for invoice item ID 40380 only or sales information for all nutrition items It is not necessary to enter a range If a range is not entered all available information will be displayed ex sales information for all invoice items Some examples of available ranges are Invoice Date Species ID Client ID and Account Balance Range Starting Value and Ending Value Use this table to understand how to use the Starting Value and Ending Value fields Invoice Item Sales Information E X Ireaice Item ILI Description Starting value Ending value Invoice Item ID Page 106 Additional Cornerstone Features Reports Cornerstone 8 1 Basic Foundation Training Guide Examples and Options Starting Value Ending Value Starting from xx xx xx to Today i e 01 01 2010 eave Blank Starting at the beginning and Leave Blank i e 01 01 2010 ending until xx xx xx All data Leave Blank Leave Blank Using And Or Statements You must use And Or statements if you want to use multiple filters And Or statements tell Cornerstone to find information that meets the selected conditions e f you select And Cornerstone includes information that meets both criteria e Ifyou select Or Cornerstone includes information that meets either of the criteria For example if you choose Starting Value Ending Value And Or Date Issued 01 01 10 12 31 10 AND Tag ID 5
160. ould see upon check out The Referral Recheck check box is used by referral practices seeing a referred patient for a recheck Click the Travel Sheet button to print a travel sheet with the client patient s information printed on it If you select a Reason for visit before printing the reason will also print e Printing options for the Check in Report can be set in the practice defaults Controls gt Defaults gt Practice and Workstation Set up options include Always ask Always print or Never print Check in reports can be reprinted e Information entered in the Alert notes area on the Patient Check in out window will display when other patient alerts appear such as the Invoice e Reason for Visit Alert notes can be set up under Controls gt Reason for Visit and are viewed during scheduling the appointment and check in Chapter Summary You learned these important concepts within this chapter Trainer Led Scenario Overview Provides an overview of the trainer led activities in Section 2 Patient Visit Patient Visit Workflow Acquire understanding of the Patient Visit Workflow steps Appointment Scheduler New Appointments Schedule an appointment Search Invoice Items Develop ability to search invoice items using more than one method Move Appointment Move an appointment Check In amp Related Documents Develop skills to check patients in and print check in related reports Census List Acc
161. plete the medical note using provided information You should be aware of the following Page 44 ii ai o o o Lock the document to limit entries First Entry With locked documents double click on the first text input field and make the entry Note During document setup lock the document and select first cursor position The first entry position will already be selected Tab Tab to subsequent fields making entries as you proceed Unlock To enter information in other locations Unlock the document Patient Visit e Exam Cornerstone 8 1 Basic Foundation Training Guide e Use the Cornerstone Editor toolbar buttons menu bar and toolbar to insert medical record features pictured below or right click to insert using the right click menu o Table When working within a table you are committed to using the menu bar only o gt Problem Enter multiple problems through the insertion of problem hyperlink o Diagnosis Enter multiple diagnoses through the insertion of diagnosis hyperlink e To expand the editor pane grab the Splitter Bar and move it up or down or click the Full Size View button Double click on the Client Banner or Patient Banner to access the Client Information or Patient Information windows Medical Record Features Text input fields Check boxes Tables Pictures Medical Note Invoice Items Pane IM 4 TRAINER LED EXPLANATION oC You may choose the following entry methods for the combination o
162. porting information to be used in other software products ex Microsoft Word Microsoft Excel QuickBooks etc To save a report as a text file Save As E x 1 On the Reports list select the desired report Doc E Desktop GT EST 2 Click Save As My Documents 3 Complete the Sort Order and Range following H My Computer the guidelines you learned in Chapter 1 JMy Network Places Click OK The Save As window displays Click the drop arrow in the Save in field to File name PatientByN ameR eportCanine select the location for the saved report or leave the default location set to Desktop You save as type Test Format TT Lancel will need to remember this location when you want to retrieve the file later for merging or importing into another software program Press Tab twice to move to the File name field and enter a name for the report ex All Canines Verify the Save as type field is Text Format TXT Click Save Saving a Report as an XLS Excel Format File The Save As print option allows you to specify a file name and location to which to save the report as a xls file This option does not allow you to preview the report and does not retain the format that you see in the preview screen To save a report as a xls file On the Reports list select the desired report Click Save As Complete the Sort Order and Range Click OK The Save As window displays oe 9 Iw c Click the arrow in th
163. prior to the specified date will also print on the report If the patient has overdue reminders or no reminders entered into the system a red R in a red box will be shown next to the patient s arrival date 7 Boarding Expected Check outs e Use the Boarding Expected Check outs report to view a list of patients expected to check out on a specified date Patients due to be checked out prior to the specified date will also print on the report 8 Boarding No Shows e Use the Boarding No Shows report to view a list of boarding reservations no shows within a specified date range For a reservation to appear on the report it must be deleted and No Show must be selected as the reason it was deleted 9 Boarding Cancelled List e Use the Boarding Cancelled List to view a list of boarding reservations that have been cancelled within a specified date range For a cancelled reservation to appear it must be deleted and Cancelled must be selected as the reason it was deleted 10 Other Services List e Use the Other Services List to view a list of boarding items classified as Other Services for checked in patients on a selected date 11 Boarding Occupancy Forecast e Use the Boarding Occupancy Forecast report to view a list of the number of cages that are scheduled to be occupied for a selected range of dates This report is useful when planning staff scheduling 12 Grooming Report e Use the Grooming Report to view a list of grooming appointme
