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IDEXX Cornerstone 8.1 Whats New

1. 86 Dental Image VIEWING MOOS wi seseccncecencchocexananeseveassncesssnenesnneesidisinacisseianstateidbsidssiciwhdasianedebsandecnhsddaadessienenesebebeiass 86 ABOE gg 8 2 1k MO gt seat eee nce certs eee tree rete ener ee nee eee Onn eee oan ne ee eet eon eee ae 86 USING Cases cccccccccsesssseseeeeeeeeeeeeeeeseeeeeeeeeeeeeesceeeeeeeeeeeeeeeeeeeeeeeeeeseeeeeeseeeeeeeeeeseeeeeeeeeeeeeeeeeeeeeesesesessensseeesssseeeeess 87 aanne Mp4 2 6 sca aE A A teenie ttnrn tere tenrn T eran rene ere eee eee eee eee eer 88 Remote Consult REQUeSIS cccccccccssesscesececeeeseceseceeeeeeeeeeeceseceseeseseessesssesesesssessseeessssseseeeestesssssessseseseseseseseeegs 89 aalo oaa Kio E SE A ree er ee eee cee eres ees eee 89 suelo Cs sirasi a 90 Printing a Practice Logo on Estimates Invoices and StateMentS ccc eee nett ttttetteeeeeeeeenentitittees 90 Including Pet Pictures on IDEXX Reminder Service Card cccccccccccccceeseeeeeeeseeessssssssssssssssssssssssssssssssssseseeees 91 Copying and Pasing APPONITEN ice eh ee eet ene KE EE ee ee ee eee 92 snippet Quick Reference Links Added to the Cornerstone Help System ccccccccccccccecceeeeeeeeeeeeeeeeeeeeeeeseneeeeeey 93 System Support and Upgrades csccsscescnssessensensenssensensensseesensensensseesensensenssensensensenssensensensens 94 Support for Windows 7 and Windows Server 2008 R2 ccccccccccccccceccceeeeeeeeeeeeeeeeeee
2. ans Quanity Amour Shae Center Disc T Ds E Arar Deter APAL La Pe feed aT hia Pia li Tape i id a LF Ka Ka CLL Ha i i Given Wan RAB3YR item Plate S pienu semei 7 agora 4 al TagEypaes 122004 prompts the Vaccine ED ri a Ga Tag special action rede to dis la Shall information Piliere ber co An additional INVENTORY based option would be to set up vaccine vaccination items as Inventory only with or without a link to another Inventory item This option offers simpler invoice item setup management and may be preferable for those practices that do not want to track vaccinations as Services For more information on the recommended best practices for vaccine vaccination item setup see the Cornerstone 8 1 Release Implementation Plan available on the Cornerstone Resource CD Cornerstone 8 1 What s New 72 Rabies Vaccine Tags Rabies Vaccine Tag Use About the Vaccine Tag Window When you invoice a vaccine vaccination item that initiates a Vaccine Tag special action Cornerstone displays the Vaccine Tag window Tag number prefix box Location of injection I Vaccine Tag Print certificate Client Kimberly Adams amp Vernon Babbit 1 7 Print certificate Patient Barksalot 6692 Canine Retiever Labrada 46 30 pounds 12 21 2010 OK Cancel 10 rs 0 Mos Neutered Male ltem RABYAC Canine Rabies 3yr vaccination Increment 10004 Tag button Vaccine information IEFENSO D
3. IMPORTANT Once a list vital sign has been entered for a patient from that time on you cannot add edit delete or reorder list values you cannot change the species associated with the list although you can add species to an existing list and you cannot delete the list If necessary you can copy the vital sign inactivate the original version that you copied then edit the copy as needed and assign your species as desired 6 When you have finished linking all applicable species to a list click Save to save and return to the Vital Sign List Editing Default Vital Signs or Adding New Vital Signs To take advantage of the power and flexibility built into the Vital Signs functionality in Cornerstone you can customize your practice s Vital Sign List by doing any of the following e Edit the default vital signs e Add new vital signs e Add arange of low high values for one or more species to have Cornerstone alert staff for values entered outside the range e Add custom lists for a particular species or group of similar species Avian Equine Small Animal group Large Animal group etc To edit or add a vital sign all vital sign types 1 On the Lists menu select Vital Signs Weight The Vital Sign List window appears 2 Doone of the following e o edita vital sign double click the vital sign or select it and click Update e To add anew vital sign click New The Vital Sign Setup window appears Cornerstone 8 1 Wh
4. If desired add a new vital signs set in the Create new Vital Signs set column See The expanded Create new Vital Signs set column on page 20 for information In the Vital Signs column left column click the check box next to each vital sign to include in the document To quickly select all vital signs for inclusion click the select all signs check box In the date time staff column headers select the check box for each patient vital signs set to include in the document Cornerstone automatically selects check boxes for the most recent five sets entered since the time of the patient s last check in If you add a new set in this window it will include the new set in addition to the five most recent sets When you are finished click OK The selected vital signs are added to the document in a table format along with the date time the vital signs set was created For a standard page size in portrait orientation five vital signs sets will fit across the page Rows will be added to the bottom of the table if needed for additional sets Including Vital Signs Information in Physical Exams Patient Advisor Exams If you have previously set up certain Physical Exam Patient Advisor Exam body systems as vital sign systems see page 16 a Vital Signs Weight iE icon will display next to those systems on the exam Observations tab You can click the Vital Signs Weight icon and select vital signs to be included as text lines with
