IDEXX Cornerstone Guide

Cornerstone is a practice management system designed to help veterinary practices streamline their operations, improve client communication, and enhance patient care. With Cornerstone, you can manage client and patient records, schedule appointments, track inventory, generate invoices, and much more. The system also offers a variety of reporting tools to help you track your practice's performance.

PDF Download

Document

IDEXX Cornerstone*

Default and Security Settings Guide

8.3

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.

*Compliance Assessment Tool, Cornerstone, IDEXX-PACS, IDEXX SmartOrder, IDEXX VetLab, LabREXX, Patient

Advisor, Patient Clipboard, SmartLink, and VetConnect are trademarks or registered trademarks of IDEXX Laboratories,

Inc. or its affiliates in the United States and/or other countries.

Epson is a registered trademark of the Seiko Epson Corporation. Adobe and Reader are either registered trademarks or trademarks of Adobe System Incorporated in the United States and/or other countries. DICOM is the registered trademark of the National Electrical Manufacturers Association for its standards publications relating to digital communication of medical information. CareCredit is a registered trademark of CareCredit LLC. LifeLearn and ClientEd

Online are registered trademarks of VetLearn, Inc. MWI is a registered trademark of MWI Veterinary Supply, Inc. Antech

Diagnostics is a registered trademark of Veterinary Centers of America, Inc.

All other product and company names and logos are trademarks of their respective holders.

IDEXX Computer Systems

One IDEXX Drive

Westbrook, Maine 04092 USA

idexxcornerstone.com

Default Settings ............................................................................................................................4

Overview ........................................................................................................................................................4

Practice and Workstation Defaults Window ..................................................................................................5

Critical Live Practice Data (Rekeying) Default Settings ................................................................................6

Critical Go Live Default Settings ...................................................................................................................35

Advanced Use and Owner/Manager Responsibility Default Settings ..........................................................48

Electronic Whiteboard Default Settings ........................................................................................................84

Cornerstone* Imaging Default Settings ........................................................................................................86

DICOM

Imaging Default Settings ................................................................................................................89

IDEXX-PACS* Software Default Settings ......................................................................................................95

Laboratory Default Settings ..........................................................................................................................97

Security Settings ..........................................................................................................................104

Cornerstone Security Settings Guide ...........................................................................................................105

Default Settings

Overview

This document outlines the default settings that must be addressed, and in the order which they must be addressed, once the database is loaded. The defaults are located on the Cornerstone*

Lists and Controls menus.

Use this document to make database decisions prior to establishing default settings. To complete the information listed in this guide, you will need to set up and use a staff person login with proper security access.

The sequence of the default settings guide follows this order:

1. Defaults critical to set before the Live Practice (Rekeying) phase of a new installation.

2. Defaults critical to set before the Go Live phase of a new installation.

3. Remaining defaults that are important for advanced use and owner/manager responsibilities, including defaults critical for Appointment Scheduler setup, if appointments will be rekeyed

4. Defaults important for the Electronic Whiteboard.

5. Defaults important for the Imaging and Laboratory modules.

How the tables in this document are organized

This document uses a table format to present the steps that you need to follow to set up Cornerstone. Here’s a key to how these tables are organized:

• Menu Access lists the selections you need to make, starting at the Cornerstone menu bar. For example, Controls

> User Defined Prompts > Client means to select Controls from the menu bar, then select User Defined

Prompts, and then select Client. In some cases, the last selection may be a tab within a window or dialog box.

• Description tells you about the dialog box, window, or window area and what you should do there.

• Action & Decision gives you an at-a-glance description of the action you need to take:

Set up—You need to specify several pieces of information or set up a number of elements that you will use in the

IDEXX Cornerstone Practice Management System.

Select—You need to set up a specific data element.

Verify—A default selection or value is already entered in the database. Evaluate whether this selection/value is appropriate for your practice and edit if needed.

Additional information

• Cornerstone Administrator’s Manual— Find reference information and procedural steps for setup and system configuration in Cornerstone. A shortcut icon is located on your desktop.

• Cornerstone User’s Manual— Find reference information and procedural steps for using Cornerstone to perform daily tasks. An icon is located on your desktop.

• Cornerstone Help—Additional information about all of windows in Cornerstone is available in the Help. With the window open, press F1 to open the applicable Help topic.

• Snippet videos—When you see the snippet video icon, a short “how-to” video is available. Go to idexxlearningcenter.com, click

On-Demand Learning, and click the Snippets tab.

Cornerstone 8.3 Default and Security Settings Guide

Practice and Workstation Defaults Window

This window simplifies your initial Cornerstone setup and saves you time when looking for a particular default setting. A large number of default settings are made on this window.

Accessing Practice and Workstation Defaults

1. Select Controls > Defaults > Practice and Workstation.

2. The left-side navigation pane lists the available properties that you can configure. A plus sign [+] box to the left of a property indicates that it has one or more associated subproperties; click the [+] box (or the property) to expand its list of subproperties. Select the property or sub-property to configure. The corresponding configuration pane displays on the right.

3. Depending on your actions, the following buttons may display on the bottom of the Practice and Workstation

Defaults window:

• Apply—Applies any changes made since the last time Apply was clicked and leaves the Practice and Workstation Defaults window open so you can continue viewing/changing additional properties as needed.

• OK—Applies any changes and closes the Practice and Workstation Defaults window.

• Cancel—If any changes have been made, you are prompted to save the changes, and then the

Practice and Workstation Defaults window is closed. (Any previous changes that were applied using the

Apply button are retained, not cancelled.)

• Close—Closes the Practice and Workstation Defaults window (displays in place of the Cancel button if no changes have been made or if changes have been applied).

• Page 5 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Critical Live Practice Data (Rekeying) Default Settings

The following default settings are critical to the Live Practice Data (Rekeying) phase of the installation:

Menu Access

Lists > Practice

Description

Practice List window

Verify that all the practice information is correct. The first phone number is the number that will print on plain paper estimates, invoices, statements, and prescription labels.

Action &

Decision

Verify

Controls > User

Defined Prompts >

Client Prompts

User Defined Prompts window—Client tab

Prompts allow you to customize Cornerstone to store information that is gathered for a new client. A client prompt can be set as an alert to bring certain information to the attention of your staff. You can further customize alerts by assigning them a color. It is also possible to require that certain information be put into Cornerstone for every client.

Note: You should never store sensitive client data, such as credit card numbers or Social

Security numbers, in Cornerstone. If you want to use Cornerstone to process payments in a manner that is PCI PA-DSS (Payment Credit Industry Payment Application Data Security

Standard) certified, be sure to use one of our approved Cornerstone payment processing integrations.

These fields can be set up to let staff type the information (characters and numbers) needed. They can also be set up as yes/no fields that allow staff to choose an answer. In addition, these fields can include custom-designed lists that limit the information staff places within the field.

C=Character; N=Number; Y/N=Yes/No; L=List

Used in the following manner throughout Cornerstone:

• Client Prompts Report

• List data types appear in the Answer field (Lists

> Clients > New or

Update button > Client

Information window >

Prompts/Notes tab) as list selections.

• When a prompt is set up as an alert, the alert will show on the

Patient Clipboard*, on the Appointment

Scheduler, at check-in, on an invoice, and on an estimate.

Set up

• Page 6 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Menu Access

Controls > User

Defined Prompts >

Patient Prompts

Description

User Defined Prompts window—Patient tab

Like the client prompts, patient prompts allow you to create fields to record customized information about a patient on the Prompts/Notes tab. These prompts can also have alerts assigned to bring this information to the attention of your staff.

Note: You should never store sensitive client data, such as credit card numbers or Social

Security numbers, in Cornerstone. If you want to use Cornerstone to process payments in a manner that is PCI PA-DSS (Payment Credit Industry Payment Application Data Security

Standard) certified, be sure to use one of our approved Cornerstone payment processing integrations.

C=Character; N=Number; Y/N=Yes/No; L=List

Used in the following manner throughout Cornerstone:

• Check-in Report

• Data types appear in the Answer field (List > Patients > New or Update button >

Patient Information window > Prompts/Notes tab) as list selections.

• When a prompt is set up as an alert, the alert displays on the Patient Clipboard, on the Appointment Scheduler, at check-in, on an invoice, on an estimate, and on patient orders. They do not display on the Patient Clipboard. It is optional to display prompts/ alerts on the Patient Clipboard, select the Alerts tab.

Action &

Decision

Set up

Controls > User

Defined Prompts >

Species Prompts

User Defined Prompts window—Species tab

Species prompts show only when a patient is set up under the species with the designated prompts. These prompts cannot be set as alerts.

C=Character; N=Number; Y/N=Yes/No; L=List

Used in the following manner and in the following places in Cornerstone:

• Initial Patient Setup Report by species

• Data types appear in the Answer field (

List > Patients > New or Update button > Patient

Information window > Prompts/

Notes tab) as list selections..

Set up

• Page 7 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

This page left intentionally blank.

• Page 8 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

This page left intentionally blank.

• Page 9 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

This page left intentionally blank.

• Page 10 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

This page left intentionally blank.

• Page 11 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Menu Access

Controls > User

Defined Prompts >

Staff Prompts

Description

User Defined Prompts window—Staff tab

Staff prompts are for tracking detailed information about your staff. This information can be secured. These prompts cannot be set as alerts or required fields.

C=Character; N=Number;

Y/N=Yes/No; L=List

Used in the following manner throughout Cornerstone:

• Initial Staff Setup Report

• Staff Defined Prompts Report

Action &

Decision

Set up

Controls >

Classifications >

Clients

Controls >

Classifications >

Patient

Classifications window—Client tab

Client classifications allow you to sort lists and print reports by a specific classification.

These classifications can be set up as alerts. Client classifications can also be used to determine whether that client type will receive reminders and/or statements.

Used in the following manner throughout Cornerstone:

• Client Master Report

• Initial Client Setup Report

• Client Information window

• Activities > Generate Reminders

Classifications window—Patient tab

Patient classifications allow you to sort lists and print reports by a specific classification.

These classifications can be set up as alerts. Patient classifications can also be used to classify your patient types and manage data and criteria when using the Compliance

Assessment Tool*.

Used in the following manner throughout Cornerstone:

• Client Master Report

• Initial Client Setup Report

• Client Information window

• Activities > Generate Reminders

Set up

• Page 12 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Menu Access

Controls >

Classifications >

Staff

Description

Classifications window—Staff tab

Staff classifications are used for printing a staff report sorted by classification and is used for performance tracker report, including number of transactions, average transactions, and gross sales.

Used in the following manner throughout Cornerstone:

• Staff Class Commission %

Report

• Staff Commission % Report

• Staff Defined Prompts Report

• Staff Summary Report

• End of Month Reports—YTD

Net Sales Reports

• Time Clock Report

Action &

Decision

Set up

Lists > Staff Staff List window

This Staff List contains various staff member names, dependent on how the staff members log into Cornerstone and what functions they perform. Each staff member is required to have a staff ID and a user name.

Set up/Verify

This list includes each staff member who will have a password and security to use the system. It also contains a user name for anyone who will invoice a client (receptionist ID) and anyone who will use the Time Clock feature (this requires a password).

Each item on an invoice is assigned to a staff member. Any staff member whose ID is associated with these items is also included in the list.

Other information can also be stored in this area (prompts, notes, and signatures). How staff should log into Cornerstone should be determined before setting up staff information.

• Page 13 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Menu Access

Lists > Cashier ID

Description

Cashier ID List window

Cashier IDs are used to record the staff member who accepts payment. The cashier ID feature must be activated ( Controls > Defaults > Practice and Workstation > Account) before the list can be created.

Used in the following manner throughout Cornerstone:

• Requires entry of cashier password on payment screen

• End of Day Reports—Daily Deposit Report

• End of Day Reports—Daily Payment Register by Cashier by ID

• End of Day Reports—Daily Payment Register by Cashier by Payment Type

• End of Month—Monthly Deposit Report

Action &

Decision

Set up

Controls > Payment

Types

Payment Types window

Payment types separate daily deposit reports into various forms of payment so that the cash drawer can be verified. These payment types can also be assigned to credit codes restricting Cornerstone’s ability to accept a particular payment type with certain credit codes

(e.g., cash only clients cannot pay with a check).

Used in the following manner throughout Cornerstone:

• Can be grouped together for client payment categories

• End of Day Report: Daily Payment Register—By Payment Type

• End of Day Report: Daily Payment Register—By Cashier by Payment Type

• End of Day Report: Daily Audit Trail Report, no payment type totals

Verify

• Page 14 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Menu Access

Controls > Credit

Codes

Description

Credit Codes window

Credit codes are used to control the types of payments that are accepted from clients. Each credit code is tied to the various forms of payment ( Controls > Payment Types) that are allowed for that client. If a payment type is not allowed, staff will not be able to accept that type of payment from a client. Payment types can be set as alerts.

Used through Cornerstone in the following manner:

• Used to group types of payments that can be received from clients

• Client A/R

Information

Report

Action &

Decision

Verify

Controls > Taxes Taxes window

Taxes are assigned to services and inventory to allow Cornerstone to print tax reports necessary for your business. If you pay different taxes to different agencies, these taxes should be set up independently. If all taxes collected go to a single agency, a single tax type may be all that is necessary.

Used in the following manner throughout Cornerstone:

Set up

• Selected in the

Invoice Item

Setup window

• End of Day

Report: Daily

Revenue Report

(totals for each type of text)

• Page 15 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Menu Access

Controls >

Discounts

Description

Discounts window

The Discounts window is used to assign both automatic and line item discounts to clients.

For automatic discounts, it is necessary to assign the discounts to both service/inventory items and to clients. To use these discounts by line item, choose them from the list.

Used in the following manner throughout Cornerstone:

• On the Estimate and

Client Invoice windows

• Can be selected in the

Client Information window

• Can be selected in the

Invoice Item Information window

Action &

Decision

Set up

Controls >

Controlled

Substance

> Controlled

Substance Export

Controlled Substance Export List window

Some states’ controlled substance filing forms have been pre-defined and can be selected from the Controlled Substance Export List. If your state does not appear on this list, you have the option to create an electronic filing form that is compatible with your state’s requirements.

Note: To obtain a list of required data, contact your state’s controlled substance agency.

Set up

Controls >

Controlled

Substance

> Controlled

Substance Reasons

Controlled Substance Reasons window

Some states require practices to document the reason a controlled substance was used or dispensed. Cornerstone allows you to set up a list of reasons for the use of a controlled substance. Some common reasons are loaded with your software.

To enable the use of controlled substance reasons, select the

Use controlled substance

reasons check box in

Controls > Practice and

Workstation Defaults >

Invoice.

Set up

• Page 16 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Menu Access

Lists > Species

(Breeds are set up within each species)

Description

Species Information window

Set up species for each type of patient. The following options must be determined:

Option

Species type

Description

Small or Large

Species-

Herd

Lab Age

Groups

Species

Specific

Rabies Tag

If this species is used for herd records

(for example, bovine), select the Herd check box.

This option prevents weight, birth date, and patient born information in alerts from displaying on herd records.

Lab results that cannot be automatically downloaded into Cornerstone can be entered manually. Click the Lab Age Grps button to set up age groups that can be used for manual Lab Results.

Practices that set up their vaccine/vaccination invoice items prior to

Cornerstone 8.1 may have a service-based system in place, where items are set up as vaccination service items (with no links to vaccine inventory items).

Click the Rabies Default button to open the Species Specific Rabies Tag window. For more information, with the window open, press F1 to view the online Help.

Used in the following manner throughout Cornerstone:

• Assigned in Patient Information window

• Statistics by Species—Closed Invoices Report

• Activities > Generate Reminders

Action &

Decision

Verify

• Page 17 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Menu Access

Lists > Revenue

Center

Description

Revenue Center List window

Revenue centers are used to sort various reports and allow for tracking of sales based on broad categories. Revenue centers can be defaulted by item, item classification, and/or staff members.

Used in the following manner throughout Cornerstone:

• During invoicing, to determine which revenue center should receive the sale

• Allows Cornerstone the ability to track “departmental” revenue centers

• Multiple sales reports

Action &

Decision

Set up

Lists > Staff

Classification

Commission

Lists > Staff

Commission

Staff Commission List window

You can set up commission percents for staff members or for an entire staff classification

(for example, all groomers). Percents can be set up by invoice item classification, subclass, or invoice item. Staff commissions are based on sales totals, not receipts.

Staff Commission Information window

The Staff Commission Information window provides the ability to set up staff commission percentage by staff classification or by individual staff members.

This window is used only if staff is paid by commission. Commissions can be assigned to broad categories or specific items with exceptions for special situations/sales.

• Used in End of Day and End of Month staff commission reports

Set up

• Page 18 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Menu Access

Lists > Invoice Item

Class

Description

Invoice Item Classification List window

Classify invoice items to generate more specific information in reports, mark up or mark down entire groups of similar invoice items, and narrow invoice item searches.

