IDEXX Cornerstone Software

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How and when to use account adjustments in Cornerstone

In this tip, Cornerstone blackbelt Erin Peters shares best practices on how and when to use account adjustments in Cornerstone. Adjustments might seem like a quick fix for a client account problem, but when used inappropriately they can do more harm than good. Case in point: using adjustments as an account correction. So when should they be used? Erin recommends account adjustments for three situations: 

  1. When you need to change a finance charge
  2. Where forgiveness or waving may come into play is when you're deciding what to do with an old account credit
  3. When you or another team member forgot to add a discount before closing the invoice in posting the payment

Tips for using the change given option in Cornerstone

In this tip, Cornerstone guru Erin Peters talks about best practices with change given. These tips will help you and your staff avoid some common client account errors and make balancing your cash drawer a snap. 

How to create an email list in Cornerstone

In this tip Cornerstone maven Erin Peters shows you how to create a customized email distribution list using the Client and Patient Report Builder in your Cornerstone® Software. This tip is great for when you need to go beyond basic filtering options like status, classification, or postal code, and pare down your results even further.

How to run a report of lapsed clients or patients in Cornerstone

In this tip we talk about lapsing or lost clients and patients: clients or patients that had been to your practice in the past, but you haven't seen them recently. Besides missing out on critical care, these patients can also represent an important, overlooked source of revenue for your practice. The easiest way to identify these clients and patients is to generate a list from the Client and Patient Report Builder in your Cornerstone Software. And in just two minutes, Cornerstone expert Erin Peters is going to show you how.

How to create compliance reports in Cornerstone

Your recommendations are key to the lifetime health of your patients. Oftentimes those recommendations are dependent on other services like pre-anesthetic workups or therapeutic drug monitoring. In this tip, Cornerstone® Software expert Erin Peters shows you how to leverage the Client and Patient Report Builder to create item-dependent compliance reports. This ensures that your recommendations are being followed by not only your clients, but also by your staff.