5. Hyperactive 6 Extremely Hyper Tip For Blood Pressure if you track only the systolic pressure and you want the ability to graph the values you could change the type from Alphanumeric to Numeric where values would be typed as a single number without a character Special Considerations for Body Score e There are two default Body Score vital sign options to choose from one uses a 1 5 scale and the other uses a 1 9 scale e Only one of the Body Score vital sign options can be activated at any given time in your Vital Sign List If you try to activate a Body Score vital sign and the other Body Score vital sign is already active Cornerstone verifies that you want to reassign the Body Score and then automatically inactivates the other Body Score vital sign Vital Signs Security Requirements The Cornerstone Security Setup feature allows a Cornerstone Administrator to specify vital signs access permissions for each staff member Separate security permissions are required for each type of vital signs related task Setup adding editing and voiding After an administrator has assigned vital signs security permissions all applicable staff must exit Cornerstone and then reopen Cornerstone and log in again in order for the new security settings to take effect This requirement to exit Cornerstone also applies to security settings for Inventory and Imaging windows Vital Signs Windows Automatic Save Option For many vital signs
6. Add invoice items to PYL Always Add v Estimate message Estimate print Print staff name copies 1 d Preview before printing Print prices Print Only low prices Both detail and total Only high prices Only total Both low and high prices Op oom e Signature Message lines C Print estimate messages on separate page Cornerstone 8 1 What s New Apply 31 signatures on Estimates New or changed default settings include e The Number of days to store field was changed to Number of days to store unsigned estimates This setting determines how long Cornerstone will keep an estimate that has not been electronically signed signed estimates are automatically finalized and saved to patient history e Anew Add invoice items to PVL setting allows you to set a practice wide default specifying if invoice items should automatically be added to the Patient Visit List from a finalized estimate Options include Always Ask Always Add and Never Add e Select the Use authorizing signature check box if you want the option to have clients provide electronic signatures on estimates The Use authorizing signature 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 lf Use authorizing signature is enabled a Use witness signature check box is also available in Estimate
7. Gowlland Damon 715 775 6255 Home 715 358 7006 Cellular Cancel Spell Check C Reassign this Call Back Staff Date Tip All phone numbers for the client are provided near the top of the Call now dialog box with the primary number at the top of the list 2 Enter the staff ID of the staff member who is making the call 3 Depending on if the client was contacted set the call back status to Open Pending or Completed 4 Enter a note regarding the call status 5 If you want to reassign this call back select the Reassign this Call Back check box and enter the desired staff and date to be assigned for processing the call back at a later date To schedule a first call back for a listed laboratory result 1 Click the blank status button associated with the result and select Schedule a call back The schedule a call back dialog box appears Schedule a call back Client Gowlland Damon 715 775 6255 Home 5 358 7006 Cellular Cancel Scheduled for Staff Date 0070070000 Status Open x Spell Check 2 Enter the staff ID of the staff member you are scheduling to make the call 3 Set the date for the scheduled call back 4 Enter a note for this call back Once scheduled the staff member can then view and process the call back from his or her Daily Planner Call Backs tab Cornerstone 8 1 What s New 53 Laboratory To update an open or pending call back 1 Click t