Action &

Decision

Set up

Controls > Invoice

Types

Invoice Types window

You can select an invoice type for each invoice. Invoice types allow you to analyze the productivity of different areas of your practice. You can also use invoice types to prevent certain invoices (such as boarding) from closing at the end of the month.

Set up

• Page 19 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Controls > Defaults > Practice and Workstation

Menu Access

Account

See figure A

Default

Payment type

Client

See figure B

Calculate change given

Print heading

Copies

Adjustment comment

Use Cashier ID

Service charge

Client ID

Auto assign

Classification

Description

Select a default payment type to appear when a client makes a payment, if desired.

Select this check box to automatically calculate the amount of change to give to the client (after receiving a payment). If you do not select this option, you must manually type the amount you return to the client.

Select this check the box to print the practice name and address on your statements if you are using plain paper.

Enter the default number of payment copies you want to print.

Enter a default adjustment comment that will display when you make an adjustment to an account.

Select this check box to track which staff members accept payments. This allows the practice administrator to track who is taking payments. It will require staff to enter a cashier password when taking/correcting payments. This information can be located in several reports.

Originates from Lists > Cashier ID.

Enter the service charge amount for a returned check. This charge is applied automatically when performing the returned check function. This feature can be overridden if needed.

This is the starting client ID number. Cornerstone will automatically start the client ID numbering sequence from the number entered in the Client ID box. Suggestion: Start at 1000 so that the clients have 4-digit client IDs.

Select this check box to have Cornerstone automatically assign client IDs.

Select a classification to save keystrokes when entering a new client by automatically assigning new clients to a default classification. This default can be changed as needed when entering a client.

Originates from Controls > Classifications.

Used in the following manner throughout Cornerstone:

Postal code

Area/City code

• Client Setup window, default classification

Enter a ZIP Code/postal code to save keystrokes when entering a new client by automatically completing a postal code, city, and state. This default can be changed as needed when entering a client.

Originates from Lists > Postal Codes.

Used in the following manner throughout Cornerstone:

• Client Setup window, default postal code

Enter a phone area/city code to save keystrokes when entering a new client by automatically completing the information. This default can be changed as needed when entering a new client.

Used in the following manner throughout Cornerstone:

• Client Setup window, default area/city code

Action &

Decision

Select

Set up

Select

Verify

• Page 20 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Controls > Defaults > Practice and Workstation

Menu Access

Client

See figure B

(continued)

Default

Recently accessed clients

Use most recent client

Credit code

Description

Enter the number of recently accessed clients to be available on any given workstation (e.g., front desk, reception). To view this list of clients, press F7 (back) and F8 (forward) in the Client List window.

Select this check box to display the client whose record was last opened at any given workstation when you access client search, estimates, invoices, client correspondence, prescriptions, lab requests, and client account.

A credit code is required by the Cornerstone software when entering a new client. To save keystrokes when entering a new client, select a default credit code. Generally, the credit code is defaulted to one that allows all kinds of payments (e.g., cash/ check/credit card).

Originates from Controls > Credit Codes.

Used in the following manner throughout Cornerstone:

Billing charge

Finance charge

Tax Exempt

Show client balances on trainer reminder reports

Omit voided invoices and payments on statements

• Client Setup window, default credit code

Select this check box if you want new clients to automatically be assessed a billing charge when carrying a balance and receiving a printed statement. The selection can be changed in individual client accounts. Billing charges are applied each time statements are printed.

Select this check box if you want new clients to automatically be assessed a finance charge for carrying a balance. The selection can be changed in individual client accounts. The End of Month reporting process will assess finance charges. Be sure your state laws allow you to assess finance charges.

Select this check box if you want new clients to automatically be designated with tax-exempt status. The selection can be changed in individual client accounts. Be sure you understand and comply with state laws regulating tax payments and collections.

Select this check box if you want the account balance to print on the Trainer Reminder Report. This is usually used in equine practices.

Select this check box so that users do not have to select the

Omit

voided invoices and payments on statements check box on the Monthly Statement window each time statements are run.

Users can clear the check box when statements are printed.

Originates from Reports > End of Period > End of Month >

Monthly Invoices and Statements.

Action &

Decision

Verify

Select

Verify

• Page 21 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Controls > Defaults > Practice and Workstation

Menu Access Default Description

Figure A Figure B

(Controls > Defaults > Practice and Workstation > Account)

Action &

Decision

(Controls > Defaults > Practice and Workstation > Client)

Estimate

See figure C

Staff ID

Number of days to store unsigned estimates

Finalize estimate

Transfer to Patient Visit

List when finalized

Enter the staff ID to appear on new estimates.

Verify

Both finalized and tentative unsigned estimates will remain in the system the number of days selected and then will disappear. If an estimate is finalized and a patient visit list is created, that list will not be removed until the items are either invoiced or deleted. This option is only a default setting when saving and can be overridden when saving an estimate.

Select this check box to default an estimate’s status to final when saving estimates. When creating an estimate, you have the option of changing the selection of the finalize estimate check box.

Finalizing an estimate means that no changes can be made to its contents. Finalizing also creates a Patient Visit List entry for the charges listed.

Low prices

Select this option to transfer the low prices from an estimate to the Patient Visit List.

High prices

Select this option to transfer the high prices from an estimate to the Patient Visit List.

Add invoice items to PVL

Set a practice-wide default specifying if invoice items should automatically be added to the Patient Visit List from a finalized estimate.

Verify

• Page 22 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Controls > Defaults > Practice and Workstation

Menu Access

Estimate

See figure C

(continued)

Default

Estimate print

Description

# copies

Print staff name

Print item ID

Use authorizing signature

Use witness signature

Preview before printing

Enter the number of estimate copies you want to print. This option is a default setting only when the user can override printing when printing an estimate.

Select this check box to print the staff name on estimates. The name will print as it displays in the Staff List window.

Select this check box to print invoice item IDs on estimates.

Select this check box if you want the option to have clients provide electronic signatures on estimates.

This setting also determines which option is selected by default on the Save Estimate dialog box— Preview/Signature (if check box is selected) or Save and continue (if check box is not selected).

Select this check box if you want the option to capture an electronic witness signature; a witness signature line is added to the estimate.

This check box is enabled if the

Use

authorizing signature check box is cleared.

Select this check box to allow the Print

Preview window for estimates to appear before printing an estimate. With the Print

Preview window, you can complete the following estimate processing tasks in a single window:

• View the estimate at different zoom levels.

• Specify the number of days to keep an unsigned estimate (signed estimates are automatically finalized and saved to patient history).

• Finalize an estimate.

• Print an estimate.

• Email an estimate.

• Obtain an electronic signature and optional witness signature on an estimate (requires a connected signature capture device or a tablet

PC).

Print prices–Only low prices

Print prices–Only high prices

Print prices–Both low and high prices

Print–Both detail and total

Print–Only total

Select this option to print only the low prices on the estimate.

Select this option to print only the high prices on the estimate.

Select this option to print both high and low prices on the estimate.

Select this option to print the estimate detail and total.

Select this option to print only the estimate total

Action &

Decision

Verify

• Page 23 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Controls > Defaults > Practice and Workstation

Menu Access Default Description

Estimate

See figure C

(continued)

Estimate message

Print estimate messages on separate page

Combine multiple estimate messages to use as the default message that prints on the estimate. Estimate messages can be changed as estimates are created.

Originates from

Controls > Estimate Messages.

Select this check box to print all estimate messages on a separate page from the invoice, usually following the last printed page of the invoice.

Estimate >

Estimate Address

See figure C-1

Client Address

Print practice address on estimates

Practice Address

Align Practice Address text

Reset

Use address layout for invoices

Print practice logo on estimates

Test Page

To adjust the placement of the client address on the estimate when using window envelopes, click the

Client Address box and use the arrow keys on your keyboard to adjust the location.

Select this check box to print the practice address on estimates.

If you are using letterhead or preprinted paper, clear the check box.

To adjust the placement of the practice address on the invoice when using window envelopes, click the Practice Address box and use the arrow keys on your keyboard to adjust the location.

Select an alignment option for the practice address text on estimates.

Click the Reset button to reset the alignment for address text.

Select this check box to use this address layout for invoices.

Select this check box to print the practice logo on estimates.

Click the Test Page button to print a test page.

Action &

Decision

Set up

Verify

Figure C-1

(Controls > Defaults > Practice and Workstation > Estimate > Estimate Address

• Page 24 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Controls > Defaults > Practice and Workstation

Menu Access

Invoice

See figure D

Default

Staff ID

Invoice type

Description

Enter the staff ID to appear by default on a new invoice. If you have multiple staff members, it may be best not to default to a staff member. Not selecting a default staff ID will require staff to choose the appropriate provider at the time of invoicing.

Select the invoice type to appear by default on a new invoice.

Action &

Decision

Verify

Display patient visit message

Verify

Automatically mark patient as deceased

Apply group item pricing before dispensing fee and minimum price

Clear the Display patient visit message check box if you want the Patient Visit List window to automatically appear when items exist on the Patient Visit List for any patient belonging to the client that you’re invoicing. If this option is selected, a message will display, asking if you want to select items from the list.

Select this check box to automatically change a patient’s status to Deceased when they are invoiced for an item with the Mark as

Deceased special action.

Select this check box if your practice gives discounts on invoice item groups and you want to exclude dispensing fees from the discount. This can be changed per item later if necessary.

Verify

Select

Prompt for call back note

Verify

Display below reorder point warning

Omit duplicate special action documents

Use controlled substance reasons

Select this check box to display a callback note during invoicing.

This option will allow staff to enter specific callback information at the time of invoicing so it is available to the staff making the call at a later time. The invoice item must be set to generate a callback reminder.

Clear this check box to prevent an alert box from displaying when an item that is below the reorder point is placed on an invoice.

Select this check box to prevent duplicate documents from printing.

Select this check box to allow the display of items from the

Controlled Substance Reason List on invoices. Items must be marked as a controlled substance for this feature to work.

Originates from

Controls > Controlled Substance > Controlled

Substance Reasons.

Verify

• Page 25 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Controls > Defaults > Practice and Workstation

Menu Access

Invoice

See figure D

(continued)

Default

Invoice print

Description

Print heading

# copies

Print staff name

Print patient reminders

Number of months to print appointments for

Turn on invoice receipt options

Clear this check box if you do not want your practice information to appear at the top of invoices.

This is usually done if you are using letterhead or pre-printed paper instead of plain paper for printing invoices or estimates.

Originates from

Lists > Practice.

Enter the number of invoice copies you want to print.

Select this check box to print the provider name on invoices. The name will print as it displays in the Staff List window.

Select this check box if you want patient reminders to print on the invoice.

Enter the number of months to include for printing future appointments for a client's active patients on the bottom of invoices.

Select this check box to allow the user to print 3 1/8" receipts instead of fullpage invoices. The receipt does not include client information and does not list invoices items by patient. This option requires an Epson

TM-T88IV receipt printer.

Calculate accounts receivable by provider

Apply payment to specific invoices for A/R by provider

If you pay your providers based on collected accounts receivable, select this check box. If you do not pay your providers this way, do not activate this option.

Use this feature if:

Doctors are paid by commission

Doctors are paid only by production

Doctors are paid by money received on production?

If yes, how much?

The percentage the doctor earns on the money received on production.

Select this check box to always apply payments received to a specific invoice. We recommend that this check box not be selected. Then, the payment on the invoice will be applied to the oldest balance first. Unless you selected the previous option

(Calculate accounts receivable by provider), skip this option. You must select this option if you want to print an A/R report by provider as part of your End of Month.

Action &

Decision

Verify

Select

• Page 26 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Controls > Defaults > Practice and Workstation

Menu Access

Invoice

See figure D

(continued)

Default

Patient Visit List

Description

Include recommended

Include accepted

Include performed

Display blue comment line

Display duplicate items warning

Select this check box if you want items with a Recommended status to be automatically selected to transfer to an invoice and to be included in the total displayed on the Patient Visit List.

Select this check box if you want items with an Accepted status to be automatically selected to transfer to an invoice and to be included in the total displayed on the Patient Visit List.

Select this check box if you want items with a Performed status to be automatically selected to transfer to an invoice and to be included in the total displayed on the Patient Visit List.

Select this check box if you want the blue comment lines to appear on the Patient

Visit List.

Clear this check box if you do not want this warning window to appear. The items will still show in a maroon color.

Action &

Decision

Select

Figure C

(Controls > Defaults > Practice and Workstation >

Estimate)

Figure D

(Controls > Defaults > Practice and Workstation >

Invoice

• Page 27 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Controls > Defaults > Practice and Workstation

Menu Access

Invoice Item

See figure E

Default

Item ID

Passwords

See figure F

Auto assign

Service tax

Inventory tax

Dispensing fee

Service discount

Inventory discount

Unit of measure

Group item print option

Use Enhanced

Passwords

Description

To automatically assign item IDs, enter the starting item ID number.

Select this check box to automatically assign an item ID when a new item is added.

Select a default service tax rate to be used with any new service item created.

Originates from

Controls > Taxes.

Select a default inventory tax rate to be used with any new inventory item created.

Originates from

Controls > Taxes.

If you have a default dispensing fee, enter it here to add the fee to any new inventory items that will be dispensed.

Select any service discounts to be used with any new service item created.

Select any inventory discounts to be used with any new inventory item created.

Select a default unit of measure for any new inventory item created.

Set a default option for the way groups are displayed when printed.

Options are:

• Print all lines, show line amounts

• Print all lines, show group total amount

• Print detail lines only

• Print group line only

This setting can be changed per group when the groups are created.

Select this check box to set up requirements for password strength and duration. The following settings are available:

Minimum password length

Password must meet the specified minimum character length to be valid.

Password history Password cannot be the same as the last

[specified number] of passwords used.

Minimum password age

Maximum password age

Password must be [specified number] of days old before it can be changed.

Password must be changed every

[specified number] of days.

Action &

Decision

Set up

Select

Set up

Select

Set up

Password log on Select this check box to allow users to log in with only a password

(instead of user name and password). This option requires the use of unique passwords for each user name.

Set up

• Page 28 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Controls > Defaults > Practice and Workstation

Menu Access Default Description

Figure E

(Controls > Defaults > Practice and Workstation > Invoice Item)

Action &

Decision

Figure F

(Controls > Defaults > Practice and Workstation > Passwords)

• Page 29 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Controls > Defaults > Practice and Workstation

Menu Access Default

Patient ID

Patient

See figure G

Auto assign

Recently accessed patients

Classification

Species

Staff ID for notes/Dx

Quick Patient Label

Use most recent patient

Show trainer and barn

Display breed

Display owner name

Description

To automatically assign patient IDs, enter the starting patient ID number. Suggestion: Start at 1000 so that the patients have 4-digit

IDs

Select this check box to automatically assign a patient ID when a new patient is added.

To save keystrokes when setting up a new patient, select a default classification that appears in the Patient Information window. This default can be changed as needed during setup.

Originates from

Controls > Classifications.

To save keystrokes when setting up a new patient, select a default species that appears in the Patient Information window. This default can be changed as needed during setup.

Originates from Lists > Species.

To save keystrokes when entering medical notes or diagnoses, enter the staff ID of the staff member most likely to be entering patient comments and diagnostic notes. This default can be changed as needed during data entry.

Originates from Lists > Staff.

Enter the correspondence document ID that is used for patient labels.

Originates from Lists > Documents > Templates.

Select this check box to display the patient whose record was last opened when you search for a patient or open windows that contain patient information, such as the Patient File, Patient Visit

List, Vital Signs/Weight, Patient Reminders, Patient Diagnosis, etc.

Select tthis check box if you want to be able to enter a trainer and/ or barn on the Patient Information window when setting up a new patient.

Select this check box to display the patient breed in the Patient

List window. By default, Cornerstone displays the patient name, vaccine tag number, patient ID, microchip ID, and owner ID.

Select this check box to display the owner’s name in the Patient

List window. By default, Cornerstone displays the patient name, vaccine tag number, patient ID, microchip ID, and owner ID.

Action &

Decision

Verify

• Page 30 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Controls > Defaults > Practice and Workstation

Menu Access

Prescriptions

See figure H

Default

Prescription label/lab request label

Description

Prescription

Action &

Decision

Select

Print heading

Print staff license

Small font

Print client addr if controlled substance

NDC/DIN

Select this check box to print practice information on prescription and lab request labels.

Select this check box to print the license number for the veterinarian on the prescription label. This option may be required when printing a client address on the label.

Select this check box to use a smaller font for the text on prescription labels.

Select this check box to print the client’s address on prescription labels for controlled substances. (The Small font check box must also be selected.)

