IDEXX Cornerstone*
Practice Management System
Estimates
QUICK REFERENCE GUIDE
A detailed estimate gives your client a realistic idea of the range of expenses that may be incurred for a patient requiring
outpatient or inpatient care and services.
Open the Estimate window
Patient Clipboard*—In the Patient information area, right-click the patient and select Estimate.
Menu—On the Activities menu, select Estimate.
Toolbar—Click the Estimate button
.
Create and save an estimate
1. On the Estimate window, if the client’s information is not displayed, type the ID in the Client ID box or press F2 to
search for the client; then, type the patient’s ID in the Patient ID box or press F2 to select the patient.
2. In the Estimate box, press Tab to assign an estimate number (for a new estimate). If a saved estimate displays, press
Ctrl+N to create new estimate. To view all existing estimates, press F2; an F displays next to finalized estimates.
3. In the Description box, type the purpose of the estimate, if applicable.
4. In the Item ID box, type an invoice item ID or press F2 to search for the item.
5. In the Qty-Low and Qty-High fields, adjust the estimate prices as needed.
6. Repeat steps 4 and 5 for each item, and then click OK.
7. On the Save Estimate window, in the Estimate footer area, select a message to print on the estimate from the
Message drop-down list.
8. Select Save and continue and complete the applicable information. To transfer items to the Patient Visit List and to
customize which prices print on the estimate, click Options, complete the applicable information, and click OK. Then,
on the Save Estimate window, click OK.
OR
Select Preview/Signature and click OK. On the preview window, to finalize the estimate, select the Finalized
estimate check box. You can print or email the estimate or you can click Cancel to exit the preview.
Estimates
QUICK REFERENCE GUIDE
CK REFERENCE GUIDE
Tip Using Cornerstone*, your client can view an on-screen estimate and electronically sign it using a supported signature
capture device or tablet. Electronically signed estimates are automatically finalized and saved to patient history.
Other Estimate window actions
To
Do this
Finalize an estimate
You can open a saved estimate to finalize it right in the Patient Clipboard*. With the patient’s record open, click
the Estimates tab
in the Patient information area. Double-click the estimate to open it, make any changes,
and click Finalize. On the Save Estimate window, select the Save and continue option and click OK.
Transfer items from a
travel sheet
When working with an estimate in progress or a saved estimate, click Travel Sheet to open the Travel Sheet
window. Select items to transfer to the estimate and click Transfer.
Change transfer and
print options
Once you have saved an estimate, click Options to change transfer and print options.
Email an estimate
On the Estimate window, click Email. In the Communications window,
the client’s information is completed (when available) and the estimate
is attached. Review the Recipients information and make any
changes necessary; for example, add or delete referring doctor
information. In the Message box, type the email message. Then, click
Send.
KEYBOARD SHORTCUTS
RIGHT-CLICK MENUS
F1
F2
Tab
Shift + Tab
Ctrl + Enter
Use right-click menus for quick access to many tools.
Display online Help for the current window.
Look up values for a list, such as with ID fields.
Move the cursor to the next field.
Move the cursor to the previous field.
Move cursor to the next line in note areas.
Tip
Double-click in an ID field to search for an item.
FOR MORE INFORMATION
For estimate setup and detailed instructions, see the Cornerstone Help.
Go to idexxlearningcenter.com to view snippet videos about many Cornerstone features.
idexx.com/cornerstone
© 2012 IDEXX Laboratories, Inc. All rights reserved. • 06-22004-00
*Cornerstone and Patient Clipboard are trademarks or registered trademarks of IDEXX Laboratories, Inc.
or its affiliates in the United States and/or other countries.
">