8. and Comment Mobile Computing Laptop In Vital Sign Setup mobile users can view the Vital Sign List but cannot perform setup tasks add new vital sign update copy delete etc At the time of use mobile users with appropriate security permissions will have full access to tasks on the Vital Signs window add edit view a vital signs set The mobile computing Synchronization function will synchronize changes to a patient s vital sign data Vital Signs Information in Reports You have the option of including vital signs weight information in the following reports Check In Report Patient History Report Pet Health Report Card Practice Explorer Module Reports available selection for custom reporting Cornerstone 8 1 What s New 30 Signatures on Estimates Overview Helping you move toward a paper light practice Cornerstone 8 1 allows clients to view an on screen estimate and electronically sign the estimate using a supported signature capture device or tablet PC Some benefits of electronically signed estimates e Your practice can increase efficiency and save paper with the signature on the actual estimate no need for scanning paper documents or creating additional correspondence documents e With approval to perform services right on the estimate where the actual dollar amounts appear you can better ensure compliance and move the process forward more quickly e Asigned estimate provides peace of mind to the c
9. and the Vaccine Tag special action quantity on hand tracking expiration dates and lot numbers and species specific vaccine defaults irena lice wioneaion oo v item information Hexystel deaig Cara Pabi Jy vaccination Hospital descapter Delma 3 Clerk description O Miresia dine Chen dnai Diarito C Contoted mubstance Clsasiiecokon Primary Waccinators C Hazardous Pimy Macoris MSDS Subslenr Canine z Subelads Deleull porvenae canbar Delmi orcman orrie Ura of manure H Pirna Aut mila Ful a CO Auto cakoulate prica C Percentage C Dols Wii Hirama pre J Oo Auto tatuate pete Diipinirg l t j C Peicentaga g i C Doly euni dipenirg ies fot aE Qube iD DEFENSE Defenso 3 a eae Pick oclOlesaing Into _ Instructions Aemnders TaaDine TInvertoay Vaccine Linkivems Spec Actiona Travel Inteninee inborn HCADIN Code Sena nuvber F Maintain OOH F Track expiestion dates F Bupe 1 bos wa amp Letter pomenders to satiely Aoii mlaman by heals z Elert beaien Controlled Substances Flea and Tick Preduets Food Producta Heartworm Prevention Carine Flsbier Jha vaccination ID DEFENS Delea 3 Linto inatutia Reminders Tew Ding verte Vaccine Link Itema Spec Actions Teel E letwa vaccination tag Fables tag Type Kil The vaccination Service item includes a link to the vaccine Rin Inventory item Availabe bot umber and axpirotcn dates Lot numbers
10. see page 14 Notes e The order of vital signs on the Vital Sign List window does not reflect the order you specify for the Vital Signs entry and viewing window e For Mobile Computing mobile users can view the Vital Sign List but cannot perform setup tasks add new vital sign update copy delete etc e For Multi Location Single Database configurations all practices use the same Vital Sign List but the order of the vital signs displayed on the Vital Signs entry and viewing window can be customized for each practice Cornerstone 8 1 What s New 6 Vital Signs Weight Vital Sign Types If you want to create your own vital signs to use in your practice s Vital Sign List think about the way you want staff members to enter select values for each vital sign this will determine the type of vital sign to select during setup Alphanumeric With an Alphanumeric vital sign at the time of use the value is free form typed as letters and or numbers Blood Pressure is an example of an Alohanumeric vital sign F vital Sign Setup Name Blood Pressure Inactive Abbreviation BP Blood Pressure Type Alphanumeric E E 120 70 enter comment Example of the Alphanumeric type during setup Example of an Alphanumeric type entry Alphanumeric List With an Alphanumeric List vital sign at the time of use a value is selected from a list of pre configured answers containing letters and or numbers Mucous Membranes
11. 0 or 1 as the starting value for your Numeric List 3 To add alist for this vital sign so staff can select a value from this drop down list when recording this vital sign for a patient a Click Add List Tip If you are editing a default vital sign to save time you could edit its default list instead of adding a new list To edit the default list select it in the List area and follow steps b g to make changes to Its settings as necessary b Inthe List name field type an identifying name for the list For easy identification use a list name that includes both the vital sign and the type size of species to be associated with the list For example you could set up list names such as Small Animal Body Score and Large Animal Body Score c Inthe first Description row type a list value maximum 15 characters to appear in a drop down list for this vital sign then press TAB twice For Numeric List values a number is automatically assigned to the value based on the selected start value Repeat this process to add all desired list values Note A list must have at least one value description associated with it d If desired select the Default check box next to one of the list values to designate it as the default selection This value will be selected by default in the drop down list for this vital sign at the time of use on the Vital Signs window Note that even if you simply click in the entry cell for this vital s