Select this check box to print the following identification numbers on the prescription label:

• United States–National drug code number

(NDC)

• Canada—Drug identification number (DIN)

These numbers must be entered on the

Inventory tab on the Invoice Item Information window. DINs are required on all medications in Canada. If no NDC/DIN number exists, the serial number will print in its place.

Warn user when quantity is 1

Override expiration date

This warning displays to alert user that only one of this inventory item has been included on the prescription label. It is designed to prevent staff from incorrectly listing and/ or charging the number of items dispensed.

Select this check box if you want to override the expiration date associated with the physical inventory with the expiration date determined by the maximum number of months

(see below).

For example, the current date is

4/15/12. The expiration date on the physical inventory is 6/15/13. The maximum number of months is set at

12 months.

If this check box is selected, the maximum number of months will override the physical inventory date, and the expiration date on the prescription label will be 4/15/13.

If no expiration date was entered on the physical inventory when it was received, this feature will not work and the date will have to be manually entered.

Select

See

Description

• Page 31 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Controls > Defaults > Practice and Workstation

Menu Access

Prescriptions

See figure H

(continued)

Default Description

Maximum number of months _____

Filled by staff required

Some states have maximum expiration dates for patient prescriptions. To use this option, enter the maximum number of months that a prescription is valid.

Select this check box if your practice requires the staff to enter who fills each prescription.

Enter the printer type 1 description.

(e.g., Front Desk Printer)

Set up

Verify

Enter printer type

1 description (s) separated by semicolons(;)

Lower label text down ___ units

(50 units = 1 line)

Enter printer type

2 description(s) separated by semicolons(;)

Lower label text down ___ units

(50 units = 1 line)

Enter the number of units (50 units equal 1 line) required to lower the text for the first printer.

Enter the printer type 2 description.

(ex. Front Desk Printer)

Enter the number of units (50 units equal 1 line) required to lower the text for the second printer.

Verify

Action &

Decision

See

Description

Figure G

(Controls > Defaults > Practice and Workstation >

Patient)

Figure H

(Controls > Defaults > Practice and Workstation >

Prescriptions)

• Page 32 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Controls > Defaults > Practice and Workstation

Menu Access Default Description

Vaccine Tag

See figure I

Warn User on Duplicate

See figure I-1

Producer/Mfr

Enter the brand of the rabies vaccination.

Enter the Staff ID used for the rabies tag if a default DVM is used.

Enter the producer/manufacturer of the rabies vaccination.

Lot # Enter the lot number of the rabies vaccination.

Expiration date

# of years

Manner of administration

Enter the expiration date and the number of years the rabies vaccination is good for.

Select the manner in which the rabies vaccination was administered.

Select the vaccine type of the rabies vaccination.

Vaccine Type

Staff ID Select the staff ID for the staff member to use by default when creating a rabies tag.

Figure I-1

(Controls > Defaults > Practice and Workstation > Vaccine Tag > Rabies Default)

Action &

Decision

Set up

• Page 34 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Critical Go Live Default Settings

The following default settings are critical to set before the Go Live phase of the installation.

Menu Access

Controls > Colors

Description

Colors window

Cornerstone databases include an extensive list of colors based on AKCrecognized color lists.

Changes and additions can be made as needed.

Click New to add a color, click Update to update a color, or click Delete to delete a color.

Action &

Decision

Verify

Controls > Reason for

Visit

Controls > Sex

Reasons for Visit window

This feature allows you to associate primary and secondary reasons with a patient's visit to indicate why the patient is being seen. This information helps staff to better prepare for scheduled appointments and monitor inpatients on the Electronic Whiteboard.

Click New to add a new reason or Update to edit the selected reason.

On the New/Update Primary or Secondary Reason window, type a description, add any alert notes, and add any check-in/check-out documents (set up with

Lists > Documents >

Templates) associated with the reason.

To delete a reason, select it and click Delete.

Patient Sex window

Sexes are used to defined the patient’s gender and to prompt Cornerstone when a pet’s sex is modified (e.g., females become spayed females).

Used in the following manner throughout Cornerstone:

• Patient Information window

• Invoice items in smart groups; invoice item automatically added based on patient information

• Invoice item special actions; change sex based on information in sex modification special action

Verify

Verify

• Page 35 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Menu Access

Controls > Billing

Messages

Controls > Estimate

Messages

Description

Billing Messages window

These messages can be set up to print on the bottom of invoices, statements, and estimates. Documents can have default messages and/or messages can be selected at the time documents are printed.

Description

Examples

Holiday Message

Message Examples

The staff of [Your Veterinary Hospital] wants to wish you, your family, and your pets a very happy and safe holiday season.

Statement Message There is a 1.5% (minimum $2.00) finance charge applied to all balances over 30 days.

30 Day Overdue

Statement Message

Your account is 30 days past due. Please remit full balance. If payment has already been sent, please disregard this notice.

60 Day Overdue

Statement Message

90 Day Overdue

Statement Message

New Computer

System

Your account is 60 days past due. Please remit full balance. Your prompt attention to this oversight would be greatly appreciated. If payment has been mailed, please disregard this notice.

Your account is 90 days past due. Remit full balance due within 7 days or your account will be turned over to collections.

We appreciate your patience while we are learning to use our new computer system. We know this will allow us to better meet the needs of you and your pets.

Used in the following manner throughout Cornerstone:

• Specific invoice message can be selected for an invoice

• Default messages will be selected from this list for Controls > Defaults > Practice >

Account & Messages tab

• Initial Practice Setup Report by Billing Messages

Estimate Message List window

These messages can be set up to print at the bottom of an estimate and/or can be set to print on a separate page when the estimate is printed.

Description Examples

Estimate Message

Message Examples

This estimate is valid for 30 days and includes only those items listed. Prices may vary upon services rendered.

Payment will be required when your pet is released from the hospital.

Authorization____________________

Estimate Deposit I agree to pay a deposit of __% of the estimate fees, assume financial responsibility for the remaining fees, and provide payment via cash, credit card, or check at the time my pet is discharged from the hospital.

Authorization: ___________________

Used in the following manner throughout Cornerstone:

• Used to create longer estimate messages.

• Multiple estimate messages can be added to the estimate (in addition to the billing message).

Action &

Decision

Verify

• Page 36 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Menu Access

Controls > Price

Change Reasons

Lists > Postal Codes

Description

Price Change Reason List window

Price change reasons are needed by practices that choose to set one or more invoice item prices to be changed “only with a reason.” When a price is changed, staff members must use this list to signify why they changed the price. Price change reasons can be listed as an optional setup by setting as Not Required.

3-character Code Examples

PDJ

Description Examples

Per Dr. Jones

COM Complimentary

Used in the following manner throughout Cornerstone:

• Used to enter reason for a price change when invoicing is tracked in a Standard Fee

Exception Report.

Postal Code List window

To save key strokes when setting up new clients, build a postal code list. Cornerstone will fill in the city and state based on this postal code list.

Used in the following manner throughout Cornerstone:

• Client setup window, default postal code

• Client Master Report

• Mailing labels

• Correspondence bookmarks

Action &

Decision

Verify

• Page 37 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Controls > Defaults > Practice and Workstation

Menu Access

Alerts

See figure J

Default

Client alerts

Suppress consecutive client alerts

Suppress client alerts on Patient

Clipboard

Patient alerts

Description

Select the client alert items you want to display as alerts for the client.

Selected items are highlighted in blue.

Select this check box if you want the alerts to display only once per client, per day.

Clear this check box to display alerts when a client is accessed from the

Patient Clipboard*.

Suppress consecutive patient alerts

Suppress patient alerts on Patient

Clipboard

Select the patient alert items you want to display as alerts for the patient. Selected items are highlighted in blue.

Select this check box if you want the alerts to display only once per day.

Clear this check box to display alerts when a patient record is accessed from the Patient Clipboard.

Figure J

(Controls > Defaults > Practice and Workstation > Alerts)

Action &

Decision

Verify

• Page 38 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Controls > Defaults > Practice and Workstation

Menu Access

Alerts > Compliance

Alerts

See figure K

Check-in

See figure L

Default

Compliance alerts

Display predefined

IDEXX protocols

Display compliance alerts

Reason for visit

Description

If using the Compliance Assessment Tool*, select protocols for which you want alerts to display.

Cornerstone has pre-defined a number of protocols that can be used.

Select this check box to display alerts for these protocols..

If using the Compliance Assessment Tool, select where in

Cornerstone you want the alerts to display.

Select a default reason for visit to appear in new appointments.

Originates from

Controls > Reason for Visit.

Select a default room to appear in a new appointment. Default room

Staff ID Enter a default staff ID that to appear in a new appointment. Leave blank if you don't want to use a default staff ID.

Verify check out

Use check-in date for compliance

Select this check box if you want to be prompted to verify check out when you click Check-out on the Census List or the Check-in window.

Select this check box if you want to use the patient’s check-in date for compliance within the Compliance Assessment Tool. If this check box is not selected, all patients will be counted in calculating compliance, even if they only came in to purchase food.

Figure K

(Controls > Defaults > Practice and Workstation > Alerts property > Compliance Alerts)

Verify

Action &

Decision

Verify

Figure L

(Controls > Defaults > Practice and Workstation > Check-in)

• Page 39 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Controls > Defaults > Practice and Workstation

Menu Access

Check-in > Checkin Print Options

Default

Information to print

Description

This window allows you to decide what information will print on the Check–in

Report. For most selected items you can designate a date range (e.g., All,

Last month, Last three months, etc.). See the table below to view the checkin item and any specific date ranges.

Print Option

Billing information

Client referrals

Medical notes

Hide Whiteboard

Notes

Departing instructions

Reminders

Weight/Body score

Vital Signs

Diagnostic codes

Appointments

Exams

Patient prompts

Prescriptions

Date Range Check–In Item

All, Last 3 (6,

12, 18, 24) months

N/A

All, Last 3 (6,

12, 18, 24) months

All, Due in

1 (3, 6, 12) months

All, Last 3 (6,

12, 18, 24) months

All, Due in

1 (3, 6, 12) months

All, Last 3 (6,

12, 18, 24) months

N/A

All, Last 3 (6,

12, 18, 24) months

Lab results

Expand lab results

Images

Image cases

Patient referrals

Call backs

Problems

Hide voided items

Print birth date as age

Communications

Print check–in report

Print history in date order

# of lines of history to print _________

Date

Range

All, Last 3

(6, 12, 18,

24) months

N/A

All, Last 3

(6, 12, 18,

24) months

N/A

All, Last month,

Last 3 (6,

12, 18, 24) months

Always

Ask,

Always

Print, Never

N/A

All, 1-100

Action &

Decision

Verify

• Page 40 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Controls > Defaults > Practice and Workstation

Menu Access

Imaging

See figure M

Default

Pet picture image

Maximum files per folder

Description

Enter the compression setting for pet pictures. The range is from 1 (small file and lower quality) to 99 (larger file and highest possible quality).

Enter the maximum number of files allowed in each folder.

Copy images to mobile computer

Activate image requests

Select this check box to copy images to your mobile computer. This option is available only to those using the mobile computing module.

Select this check box to require requests for imaging.

Use Special

Actions

Use billing staff on a new image request

Staff to use on requests without Special

Action

Select this check box to use special actions for imaging.

Select this check box to include the billing staff member on a new image request.

Determine if a staff member should appear on requests without a special actions.

If the Specific staff option is selected, enter the staff ID for the staff member to use on imaging requests without special actions.

Select a default invoice item classification for imaging.

Default invoice item class

Figure M

(Controls > Defaults > Practice and Workstation > Imaging)

Verify

Action &

Decision

Verify

• Page 41 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Controls > Defaults > Practice and Workstation

Menu Access Default

Client Address

Invoice > Invoice

Address

See figure N

Print practice address on invoices

Practice Address

Messages

See figure O

Use address layout for estimates

Print practice logo on estimates

Align Practice Address text

Reset

Test Page

Billing messages

• Invoice

• Estimate footer

• Current

• 30 days

• 60 days

• 90 days

Enable phone list file generation

Description

To adjust the placement of the client address on the invoice when using window envelopes, click the Client Address box and use the arrow keys on your keyboard to adjust the location.

Select this check box to print the practice address on invoices. .

If you are using letterhead or preprinted paper, clear the check box.

To adjust the placement of the practice address on the invoice when using window envelopes, click the Practice Address box and use the arrow keys on your keyboard to adjust the location.

Select this check box to use this address layout for estimates.

Select this check box to print the practice logo on estimates

Select an alignment option for the practice address text on estimates.

Click the Reset button to reset the alignment for address text.

Click the Test Page button to print a test page.

Select default messages that you previously set up ( Controls > Billing > Messages) for invoices, estimate document footer, and statements.

Action &

Decision

Verify

Select this check box if you want to be able to generate a phone list file.

Verify

• Page 42 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Controls > Defaults > Practice and Workstation

Menu Access

Figure N

Default Description

(Controls > Defaults > Practice and Workstation > Invoice > Invoice Address)

Action &

Decision

Figure O

(Controls > Defaults > Practice and Workstation > Messages)

• Page 43 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Controls > Defaults > Practice and Workstation

Menu Access

Report Language

See figure P

Required Data

See figure Q

Default

Select Language

Customize specific field names

Client data

Client prompts

Account data

Patient data

Patient prompts

Description

Select the language (

English, Espanol, or Francais) to use for reports, and customize specific headings that print on the following types of client documents.

In the list of field names that can be customized, click in the right column and type a new field name to correspond to the field listed in the left column.

Select the client data fields that are required to be completed when working with a client file. Cornerstone requires

Name and Credit

Code; these requirements cannot be changed.

Select the client prompts that are required to be completed when working with a client file.

Select Comments on Account Adjustment and/or Comment on

Write Offs if you require them.

Select the patient data fields that are required to be completed when working with a patient file. Cornerstone requires Breed, Sex, and Species; these requirements cannot be changed.

Select the patient prompts that are required to be completed when working with a patient file.

Action &

Decision

Set up

Verify

• Page 44 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Controls > Defaults > Practice and Workstation

Menu Access

Figure P

Default Description

(Controls > Defaults > Practice and Workstation > Report Language)

Action &

Decision

Figure Q

(Controls > Defaults > Practice and Workstation > Required Data)

• Page 45 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Controls > Defaults > Practice and Workstation

Menu Access

Workstation

(Defaults are set per workstation)

See figure R

Default

Print Patient pictures on

Invoice Print

Document Settings

• Margins

• Fonts

• Effects

Description

Select the client correspondence items on which to print the patient’s picture. The patient’s picture can print on the Boarding

Check-in Report, Check–in Report, estimates, invoices, prescription labels, rabies certificates, and reminders.

The Invoice Print list is enabled if the Turn on invoice receipt check box is selected in Invoice defaults.

Select the default invoice printing option for this workstation:

• Full Invoice—Prints full-page (8 1/2" x 11") invoices.

• Invoice Receipt—Prints 3 1/8" invoice receipts (Epson

TM-T88IV receipt printer required for printing invoice receipts).

Set the individual options for margins, fonts (click the

Change

Fonts button), and effects to use by default for documents created on this workstation.

Action &

Decision

Verify

This box displays the workstation that is currently set as the End of Period workstation. This allows you to see which workstation

(computer) is set to run the unattended End of Period processes from any from any workstation.

Select this check box to set the current workstation (the computer you are currently working on) as the End of Period workstation).

Verify

Workstation >

Workstation – All

See figure S

_________ is currently set as the end of period workstation

Use this workstation to run unattended end of period processes

Whiteboard sort

• Sort patients by

Workstation

Multi-Location Single

Database (MLSD) configuration only

Default Practice

MLSD configuration only

Location Group

MLSD configuration only

Location

MLSD configuration only

Select the method for sorting patients on the Electronic

Whiteboard.

The Workstation–All default settings allow you to set a default workstation inventory location.

The name of the workstation on which you are currently working is displayed. To change the workstation to which the default inventory location will apply, select the workstation from the list.

The name of the current practice is displayed. To change the practice to which the default inventory location will apply, select the practice from the list.

Select a location group to filter the items displayed in the

Location list below. This is especially helpful if a workstation is primary used for a retail area or pharmacy area.

This option allows each workstation to be set up with a default location. When depleting inventory, the location selected here is automatically used for the specified workstations.

Click the Print button to print a report containing all default inventory locations by workstation.

Select

Verify

• Page 46 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Controls > Defaults > Practice and Workstation

Menu Access Default Description

Figure R

(Controls > Defaults > Practice and Workstation >

Workstation)

Figure S

(Controls > Defaults > Practice and Workstation >

Workstation – All)

Action &

Decision

• Page 47 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Advanced Use and Owner/Manager Responsibility Default Settings

The following defaults are important for advanced use and owner/manager responsibility.

Controls > Defaults > Practice and Workstation

Menu Access

End of Period

See figure T

Default

Daily reports

Description

Select each report to print by default.