164. q ID 0 V bape cently Voided eT ee ee ee Pngum owe Reference REE RRE 121 U L 46 3 eer ena orme mem 30U L 17 0 mg dl 1 01 mg dl 118 0 ma dl 6 07 g dl 7 ues wh amd spin aed coy Foe haan rel Additional Cornerstone Features amp Appendix Appendix Page 135 IMAGING WORKFLOW Direct Cornerstone windows and Equipment Touches The medical team processing an image request would experience the Cornerstone screens and equipment touches presented Step 1 New Image Request Step 2 Capture Images Step 3 View Images from the Image Viewer LEN image Request Atient information Patient ID 9200 Simba Neutered Male Owner Davy Jones Wegman v Feline Shorthair Domestic 8 r Request details Doctor Anne Carson DYM EE Other Tasks Other SmartLink Tasks View Images in Patient History Review Image Status Charge for Not Requested Cancel and Image Request Change Pricing During Invoicing Step 5 Invoice Invoice Invoice number pen ne Invoice type Office Visit Scheduled x a Check Cr Card Receptionist ce 60 days 5 2008 43 00 Sue Bee 90 days Invoice total 85 00 A R Total Balance Due pui Name Age weit Sex f i Lexy 5 Yrs 7 Mos 32 20 pounds Spayed Fen Spaniel Cocker Active Simba 2 Yts 5 Mos 9 30 pounds Neutered M Shorthair Domes Active 3 Splash 2 Yrs 1 Mos 22 00
165. r the Supervising Dr C Schulze DVM Enter the Current Care Dr C Schulze DVM oe D oS ol Continued Patient Orders Body 0 Enter your invoice items and groups with the information from the table below in mind Note If a group has been added to the Patient Orders previously the columns will default in with information memorized from the last time that the invoice item or group was used Quantity Enter the quantity Billing choices affect the number of times an item is added to the Patient Visit List Category Category selection affects how the treatment line displays on the Whiteboard Optional Your practice may find a unique need Frequency Frequency choices trigger the codes you see in the hourly grid Examples UC Scheduled Cont Overdue Select for treatments as needed Use in addition to frequency Treatments will not list as overdue Patient Visit e Admit amp Pre Procedures Page 71 Chapter 5 Admit amp Pre Procedures Dose Now For treatments to be performed NOW then follow regularly scheduled frequency Used in addition to frequency Start amp Affects initial start and how long you ll see the treatment on the Whiteboard Duration Used in addition to frequency Can set specific duration in days hours for treatments Often used in conjunction with the continuous frequency Blue Line Use the blue line to enter such information as fluid type and fluid rates The information entered on
166. ri Medications BID 2x per day Notrequired O 12 2600 MAIL TRIM 1 001 line each ti Treatments One time Motrequred L Continued e Page 72 Patient Visit e Admit amp Pre Procedures Cornerstone 8 1 Basic Foundation Training Guide Prescriptions There are two ways to handle items with dispensing fees on the Whiteboard You need to dose from Create a prescription label for the medication from the Patient Clipboard or a prescribed bottle Patient Visit List OR enter the medication in the Patient Orders to be completed one time This will bill the medication and create the prescription label if the prescription label special action is being used when your staff completes the treatment Then to give the medication enter an order for a non billable service with a note on the blue line to denote how much medication Set the frequency to how often the medication should be given You need to dose Enter the medication in the Patient Orders to be administered with the appropriate medication as needed frequency Dispensing items should also be created and attached to the from a common vial appropriate inventory items to ensure your full dispensing fee will not be charged each time you administer the medication Dispensing items allow the staff a choice on the dispensing fee that will be added to the medication price Dispensing Item Examples Meds To Go Home Meds Admin In Hospital etc PVL Button amp Click the
167. ric List and Numeric List vital signs click this link to view the list values and their extended descriptions if any exist If the vital sign value is abnormal for this patient alert staff by selecting High Low or Abnormal from the drop down list A selection other than Normal will cause the value to display in bold red along with an H L or A designation Type vital sign comments in the text box as needed limited to 30 characters The icon displays for an entry if a comment is associated with it Displays in a cell if the species has not been associated with a list for that vital sign To add the species to a list Select Lists gt Vital Signs Weight select the vital sign and click Update select a list and then select the applicable species to associate it with the list Page 41 Chapter 2 Exam INSTRUCTOR LED DEMONSTRATION us Enter the vital sign values for Casey Using this template you ll experience using a vital signs hyperlink Add Vital Signs to access the Vital Signs window which has the benefit of the information being included in a client report card 1 2 Page 42 Click Add Vital Signs hyperlink double click Create new Vital Signs set then click Create New click Add Vital Signs double click Create new Vital Signs set and click Create ital Signs Client ID 5001 Adamsi Kimberly Patient ID 5001 1 Casey 9 Yrs 8 Mos Feline Mediumbair Domestic Spayed Female Calico
168. rnerstone uses alphanumeric sorting which allows for IDs that include both numbers and letters This means that numbers are treated as letters when they are sorted like a dictionary Numbers do not appear to be sorted numerically so that the ID 10 appears after 1 and before 2 Additional Cornerstone Features Reports e Page 107 Chapter 1 Reports REPORT OUTPUT RJ For each of the reports available in IDEXX Cornerstone there are a variety of options for printing or saving the information This lesson reviews these options and provides general guidelines that will be useful when printing a particular report This includes e Previewing a Report e Printing a Report e Saving a Report as a PDF File e Saving a Report as a Text File Report Output Overview Cornerstone provides several different options for saving or printing reports Once you have chosen a report from the Reports list you must Patient By Mame Report Sort order atent M Ending value Patient ID Client Status active active select your report output option Preview Print or Save As before selecting the sort order and range that were discussed in the previous chapter Previewing a Report The Preview option allows you to view the report on the screen before printing or saving it This option is recommended especially when running a report for the first time to ensure that