12. 33 Gut Sounds hw hy pe py 3 EI OO O U O OO SG There are 4 sets of Vital Signs for this patient Note All vital signs except Weight will be inactive when Cornerstone 8 1 is installed This means that before you can start entering vital signs for patients you must first update each desired vital sign s setup and clear its Inactive check box to activate it in your practice s Vital Sign List See Quick Start Steps for Vital Signs Setup on page 5 for instructions Patient Weight Entry Included in Vital Signs In Cornerstone 8 1 the ability to enter and update patient weight is now part of the vital signs functionality All buttons tabs and menu options previously used to access or record patient weight now open the Vital Signs window which allows you to access all vital signs including weight for a patient In addition in most areas of Cornerstone where the patient weight displays the body score also displays if activated in Vital Sign Setup Note In several areas of Cornerstone you are prompted for only the weight versus displaying the full Vital Signs entry window e Weight entry area on the Patient Check in out window e New patient entry on the Patient Information window Cornerstone 8 1 What s New 2 Vital Signs Weight e Weight entry dialog box that displays upon starting or opening a medical note if the patient s weight is not current in Cornerstone e The Update Vital Signs spec
13. A high speed Internet connection is recommended How it Works When a new Cornerstone service pack is available it downloads automatically behind the scenes on the Cornerstone server or on a stand alone computer Once an update is received all Cornerstone Administrators will receive a message upon login to notify them that an update is available and is ready to be installed on the server Note The message appears only once After closing the message a yellow F notification icon displays on the Cornerstone status bar lower right as a reminder until the service pack is installed When ready to install the service pack on the server a Windows Administrator double clicks the Service Pack Launcher re icon on the server s desktop to begin the installation Once the service pack has been installed on the server each Cornerstone workstation will be prompted to update as Cornerstone is opened The logged in user can simply click Yes to start the Install from Server feature which will automatically install the service pack Cornerstone 8 1 What s New 94 Support 800 695 2877 sales 800 283 8386 IDEXX SmartLink Technology r ss Bad Bee VOI LABORATORIES idexx com corners tone
14. End of Ve Description Generate graphs showing service inventory and gross sales far a species S fquine comparing lhe selected end of month pericds Tira beer co e Cornerstone performance tracker WP Report Search Search eos eon Reports YHJ rapari shown Top is Inventory Items for Doctor fy bide lakad riparti ae Patani Raport fields aioin don bitia Jagi Top 15 i uma dale Fap eer Groes Sale per t r Complance Esni Lint Put op pines E Lidt i iiki mi Shand Lii dercion idadi furing lhe selected tracking period Bellas Valus Bale ly Stal Member Dals Valie Gald oy Skatt Member graph Migging Dependents Tefedel DUMAN iry j aitei Pabi by Maf Marae Sarions Fihi br Mall Herder graat Canine i d can 13024 Galei Anihia kapart Balti by Parial wda A apari iali m Darter Monthly Tahan Service Sales pervice tales per penad for selected species kory Sales Gyenbony talet per period for selected species Goes Sale Qrokk sales per period for selected species Service Inventory Gross Sales For Species CAN Description Graph displaying the top 15 beventory tems and dollar amounts of each tem Top 15 ltems for Tracking Period Cephalexin capsules i _ Mh pea 5 Clindamycin antirobe a A Snap4DX AAS NN hant Adrinar p efermance oa 5 Chand tale z Arti l ri Faget Morphine Injection Rimadyl 100mg Chevy Nerve Bho Sx elo ra Fi wi i em Geom S
15. Mark J Fiala DYM Sra S me completed a 07 08 2010 b lt All Areas gt v lt All Staff Classifications gt Show All ow only treatments for day i iom 20m 30m 4om Som Bom 7pm gpm Previous and next buttons Treatments Treatments for 2 pm IV CATHETER AND FLUIDS O eted Oty 1 Vital Signs 3 pounds 99 Diagnostics 110 H z Comment Patient Orders 45 H a BIOPSY SOFT TISSUE Patient Clipboard Pale A El box Oty 1 Patient Visit List Patient vital Signs 4 H Oty 1 Treatments I CATHETER AND FLUII Oty 1 Medications leted Cont View Print Selected Day View Print Prior 24 hours Buinreanernhina Iniact ahla To view vital signs on the Patient Treatments window view only no adding or editing e Click the Show Hide Vital Signs button to toggle the vital signs pane display on the right side of the window e Use the previous al and next E buttons to scroll horizontally through the patient s sets of vital signs with the most current sets at the far right and the oldest to the far left e View any comments by hovering the cursor over any comment boxes l that display next to a vital sign Note The show hide state of the vital signs pane for a particular patient is retained on the Patient Treatments window across all workstations in the practice which is useful for monitoring treatments for critical patients The data refreshes regularly acro