Monthly reports

Yearly reports

Monthly closing

Select each report to print by default.

Finance charge percent

Minimum finance charge percent

Billing charge

Billing threshold

Select this check box to include this charge, and then type the percentage in the box.

Select this check box to include this charge, and then type the amount in the box.

Select this check box to include this threshold, and then type the amount in the box.

Select this check box to run the End of Day process before and after synchronizing mobile computers.

Daily Entries

Report

See figure U

Run End of Day before and after mobile computer synchronization

Mobile Computing only

Computers must be synchronized within ___ hours before End of

Month

Mobile Computing only

• Include invoice entries on report

• Include Patient Visit

List entries on report

Select this check box if mobile computers must be synchronized before the End of Month process, and then enter the number of hours within which synchronization must occur.

Number of months to keep report information

These settings allow you to specify how your practice tracks changes, additions, and deletions of billed lines on the invoice or the Patient Visit List.

To help you maintain the integrity of your practice data, the Daily

Entries Report audit includes all lines on open or closed invoices and the user ID of the person who is logged in.

Include invoice entries on report: Select this check box, and then select the check box for each invoice entry to include.

Options are Item ID, Quantity, Amount, Staff ID, and Revenue

ID.

Include Patient Visit List entries on report: Select this check box, and then select the check box for each Patient Visit List entry to include. Options are Status, Item ID, Quantity, Amount, Staff

ID, and Revenue ID.

For practices using the Mobile Computing module, changes and deletions performed on a mobile computer will not display on these reports. When synchronization is run, the entries will display as additions to the reports.

This information can be printed on several reports. The reports are located under Reports > End of Period > End of Day >

Daily Inv. and PVL Entries.

Enter the number of months to keep the information for this report.

Action &

Decision

Select

Verify

• Page 48 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Controls > Defaults > Practice and Workstation

Menu Access

Figure T

Default

(Controls > Defaults > Practice and

Workstation > End of Period)

Description

Action &

Decision

Figure U

(Controls > Defaults > Practice and

Workstation > Daily Entries Report)

• Page 49 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Controls > Defaults > Practice and Workstation

Menu Access

Documents

See figure V

Default

Medical Note options

Description

Display partial medical note in correspondence

(classic only)

Medical Note must be finalized before patient can be checked out

Auto finalize after

___ days

Ask for weight if last entry is older than ___ days

Default templates

Documents >

Favorite

Documents

See figure W

Inventory

See figure X

Include invoice items when printing Medical

Notes

Include invoice items when printing

Correspondence

Favorite document templates

Vendor ID

Order ID

Usage tax

Show item history for

____ months

Receiving location

Select the check box for

Display partial

medical notes in Correspondence to be able to select which information from your medical note templates to include in correspondence documents where medical note bookmarks are being used.

Select the check box for

Medical Note to be finalized before patient can be

checked out if you want medical notes to be finalized prior to patient check out.

Select the number of days before the medical notes will be automatically finalized.

Select the number of days for the computer to prompt for a weight entry.

For new templates use

For Medical

Note Quick Text documents use

Select the Medical Note template you want to use as a default.

Select the Quick Text Medical Note you want to use as a default.

Select this check box to include invoice items when printing medical notes. Select the Also include check box to add the following options:

Declined item, Amount, and Staff ID.

Select this check box to include invoice items when printing correspondence documents. Select the Also include check box to add the following options: Declined item, Amount, and Staff ID.

In the first empty ID field, enter the document ID of the medical note or correspondence documents you would like to include on your Favorites list. ( Lists > Documents > Templates).

Enter a default vendor ID for orders placed or received in

Cornerstone inventory.

Enter a default order ID as the starting order number for orders in

Cornerstone inventory.

Select a default usage tax to be applied to items used internally in

Cornerstone inventory. Please check state laws regarding when or if usage taxes are assessed.

Enter a number of months for an inventory item's history to display in Cornerstone inventory.

Select a default location for receiving your inventory into a specific location in Cornerstone inventory. When you receive inventory, you will have the option to select which location to receive it into.

Action &

Decision

Verify

Set up

Verify

• Page 50 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Controls > Defaults > Practice and Workstation

Menu Access

Inventory

See figure X

(continued)

Default Description

Auto confirm adjustments Select this check box to automatically confirm your adjustments in Cornerstone inventory. However, you may want to manually confirm them while learning inventory to verify each adjustment was done correctly.

Auto confirm stock transfer

Select this check box to automatically confirm your stock transfers in Cornerstone inventory. However, you may want to manually confirm them while learning inventory to verify each adjustment.

Delete want items on completed

Print purchase order notes

When inventory details need to be verified—

Prescriptions

When inventory details need to be verified—

Performed PVL items and

Saved Invoices

When inventory details need to be verified—

Performed Document

Items

Select this check box if you do not want to manually delete items from the Want List after item is processed.

Select this option to automatically print the purchase order notes.

Select one of the following options:

Not required: You will not be required to enter lot numbers and expiration dates on the Prescription window for items tracking lot numbers and expiration dates.

Warn if not verified: A warning will appear if lot numbers and expiration dates are not entered, giving you the option on the

Prescription window for items tracking lot numbers and expiration dates.

Required: You will be required to enter lot numbers and expiration dates on the Prescription window for items tracking lot numbers and expiration dates.

Select one of the following options:

Not required: You will not be required to enter lot numbers and expiration dates on the Patient Visit List or saved invoices on items tracking lot numbers and expiration dates.

Warn if not verified: A warning will appear if lot numbers and expiration dates are not entered giving you the option to enter lot numbers and expiration dates on the Patient Visit List or saved invoices on items tracking lot numbers and expiration dates.

Required: You will be required to enter lot numbers and expiration dates on the Patient Visit List or saved invoices on items tracking lot numbers and expiration dates.

Select one of the following options:

Not required: You will not be required to enter lot numbers and expiration dates at the time that invoice items are sent from the document to the Patient Visit List on items tracking lot numbers and expiration dates.

Warn if not verified: A warning will appear if lot numbers and expiration dates are not entered giving you the option to enter lot numbers and expiration dates at the time that invoice items are sent from the document to the Patient Visit List on items tracking lot numbers and expiration dates.

Required: You will be required to enter lot numbers and expiration dates at the time that invoice items are sent from the document to the Patient Visit List on items tracking lot numbers and expiration dates.

Action &

Decision

Verify

• Page 51 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Controls > Defaults > Practice and Workstation

Menu Access

Inventory

See figure X

(continued)

Default

Inventory depletion—

Automatically mark inventory details as verified when the location is defaulted in

Inventory depletion—

Automatically default in the oldest expiration date in the location

Figure V

(Controls > Defaults > Practice and

Workstation > Documents)

Description

Select this check box if your inventory items are tracking quantity on hand, and you will be required to deplete those items from a specific location and verify that location. If you select this check box, it will automatically mark inventory details as verified when the location is defaulted in unless tracking lot number and expiration date for the selected item. In this case, you will have to select which lot and expiration date you are depleting.

Select this check box if you want inventory items to default to the oldest expiration date for a given item in a given location.

Action &

Decision

Verify

• Page 52 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Controls > Defaults > Practice and Workstation

Menu Access

Figure W

Default

(Controls > Defaults > Practice and

Workstation > Documents > Favorite

Documents)

Description

Action &

Decision

Figure X

(Controls > Defaults > Practice and

Workstation > Inventory)

• Page 53 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Controls > Defaults > Practice and Workstation

Menu Access

Patient Advisor

See figure Y

Default

Pet Health Report Card— print options

Description

Print when saving/posting exam

Treatment Plan— print options

Save/Post Options

Print patient picture

Print abnormals in red

Footer message

Copies

Select this check box to automatically print the Pet

Health Report Card when saving or posting the exam.

Select this check box to print the patient's picture on the Pet

Health Report Card.

Select this check box to print abnormal results in red.

Select the exam message that will print on all physical exams.

Enter the number of copies to print.

Print when saving/posting exam

Print patient picture

Print item id

Print prices

Print totals

Header message

Footer message

Copies

Select this check box to automatically print the treatment plan when saving or posting the exam.

Select this check box to print the patient's picture on the treatment plan.

Select this check box to print item IDs on the treatment plan.

Select this check box to print prices on the treatment plan.

Select this check box to print totals on the treatment plan.

Select the message that will print on the header of the treatment plan.

Select the message that will appear on the footer of the treatment plan.

Enter the number of copies to print.

Select this check box to update the Patient Visit List once a treatment plan is posted.

Action &

Decision

Verify

• Page 54 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Controls > Defaults > Practice and Workstation

Menu Access Default Description

Figure Y

(Controls > Defaults > Practice and Workstation > Patient Advisor)

Action &

Decision

• Page 55 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Controls > Defaults > Practice and Workstation

Menu Access Default Description

Performance

Tracker

See figure Z

Display hospital goals

Staff Classifications/

Doctor Classify

Summary Display and

Goals

Click the Display hospital goals check box if you want to see the hospital goals in Performance Tracker.

Specify which staff classifications at your practice are “doctors” by selecting Yes or No in the Doctor Classify field for each staff classification your practice has set up.

Practices have the ability to set goals by month. In the

Summary

display and goals area, select the time period for which you want to set goals ( Current or Next year), and then click to select options for which you want to set goals and enter the dollar amounts.

Figure Z

(Controls > Defaults > Practice and Workstation > Performance Tracker)

Action &

Decision

Verify

• Page 56 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Controls > Defaults > Practice and Workstation

Menu Access

Performance

Tracker >

Miscellaneous

– Performance

Tracker

See figure AA

Default

Define active client as seen within # of months

Define active patient as seen within # of months

Define number of postal code characters to use

Define Sales Ranges

Description

In the Define active client as seen within # of months box, specify the frequency of office visits (in months) used to determine your practice’s definition of an active client. For example, if your practice defines an “active client” as a client that’s visited your office in the last year, enter 12 months.

In the Define active patient as seen within # of months box, specify the frequency of office visits (in months) used to determine your practice’s definition of an active patient. For example, if your practice defines an “active patient” as a patient that has been seen in your office in the last two years, enter 24 months.

In the Define number of postal code characters to use box, specify the number of postal code characters by which results will be sorted (Cornerstone Performance Tracker sorts your sales by postal code). We recommend the United States users leave this set at the default of 5 characters. Enter 9 to sort results by individual ZIP codes. We recommend that Canadian users enter 6.

Sales ranges display on the

Client tab in Cornerstone

Performance Tracker. If you want to adjust the default ranges, in the

Define Sales Ranges area, click the sales range number to change in the Less Than Equal To column and update the number. For example, if you want your sales range to be

$0–$100, $100–$200, or $200–$300, click the number to change and enter the new number.

Figure AA

(Controls > Defaults > Practice and Workstation

> Performance Tracker > Miscellaneous –

Performance Tracker)

Action &

Decision

Verify

• Page 57 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Controls > Defaults > Practice and Workstation

Menu Access Default Description

Performance

Tracker >

Reminders –

Performance

Tracker

See figure BB

Select a species

Missing and overdue reminders by species and category

• Category

• Search by description

Service items never received by species—

Search by description

Figure BB

(Controls > Defaults > Practice and Workstation >

Performance Tracker > Reminders – Performance

Tracker)

Click to select a species. The reminders and services related to that species display on the right side of the configuration pane.

Set the following defaults:

• Select the category from the Category list.

• To create a new reminder category, right-click in the

Category box and select New, and then type the name of your new category.

• Use the Search by description box to locate the reminders you want to place in this category, and then select the

Display check box next to the applicable reminders.

Find the services you want to associate with this species and click the Display check box next to the service.

Action &

Decision

Verify

• Page 58 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Controls > Defaults > Practice and Workstation

Menu Access

Practice

See figure CC

Default

Health certificate document

Description

Press F2 to search for and select the document to use as your health certificate document.

Practice Logo

Figure CC

(Controls > Defaults > Practice and Workstation >

Practice)

Select the practice (for multiple practices) for which you want to add the practice logo.

Browse to select the practice log file.

Select the Clear button to clear the practice log and select a different one.

Action &

Decision

Select

Set up

• Page 59 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Controls > Defaults > Practice and Workstation

Menu Access

Purging

Your must run three

End of Year processes before Cornerstone will activate the Purging feature.

See figure DD

Default

Number of years to retain –

Client accounts

Number of years to retain –

Patient billing

Number of years to retain –

Boarding

Number of months to retain –

Reminder letters

Number of months to retain –

Reminder calls

Description

Setting the purge information here will take effect only when the Purge Data option is selected in the Tools menu.

This information is used to determine a safety margin when purging data from the system.

Enter the number of years that client account information should be retained.

Setting the purge information here will take effect only when the Purge Data option is selected in the Tools menu.

This information is used to determine a safety margin when purging data from the system.

Enter the number of years patient billing information should be retained.

Setting the purge information here will take effect only when the Purge Data option is selected in the Tools menu.

This information is used to determine a safety margin when purging data from the system.

Enter the number of years that boarding information should be retained.

Setting the purge information here will take effect only when the

Purge Data option is selected in the Tools menu.

This information is used to determine a safety margin when purging data from the system.

Enter the number of months that reminder letters should be retained when data is purged.

Action &

Decision

Verify

Setting the purge information here will take effect only when the Purge Data option is selected in the Tools menu.

This information is used to determine a safety margin when purging data from the system.

Enter the number of months that reminder calls should be retained when data is purged.

Verify

Figure DD

(Controls > Defaults > Practice and Workstation >

Purging)

• Page 60 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Controls > Defaults > Practice and Workstation

Menu Access Default

Print practice address on statement

Statement Print

Options

See figure EE

Print practice logo on statement

Toolbar

See figure FF

Practice Address

Practice Logo

Client Address

Test Page

Print Primary Practice Address

Print Client Home Practice

Address

Reset to default position

Default patient icon

Cornerstone Toolbar Icons

(Visible check box)

Action &

Decision

Description

Select this check box to print the practice address on statements.

If you are using letterhead or preprinted paper, clear the check box.

Select this check box to print the practice logo on statements.

If you are using letterhead or preprinted paper, clear the check box.

To adjust the placement of the practice address on the statement when using window envelopes, click the

Practice Address box and use the arrow keys on your keyboard to adjust the location.

To adjust the placement of the practice logo on the statement when using window envelopes, click the

Practice Logo box and use the arrow keys on your keyboard to adjust the location.

To adjust the placement of the client address on the statement when using window envelopes, click the

Client Address box and use the arrow keys on your keyboard to adjust the location.

Click the Test Page button to print a test page.

Select this check box to print the practice‘s primary address on the client's statement.

Print the client‘s home practice address on the client‘s statement.

Reset the practice and client address to the default position.

Select the icon you want to use for your patient icon.

Options include Cat, Dog, Horse.

Select the icons to display in the Toolbar on the main

Cornerstone window. These defaults can be changed for individual users within the staff defaults.

Verify

• Page 61 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Controls > Defaults > Practice and Workstation

Menu Access Default Description

Figure EE

(Controls > Defaults > Practice and Workstation > Statement Print Options)

Action &

Decision

Figure FF

(Controls > Defaults > Practice and

Workstation > Toolbar)

• Page 62 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Controls > Defaults > Practice and Workstation

Menu Access

Unattended EOP

See figure GG

Default

Database copy script

Reset

Settings

– Show notifications on the End of Day workstation

Figure GG

(Controls > Defaults > Practice and

Workstation > Unattended EOP)

Description

If necessary, with assistance from Cornerstone software support, make changes to the database copy script.

Press the Reset button to change the copy script to the original default.

Select this check box to display any warnings or errors that are encountered during end of period on only your end of period workstation. If this option is not selected, warnings or errors will display on all workstations.

Action &

Decision

Verify

• Page 63 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Controls > Defaults > Practice and Workstation

Menu Access

Unattended EOP >

Unattended EOD

See figure HH

Default

When

What

Description

Select an option for how often unattended End of Day processing will be run. Enter date and time information when needed.

Select one or both of the following options:

• Make a copy of the database

• Run End of Day

If you choose to make a copy of the database, the database will be copied to both the dailycopy folder on the end of period workstation and the dailycc shared folder on the server. These copies of the database are overwritten each time a new copy is made. This process does not replace your normal backup procedure.

Print the default daily reports

Select this check box to automatically print your daily reports.

Current end of day notification

Current database copy notification

Current database carbon copy notification

Displays the current message.

If the unattended EOD process was unsuccessful, messages will display every 30 minutes in a notification window. If you do not want this notification message to display, select the

Suppress this notification check box.

Displays the current message.

If the unattended EOD process was unsuccessful, messages will display every 30 minutes in a notification window. If you do not want this notification message to display, select the Suppress this notification check box.

Displays the current message.

If the unattended EOD process was unsuccessful, messages will display every 30 minutes in a notification window. If you do not want this notification message to display, select the

Suppress this notification check box.

