News & Information
We’re excited to announce that we’re offering live Cornerstone training for intermediate and advanced users at WVC. Register for one, two or all three classes. Each is a unique opportunity to learn tips and tricks from Cornerstone Software expert Michelle Campoli, CVT, CVPM. As well as network with other users and have fun!
Do you or your team members want to get more familiar with Cornerstone’s core functionality?
While we all know dental cleanings should be taking place every month, you can use the national marketing and social media efforts already in place to your advantage. Here are a few ideas for marketing to your own client base to get them in the door and send them out wowed.
What is the difference between writing off and adjusting an account for a client who owes money to the practice? Think of ‘adjusting’ as forgiving the debt without repercussions and ‘writing off’ as cleaning up the books, but still holding the client accountable for the balance due (either sent to collections or considered a bad debt).When writing off a client account, several things will occur:
1. Post inventory receipts for all products that you’ve received. Set the Receipt List window to show any receipts with a status of Not Posted and a longer date range to catch any overlooked receipts that were started and saved. Only posted inventory receipts will update cost and quantity on hand.