169. rough all demonstrations and practice exercises To access the Training Files click Start gt Programs gt Cornerstone gt Training Files gt Cornerstone Tutorial Your trainer provides you with a user name amp password Use them to log into the training files User IDs and names Passwords for Users amp Cashier User ID User name User Cashier t01 train01 t01 t01 t02 train02 t02 t02 t03 train03 t03 t03 and so on up to and so on up to t50 train50 t50 t50 If user name and password is unknown use User Name Cornerstone Password CS Training Content Content of the training includes 7 sections 1 Getting Started Patient Visit End of Day Additional Cornerstone Features Practice Excercises Appendix 7 Training Evaluation o oF W DN Refer to the Table of Contents for a complete listing of sections chapters and lessons e Page 6 Cornerstone 8 1 Basic Foundation Training Guide Table of Contents Cornerstone 8 1 Basic Foundation Training Guide To Complete Your Training 1 Practical Application Demonstrations and practice exercises provide the opportunity for practical application of patient visit basics Trainer Led Demonstrations provide specific instructions and tasks for you to complete in the Cornerstone Training Files These demonstrations provide a hands on training activity Use the information in the brackets for Cornerstone data entry amp Y Trainer Led E
170. s Follow your practice s protocols for printing o0 End of day processing for Thursday December 30 2010 has been completed reports e Page 142 Additional Cornerstone Features amp Appendix Appendix IDEXX Cornerstone IDEXX BACKUP INSTRUCTIONS Document Purpose This document is presented to IDEXX Cornerstone customers to outline IDEXX s recommended backup practices including redundancy and retention This document also includes information on the three IDEXX currently supported backup software programs and how to use them when configured by IDEXX Note The backup selections section will help with configuring a backup that wasn t configured by IDEXX For assistance with any previously supported backup software or configuring a backup software not mentioned please contact IDEXX Support at 1 800 695 2877 Responsible Data Maintenance Creating and implementing a data backup and recovery plan is one of the most important duties at a practice Important reasons to have data backup include accidental deletion of data corrupt data natural disaster and theft Note Proper backup verification rotation labeling and storage of the data backup media are the responsibility of the practice Backup Media Redundancy amp Retention CD DVD backups e IDEXX recommends that a practice should use a new disc every day IDEXX does not recommend the use of CD RW DVD RW or DVD RW media due to possible data
171. s This feature is used for the patient visit step of entering charges or verifying procedures and charges In this lesson we ll cover the following 1 Workflow and Functionality 2 Charge Sources 3 Using the Patient Visit List window TRAINER LED DEMONSTRATION Navigate to Casey s Patient Visit List to verify the Wellness Group charges from a finalized estimate 1 Click the Patient Clipboard toolbar button click Patient Clipboard 2 Enter or find your client Use your demonstration client account 3 Select the pet click the Patient Visit List tab and double click the PVL content in the tab Click on Casey and the Patient Visit List tab Workflow and Functionality The charges flow to the Patient Visit List like this Appt Sched B amp G Rx Med Notes Diag Requests Patient Visit List Electronic Whiteboard Estimates ff Invoice You would use the Patient Visit List PVL for these reasons e View patient and client information including accounts receivable due doesn t include the PVL charges e View the items and total charges on the Patient Visit List excluding declined or declined to history invoice item amounts e Decline to history including the ability to write on the blue line a comment e Use the last blue line to indicate to staff the patient is ready to go home RTGH e Delete invoice items CTRL D e Change a departing instruction or create a prescr
172. s an extra copy of your database for added data security IDEXX strongly recommends that every practice takes advantage of this feature Call IDEXX Cornerstone Support at 1 800 695 2877 to ensure this feature is activated and working properly IDEXX Currently Supported Backup Software CD DVD amp RD1000 Backups Softland Backup4all Tape amp RD1000 Backups Symantec Backup Exec Online Backups IDEXX VetVault Backup Solution Automatic Backups Backup4all Backup Exec and IDEXX VetVault backups are scheduled to run nightly depending on days open The Cornerstone Database must be open to run the backup unless the backup is on a Stand alone computer For a backup that is not configured by IDEXX please see the Backup Selections section below for more details or please call IDEXX Hardware Support at 1 800 695 2877 Page 144 Additional Cornerstone Features amp Appendix Appendix By default IDEXX sets the backup software we support to back up the files and folders listed under the Required Cornerstone Data and Other Data sections For additional information or for help configuring your backup on a server not purchased through IDEXX please reference the sections below and call IDEXX Support at 1 800 695 2877 for additional help Note In this section all files and folder paths are written without a drive letter On your computer for example the path may be C Cstone DailyCC or C ldexx
173. s billed Lab request and information automatically transfers to analyzer Results are downloaded into Cornerstone patient history omartLink Reference Lab Enter reference lab requests in Cornerstone and the client is billed Lab request and information is printed on a LabREXX form and sent with the sample Results are downloaded into Cornerstone patient history SmartLink Digital Imaging Enter imaging request in Cornerstone and the client is billed Imaging request and information automatically transfers to IDEXX digital imaging equipment Results are downloaded into Cornerstone Patient History SmartLink Workflow Steps 1 Make request Real Time Care provides diagnostic results during appointments and is a practice that helps increase compliance and lets staff make better use of their time as well as the client s time and provide continuity of care to their patients Real Time Care practices are able to see more patients have greater compliance and head home at closing time each day Key Success Factors for a Real Time Care Practice Work Flow e Do you share a fundamental belief that providing results during the patient visit has a positive impact on client value practice efficiencies and patient care e Are all of your doctors aligned on the same protocols e Do your technicians perform all nonveterinarian specific activities during a patient visit e Do you schedule staggered appointments for sick and annual visits Page 46