Figure HH

(Controls > Defaults > Practice and

Workstation > Unattended EOP > Unattended

EOD)

Action &

Decision

Verify

• Page 64 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Controls > Defaults > Practice and Workstation

Menu Access

Unattended EOP >

Unattended EOM

See figure II

Default

When

What

Description

Select an option for how often unattended End of Month processing will be run. Enter date and time information when needed.

Select one or both of the following options:

• Make a copy of the database

• Run End of Month

If you choose to make a copy of the database, the database will be copied to both the dailycopy\monthly folder on the end of period workstation and the dailycc\monthly shared folder on the server. These copies of the database are overwritten each time a new copy is made. This process does not replace your normal backup procedure.

Select this check box to automatically print your daily reports.

Print the default daily reports

Current end of month notification

Current database copy notification

Current database carbon copy notification

Displays the current message.

If the unattended EOM process was unsuccessful, messages will display every 30 minutes in a notification window. If you do not want this notification message to display, select the Suppress this notification check box.

Displays the current message.

Figure II

(Controls > Defaults > Practice and Workstation >

Unattended EOP > Unattended EOM)

Action &

Decision

Verify

• Page 65 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Controls > Defaults > Practice and Workstation

Default

Vaccinations to appear on the document

Description

Select the vaccinations that you want to appear on your documents, such as vaccination certificates, health certificates, and other similar documents.

Action &

Decision

Menu Access

Vaccination

Bookmarks

See figure JJ

Verify

Web Links

See figure KK

Vaccination line pattern

Web Address

Description

Select the buttons in the order in which you want the information to print on your document. The pattern will appear in the box below.

Enter a web address that will display the custom description in the

Web

Links menu. Repeat to store up to four addresses.

The description of the web address that displays in the Web Links menu.

Repeat to store up to four addresses.

Figure JJ

(Controls > Defaults > Practice and Workstation >

Vaccination Bookmarks)

Verify

Figure KK

(Controls > Defaults > Practice and Workstation > Web

Links)

• Page 66 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Menu Access

Controls >

Units Of

Measure

Description

Invoice Item Units of Measure window

Cornerstone comes with either a built-in list of common units of measure (UOM) or those that were used by your previous practice management software. New units can be added. If a unit is not currently used by an item, it can be deleted. Set up the most common units of measure for invoice items.

Action &

Decision

Verify

Controls >

Problems >

Problem

Categories

Controls >

Problems >

Problem List

Problem Categories window

The Problem List provides a list of common medical ailments and issues. This list can be used when entering medical notes on the patient record. You must set up problem categories before setting up the Problem List.

Problem List window

Cornerstone provides a list of problems that can be selected as the presenting problem for a particular visit or used to track problems for the patient over the long term.

Used in the following manner throughout Cornerstone:

• Used to enter problems (pre-diagnosis) in patient’s medical history.

• Can be used in medical note templates.

Verify

• Page 67 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Menu Access

Lists >

Diagnostic

Codes

Description

Diagnostic Codes window

Cornerstone provides a list of diagnoses that can be selected as tentative, ruled out, or final diagnoses for a patient. Diagnosis can be used for various reports, to set up compliance assessment and/or within the Patient Advisor

* module.

exam

Used in the following manner throughout Cornerstone:

• View on a patient’s

Diagnosis (Dx) tab on the

Patient Clipboard

• Patient Diagnosis Report

• Diagnostic Code Report

• To set up Compliance

Assessment Tool compliance controls within Patient

Advisor (if Patient Advisor has been purchased) to set diagnostic and treatment plans

• Medical notes

Note: You can link documents to diagnostic codes so that they automatically print when the diagnosis is entered in a medical note. You can set this up from

Links > Diagnostic Codes >

Update.

• Document templates

Action &

Decision

Verify

Lists > Vital

Signs/Weight

Vital Sign List window

Cornerstone provides a list of vital signs that your practice can use. With the exception of weight, all vital signs are inactive upon installation of Cornerstone.

To activate an item, double-click it to open the Vital Sign Setup window and clear the

Inactive check box. If the vital sign you are activating is an alphanumeric or numeric list, you must associate one or more species with the list; select the list and then select each species to link.

You can also edit items and order them in the way your practice uses them.

Set up

• Page 68 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Menu Access

Lists > Room

Description

Room List window

Used to designate rooms within the practice. Used in many modules, including Appointment Scheduler and Electronic Whiteboard.

Action &

Decision

Set up

Lists >

Referrals >

Classification

Doctor Classifications window

Used to classify the type of hospital that referred the patient.

Used in the following manner throughout

Cornerstone:

• When setting up the referring doctors, select from this classification list

Verify

Lists >

Referrals >

Doctors

Doctor List window

Used to record the doctor who referred the patient. Doctors must be associated with hospitals.

Click the phone icon to open the RDVM Phone Information window, where you can access all personal and hospital-affiliated phone/fax numbers for the RDVM. The primary contact number for both personal and hospital numbers is indicated.

Used in the following manner throughout

Cornerstone:

• When setting up the referring doctors, select from this classification list

• Referral Doctor

Master Report

Set up

• Page 69 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Menu Access

Lists >

Referrals >

Hospitals

Description

Hospital List window

Used to record the hospital from which the patient was referred.

Click the phone icon to open the Hospital Phone Information window.

Used in the following manner throughout Cornerstone:

• When setting up the referring doctors, select from this hospital list. Use the text boxes at the top of the window to filter the list.

• Referral

Hospital

Master

Report

Lists > Patient

Advisor >

System

Templates >

New

System Template Setup window

In the Description box, enter a descriptive name for the system template.

Select the Default check box to set this as the default template.

The following setup selections are optional:

• Select gray box to left of a system to include a body system on the template.

• Select default observation status: Normal, Abnormal, or Did Not Examine.

• Use the arrows to arrange systems in the order they will appear on the physical exam and the

Pet Health Report Card.

Action &

Decision

Verify

• Page 70 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Menu Access

Lists > Patient

Advisor > Patient

Advisor Setup >

New (System)

Description

System Setup window

In the Patient Advisor Setup window, click in the left pane, and then click New.

In the System Setup window, in the

Description box, type a name for the system.

Select the Vital Sign System check box if applicable.

Lists > Patient

Advisor > Patient

Advisor Setup >

New (Observation)

Observation Setup window

In the Patient Advisor Setup window, click the

+ to the left of the body system, click

Observations, and then click New.

In the Observation Setup window, select the system, observation type, and species.

If this is the default observation, select the Default check box.

Enter any observation text in the box.

Action &

Decision

Verify

List > Partnerships

Lists > Call Back

Notes

Partnership List window

The Split Billing feature uses the percentages in the partnership records to split bills. When a partnership is listed as the owner of a patient, the percentage of ownership must equal 100%.

Call Back Notes window

Callback notes are used both to provide additional details to staff members making callbacks as well as saving keystrokes when charting the results of these calls. Cornerstone provides a list of notes that can be edited and/or expanded.

Set up

Verify

• Page 71 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Controls > Defaults > Practice and Workstation

Menu Access Default Description

Daily Planner

See figure MM

Diagnostics tab

Call Back to generate

Select the

Include posted lab results from the last ___ days

check box and enter the number of days for including posted results on the Diagnostics tab of the Daily Planner.

Select each check box to include those results:

• Include posted results

• Include pending requests

• Include completed results

• Include orphan results

• Include not requested results

• Include no template results

• Include rejected results

• Enter the default invoice item ID you have set up for laboratory call backs.

• Enter the default number of days before a laboratory callback is due.

Action &

Decision

Verify

Figure MM

(Controls > Defaults > Practice and

Workstation > Daily Planner)

• Page 72 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Controls > Defaults > Practice and Workstation

Menu Access Default Description

Appointment

Scheduler

See figure NN

Set the Appointment

Scheduler screen refresh rate (in seconds): ____.

Display appointment detail

Type the number of seconds for refreshing the Appointment

Scheduler window.

Turn off scheduler resizing for this workstation

Appointment suite

Select this check box to display appointment detail on the main

Appointment Scheduler window when you move the mouse over an appointment slot.

Select this check box if you do not want the Appointment Scheduler window to resize based on the workstation window.

Select the appointment suite to display by default when accessing the Schedule for Today window. The default will display unless a different suite is assigned to the staff member currently logged in.

Action &

Decision

Verify

Display next appointment message reminders

Only display messages for invoice items in the list below

Figure NN

(Controls > Defaults > Practice and Workstation >

Appointment Scheduler)

Select this check box to display next appointment reminder messages when clients check out.

If displaying next appointment reminder messages, select this check box to specify for which invoice items messages should be displayed. Then, enter item IDs in the list.

Verify

• Page 73 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Controls > Defaults > Practice and Workstation

Menu Access Default Description

Holidays –

Appointment

Scheduler

See figure OO

Holiday preferences

Additional holidays

Select the check box for each holiday that the practice will be closed:

New Year’s Day, Memorial Day, Fourth of July, Labor

Day, Thanksgiving day, Friday following Thanksgiving,

Christmas Eve, and Christmas Day.

Select the Utilized date-sensitive holidays check box to close the clinic on a Friday if the holiday is on a Saturday or close the clinic on a Monday if the holiday is on a Sunday.

To add more holidays that the clinic will be closed, click the Add button. Then, in the Name of holiday field, type the name of the holiday. In the Date field, enter the date. To remove a holiday, click

Delete.

Action &

Decision

Verify

Figure OO

(Controls > Defaults > Practice and

Workstation > Appointment Scheduler >

Holidays – Appointment Scheduler)

• Page 74 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Controls > Defaults > Practice and Workstation

Menu Access Default Description

Hours –

Appointment

Scheduler

See figure PP

Time units

Practice hours

Select 10 minutes or 15 minutes as the default number of minutes each appointment should be scheduled.

Select the check box for each day the practice will be open.

In the Start and Close boxes, type the applicable time.

Select the Take lunch check If your practice closes for lunch, and then enter the start and end times of the lunch period, making sure to include AM or PM.

Figure PP

(Controls > Defaults > Practice and

Workstation > Appointment Scheduler >

Hours – Appointment Scheduler)

Action &

Decision

Verify

Boarding

See figure QQ

General

How to bill for multiple pets

Round down reservation hourly charge

Grooming appointment

• From the Reservation type list, select the type of boarding reservation.

• In the Staff ID box, enter the default staff ID for boarding reservations.

• Select the Assign cage numbers check box to require cage assignments for boarding reservations.

• Enter default check-in/checkout times in the applicable boxes.

Select one of the following options for how to bill for multiple pets:

Use primary fee for first pet; Use primary fee for first pet;

multiple fee for all others; or Use multiple fee for each pet.

Select one of the following options for how to round down reservation hourly charge: To 15 minutes, To 30 minutes, or To 60

minutes.

• From the Staff classification list, select a default staff classification for the grooming appointments.

• In the Check rooms to use for grooming table, select the

Use for Grooming check box next to each room used for grooming appointments.

Verify

• Page 75 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Controls > Defaults > Practice and Workstation

Menu Access Default Description

Figure QQ

(Controls > Defaults > Practice and

Workstation > Boarding)

Action &

Decision

Holiday – Boarding

See figure RR

Enter dates and times for special hours on holidays

In the Date field, type the date of the boarding holiday.

In the Description field, type a description for the holiday.

In the Open column, click Yes or No to indicate if the practice is open or closed.

If the practice will be open, in the Start and Close fields, type the opening and closing times.

Figure RR

(Controls > Defaults > Practice and

Workstation > Boarding > Holiday – Boarding)

Verify

• Page 76 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Controls > Defaults > Staff

Menu Access Default

Controls > Defaults

> Staff > Patient

Clipboard tab

See figure SS

Staff

Client information tabs

Patient information tabs

Figure SS

(Controls > Defaults > Staff > Patient Clipboard)

Description

This allows the practice administrator to determine, based on staff

ID or login, what is shown on the

Client information and Patient

information tabs on the Patient Clipboard window.

Enter the staff ID for whom you want to set default settings.

In the Display column, select the check box for each item to display for this staff member. Use the arrows to order the items.

Click Reset Defaults to reset the defaults to the original settings.

Action &

Decision

Verify

Controls > Defaults

> Staff > Toolbar tab

See figure TT

Staff ID

Toolbar

This allows the practice administrator to determine, based on staff

ID or login, which toolbar buttons are shown on the toolbar.

Enter the staff ID for whom you want to set default settings.

Select the Visible check box next to each toolbar button to display for this staff member.

Verify

• Page 77 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Controls > Defaults > Staff

Menu Access Default

Figure TT

(Controls > Defaults > Staff > Toolbar)

Description

Action &

Decision

Controls >

Defaults > Staff >

Miscellaneous tab

See figure UU

Staff

Miscellaneous tab

This allows the practice administrator to determine, based on staff

ID or login, the miscellaneous settings for the staff member.

Enter the staff ID for whom you want to set default settings.

Default practice

If your practice has multiple locations, select the default practice for this staff member.

Select the default window that opens for this staff member upon login.

Revenue center Enter the default revenue center for this staff member.

Appointment suite Select the default appointment suite used in the Appointment Scheduler for this staff member.

Display backup log when logging in

Imaging - Enable keyboard shortcuts

Imaging - Show advanced search on Image Explorer

Select this check box if you want to display the backup log when this staff member logs in.

Select this check box to allow this staff member to use keyboard shortcuts.

Select this check box to make advance search in Image Explorer the default search type for this staff member.

Verify

• Page 78 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Controls > Defaults > Staff

Menu Access Default

Figure UU

(Controls > Defaults > Staff > Miscellaneous tab)

Description

Action &

Decision

• Page 79 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Controls > Defaults > Staff

Menu Access Default

Controls > Defaults

> Staff > Inventory tab

See figure VV

Staff

Inventory tab

Description

This allows the practice administrator to determine, based on staff

ID or login, the inventory settings for the staff member.

Enter the staff ID for whom you want to set default settings.

Auto save changes without prompting

Auto delete changes without prompting

Inventory location group

Location

If you want a "Do you want to save?" confirmation prompt to appear if the staff member switches windows without saving inventory changes first, clear the check box

(recommended).

If you want the program to automatically save inventory changes the staff member makes without displaying a confirmation prompt, select the check box.

If you want a "Do you want to delete?" confirmation prompt to appear for this staff member when Delete button is clicked on any inventory window, clear the check box

(recommended).

If you want the program to automatically delete within inventory (when the Delete button is clicked on any inventory window) without displaying a confirmation prompt for this staff member, select the check box.

If using a multi-location inventory configuration, select the default location for inventory depletion for this staff member from the list. The Location table displays information about the selected location.

Action &

Decision

Verify

Figure VV

(Controls > Defaults > Staff > Inventory tab)

• Page 80 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Controls > Defaults > Staff

Menu Access Default Description

Controls > Defaults

> Staff > My

Favorites tab

See figure WW

Staff

My Favorites tab

Figure WW

(Controls > Defaults > Staff > My Favorites tab)

This allows the practice administrator to determine, based on staff

ID or login, documents templates that appear in the staff member's

Favorites list on the Document Template List window.

Enter the staff ID for whom you want to set default settings.

To add a document template to the list, double-click in the blank row at the bottom of the list or press F2 to display the Document

Template List and select the template to add to the favorites list.

To remove a document template from the list, click on the template’s

ID in the ID column and then press CTRL+D.

Action &

Decision

Verify

Set up

• Page 81 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Menu Access

Lists >

Practice >

Update

Description

Practice Information window—Login/Password Management

Set up login and password information for the following features. When you select a feature, the fields required for set up appear.

For more information about these features, including prerequisites, see the Cornerstone Help. To access the Help for this window, press F1 while the window is open.

Antech Reference Lab Results To set up the Antech

Diagnostics module:

If you already have Antech Diagnostics module set up in

Cornerstone, click

Apply Primary Practice Settings. The account information boxes are automatically completed.

Communications – Email

If you don't have existing Antech account information, enter the information provided by Antech when you set up your account with.

Click

Test. Then, when the Login Settings Passed message appears, click OK.

To set up email service:

Select your email service; you can use your desktop email client or an SMTP (web-based) email service.

If you want to use SMTP mail, you must set it up in the Imaging

Configuration window. Click the link or go to

Controls > Defaults

> Imaging and select Email in the menu. Then, enter your email account information.

Communications – Fax

Vendor – MWI Veterinary

Supply

To activate IDEXX Faxing service:

Select the Use IDEXX Faxing Service check box. Click Accept in the terms and conditions of use window.

Upon successful activation, the system will log the user who enrolled the IDEXX Faxing Service. In the Practice Information window, the name, time/date stamp, and a link to the IDEXX

Faxing terms and conditions are displayed. Note that all practices in a Multi-Location/Single Database configuration must accept the terms and conditions.