16. OK The selected vital signs are added in the location of the cursor within the observation text box along with the staff and date time each vital signs set was created Cornerstone 8 1 What s New 28 Vital Signs Weight Vital Signs on the Patient Clipboard Graph button In the Patient Clipboard Patient information area the Patient Information 3 tab now displays the weight and body score if activated along with a Vital Signs Weight button that provides quick access to the Vital Signs window for the selected patient Additionally the patient history Weight tab has been replaced with a Vital Signs tab that includes columns for the date staff weight and all other active vital signs Vital Signs tab Weight and body score FF Hollister Jeff Patient Clipboard es BAX Client Patient list Client ID 6186 Jeff Hollister Pet Owner Name Sex A Patient Balance Due 0 00 Accept All Payments Thtal Patients 3 Daisey Canine Other Canine Spayed Femi Search 715 633 7030 Home yg eee i 3 Hank Feline Shorthair Domestic Neutered Ma v Client information Patient infofmation foes Fe vA a SA DY H a Aaihh amp amp Jeff Hollister Status Active ID 10569 38429 W 263d Street Class Pet Owner Sere Status Ative f Referred 0 clients Class F mily Pet Sex Neutered Male Eau Claire Wl 2 i 54703 Birthdate 2 5 2006 Breed Shorthair Domestic Als Mos Color Yellow amp White Vital Signs 8 5 pounds 3 hapas Home Pract
17. a Delete operation within Vital Sign Setup We recommend that you leave this option unchecked 3 Click Yes to delete the vital sign Setting Up Invoice Items to Initiate the Update Vital Signs Special Action A special action is an action Cornerstone will automatically perform when a specific item is added or posted during invoicing or on the Patient Visit List In Cornerstone 8 1 the Update Weight special action has been renamed as the Update Vital Signs special action You can set up invoice items to initiate the Update Vital Signs special action on the Invoice Item Information Spec Actions tab FF invoice Item Information for Recheck exam Joe ID ACK Recheck exam Olnventoy Service Info Instructions Reminders Tax Disc Link Items Spec Actions Travel Special actions Special action When to apply Update Vital Signs w Immediately on invoice PVL Weight days 1 v v Cornerstone 8 1 What s New 15 Vital Signs Weight e Depending on the When to apply option selected for the special action during setup Cornerstone automatically prompts you with the Update Vital Signs special action when the item is added or posted during invoicing or on the PVL e Inthe associated Weight days field enter the number of days to use for determining if the most recent patient weight is considered current The Update Vital Signs special action will not be initiated if the patient s weight has been updated within the specified nu
18. clients as a helpful visual to show weight trends or other changes in their pet s health over time L Weight Graph Weight graph for patient Guy 112 6 a 1p A 110 108 4_ 105 8 105 The graph displays data from up to 10 of the most recent vital signs sets The Numeric or Numeric List values display on the left axis If applicable associated descriptions are provided in a legend across the bottom Cornerstone 8 1 What s New 23 To graph a Numeric or Numeric List vital sign for a patient 1 Do one of the following Vital Signs Weight e With the patient s information shown on the Vital Signs window in the Vital Signs column left column click the Graph button for the desired vital sign e With the patient s information shown on the Patient Clipboard Vital Signs tab click the Graph button in the desired vital sign s column header Click Back Next to move through the patient s vital sign history showing up to 10 sets at a time 3 If you want to print the currently displayed graph click Print select your desired page setup settings then click OK 4 When you are finished click Close Voiding a Vital Signs Set If necessary a staff member with appropriate security permissions can void a vital signs set Voiding may be necessary for example if vital signs are accidentally entered for the wrong patient Note When you void a vital signs set you void the entire