174. s needed When set up to do so documents can include client signatures which may be added using an approved signature capture device Select the Do check box during this demonstration we will not be adding a client signature 20 1 Click Close to save the changes and close the document Close 20 2 Select the appropriate print options View the document 21 Click Yes or No to print the Check In Report do not print OTHER PROCEDURAL STEPS R This lesson includes additional information about estimate features in Cornerstone Updating Tentative Estimates 1 D Gi c w p With the client s account displayed in the Patient Clipboard select the patient in the Patient list area In the Patient information area select the Estimate tab Double click on the estimate to be updated Press Tab at the Estimate field and the estimate information displays Update the necessary information on the estimate Click OK to save changes Creating Additional Estimates 1 go cb E oem Iur T From the client s account in the Patient Clipboard right click the patient in the Patient list area Select Estimate Add a description to the estimate Add invoice items to the estimate Click OK to save the estimate In the Save Estimate window select the appropriate options Click Options to change the transfer and print options Click OK to save the estimate with the new selections e Page 64 Patient Visit Recommended Treat
175. select the appropriate patient in the Patient list area In the Patient information area from the Patient Information tab right click in the white rectangle Select Capture then select File Select where the picture is located from the Look In list Update Double click the picture file to insert it into the patient s file Delete To update the picture crop etc right click the picture and select Update The Image Manipulation window displays 2 Use the tools on the left edge for image manipulation The most common tool is the Crop tool To crop an image first click the Crop button Determine the area to crop Click and drag to identify the area on the image A frame displays the outline of the cropped area 5 If you are satisfied with the cropped image click Close A window will display and ask if you want to save the changes Click Yes to update the image Click No and it will remain the same as the original If you still want to crop the image return to step 1 If you clicked Yes you will see the updated image in the Patient Clipboard Chapter Summary You learned these important concepts within this chapter Patient Clipboard Acquire basic knowledge of Patient Clipboard contents and uses Navigate the Patient File Navigate the Patient File Client List Use the Client List to search for clients Client and Patient Accounts Gain understanding of process to add update clients patients Other Procedural Steps
176. senseonseocnsseoesseoeasseoasseoasssoesssseaseess 85 FAG OU len beo E 86 AS TVS ES TEIL E 89 End of Day 0 0 000 oo Chapter 1 End of Day Activities ciecoces cuo opa oec n po ron RR SR UE UPnFEI Sn APIS RUE SAS CE a x IESEN UcaNI CO x VUSSM D I VFSUUN PUES UERE 92 PV PINTS Ey x cece Series E EA E AAEE 93 Recount Commons Ri eee eae ee eee ee en oe mp MU ee ee 93 Process End of Day R NER 93 End OF Day Repons i seresa aeir AEAT E E ENE E E EEE E EE AOE O 94 Daily Planner Call Backs R M sssseseeseeeeeneennennenennenn nnnm rtnr etnies sss 95 Other Procedural Steps Tm oom 97 A dditi LC i Feal Chapter 1 Reports ett P 102 Reports Overview R M VO entente trennt treni ttr nsns tnnt 103 Report Selection R M VB rte treten tns rr rns treten tnr rns 106 Report Output R CREE 108 Chapter 2 Time Clock nasnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn Celia nnmnnn nnnm NEUE 112 Using Time Clock Staff R M VB amp s ciececcecsccsssssscescecesvevsceevecsesevsceevecsevavseeevacsevavsesevaceesavaeeevacevavseeevaeervanen 113 Chapter 3 Boarding amp Grooming osos stasicoesu iU unc nir thectwessiewcerathexnsenaeicberetewsiiorsusinieetersnectaesciextees 115 SST T5 t9 01 2 d RR TE 116 Check in Reserv
177. sheet Set defaults for staff members Set up revenue centers Set a default staff for prescription labels and rabies tags if your practice has only one doctor Enter default information for rabies vaccine Set up group items and smart groups to use when invoicing Create pick lists Create dispensing item codes Attach departing instructions to invoice items Attach prescription instructions to pharmaceutical items Attach tax information to invoice items Set up and attach any applicable discounts to invoice items Set up special actions for invoice items Set up and attach price change reasons Assign discounts and accounts receivable information for clients Select the Window menu to find a lost invoice window Invoicing amp End of Day Final Step Check Out Cornerstone 8 1 Basic Foundation Training Guide View only one open invoice on a computer at one time Invoicing DON Ts e Don t use frivolous items or create frivolous invoices Otherwise average transactions will be lower than they should be e Don t use miscellaneous codes to enter comments under invoice items Instead use departing instructions to enter the comments 9 REMINDERS At the end of a patient s visit after invoicing review the patient s reminders with the client to confirm timelines and expectations Access them from the Patient Clipboard s patient Reminders tab Review Reminders 1 Checkto see if there are reminders that nee