To activate IDEXX SmartOrder* electronic inventory ordering:

From the

Associated Cornerstone Vendor list, select the practice-specific vendor to use for this service.

In the Customer Number box, type your practice's MWI

® customer number.

Select the Enable Online Ordering check box. Click Accept in the terms and conditions of use window, and then click

OK when notified that the activation was successful.

Click Test to verify that you have a working Internet connection and valid login.

Action &

Decision

Set up

• Page 82 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Menu Access

Lists >

Practice >

Update

(continued)

Description

VetConnect* PLUS To activate VetConnect PLUS:

If you are a new IDEXX Reference Laboratories user, select the

VetConnect option, enter your practice’s VetConnect administrator user name and password, and then click Submit to

Activate VetConnect PLUS.

If you are an existing IDEXX Reference Laboratories user, the

VCAgent option should already be selected and your VetConnect user name and password should be completed.

Click Submit to Activate VetConnect PLUS.

Read the agreement, and then click Accept. A message states that IDEXX Reference Laboratories historical data will be uploaded. Click Next.

IDEXX VetLab* Station only: A message giving you the option to print instructions on uploading data displays. Click Yes to open the printable message or No to continue. Click Finish. A message states that activation is complete and that data upload will continue. Close the message window.

After you activate VetConnect PLUS from within Cornerstone, activate VetConnect PLUS from your IDEXX VetLab* Station (if applicable).

Action &

Decision

Set up

• Page 83 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Electronic Whiteboard Default Settings

The following default settings are important for using Electronic Whiteboard.

Menu Access Description

List > Electronic

Whiteboard >

Categories

Categories are used to identify types of treatments that will be administered to patients while in the hospital. They will help your staff determine who needs to perform a service and/or the schedule for these treatments. Verify that existing treatment categories are correct. Set up new categories if necessary.

List > Electronic

Whiteboard >

Areas

These are areas within the hospital where patients might be receiving treatment. Verify existing areas and set up new areas as needed.

List > Electronic

Whiteboard >

Frequencies

Treatment frequencies are used to determine how often and when a treatment is needed. Verify that existing treatment frequencies are correct. Add new frequencies as needed. You can also change the order of frequencies so that those you use most often are at the top of the list.

Lists >

Electronic

Whiteboard >

Alerts

Create a list of commonly used alerts for hospitalized patients that will be displayed on the

Electronic Whiteboard . You can also type alerts for each patient at the time of use; these alerts are not saved to the Whiteboard Alerts List.

LIsts > Patient

Hospital Status

Used to designate a patient’s status within the hospital.

Lists > Ward/Loc

Action &

Decision

Verify

Used to designate the physical location of the patient.

• Page 84 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Whiteboard

See figure LL

Whiteboard auto refresh timer ____ Minutes

Length of time to keep discharged patients on

Whiteboard ____ Hours

Enter a number (in minutes) for how often the Whiteboard should automatically refresh.

Enter the number of time (in hours) to keep patients on the

Whiteboard.

Select one of the following options for how many hours to show on the Whiteboard:

Action &

Decision

Doctor to use on invoice line

Select a default doctor to use on the invoice line. Options are

Supervising Dr., Current Care Dr., or Who Performed.

The supervising and current care doctors are determined at the time orders are written.

Performing staff is determined at the time items are marked completed.

Select this check box if you want the staff from the Patient Visit List invoice item lines to transfer as the doctor for the patient orders.

Use doctor from Patient

Visit List

Invoice when patient is not at “Ready to go home” status

Allow invoice if uncompleted treatments

Determines under which circumstances a staff member is allowed to invoice a client for a patient who is still in the “Not ready to go home” status on the Whiteboard. Options are

Override, Stop, and Warn.

Allow, Manager

Determines under which circumstances a staff member is able to invoice a client when a patient has treatment on the Whiteboard that has not been marked complete. Options are

Override, Stop, and Warn.

Allow, Manager

Enter the number of hours in the future to check for uncompleted treatments when invoicing.

Future hours to check for uncompleted treatments when invoicing ____

Hours

Figure LL

(Controls > Defaults > Practice and Workstation > Whiteboard)

• Page 85 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

**Cornerstone* Imaging Default Settings**

Cornerstone* Imaging contains standard imaging functionality to import, view, and enhance images.

This section covers Cornerstone Imaging (the imaging functionality that is included with Cornerstone software).

• For information on setting defaults for the DICOM

® starting on page 89.

Imaging module, see “DICOM

Imaging Default Settings”

• For information on the IDEXX-PACS* module, see “IDEXX PACS* Default Settings” starting on page 95.

For information on Practice and Workstation defaults for imaging (pet picture compression, image storage, and

IDEXX SmartLink* Digital Imaging preferences for image requests), see page 41 in this guide.

To access the Imaging Configuration window, from the menu bar, go to Controls > Defaults > Imaging. Then, click the item to set up in the navigation pane on the left. The items in the navigation pane vary, depending on what you have installed.

As you work through the settings, click

Apply to save your changes without closing the Imaging Configuration window, or click

Save to save your changes and close the window.

Controls > Defaults > Imaging

Menu Access Description

Archive

Archiving refers to moving images from your computer to another storage location. Archiving is usually not necessary; however, if you choose to archive images, you can set up the software to alert you when it is time to archive. You will also be prompted to archive images when your Images folder nears its storage capacity.

Enable archive alerts Select this check box to activate archive alerts.

Alert Frequency

Archive Location

Select the Images option to be alerted when a specific number of images has accumulated, and then type the number of images in the box.

Select the Days option to be alerted when a specific number of days has passed since the last alert, and then type the number of days in the box.

Specify the location where you want to store archived files.

Action &

Decision

Verify

• Page 86 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Controls > Defaults > Imaging

Menu Access Description

Email

Click the System tab or the staff member tab to update the email settings.

If you set up an email account for a staff member, that account will be used for emails sent from the

Image Explorer, Image Viewer, or the Email tab of the Case Actions pane on the Case Details window when that staff member is logged in to Cornerstone.

Note: If your practice has set the Communications - Email login on the Practice Information window

( Lists > Practice > select practice and click Update) to use Cornerstone Imaging SMTP email settings, these email settings will be used for all communications sent from Cornerstone.

If you do not set up an email account for a staff member, the system-level account is used.

Email Account

SMTP Server Name

SMTP Port

Enable SSL

Type the name of your email server.

Type the port number on your computer from which email will be sent.

Select this check box if your email provider requires the use of SSL

(Secure Socket Layer) ports. Many Internet email providers have this requirement.

SMTP User Name

SMTP Password

Email Defaults

Email Attachment File

Type

Default Send Email

Address

Reply Email Address

Type the information Cornerstone needs to log in to your server.

From the drop-down list, select the type of file for sending images.

This can be changed when sending images.

Type the sender email address to use.

Type the reply email address to use.

Imaging

Image Scan Settings

TWAIN Source From the drop-down list, select the scanner to use.

Horizontal Resolution

Vertical Resolution

Capture Sources

Add Capture Source

From the drop-down lists, select the horizontal and vertical resolution values in dots per inch (dpi).

Pixel Type

Enable TWAIN UI

Select the pixel type from the drop-down list. Options are

Black and

White, Grayscale, and Color.

Select this check box if you want Cornerstone to use your scanner's user interface when you scan an image.

Image Viewer

Ruler Units From the drop-down list, select the default unit for the Image Viewer ruler.

Image Capture Settings and DICOM Compression Settings

Skip these areas and also the Apply Window/Level to Exported Images check box in the Image

Export area.

Note: If you are installing the DICOM Imaging module or IDEXX-PACS*, you will set up these areas later in this guide.

Image Export

Apply Overlays to

Exported Images

Apply Annotations to

Exported Images

Select this check box if you want images to include the overlay information displayed in the Image Viewer by default.

Select this check box if you want images to include the annotations created in the Image Viewer by default.

Click the button to add a new line to the Capture Sources list. In the

Description field, type a description for the device.

Action &

Decision

Set up

• Page 87 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Controls > Defaults > Imaging

Menu Access Description

Keywords

When you add an image, keywords (cardiovascular, ears, hematology, etc.) appear in a list box on the

Image Details window, allowing you to choose keyword(s) to associate with the image. You can also use keywords to search for images with the Advanced Search tab on the Image Explorer window.

For your convenience, a number of keywords have been preloaded on your system. You can add, delete, or edit keywords.

Telemedicine

Provider

You can submit a case to a telemedicine provider directly through the telemedicine provider’s website.

The Telemedicine Provider default settings allow you to enter the provider’s website address and associated information used to reach the telemedicine provider.

You can add, delete, or edit providers.

After adding a provider, click Apply, click the row in the table, and click Test Tele-provider.

Table Fields

Name

Homepage

API URL

Type the name to display for this provider on the Case window.

For future functionality.

Type the web address for the telemedicine provider. Be sure to start with http:// or https:// per the instructions of the provider.

Password

Authentication

Type the login and password for the telemedicine provider's site.

From the drop-down list, select the password authentication method specified by the telemedicine provider.

Action &

Decision

Verify

Set up

• Page 88 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

DICOM® Imaging Default Settings

The DICOM

Imaging module includes more features than Cornerstone* Imaging and is designed to be used with image and video sources (digital x-ray systems, ultrasound systems, endoscopes, etc.). DICOM Imaging requires an activation key to use. (Diagnostic Imaging, available with previous versions of Cornerstone, includes a similar set of features.

For detailed information, see the Cornerstone Help or the IDEXX Cornerstone Diagnostic Imaging User’s Guide, available within Cornerstone or at

idexx.com/cornerstoneresources

This section covers only those items not covered in the previous section. Before you complete this section, complete the “Cornerstone Imaging Default Settings” section starting on page 86. If you are also using the IDEXX-

PACS* module, you will also need to complete the “IDEXX PACS Default Settings” section starting on page 95.

For information on Practice and Workstation defaults for imaging (pet picture compression, image storage, and IDEXX

SmartLink* Digital Imaging preferences for image requests), see page 41 in this guide.

As you work through the settings, click

Apply to save your changes without closing the Imaging Configuration window, or click

Save to save your changes and close the window.

• Page 89 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Menu Access

Activities>

Imaging>

DICOM

Printer>

DICOM

Printer> Select

DICOM Printer

> New

Controls>

Defaults>

Staff >

Miscellaneous tab

Default/Description

New DICOM Printer window

To select and configure a printer for DICOM printing, you will need to consult the conformance statement and other documentation for your DICOM printer. If you have questions, contact the manufacturer of your DICOM printer or contact IDEXX Customer Support at 1-877-433-9948.

If you have already configured a DICOM printer, select the printer from the Printer drop-down list.

Notes:

When you set up your DICOM printer with Cornerstone for the first time, you need to call IDEXX

Customer Support at 1-877-433-9948 to activate the feature.

Some printers require additional setup. See the IDEXX Cornerstone Diagnostic Imaging User’s Guide for more information.

Name

Host

Port

Called AE Title

Calling AE Title

Max PDU Length

Timeout boxes

Supports Presentation

LUT

Type the name of the DICOM printer.

Type the host for the printer.

Type the port for the printer.

Type the called application entity title. This information can be found in the DICOM printer’s conformance statement.

Note: This is the local server AE title shown on the Imaging

Configuration window when Local Server is selected on the left.

Type the application entity for your DICOM server.

Type the maximum protocol data unit length. This value can be found in the DICOM printer’s conformance statement.

Unless otherwise specified in the DICOM printer’s conformance statement, accept the defaults for the Timeout text boxes.

Select this check box if the DICOM printer supports lookup tables.

Staff Defaults window

Imaging

Enable keyboard shortcuts

Show advanced search on Image Explorer

Select this check box to allow keyboard shortcuts on the Image Viewer for this user.

Select this check box to display advanced search on the Image

Explorer window for the selected staff member.

Action &

Decision

Verify

• Page 90 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Controls > Defaults > Imaging

Menu Access Default/Description

Case

Categories

DICOM

Services >

Local Server

Category names (cytology, musculoskeletal, dermatology, etc.) appear in a list on the Case Details window, allowing you to choose a category to assign to the image case. Image cases are created to send images to specialists for consulting.

Assign categories to your image cases so you can search for all of the image cases with the same category designation or to find all cases that match a selected category.

You can add, delete, or edit categories.

Define the local server configuration for DICOM Services.

Note: If you are setting up DICOM services on more than one server, give the servers different names to avoid confusion.

Common Server Settings

AE Title

Port Number

Socket Close Delay

Type the application entity (AE) title. This is the name of your local server.

Type the port number.

Transfer Queue Watch

Interval

C-FIND Options

Maximum Number of

Clients

DIMSE Timeout

Type the interval (in seconds) that the DICOM server should wait before checking the DICOM Queue for images to send.

Do not make changes in this area. These advanced features should be changed only with consultation from IDEXX Customer Support.

DICOM/Network Settings

Type the maximum number of external devices that can access the local DICOM server for requests at one time.

Type the time (in seconds) that can elapse before the DICOM message service element (DIMSE) times out once the DICOM server has opened a line of communication with an external device.

Type the time (in milliseconds) that can elapse before the socket between the local device and an external device closes after a line of communication has ended.

Maximum PDU Length

Request Timeout

Type the maximum protocol data unit (PDU) found in the local

DICOM server's conformance statement.

Type the time (in seconds) that can elapse before the local server times out when a request is received but no image is received.

Incoming DICOM

Server Registration

Required

Image Import Settings

Select this check box if you want Cornerstone to accept files only from servers that are on the remote servers list.

Watch Directory

Watch Interval

Patient Match Level

Type the directory from which DICOM services should automatically import images.

Type the time (in seconds) for how frequently DICOM Services should check the watch directory. Set the value to 0 if you do not want DICOM Services to check the watch directory.

From the drop-down list, select the method for matching patients.

Options are Patient ID or Patient Name, Sex, Species, DOB,

Client Last Name.

Action &

Decision

Verify

• Page 91 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Controls > Defaults > Imaging

Menu Access Default/Description

DICOM

Services

> Remote

Servers

DICOM

Services >

Manufacturers

DICOM

Services >

Manufacturer

Mapping

Remote (external) server settings. You can add, edit, and delete servers. To test a server, select it and click Test Server.

Remote Servers

Server Name

Server Address

Port #

AE Title

Support Query

Retrieve

Support MPPS

PACS Server

Type the server name. This name appears in the Configure Servers drop-down list.

Type the external server's IP address.

Type the port number for the external server.

Type the name of the called application entity (AE). This is the application entity title for the external server.

Select this check box to use the DICOM Query/Retrieve feature to search for images and then import them from this remote server.

Do not make changes in this area. These advanced features should be changed only under the guidance of an IDEXX representative.

Each DICOM device, local or external, has its own DICOM conformance statement. One component of this statement defines the device’s fields, which consist of a group number and an element number.

Most manufacturers use a universally defined DICOM-standard group number and element number for each common tield (e.g., patient name, patient ID, study date, referring doctor name). Occasionally, however, a manufacturer may assign a different group number and element number to one of these common fields. Each text box, whether common or device-specific, has a group number and element number and is defined in the device’s conformance statement.

You can add, edit, and delete manufacturers.

The IDEXX DICOM Services program contains a list of predefined manufacturers and their specific modalities (e.g., computed radiography, computed tomography, magnetic resonance). You can select a specific manufacturer/modality from the lists and then map your local DICOM server’s fields accordingly.

New manufacturers/modalities are added when the new device pings the local DICOM server and a connection is made. The new device sends a DICOM file to the local server; this file contains the names of the manufacturer and the modality. Cornerstone stores that information and makes it available in the Manufacturer Mapping window. You can then map your local DICOM server’s fields as needed to ensure successful communication between the two devices.

You can add, edit, and delete mapped fields.

Manufacturers

Modalities

Override

From the drop-down list, select the manufacturer.

From the drop-down list, select the modality (for example; computer radiography, magnetic resonance, ultrasound) for which you are mapping fields.

Use the conformance statements for the local DICOM server and the selected device to add the following:

Group Type the group number assigned to a selected text box for the local

DICOM server.

Element Type the element number assigned to a selected text box for the local

DICOM server.

Mfr Group

Mfr Element

Type the group number assigned to a selected text box by the devices’ manufacturer.

Type the element number assigned to a selected text box by the device’s manufacturer.

Default Type the default value assigned to a selected text box by the device’s manufacturer.

Type the value that the local DICOM server will use to replace the device manufacturer’s default value.

Action &

Decision

Verify

• Page 92 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Controls > Defaults > Imaging

Menu Access Default/Description

Modality

Layout

You can set up how you want images to be displayed on the Image Viewer window based on the modality of the images.

Note: When you change these settings, you are changing how all images of that modality are displayed. For example, if you change the settings for arranging DR images in the viewer, the new settings will apply any time you look at DR images.

