IDEXX Cornerstone Software

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Tip of the month: Client and patient classifications

Classifications are a great way to organize your clients and patients within Cornerstone. Perfect for defining client/patient “types”, setting alerts, building reports, and sending client communications. Getting started is easy:

Go to Controls > Classifications > Client
Go to Controls > Classifications > Patient

Then update existing clients and patients and assign accordingly when adding new:

Update existing client:

Assign new patient:

Classifications will also come in handy as a report filter when using the Client Master Report or for marketing to a specific group of clients/patients – like sending invites for an open house event. And use the Client Patient Report Builder to quickly generate mailing labels.

Client Master Report:

Client Patient Report Builder:

Michelle Campoli, CVT, CVPM

Michelle Campoli, CVT, CVPM

Michelle Campoli loves teaching people how they can do more with Cornerstone. When she’s not sharing her favorite tips and tricks in one of our Cornerstone user group meetings, Michelle enjoys spending time with her husband, cat, and three retired greyhounds; playing in her kitchen and volunteering for her local greyhound adoption group.

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