178. t Orders window that will affect the charges that flow to the Patient Visit List Referring to the illustration below charges will be entered as you complete treatments and you ll manage the billing of those final charges on the Patient Visit List along with other charge types Notice the way that the black arrows flow some flow in one direction and some are bi directional Med Notes Diag Requests a Patient Visit List Electronic Whiteboard Estimates Bi Invoice Patient Visit Admit amp Pre Procedures e Page 69 Chapter 5 Admit amp Pre Procedures Whiteboard Groups The quickest way to use the Whiteboard is to designate certain Whiteboard Groups to be used within this powerful feature This makes the patient order entry process quick and easy Below is an introduction to two Whiteboard Groups we ll enter on the Patient Orders window Outpatient Whiteboard and Hospitalized Whiteboard Hospitalized Whiteboard Group HWG OutPatient Whiteboard Group OWG Administer Medication Administer Medication Blood Draw Blood Draw Call Client Call Client Check Appetite Water Check Bandage Clean Cage Change Litter Check Stool Remove Catheter Check for Vomiting Vital Signs Check Incision Observations Feed Procedure Feed Owner Food Monitor Appetite amp Drinking Monitor Urination Vital Signs Walk Water Clean Cage Change Litter Procedure A write in for the main proced
179. t this problem is listed in Casey s history Oral Pain View and verfiy diagnoses on the Dx Diagnostics tab From the Diagnostics tab verify that there are 5 diagnoses listed Click the Rx tab to view void renew correct and refill prescriptions From the RX tab right click on the prescription for 50 tablets of Methimazole 5 mg RX 1076 dated 4 22 2010 and verify that this prescription does not have remaining refills The Medical Notes tab can be used to view finalized medical notes update tentative medical notes and add notes to finalized medical notes From the Medical Notes tab right click on the medical note dated 11 15 2010 and select Update If prompted for a weight entry click Cancel View the medical note then close cancel it without saving changes View Casey s lab results on the Lab tab From the Lab tab view your Casey s Endocrinology results and verify that Casey s T4 result from 04 22 2010 was 5 0 ug dl View Casey s previous weights from the Vital Signs tab From the Vital signs tab verify that Casey s weight has not been less than 10 pounds Select the Summary tab again and click the Full Size View button Fullsize iew for the full view of the summary tab Select the Summary tab 11 1 Click the Normal View button NormalView to return to the normal view click Normal View Optional Use the Print button to print the patient s medical history 12 1 From the Summary or Text tab click the
180. tab in the Patient information area Open the Patient Visit List All items from any source will be transferred to the PVL Make any adjustments to the Patient Visit List o gr eS T9 Click OK to save changes Adding Departing Instructions from the Patient Visit List 1 From the Patient Visit List click the Departing Instruction toolbar button for an item 2 Locate and select the desired instruction 3 Click OK Viewing and Updating a Specific Patient Visit List 1 With the client s account displayed in the Patient Clipboard right click the patient s name in the Patient list area and select Patient Visit List 2 Continue adding items or updating items as needed 3 Click OK to save Viewing and Updating Multiple Patient Visit Lists 1 Click on the Daily Planner toolbar button Select the View for all staff check box and click on the Patient Visit List tab Click on headers to sort list by client or patient information double click any PVL on list to open Continue adding items or updating items as needed Click OK to save to return to the list of PVLs Ce 99 I Page 56 Patient Visit Charge amp Procedure Verification Cornerstone 8 1 Basic Foundation Training Guide Viewing Prescriptions 1 With the client s account displayed in the Patient Clipboard select the patient s name in the Patient list area 2 Select the Prescriptions tab in the Patient File area 3 Right click the prescription and select View
181. ted First Things First Cornerstone 8 1 Basic Foundation Training Guide NAVIGATE CORNERSTONE R M a This lesson introduces you to the main Cornerstone window and highlights how to navigate within Cornerstone TRAINER LED EXPLANATION a Learn about the main Cornerstone window Using the Cornerstone Window The illustration below shows the different areas of the main Cornerstone window These include the Title Bar Menu Bar Toolbar Status Bar Practice and User Understanding the areas of the Cornerstone window will allow you to quickly establish a basic starting point and status The Cornerstone Window Title Bar Lists which module or active window is currently being used ex Cornerstone Cornerstone Time Clock etc WI Comerstone Tutorial Database gum sms File Edt Activities Lists Controls Inventory Tools Reports Weblinks Window Help Kueb eceemasct sGuHsEUeyuansBemoepne vfgs Menu Bar The second bar features File Edit Activit ille Edit Activities etc Toolbar The third bar features the Cornerstone toolbar buttons Ready E IDEXX Veterinary Hospital 1 User Train d lt Tus Bar User Functions as a help bar also Indicates whos called Micro Help which provides the next step or action to take Practice Euren 109060 in based on the position of the Indicates the practice the user is to Cornerstone cursor currently logged into This feature is used primarily for multip
182. tem 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 digital communication of medical information Accelerated Payment Technologies and X Charge are trademarks or registered trademarks of Accelerated Payment Technologies Inc Topaz ClipGem and SigLite are trademarks of Topaz Systems Inc in the U S and or other countries All other product and company names and logos are trademarks of their respective holders Published by IDEXX Laboratories Inc IDEXX Computer Systems Eau Claire Wisconsin 54703 USA idexxcornerstone com Printed in the United States of America CS81 BFTG 03102011 REV52 Cornerstone 8 1 Basic Foundation Training Guide Table of Contents Lessons are marked to indicate which teams the lessons apply to and to indicate the types of trainer led activities RJ Receptionists and Customer Service Representatives Doctors and Technicians e Managers and Owners 5 Trainer Led Demonstration GY Trainer Led Explanation On Site Training PrerequiSite ccccccccssccceseesseseeeseeceneeseeeeseneeeceseesenseeceseeceneesesessensesoesessensesonnesoogs 6 Introduction to the Training Guide ccccccssscsseseeceseeseneesenseeceseeseneesoaneeeeneseeneeeenseeoaneesensesoenessenenes 6 Getting Started 0 Chapter 1 First Things First ioc estates tects ndis uiu ciini ine ened gens