Dental Configuration

Modality

Template

From the drop-down list, select a modality.

If you are using IDEXX-PACS and you selected Intra-oral Radiography as the Modality, select a template from the drop-down list. The template is displayed in the Preview area. The remaining areas in this section are not applicable.

Study Layout

Rows

Columns

To set up how individual series are displayed within a study, type the number of rows and columns in the boxes. The series are displayed in a grid layout.

Series Layout

Rows

Columns

To set up how individual images are displayed within a series using a grid layout, make sure the Stacked check box is cleared, and type the number of rows and columns in the boxes.

Stacked

To display the images within a series using a stacked display, select this check box. In a stacked display, one image is visible at a time and you can use the scroll bar to display the other images in the series.

Export

From the drop-down list, select the default image file type for exporting a case to a CD or DVD. When you use the case export feature, you can choose a different file type. You do not have the option to change the file type at the time an image is exported.

Formats

You can set up the ways that dates, phone numbers, and measurements are displayed on imagingrelated windows in Cornerstone.

From each drop-down list, select the default format to use.

Imaging

Image Capture Settings

Distance Units

Exposure Units

From the drop-down list, select the default unit for measuring the distance between the x-ray plate and the x-ray source. Distance can be measured in feet, inches, meters, centimeters, or millimeters.

From the drop-down list, select the default unit for measuring the x-ray exposure time. Exposure time can be measured using AmpSeconds

(As), milliAmpSeconds (mAs), or microAmpSeconds (uAs).

DICOM Compression Settings

DICOM From the DICOM drop-down list, select one of the following compression types to use when sending files via DICOM:

• RAW—To send DICOM images that have not been compressed.

• JPEGlossless—To send DICOM images that are compressed but have little to no loss of image quality.

Action &

Decision

Verify

• Page 93 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Controls > Defaults > Imaging

Menu Access Default/Description

Monitor

Preferences

You can display a patient’s images on more than one monitor. If you have two monitors, the Image

Explorer window is displayed on one monitor and the Image Viewer window showing the patient’s image series is displayed on the other. If you have more than two monitors, you can display a separate

Image Viewer on each additional monitor.

In the Monitor Settings table, all the monitors that are set up for your system are listed in the Monitor column. Select the check box in the Use Monitor column for each monitor that you want to use.

System Type

Remote

Consult

The System Type options are used to select the IDEXX Digital Imaging system you are using when the system is first installed. DO NOT change any of the system type options without consulting IDEXX

Digital Imaging Support. For service within the United States or Canada, call 1-877-433-9948.

The Remote Consult button connects you to up to five web addresses for consulting radiology services.

You can add, edit, and delete web addresses.

URLs

Description

URL

Type the name of the website.

Type or paste (CTRL + V) the URL for the website.

Action &

Decision

Verify

• Page 94 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

**IDEXX-PACS* Software Default Settings**

If you have an IDEXX Digital Imaging system, you have IDEXX-PACS* software with all the Cornerstone* Imaging and DICOM

Imaging features. In addition, you have the ability to capture radiographs, along with features to make the image capture process more efficient.

For detailed information, see the Cornerstone Help or the IDEXX Cornerstone Diagnostic Imaging User’s Guide, available within Cornerstone or at idexx.com/cornerstoneresources.

This section covers only those items not covered in the previous two sections. Before you complete this section, complete the “Cornerstone Imaging Default Settings” section starting on page 86 and the “DICOM Imaging

Default Settings” section starting on page 89.

For information on Practice and Workstation defaults for imaging (pet picture compression, image storage, and IDEXX

SmartLink* Digital Imaging preferences for image requests), see page 41 in this guide.

As you work through the settings, click Apply to save your changes without closing the Imaging Configuration window, or click Save to save your changes and close the window.

Controls > Defaults > Imaging

Menu Access Default/Description

Dashboard

The Dashboard window contains lists of the most recent clients, patients, and studies you have viewed.

You can specify how many days of each you want displayed.

Days of Clients to Display

Days of Patients to Display

Days of Studies to Display

Type the number of days to display for each item.

Action &

Decision

Verify

DICOM

Services

Auto-Routing

The auto-routing feature allows you to automatically send images via DICOM to a destination of your choice.

Auto-Routing Mode

Remote Servers

Select the type of auto-routing ( Manual, Semi-Automatic, or

Automatic) that you want to use.

Select each destination for where images should be sent.

Verify

Exam Trees Verify

If you want to add customized exam type collections or new individual exam types to the Choose

Exam Type menu that is used during the image capture process, contact IDEXX customer support. For service within the United States or Canada, call 1-877-433-9948.

We strongly recommend that you do not adjust any of the settings on Exam Trees section of the

Imaging Configuration window without consulting IDEXX customer support and backing up your existing exam tree.

• Page 95 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Controls > Defaults > Imaging

Menu Access

Global Settings

Default/Description

You can change imaging settings for a variety of features that are applied to Cornerstone for all users.

If you are using the software on a network, these settings are applied to all computers on the network.

Show Plate Handle

Locator

Enable Client Patient

Security

Select this check box to display a marker to show the orientation of the detector plate for images that you capture. The marker appears as two small squares next to each other—one black and one white. The plate handle locator marker appears on the image in the corner where the cable attaches to the plate—if you are looking at the plate from the front with the handle on the left side, this would be the upper left corner.

Select this check box to display only images you created (or, if you are a veterinarian, images that were created for you) on the Image Explorer and the Imaging Dashboard windows.

Set Single Species Mode Select this check box to display only one species and the related breeds as choices when you search for patients from the Image

Explorer or Imaging Dashboard windows.

Search Matching Options To help ensure confidentiality, you can specify when imaging-related search functions return results. You can choose to have the search function return results only when you have typed a full name or only after you have typed a certain number of characters. This feature applies to searches on the Image Explorer window, and the Select

Client and Patient window.

Select one of the following:

None—Return results now matter how many characters are typed in the search box.

__ Characters— Type a number in the box to return results only when you type at least that number of characters in the search box.

Exact Match—Return results only when you type the full name.

Presets > New

Presets Configuration Detail window

You can set up presets to apply new window and level settings to an image in the Image Viewer. These presets are available when you click the Window/Level Presets tool in the Image Viewer. There are two kinds of presets—system presets and user presets. All users can use the System Presets, but only the person who is the Administrator for your Cornerstone software can edit system presets or create new ones. Each user can create and edit user presets that are available only to that user. Click the System tab to change system presets or tab with your user name to change user presets.

You can also copy presets to another user, edit presets, and restore factory-setting presets to original values. See the IDEXX Cornerstone Diagnostic Imaging User’s Guide or the Help in Cornerstone for more information.

Name

Modality

Type

Window

Level

Hide

Type a name for the preset.

Select the type of device used to capture images to which this preset will be applied.

To change window and level values by specifying exact values, select Absolute in the Type box. Enter the window (contrast) value in the Window box and the level

(brightness) value in the Level box.

To change window and level values relative to their current settings, select Relative in the Type box.

• To increase or decrease values in the Window % (contrast) box, enter percentage values that are greater or less than 100. For instance, type 110 to increase the window value by 10% and type 90 to lower it by 10%.

• To increase or decrease values in the Level Shift (brightness) text box, type the number that you want to be added to or subtracted from the current level value.

For instance, typing 500 will add 500 to the current level value, while typing -500 will subtract 500.

On the Presets window, select this check box if you do not want the preset to be displayed in the Image Viewer. You cannot hide system presets.

Action &

Decision

Verify

• Page 96 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Laboratory Default Settings

The following settings are for the Laboratory module. Settings may vary depending on the laboratory.

Controls > Defaults > Practice and Workstation

Menu Access Default Description

IDEXX VetLab

Settings

See figure VL

Practice

VetLab Station

Use all

Workstation

VetLab Station

Use all

You can specify default computers to be used for specific workstations and practice locations. When ordering tests, staff can always override these defaults and choose from the entire list of

IDEXX VetLab* Station computers.

Multi-Location Single Database only: To specify a default IDEXX

VetLab* Station for a practice location, select the practice name from the Practice list, and then select the IDEXX VetLab Station in the

VetLab Station box. Select the Use all check box to use all

VetLab Station computers.

Repeat for other practice locations and workstations as needed.

Note: If practice and workstation settings conflict, the workstation settings take precedence.

You can specify default computers to be used for specific workstations and practice locations. When ordering tests, staff can always override these defaults and choose from the entire list of

IDEXX VetLab Station computers.

To specify a default IDEXX VetLab Station for a workstation, select the workstation name (workstation names are displayed on each

IDEXX VetLab Station) from the Workstation drop-down list, and then select the IDEXX VetLab Station in the

VetLab Station box.

Repeat for other workstations as needed.

Note: If practice and workstation settings conflict, the workstation settings take precedence.

Figure VL

(Controls > Defaults > Practice and

Workstation > IDEXX VetLab Settings)

Action &

Decision

Set up

• Page 97 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Controls > Defaults > Practice and Workstation

Menu Access Default Description

Labs

See figure LB

Use billing staff on a new lab request

Staff to use on requests without Special Action

Select this check box to designate that the billing staff on the

Patient Visit List or the invoice should be used as the default staff

ID on the request. If this check box is not selected, the default staff ID for special action requests is the last staff member who performed a lab request on the workstation.

Select the staff to use for lab requests not associated with special actions. Options are No default staff, Last staff used on

workstation, or Specific staff (enter staff ID).

Figure LB

(Controls > Defaults > Practice and

Workstation > Labs)

Action &

Decision

Set up

• Page 98 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Menu Access

Activities >

Lab Work >

Laboratories >

New

See figure LI

Default/Description

Lab Information window

If you use multiple laboratories, you must set up each one.

Lab information

Name

Lab ID

Type the name of the lab.

Type the lab ID. This is the code your practice will use to identify the lab in Cornerstone.

Enter the address for the lab.

Address

City

State/prov

Postal code

Requisition numbers

Manually enter requisition

IDs

Select this option to manually enter requisition numbers.

You must select this option if the lab you are setting up is a reference lab and you need to enter requisition IDs from preprinted lab forms.

Use requisition ID ranges Select this option to have Cornerstone automatically assign requisition numbers from ranges you specify.

Use patient ID for requisition ID

Requisition ID ranges

Recommended setting for IDEXX In-clinic laboratory to ensure consistent requisition IDs.

Select this option if your practice uses LabREXX* forms.

If you selected Use requisition ID ranges, the boxes in this area are enabled.

Current range

Next ID

End ID

Type the next requisition ID to assign.

Cornerstone will automatically assign requisition numbers to lab requests in sequential order, starting with this number.

Type the last ID to assign in this range of requisition IDs.

Warning trigger Type a number near the end of the range of numbers. When this requisition number is assigned to a request, Cornerstone will display a warning on the screen to let you know that you are almost at the end of the current requisition number range.

Next range

Begin ID Type the first requisition ID that you want to assign after you run out of numbers in the current range.

End ID Type the last ID you want to assign in the next range of requisition IDs.

Note: If you do not specify a range of numbers in the Next Range fields and you run out of numbers in the Current Range fields, you will not be able to request any more lab profiles until you assign a new range of numbers.

Action &

Decision

Verify

• Page 99 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Menu Access

Activities >

Lab Work >

Laboratories >

New

(continued)

See figure LI

Default/Description

Units

Display color

Cumulative display

Select Common units or SI units (international). If you are in the

United States, select Common units.

To display the lab name in a different color when you view cumulative results, select a color for this lab from the drop-down list.

To display cumulative results in a particular order, select the order from the drop-down list. Options are Ascending (least recent to most recent) or Descending (most recent to least recent).

Preferences

Use as default tab

Review results before posting

Require sample drawn by info

Use order numbers

Close partial pending profiles

Require requests

Use favorites list

Use special actions

Hide request screen if no special action

Warn in invoicing if Not

Req results exist

Use VetLab Station

SmartLink billing

If this laboratory is the one most frequently used by your clinic, select this check box. When making a new lab request, this lab will display on the request. Generally, your default lab will be your inclinic laboratory.

Select this check box if you want to post results manually. Clear this check box if you want results to post to the Patient Clipboard automatically.

Note: Orphan results and not requested results are not automatically posted to a patient’s record, regardless of your selection here. They may be viewed from the Lab Requests and

Results window.

Select this check box to make the Sample drawn by field on a lab request a required field for your clinic.

An order number is a number assigned by a clinical lab to a profile.

Order numbers must be used for reference laboratories and are not used with in-clinic work. Select this check box to use order numbers with this laboratory.

Sometimes not all the tests in a particular profile come back. Select this check box if you want to close partial pending profiles and consider them finished. This option applies only to your in-clinic laboratory.

Select this check box if you want laboratory results to be automatically matched to pending requests. If you choose to not require requests, your practice must remember to manually bill the client.

Your favorites list is a quick way to access the profiles you use frequently. Select this check box if you want to use the favorites list for this lab.

Select this check box if you want to create special actions that generate lab requests. Invoice items set up as special action lab requests automatically generate lab requests when they are entered on an invoice or Patient Visit List.

If you are using the lab request special action, a lab request will be automatically created when the item is entered on an invoice or the Patient Visit List. Select this check box if you are using the lab request special action and you don’t want to view the lab request when it is created.

Select this check box if you want a warning message to appear at invoicing if a patient has not-requested results. This helps prevent missed lab charges.

Select this check box to allow a client to be billed for lab results returned to Cornerstone from the IDEXX VetLab Station with the use of the Census List feature. If selected, the Require requests option must also be selected to avoid missed charges.

Action &

Decision

Verify

• Page 100 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Menu Access

Activities >

Lab Work >

Laboratories >

New

(continued)

See figure LI

Default/Description

Print preferences

Print full page

Print label

Print using InkSaver

Automatically update prices

Select this check box to print full page lab requests. When making a request, you can override this default.

Enter the default number of copies in the corresponding # Copies box.

Select this check box to always print a lab request label. When making a request, you can override this default.

Enter the default number of copies in the corresponding # Copies box.

Print tube label Select this check box to always print a label for tubes. The label size is 1.187” x 2.218.”

Enter the default number of copies in the corresponding # Copies box.

Print VetTest barcodes Select this check box to print barcodes for the patient ID, patient name, client last name, and the requisition ID. The barcodes may then be scanned into the VetTest analyzer when processing the sample.

IDEXX LabREXX

Note: This area appears for IDEXX Reference Laboratories, IDEXX In-clinic Laboratory, or non-

IDEXX in-clinic or reference laboratories. See the next page for details of how this area appears when you set up the Antech Diagnostics ® laboratory module.

Create LabREXX test request forms

Select this check box to allow the use of use barcoded LabREXX requisition forms.

When this check box is selected, the Print full page print preferences option is also automatically selected. The full page option prints the LabREXX barcoded requisition form (the regular

Cornerstone lab request form will not be available for this lab).

This field is only available for IDEXX Reference Laboratories.

Select this check box if you want to print only the requested tests instead of all tests.

This field is only available for IDEXX Reference Laboratories.

This field is available for all in-clinic and reference laboratories.

Allow prices to go down

Select this check box if you want to update Cornerstone reference laboratory prices automatically whenever the LabREXX test list is updated.

This field is available for all in-clinic and reference laboratories.

Select this check box if you want to allow LabREXX invoice item pricing to be lowered if IDEXX lowered the price for a LabREXX invoice item in its latest Directory of Services.

Action &

Decision

Verify

• Page 101 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Menu Access

Activities >

Lab Work >

Laboratories >

New

(continued)

See figure LI

Default/Description

For creating new lab invoice items

Note: These fields are only active for IDEXX Reference Laboratories.

Do not create items automatically

Select this check box if you do not want to create new lab invoice items automatically when a selected lab test contains items that are not already in your system.

Class ID

Sub Class ID

If you clear this check box, the default settings below will be used to create to create a new lab invoice automatically when you select a lab test with items that aren’t already in your system.

If you want to create new lab invoices items automatically, select the classification ( Class ID) and sub classification (Sub Class ID) in which you want these new items to be included.

Markup percentage

Antech online

Note: This area appears in place of IDEXX LabRexx when a laboratory is set up as the Antech

Diagnostics laboratory module.

Markup percentage

Type the markup percentage that you want to use. This markup will be applied to the IDEXX price for this test.

Automatically update prices

Type the markup percentage that you want to use. This markup will be applied to the Antech price for this test.

Select this check box to automatically recalculate your practice prices based on the markup percentage you specify whenever new prices are downloaded from Antech Diagnostics. These prices are updated in Cornerstone during the next End of Day processing.

Allow prices to go down Select this check box if you want to allow Antech invoice item pricing to be lowered if Antech lowered the price for an Antech invoice item.

