IDEXX Cornerstone® Coaching

The setup of client, patient and medical information has a significant impact on the efficiency of your practice.

You will receive:

• An expert review and analysis of your database setup and usage
• A written report followed by a 2-hour phone consultation
• Suggestions regarding areas such as security, invoice items and protocol creation to improve patient care, client satisfaction and operational efficiencies
• Implementation and project planning for each recommendation

Improve your most challenging aspect of practice management—inventory.

You will receive:

• An expert review and analysis of your database’s inventory item setup transactions and key metrics
• A written report followed by a 2-hour phone consultation
• Recommendations for managing invoice item setup such as Smart Groups and Pick Lists, auto calculate markup and margin, unit profit, reminder setup, outdated product and other areas of focus
• An action plan to correct inventory management issues

Managing change is often a key to success in implementing practice management software changes. This 2-day coaching session will support your practice by developing an approach to the following steps:

• Create a compelling business case for change
• Vision and change management kickoff
• Electronic medical record strategy—options overview
• Change management interviews with staff
• Work-flow analysis, documentation and learning
• Project planning, incorporating interviews and desired work flow

Identify key areas of your practice that enable successful change and those that are barriers to technology integration.

You will receive:

• A report card of your current technology, standards of care, staffing and leadership, and measurement in light of operational best practices
• Mentoring in methods for overcoming organizational challenges in implementing an electronic medical record using Cornerstone software
• Goal setting and project planning to map out your journey to the best practices in veterinary business and medicine
• Follow-up coaching and a toolkit that provides suggestions on how to overcome barriers and identify next steps

Ideal for those who will lead the setup and implementation of the Electronic Whiteboard in their practice.

You will learn both whiteboard setup and how your staff can use the whiteboard through the following topics:

• Whiteboard work flow—overview
• Whiteboard setup and defaults
• Patient orders
• Processing treatments and services for other work flows
• Whiteboard treatment completion
• Whiteboard reports

Your staff will appreciate using the new combined window for medical notes and correspondence. Learn to efficiently navigate the enhanced medical notes and correspondence through these topics:

• Document uses and types
• Documents and templates: status, properties and saving
• Document templates and document content elements
• Start New Document window
• Cornerstone Editor
• Document defaults and security

Perfect for key practice leaders responsible for the setup of their paper-light practice.

You will learn:

• EMR assessment and goals
• Security and defaults—introduction to guides
• Cornerstone screen work flow—overview
• Physical Exam setup
• Problem and diagnosis setup
• Smart Group and Pick List setup
• Medical note template setup
• Client correspondence referral
• Document setup

Targeted to the medical team of the progressing paper-light practice.

Topics include:

• EMR assessment and goals
• EMR component—overview
• Cornerstone screen work flows
• Medical note entry
• Physical Exam
• Laboratory requests and results
• Medical illustrations in imaging
• Electronic Whiteboard

Designed for inventory managers at all levels, whether you are just getting started or want to maximize utilization.

You will learn:

• Inventory assessment and goals
• Inventory settings, preparation and cleanup
• Purchasing, receiving and depleting inventory
• Adjustments and transfers
• Multiple-site and single-location tips
• Best practice concepts, techniques
• Improvement steps

Learn how to access predefined reports that answer common client report questions and provide other key metrics to measure the health of your practice.

Topics include:

• Cornerstone reports overview
• Cornerstone reports security
• Measurement and management plan (Cornerstone Measurement Dashboard)
• Common reports for client report questions
• Report selection, output and resource tips
• Compliance Assessment Tool setup and usage
• Snapshot
• Cornerstone® performance tracker

Make the switch from single- to multiple-location inventory and Multi-Location/Single Database functionality. This 8.5-hour consultation is designed to give initial instruction to key staff from all locations. Additional coaching time can be purchased for specific setup and training needs for each location.

The initial consultation will address the following topics:

• Non-inventory multiple-practice setup
• Patient visit steps—windows with multiple-practice identifiers
• Multiple-practice reminders
• Multiple-practice reports
• Multiple-location inventory—setup and usage
• Document defaults and security