183. tered Male Neutered Male Neutered Male Neutered Male Neutered Male Neutered Male Neutered Male Neutered Male Neutered Male Neutered Male LIC EIE vid pages the report will be when printed indicated in a box in the upper right hand corner of window The example Additional Cornerstone Features Reports Cornerstone 8 1 Basic Foundation Training Guide Printing a Report This output option prints the report directly to a printer without the option to preview it first The Print Options window displays once you have selected your desired sort order and range Here you can set the number of copies specify a page range and choose an alternate printer if you do not want this report to print to the default printer Cornerstone Tutorial Database Print Options E Changing the Printer Selection Printer Comerstone PDF T x 1 Click the Printer button Copies 1 E Page range 6 All Current page f Pages Enter page numbers and or page ranges separated by commas For example 2 5 8 10 Print to file v Collate copies Print A Pages in Range Printer Selection Select Printer 2 The Printer Selection window displays the printers Front Desk l l Pharmacy Area Cancel available from this computer Select the desired heer banal mea printer from the list and click OK Rx Label Printer 2 Dr Office Office Manager Reminder Card Printer Dr Office Saving a Report as a Corn
184. the Client and Patient IDs are correct your demonstration account and Casey gt a s w N Verify that the Reason for visit is correct Select another Reason for visit if needed Senior Canine Wellness 7 Verify that the Room is correct Select another Room if needed C Schulze DVM or use Overflow column if needed 8 Optional Select a Ward 9 Optional Enter a Cage name if needed 10 Select a Status lt None gt 11 If this is a referral recheck select the Referral Recheck check box 12 Make a selection for Inpatient or Outpatient Outpatient 13 Optional Enter any Additional notes or Alert notes Additional Note Ms Adams thinks Casey is staying for a dental prophy 14 Optional If documents are linked to the Reason for Visit they display in the Documents area If needed select add Documents to print with the Check In Report Patient Visit Check In Page 35 Chapter 1 Check in 15 Optional In the Weight entry area enter the patient s Weight Trainee Note In a few more pages during a demonstration you will enter the patient s weight Do not enter it here 16 Optional Check in Date and Time can be changed if needed 17 Optional Click the Travel Sheet button to print a travel sheet with this client patient information view the Wellness Visit travel sheet then close it 18 Click Check in click Check in If a document is located in the Documents area and weight hasn t been
185. the data below Fecal Parasite Negative No entry required Nose and Throat Normal e Mouth Teeth Gums Tartar Calculus Gingivitis Periodontal Disease Stage 7 Eyes and Ears Normal Coat and Skin Normal Lymph Nodes Normal Legs Paws Back Normal Nervous System Normal Heart and Lungs Normal e GI Tract Abdomen Normal Urinary and Genitals Normal 2 Complete the annual checklist section use the data below ANNUAL CHECKLIST Have Need Have Need L Heartworm Preventative Refill amp L bog Rabies 3year vaccine L Flea Preventative Refill 6 LI IO Dog DHP P DAP 3 i L Food L L Dg Bordetella Iv vitamins Supplements f jDosmLyme Vaccine T I pentarCare Cleanng L1 Iv Cat Rabies T year vaccine Iv Microchipldentification Iw Cat HOP wi Diagnostics Cat FVROP Z L jJ othe E Cat Feb Complete the nvoice Items and Attachments as needed your trainer will provide details Verify add and update document information for HX description Alert Date Autofinalize your trainer Will provide details Select a Status Tentative Click OK click OK Document Editor Medical Note Functionality TRAINER LED EXPLANATION G Your trainer will explain the flexible medical note functionality available in the Document Editor Following you ll com
186. ther types to include Ex Pending requests and Orphan results View then Close the results Click on the Open call back for the patient Click on the button located under the Status column of the lab result Options are Call Now and Schedule a call back select Schedule a Call back Enter the technician select the note and click OK Chris Jennings note LAB CB Patient Visit Post Procedures Page 83 Chapter 7 Post Procedures TRAINER LED DEMONSTRATION o At the Daily Planner navigate to the Patient Clipboard to ensure the diagnosis is finalized for Casey 1 Click on the Daily Planner toolbar button Daily Planner 2 Right click on patient s lab result and select Patient Clipboard find your Casey s lab results 3 Onthe Patient Clipboard select the Dx tab and view or update the Diagnoses view from Dx tab Chapter Summary You learned these important concepts within this chapter e Update Documents Attaching documents and updating other important medical records and sample Cornerstone documents that the medical team may use post procedure Take Home Prescriptions Navigate to the prescription window through the Patient Clipboard Page 84 Patient Visit Post Procedures Cornerstone 8 1 Basic Foundation Training Guide Chapter 8 Final Step Check Out You ll learn these important concepts within this chapter e Invoicing Using functionality from the Invoice window Invoice the cli
187. tient Visit Check In Cornerstone 8 1 Basic Foundation Training Guide TRAINER LED DEMONSTRATION Using the Appointment Scheduler make an appointment for Casey s Wellness Visit The appointments displayed in your Appointment Scheduler will differ from those shown in the lesson images 1 With a client selected on the Patient Clipboard right click the patient in the Patient list area and select Appointment Scheduler Use your demonstration client and Casey and navigate to the Appointment Scheduler 2 Select the correct day and time slot Click Schedule today C Schulze DVM s column assigned time slot Click Yes to confirm the client and patient information Yes Applicable Compliance alerts are displayed so you are aware of eligible services and prices which promotes informed communication with the client Address the client patient alerts then click OK to proceed 4 1 From the alert windows click on the alert Ex Incomplete Address Missing Birth date 4 2 Click Process Schedule appointment for the following 9 Client Chris Brown 5000 o Patient Casey 273 Feline Mediumbhair Domestic spayed Female 4 3 The corresponding window opens enter the necessary information 4 4 Click OK 5 5 Upon returning to the alerts window the processed alert still displays To save the information and process the alert click OK 5 Select the Reason for visit Senior Feline Wellness