Figure LI

(Activities > Lab Work > Laboratories > New)

Action &

Decision

Verify

• Page 102 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

Menu Access

Activities > Lab

Work > Templates

Activities > Lab

Work > Default

Test Ranges

Default/Description

Enter the tests to appear on your template. Use the up and down arrow keys to arrange the order in which your tests will appear. Click

New to add a template or Update to update a template.

For each kind of result you plan to enter manually, select species, age range, lab, and template.

Then fill in the Defaults table with units, and low and high values (columns) for each test (row).

Note: Before completing this setup step, you need to have already set up lab age ranges as well as the laboratory and templates for which you want to manually enter results.

Action &

Decision

Set up

• Page 103 • Cornerstone 8.3 Default and Security Settings Guide

Cornerstone 8.3 Default and Security Settings Guide

IDEXX Computer Systems CONFIDENTIAL INFORMATION

Security Settings

Security options addressed in this document are unique to each practice and each practice has different priorities. The following list provides a general guideline for assigning security settings.

• Method A – Setting security based on individualized logins (recommended)

• Method B – Setting security based on job title

• Method C – Two-tiered administrator/general login

Suggested Security Settings:

Method A – Setting security based on individualized logins:

If everyone in your clinic needs to have their own login, then this method of setting security is the one you should follow.

You will need to set up each staff member under his or her name and then set security for each employee based on their job title using the security setting guide below. Using this method will allow you to track changes to invoices and patient visit lists. This is the recommended method.

Method B – Setting security based on job title: This method consists of setting security based on job titles, such as receptionist, doctor associates, technicians, office managers, and administrator. The administrator will have access to everything in Cornerstone. You will need to set up a staff login for each job title, and your employees will sign in under that job title using the appropriate password. You will use the security setting guide below to do this. This method does not allow you to effectively track changes to invoices or Patient Visit Lists.

Method C – Two-tiered administrator/general login: This method consists of only two types of security. The first is an administrator login (for one or two people who have access to everything in Cornerstone). The second is a general login that everyone will use.

This method does not allow you to effectively track changes to invoices or patient visit lists.

When you set up security for this type of method, you will not select security settings with these key words for the Dialog tab–

• Set-up

• Merge Clients/Patients

• Mass Markup

• Purge

• Cornerstone

Performance

Tracker

• Unattended Set

• Change Passwords

• Staff Class

Commissions

• Staff Commissions

• Reports

• Cornerstone

Snapshot

• Update Revenue

Centers

• GL Interface

• Invoice Void

• Information

(excluding client and patient information)

For the Reports tab – You will need to go through the list and determine if the general login will need access to those listed reports.

Note: If you are upgrading from Cornerstone 8.2 to 8.3, see Cornerstone 8.3 Getting Started Guide, section 8, "Security and

Setup," for a list of only those dialog and report security settings that have been introduced between 8.2 and 8.3.

Exclusive to Multi-Location Inventory

Exclusive to Multi-Practice

Indicates a report that is available for multi-location databases

Security setting for a purchasable module

• Page 104 •

This document contains suggested security settings for General Login

(GEN), Receptionists (REC), Technicians (TECH), Doctors (DR), and Managers/Owners (M/O). However, it is ultimately the practice’s decision-maker that decides who needs access to certain areas within

Cornerstone*, and IDEXX shall not be liable for any actions arising from those security decisions.

Cornerstone 8.3 Default and Security Settings Guide

IDEXX Computer Systems CONFIDENTIAL INFORMATION

Cornerstone Security Settings Guide

Some of these options will not display in your security list if you have not purchased one of these Cornerstone modules: Boarding and Grooming, DICOM

Imaging (or Diagnostic Imaging), IDEXX-PACS*, In-clinic Laboratory

Module, Patient Advisor*, Mobile Computing, or Pharmacy Formulary.

Key: GEN: General Login under Method C; REC: Receptionists; TECH: Technicians; DR: Doctors; M/O: Managers/Owners

Foundation Dialog Security Access Suggestions

GEN REC DR TECH M/O

Path to Locate

Address Alignment – Estimates

Antech – Lab Item Price Update

X X

Controls > Defaults > Practice and Workstation >

Estimate > Estimate Address

Activities > Lab Work > Update Antech Lab Item

Prices

Appointment Scheduler icon > Notes button > New Appointment – Appointment Note

Setup

Appointment – Appointment

Notes

Appointment – Appointment

Purge

Appointment – Block Out

Appointments

Appointment – Check In/Out

Appointments

Appointment – Copy/Paste

Appointments

Appointment – Delete

Appointments

Appointment – Delete Blocks

Appointment – Find

Appointments

Appointment – Go To

Appointment

Appointment – Locate

Appointments

Appointment – Move

Appointments

Appointment – Practice Setup

–Templates

Appointment – Reason for Visit

Setup

Appointment – Reports

Appointment Scheduler icon > Notes button

Activities > Appointment Scheduler > Appointment

Purge

Appointment Scheduler icon > Block button

Appointment Scheduler icon > Check-in button

Appointment Scheduler icon > Right-click appointment > Select Copy

Appointment Scheduler icon > Delete button

Appointment Scheduler icon > Find button

Appointment Scheduler icon > Go To button

Appointment Scheduler icon > Locate button

Appointment Scheduler icon > Move button

Controls > Appointment Scheduler > Practice Setup

> Template Designs

Controls > Appointment Scheduler > Reason for

Visit

Controls > Appointment Scheduler > Reason for

Visit > New

Reports > Appointment Scheduler > Appointments

Report

Exclusive to Multi-Location Inventory

Exclusive to Multi-Practice

Indicates a report that is available for multi-location databases

Security setting for a purchasable module

• Page 105 •

This document contains suggested security settings for General Login

Cornerstone*, and IDEXX shall not be liable for any actions arising from those security decisions.

Cornerstone 8.3 Default and Security Settings Guide

IDEXX Computer Systems CONFIDENTIAL INFORMATION

Foundation Dialog Security

Appointment – Schedule

Appointments

Appointment – Schedule for

Today

Appointment – Schedule for

Week

Appointment – Schedule for

Week Legend

Appointment – Staff Goals Setup

Appointment – Staff Hours Setup

Appointment – Staff Setup

Appointment – Template Design

Description

Appointment – Tickler File

Appointment – Update

Appointments

Appointment – View

Appointments

Appointments – Suite

Information

Appointments – Suite Setup

Assign Client to Practice

Backup Logs

Backup Verification Assistant

Billing Message Setup

Billing Messages

Boarding Block Cages

Documents

Boarding Cage Information

Boarding Cage Type List

Boarding Print Boarding

Boarding Reservation Book

Boarding Reservation List

Boarding Delete Reservation

Boarding Make Reservation

Access Suggestions

GEN REC DR TECH M/O

X X X X X

Path to Locate

Appointment Scheduler icon > Schedule button

X X X X X

Appointment Scheduler icon > Today button

X X X X X

Appointment Scheduler icon > Weekly button

Appointment Scheduler icon > Weekly button >

Legend button

Controls > Appointment Scheduler > Staff Setup >

Goals button

Controls > Appointment Scheduler > Staff Setup >

Hours button

Controls > Appointment Scheduler > Staff Setup

Controls > Appointment Scheduler > Template

Designs > New

Controls > Appointment Scheduler > Template

Designs

Appointment Scheduler icon > Tickler button

Appointment Scheduler icon > Update button

X X X X X

Appointment Scheduler icon > View button

Controls > Appointment Scheduler > Suite Setup >

New or Update

Controls > Appointment Scheduler > Suite Setup

Tools > Assign Client to Practice

Reports > Back-up Log

Tools > Backup Verification Assistant

Controls > Billing Messages > New

Controls > Billing Messages

Activities > Boarding > Block Cages

Activities > Boarding > Cage Type > New

Activities > Boarding > Cage Type

Reservation icon > Delete

Reservation icon > New

Activities > Boarding > Print Boarding Documents

Activities > Boarding > Reservation Book

Reservation icon

Exclusive to Multi-Location Inventory

Exclusive to Multi-Practice

Indicates a report that is available for multi-location databases

Security setting for a purchasable module

• Page 106 •

This document contains suggested security settings for General Login

Cornerstone*, and IDEXX shall not be liable for any actions arising from those security decisions.

Cornerstone 8.3 Default and Security Settings Guide

IDEXX Computer Systems CONFIDENTIAL INFORMATION

Foundation Dialog Security

Boarding Reservation

Recurrence

Boarding Reservation Type

Information

Boarding Reservation Type List

Boarding View Cage Availability

Breed List

Breed Setup

Call Back Note Information

Call Back Notes

CareCredit

Cashier ID Information

Cashier ID List

Census List

Change IDs

Change Password

Classifications

Classifications Setup

Client Account

Client Account Adjustment

Client Account Comment

Client Account Payment

Client Account Returned Check

Client Account Transfer

Client Account Write Off/

Reinstate

Client Information

Client Information A/R Info

Client List

Client List – Phone

Client Reports

Color Setup

Colors

Compliance – Compliance Test

Setup

Compliance – Generate

Compliance Results

Access Suggestions

GEN REC DR TECH M/O

X X X X X

Path to Locate

Reservation icon > Right-click on reservation

Activities > Boarding > Reservation Type > Update

Activities > Boarding > Reservation Type

Activities > Boarding > View Cage Availability

Lists > Species > Update

Lists > Species > Update > Add

Lists > Call Back Notes > Update

Lists > Call Back Notes

CareCredit icon OR Activities > CareCredit

Lists > Cashier ID > Update

Lists > Cashier ID

Lists > Census OR F3 key

Tools > Change IDs

File > Change Password

Lists > Invoice Item Class

Lists > Invoice Item Class > Update

Client Account icon

Client Account icon > Adjust button

Client Account icon > Comment button

Client Account icon > Payment button

Client Account icon > Rtn Check button

Client Account icon > Transfer button

Client Account icon > Write Off button OR

Reinstate button

Client List icon > Update

Client List icon > Update > A/R Info

Client List icon

Client List icon > Select client > Update button

Reports > Client

Controls > Colors > Update

Controls > Colors

Reports > Compliance Assessment Tool* > Protocol

Setup Wizard

Reports > Compliance Assessment Tool >

Generate Compliance Results

Exclusive to Multi-Location Inventory

Exclusive to Multi-Practice

Indicates a report that is available for multi-location databases

Security setting for a purchasable module

• Page 107 •

This document contains suggested security settings for General Login

Cornerstone*, and IDEXX shall not be liable for any actions arising from those security decisions.

Cornerstone 8.3 Default and Security Settings Guide

IDEXX Computer Systems CONFIDENTIAL INFORMATION

Foundation Dialog Security

Compliance – Protocol Group

Setup

Compliance – Protocol Setup

Wizard

Controlled Substance Export

Controlled Substance Export List

Controlled Substance Export

Setup

Controlled Substance Reason

Information

Controlled Substance Reason

List

Convert between Markup/Margin

Correspondence

Correspondence – Finalize

Create Phone List

Credit Code Setup

Credit Codes

Custom Client and Patient

Reports

Daily Planner

Data Services Agreement

Database Purge

Defaults – Password

Defaults – Practice

Defaults – Staff

Defaults – Workstation

Departing Instruction Setup

Departing Instructions List

Diagnostic Code List

Diagnostic Code Setup

Discount Setup

Discounts

Document Template Category

List

Access Suggestions

GEN REC DR TECH M/O

X X

Path to Locate

Reports > Compliance Assessment Tool > Protocol

Group Set up

Reports > Compliance Assessment Tool > Protocol

Setup Wizard

Controls > Controlled Substance > Controlled

Substance Export

Controls > Controlled Substance > Controlled

Substance Export

Controls > Controlled Substance > Controlled

Substance Export > New/Update

Controls > Controlled Substance Reasons >

Update

Controls > Controlled Substance Reasons

X X X X

Tools > Convert Between Markup/Margin

Activities > Correspondence or Correspondence icon

Only available if the clinic has the auto dialer

Controls > Credit Codes > New

Controls > Credit Codes

Reports > Client and Patient Report Builder

Daily Planner icon

Tools > Data Services Agreement

Tools > Purge Data

Controls > Practice and Workstation > Passwords

Controls > Practice and Workstation

Controls > Staff

Controls > Practice and Workstation

Lists > Departing Instructions > New

Lists > Departing Instructions

Lists > Diagnostic Codes

Lists > Diagnostic Codes > New

Controls > Discounts > New

Controls > Discounts

Lists > Documents > Template Categories

Exclusive to Multi-Location Inventory

Exclusive to Multi-Practice

Indicates a report that is available for multi-location databases

Security setting for a purchasable module

• Page 108 •

This document contains suggested security settings for General Login

Cornerstone*, and IDEXX shall not be liable for any actions arising from those security decisions.

Cornerstone 8.3 Default and Security Settings Guide

IDEXX Computer Systems CONFIDENTIAL INFORMATION

Foundation Dialog Security

Document Template Category

Setup

Document Template List

Document Template Setup

Documents – Void

End of Day Closing

End of Day Reports

End of Month Closing

End of Month Reports

End of Year Closing

End of Year Reports

Estimate

Estimate Discounts

Estimate Message Defaults

Estimate Messages

Estimate Options

Estimate Taxes

Feeding Guide Profile

Feeding Guide Setup

Generate Reminders

GL Interface Manual Extract

GL Interface Setup

Hill’s Storage & Handling

HL7 – Maintain Transactions

HL7 – Setup

Imaging Archive Settings

Imaging Archiving

Imaging Auto-Crop Settings

Imaging Auto-Routing Settings

Imaging Batch Print

Access Suggestions

GEN REC DR TECH M/O

X X X X

Path to Locate

Lists > Documents > Template > Categories > New

OR Update

Lists > Documents > Template

Lists > Documents > Template > New OR Update

From Patient Clipboard > Double-click on desired document > Select Void button OR Right-click on the desired “Title Only” > Select Void

Activities > End of Period > End of Day

Reports > End of Period > End of Day

Activities > End of Period > End of Month

Activities > End of Period > End of Year

Activities > Estimate

Controls > Discounts

Controls > Defaults > Practice > Invoice & Estimate tab > Set Defaults Messages button

Controls > Estimate Messages

Estimate icon > OK on new estimate > Options

Controls > Taxes

Activities > Feeding Guide > Feeding Guide Profile

Activities > Feeding Guide > Feeding Guide Setup

Activities > Generate Reminders

Controls > General Ledger > Manual Extract

Controls > General Ledger > Setup

Activities > Feeding Guide > Storage & Handling

Instructions

Tools

Controls > Defaults > Imaging > System Settings >

Key Features

Client and patient record management
Appointment scheduling
Inventory tracking
Invoice generation
Reporting and analytics
Electronic whiteboard
Imaging and laboratory integration

Frequently Answers and Questions

What are the critical default settings that need to be addressed before the Live Practice (Rekeying) phase of a new installation?

The critical default settings include practice information, user defined prompts for clients and patients, species prompts, staff prompts, client classifications, patient classifications, staff classifications, staff list, cashier IDs, payment types, credit codes, taxes, discounts, controlled substance export settings, controlled substance reasons, and species information.

What are the critical default settings that need to be addressed before the Go Live phase of a new installation?

The critical default settings include account settings, client settings, estimate settings, invoice settings, and patient visit list settings.

How can I configure the default settings for Cornerstone?

You can configure the default settings by accessing the Controls > Defaults > Practice and Workstation menu. This window allows you to adjust various system parameters, such as client IDs, payment types, credit codes, and print options.

IDEXX Cornerstone*

Default and Security Settings Guide

Proprietary Rights Notice

idexxcornerstone.com

Table of Contents

Default Settings

Overview

Practice and Workstation Defaults Window

Critical Live Practice Data (Rekeying) Default Settings

The following default settings are critical to the Live Practice Data (Rekeying) phase of the installation:

(Breeds are set up within each species)

See figure A

See figure B

See figure B

(continued)

See figure C

See figure C

(continued)

See figure C

(continued)

See figure C-1

See figure D

See figure D

(continued)

See figure D

(continued)

See figure E

See figure F

See figure G

See figure H

See figure H

(continued)

See figure I

See figure I-1

Critical Go Live Default Settings

Verify

See figure J

See figure K

See figure L

See figure M

See figure N

See figure O

See figure P

See figure Q

See figure R

See figure S

Advanced Use and Owner/Manager Responsibility Default Settings

See figure T

See figure U

See figure V

See figure W

See figure X

See figure X

(continued)

See figure X

(continued)

See figure Y

See figure Z

See figure AA

See figure BB

See figure CC

Your must run three

End of Year processes before Cornerstone will activate the Purging feature.

See figure DD

See figure EE

See figure FF

See figure GG

See figure HH

See figure II

See figure JJ

See figure KK

See figure MM

See figure NN

See figure OO

See figure PP

See figure QQ

See figure RR

See figure SS

See figure TT

See figure UU

**Cornerstone* Imaging Default Settings**

**IDEXX-PACS* Software Default Settings**