19. column For Alphanumeric List and Numeric List vital signs click this link to view the list values and their extended descriptions if any exist Abnormal vital sign entries those marked as High H Low L or Abnormal A display in bold red text Displays when a comment is associated with the entry Hover the cursor over the icon to view the comment text After vital signs have been saved for a patient at this workstation or elsewhere in the practice click this button to ensure you are viewing the most recent data for the patient 19 Vital Signs Weight Notes e The Vital Signs window displays only active vital signs as assigned in Vital Sign Setup Lists gt Vital Signs Weight Until you ve completed the Vital Sign List setup Weight is the only vital sign that will appear on the Vital Signs window e For the Vital Signs display order Weight is always on top and if there is an active Body Score vital Sign It appears below Weight The order of other vital signs can be specified during setup See Setting the Vital Signs Display Order on page 14 for more information e You can resize the Vital Signs window to optimize the display for your workstation and the defined window size will be remembered on that workstation Note Resizing capability is not available when accessing the window via the Patient Clipboard right click menu The expanded Create new Vital Signs set column The Vital Signs window
20. combination you are asked if you would like to add the combination for this Inventory item E Add Manner of Admin Default Would you like to add the following manner of administration for this inventory item ltem ID IMAAB ltem description RABIES IMAAB 3 Manner of administration Subcutaneously Year 1 Print rabies certificate Species Canine a Select the Make this the default check box if you want to use this combination as the species default for this Inventory item b Click Yes to have Cornerstone add the Manner of Administration Years combination to the Invoice Item Information Vaccine tab for this item The next time you create a tag for this species using this Inventory item the Manner of administration Number of years Lot number and Drug expires saved settings will be available for selection from drop down lists on the Vaccine Tag window so you will not have to retype them INVENTORY Based System Manual Setup If you have an INVENTORY based system in place you can use the Invoice Item Information Vaccine tab to set up species specific defaults for all of your vaccine vaccination Inventory items This manual configuration option may be preferred for those practices wanting a manager or administrator to set up all vaccine vaccination items upfront versus allowing staff to enter this information at invoice time with the option to save the settings back to the Inventory item Cornerstone 8 1 What
21. has not been run all reports display in the Reports list by group in alphabetical order Appointment group Boarding group Client group etc If you have performed a search the resultant groups are ordered according to the search results ranking For example if the best match for a search on PVL is a report under the End of Day group End of Day displays as the first group and so on Tip At any time you can click Reset to clear the search term and return the Reports list group order back to its original alphabetical listing Cornerstone 8 1 What s New 38 Cornerstone Reports Locked Reports The Cornerstone Security Setup feature allows a Cornerstone Administrator to specify report access permissions for each staff member By default in the Reports list locked reports for the logged in staff member are designated by a small lock 1 icon displaying to the left of the report name If you click on a locked report the report s details and sample display as usual along with a note indicating that you do not have permission to run this report the Create report button is disabled for locked reports Reports 146 shown showbestmatches Staff Commission Percentage Report Staff 4th A EE eee Teel llh MD staff Summary Report E You do not have permission to run this report Check with your administrator for access Sth Staff Phone List Staff Defined Prompts Report Tnitial Staff Setup Report A Staff C
22. in a document template 1 On the Lists menu select Documents gt Templates and create a new template or update an existing template 2 With the document template open in the Cornerstone Editor place your cursor in the desired location 3 Right click and select Insert gt Vital Signs Prompt The prompt displays in the document template as an underlined link 4 Save your changes Note See Inserting Vital Signs Information in a Patient Document on page 27 for information on adding vital signs information to a patient document at the time of use Adding Vital Signs Functionality to Physical Exam Patient Advisor Exam Body Systems If desired you can set up certain Physical Exam Patient Advisor Exam body systems as vital sign systems that will include a Vital Signs Weight aE icon next to the system on the Observations tab at the time of use Cornerstone 8 1 What s New 16 Vital Signs Weight To set up a Physical Exam Patient Advisor Exam body system as a vital sign system 1 On the Lists menu select Physical Exam gt Physical Exam Setup or Patient Advisor gt Patient Advisor Setup Select a system and click Update If you want the Vital Signs Weight iE icon to appear with this system in the exam Observations tab select the Vital Sign System check box and click OK Note See Including Vital Signs Information in Physical Exams Patient Advisor Exams on page 27 for information on including vital s