188. tivities Cornerstone 8 1 Basic Foundation Training Guide PAYMENTS R This lesson demonstrates applying a payment the client s account Accounts are clearly marked to reflect balances due and credit balances TRAINER LED DEMONSTRATION D You received a check in the mail from Altman s Farms Please credit the client s account Trainee Note The balance will reflect correctly in the training database if you are the first trainee to complete this lesson If more than one trainee has already completed this lesson in the database the client in this demonstration may not show a balance due but you may proceed anyway 1 Click the Client Account toolbar button Client Account E E n asnier passwor ID 140 Greg Altman ls CS Comerstone 2 Inthe D field search for and select the client ID ID 140 Client Greg Altm an Credit code Cash Check Cr Card Previous balance due 2 333 00 3 Click the Payment button Payment Amount Payment Type Promt Answer DepostDate 1500 00 Check ft 06 04 2007 Type your Cashier ID Enter your assigned l See Cashier Password 5 Type in the appropriate payment information Amount 1500 00 Payment Type Check AR Number 12876 SHE Balance after payments 833 00 Click Post Post Click Yes to print or No to not print and return to the Client Account window For Training Purposes click No ACCOUNT COMMENTS R
189. to make the calls and write your follow up notes Then use the report as a reference to add your notes and change the call back status TRAINER LED DEMONSTRATION 1 D 0r x wyp From the Menu bar select Reports gt Patient Select the Reminder Recall Report Click Preview Add any Range information if necessary Click OK A preview displays Click Print Save or Cancel In this demonstration you will print the Reminder Recall Report for printing and viewing call backs 1 2 9 e Page 96 From the Menu bar select Reports Patient Locate and double click the Reminder IR Patient Reports C e a Recall Report Use the scroll bar to locate the report if needed Heports Patient Diagnosis Report Patient History Report Print Patient Prompts Patient Visit List Report Save Ag ies T t Rabies Tags dina Close Reminder Letter Report 1 Reminder Recall Report 5 Reminder Report Click Preview Along with these default selections 4 1 Change the Sort order to Client Last Name to sort the report by client last name Tentative Medical Note Report Whiteboard Patient Orders Report Whiteboard Patient Treatments n 4 2 n the second And Or row select AND 4 3 Athird Description list displays select Reminder Date When you press Tab the system date will automatically display change both dates to 04 15 2011 4 4 n the third And Or row select AND 4 5 Afourth Descript
190. ue item ID code for this item and click this button If the Special button is enabled it indicates there are invoice items on the invoice with Special special actions to process Click the Departing button to view the departing instructions that are linked to items on the invoice You can add departing instructions to this list while you are invoicing Press F2 or double click to select from the Departing Instructions list To modify a departing instruction click the Note button and make appropriate changes Instructions modified for this one instance Departing If you have purchased the Veterinary Pharmacy Reference VPR you can select the Pharmacy button to print Client Information Sheets and Drug Information Sheets Click the Make Appt button to go to the Appointment Scheduler and from there search for Hake Appt an available appointment slot and schedule an appointment Select invoice items from a Travel Sheet Travel Sheet cto The Copy To button allows you to copy invoice items from one patient to another The Post button allows you to finalize the invoice and continue to the Payment window Save the invoice as open so you can make changes or add to the invoice Items on saved invoices are not counted as revenue at the end of the day until the invoice is posted Harmacy AL Save Apply a deposit to the invoice This feature may be used with large animal equine or other situations where a client is
191. unt column This column includes taxes and discounts if applicable Additional Cornerstone Features Boarding amp Grooming Page 117 Chapter 3 Boarding amp Grooming Reservation Information for Lisa amp Robert Jones Chent i THE D satan Client ID 1012 Lisa amp Robert Jones Reservation ff Reservation total 112 00 1145 M Bond Reservation type Overnight T e Sched Awivat 12 23 2010 08 00AM 70 Eau Claire WI 54703 Departure 12 30 2010 08 00PM Madeby SE Balance 0 00 715 829 5446 Confirmed 00 00 0000 Sue Bee Pahent Patient ID 837 E Posen Wore ral 6 e I we T 5e es Sus 135 Sergeant 3 Yrs 9 Mos 69 00 pounds Neutered P Fietriever Labrac Aclive Boarding information Bd Husty a Yra 7 Mos 27 90 pounds Neutered Beagle Active Sharing 837 Rusty Grooming information Date 12 30 2008 10 00 am Update Instr total 14 00 v Include on reservation Room Groomer Cage type Canine Medium Le 5 Staff STA Staff Boarding items BINE BOARD CANINE MEDILIM 7 00 3800 No Nc STA No Scheduling a Multiple Pet Reservation 1 Complete Steps 1 19 found in the m Single Pet Reservation steps ud rant hex fra ae wast Sn T ud 2 If the pet will have its own case select 20s 4Mos 7 10 pounds SpayedFe Longhair the next patient for which you are 3 BEER 2 T Yrs 3 Mas 21 90 pounds Spayed Fe Sp
192. up Verification Assistant Backup Verification Assistant 1 On the Reports menu select Backup Logs 2 After viewing the Backup Verification Assistant select the Verified check box 3 Click OK For further assistance please call IDEXX Cornerstone Support at 1 800 695 2877 and reference KB3933 Par iss Bed Rm POO LABORATORIES www idexxcornerstone com 2010 IDEXX Laboratories Inc All rights reserved Cornerstone and VetVault are trademarks or registered trademarks of IDEXX Laboratories Inc or its affiliates in the United States and or other countries Backup Exec is a trademark or registered trademark of Symantec Corporation or its affiliates in the U S and other countries TapeWare is a registered trademark of Yosemite Technologies Inc Backup4all is a trademark or registered trademark of Softland Page 148 Additional Cornerstone Features amp Appendix Appendix Cornerstone 8 1 Basic Foundation Training Evaluation Cornerstone 8 1 Basic Foundation Training Guide Evaluation e Page 149 Page 150 Training Evaluation Cornerstone 8 1 Basic Foundation Training Evaluation We value your opinion and your feedback is vital to our continuous improvement Please provide your anonymous feedback by using the online evaluation found at www idexx com cs81 or completing the evaluation below Practice SSS Date Trainer s Please tell us how each of the following met l Did not meet
193. updated you may see 19 After clicking Check in if the Vital Signs window displays enter vital sign information as needed Then Close the Vital Signs window do not enter vital signs at this time 20 If prompted enter a document Staff ID 20 1 If a document displays made additions changes as needed 20 2 Click OK 20 3 Select the appropriate print options 20 4 Click OK to save the changes and close the document 21 At the Check in Report message select Yes or No to print or not print the report If Yes select the print options No Improve efficiencies at your practice by using Pet ID cards and PetDetect Collars Utilize PetDetect collars to aid in pet identification and scan ID cards at check in for instant access to client patient information approved scanning device is required Sample ID Card IDEXX ANIMAL HOSPITAL 2536 Alpine Road EAU CLAIRE WI 54703 715 834 0355 LABORATORIES HOURS Monday Friday 8 00 AM to 6 30 PM Saturday 9 00 AM to 4 00 PM EMERGENCY CARE On Call Doctor 715 555 5000 Sample front of two sided card e Page 36 CLIENT ID 28878 Vicki A Babrtzman 5613 Keswick Court Eau Claire WI 54703 715 350 2829 PATIENT ID 28878 1 Name Saki DOB 10101892 Rabies Tag 2345667689 Rabies Date 8 10 2008 MICROCHIP 123456789 AAC Sample front of two sided card PetDetect collars provide positive patient identification Patient Visit e Check In
194. ups transfer charges from the Whiteboard Patient Visit List and learn how to include in your process the start of a procedure medical note Page 74 Patient Visit e Admit amp Pre Procedures Cornerstone 8 1 Basic Foundation Training Guide Chapter 6 Procedures You ll learn these important concepts within this chapter Patient Treatments View and navigate the main Whiteboard window perform other tasks such as update patient orders and view a Patient Treatment Report view detailed patient treatment information enter vital signs and complete treatments discontinue treatments and remove from the Whiteboard Procedure Medical Notes From the Daily Planner access the medical note to complete Patient Visit Procedures Page 75 Chapter 6 Procedures PATIENT TREATMENTS M amp 39 View a snippet online demonstration Remembering that the Whiteboard is a highly visible and easy way for staff to view track and record patient care you ll learn how to view from the main Whiteboard record the completion of patient treatments even several treatments at once At this point these are the tasks the medical team will need to be able to do View amp Navigate Main Whiteboard Window Other Tasks Options Update Patient Orders amp View Patient Treatment Report View Detailed Patient Treatment Information Enter Vital Signs amp Complete Treatments p o m Discontinue Treatments amp Remove from Whit
195. ure PATIENT ORDERS amp WHITEBOARD PATIENT VISIT LIST MU View a snippet online demonstration During this lesson you ll learn how to complete the Patient Orders window and transfer charges from the Whiteboard Patient Visit List Some refer to the Patient Orders window as an extension of the Patient Visit List Best practice is to access Patient Orders from the Patient Clipboard so that you ensure you are selecting the right patient If you select the wrong patient you ll have a lot of extra work to correct the problem Let s walk through the steps windows and fields If your practice has SmartLink Digital Imaging you may want to create your request prior to the Patient Orders window for pre procedure images TRAINER LED DEMONSTRATION Casey will be admitted to the hospital and Whiteboard for her dental procedure Add the Whiteboard Smart Group click the Patient Visit List button to transfer most of the Dental Procedure finalized estimate then back to the Patient Orders window to complete order details before Casey s treatments are viewable on the main Whiteboard window 1 From the Cornerstone toolbar click the Patient Clipboard toolbar button click Patient Clipboard 2 Enter or search for the Client ID your demonstration client 3 Select and right click your patient your Casey 4 Select Electronic Whiteboard Patient Orders Electronic Whiteboard Patient Orders Continued Page 70 Patient Visit e
196. when placing the reservation or when checking in the pet 15 Click the Instructions button Enter reservation notes equipment notes and other types of instructions feeding exercise medication etc when creating the reservation or checking in the pet You can view instructions associated with a specific reservation type Click View History to view or transfer instructions from a prior stay If more than one reservation date is listed highlight the appropriate date and instruction and press Transfer All boarding instruction information from the selected reservation will be transferred except the Beginning On date for feeding exercise medication and other items The Beginning On date will be changed to the arrival date for the current reservation The blue text line below each instruction item is used to free form type any notes or special instructions pertaining to this item these notes will print on the Daily boarding feeding list Boarding exercise list Boarding combination list or Boarding other services list depending on the type of invoice item To delete an instruction press CRTL D 16 To enter Grooming information click Add 17 If you are not using Appointment Scheduler Fill out the date Staff time units and any notes This information will print on the Grooming Report 18 If you are using Appointment Scheduler Select the Reason for Visit fill out the Time units and Staff select the Staff ID that will provide th
197. xplanations provide an explanation of the concepts D Important Information lists to important information read this information carefully Practice Exercises reinforce and confirm your skills with patient visit basics Learners use the client they set up during the Trainer Led demonstrations to complete the tasks listed The practice exercises follow a scenario much like the one completed during the Trainer Led demonstrations but not in a step by step format View a snippet online demonstration When you see this image placed below a lesson name it indicates that Snippets are available online at www IDEXXLearningCenter com for topics related to this lesson Certification Basic Foundation Certificates of Completion will be issued to learners who request them and who complete and return certification requirements for each learner to your On Site Trainer or fax mail them using the information listed on the forms Cornerstone 8 1 Basic Foundation Training Guide Table of Contents e Page 7 Basic Foundation Section 1 Getting Started e Page 8 Getting Started Cornerstone 8 1 Basic Foundation Training Guide Chapter 1 First Things First You ll learn these important concepts within this chapter Getting Started First Things First Your Practice s Cornerstone Goals Align staff understanding of owners Cornerstone usage goals Log into Windows Successfully log into your Windows operating system

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