23. in a separate image editing program outside of Cornerstone and then re import the image Press F1 on the Practice defaults pane to view Help instructions on resizing your logo in Microsoft Paint Cornerstone 8 1 What s New 90 Miscellaneous The anchor point for all logos is based off the top left corner of the document regardless of whether the logo has a horizontal or vertical orientation If you have a logo that includes your practice name address and phone number similar to letterhead you may want to set up the estimate invoice and or statement headers to include only the Practice Logo as the text based Practice Address information included would be a duplicate of the information already included in the logo Multi Location Single Database configurations only If you have multiple practices activated in Cornerstone you can use a different logo image for each practice It is important to note that although you can specify a different logo for each practice the logo use and placement settings set up in Practice and Workstation defaults for Invoice Address Estimate Address and Statement Print Options will apply for all logos across all practices For any practices that do not have a logo specified the invoices estimates and or statements will print with the standard text based practice name and address information Including Pet Pictures on IDEXX Reminder Service Cards With Cornerstone 8 1 you can provide a more personal t
24. in the navigation pane on the left Supported graphic file types include BMP GIF JPG and JPEG 2 lf you want the practice logo to print on estimates in Estimate Address defaults select the Print practice logo on estimates check box and position the Practice Logo box as desired Tip If you have already set up a header layout for use on estimates and want to use the same layout for invoices or vice versa in Estimate Address defaults or Invoice Address defaults select the Use address layout for invoices or Use address layout for estimates check box This allows you to set up your header positioning once for use on both invoices and estimates 3 If you want the practice logo to print on invoices in Invoice Address defaults select the Print practice logo on invoices check box and position the Practice Logo box as desired 4 Ifyou want the practice logo to print on monthly statements in Statement Print Options defaults select the Print practice logo on statement check box and position the Practice Logo box as desired IMPORTANT Check to ensure that the logo does not cover important header information such as the client name address and date Header information is not adjusted or positioned relative to the physical space taken up by the logo Notes e The logo will print on the estimate invoice and or statement in the exact size displayed in Practice defaults If the size of the logo is not suitable you will need to modify it
25. invoice item with the type set to Inventory on the Invoice Item Information window The Vaccine tab is available in Invoice Item Information only for Inventory items An invoice item with the type set to Service on the Invoice Item Information window Note The Invoice Item Information Vaccine tab is not available for Service items 60 Rabies Vaccine Tag Setup Setting Up Your Vaccine Vaccination Items Rabies Vaccine Tags Quick Reference Table Vaccine Vaccination Item Setup Options Identify your practice s existing vaccine vaccination invoice item setup type in the left column to determine your setup options upon installing Cornerstone 8 1 Current Setup INVENTORY Based System Items are set up as vaccination service items e g Rabies 1 Yr Booster that include a link to a vaccine Inventory item e g Imrab 3 10 ml vial OR Only an Inventory item is used SERVICE Based System Items are set up as vaccination service items with no link to an Inventory item Cornerstone 8 1 What s New Automated Setup Option Let Cornerstone populate the rabies vaccine tag default information on each Inventory item through INVOICING 1 set the global Vaccine Tag defaults See page 63 Ensure the applicable invoice item s are set up to initiate the Vaccine Tag special action see page 64 Refer to the INVENTORY Based System Automated Setup section for additional setup steps see page 65 Continu
26. on 8 18 2010 by MW Mark J Fiala DYM File Edit View Insert Font Paragraph Table Other a a GES 7 lt 2 of aor IRS ER ae SH A eee Full Size View Jaa ioe a THE ANIMAL MEDICAL CENTER 7 15 282 8611 Gloria Davis 18953 Dakota 18953 1 6 Yrs 6 Mos 715 251 3600 55 4 pounds Neuter CANINE BOLOGNESE Normal The nose and throat appear healthy Abnormal tonsils Carnassial abscess laryngeal paralysis lingual ulcers Comments enter comments Normal Eyes are bright and clear The cornea stlera conjunctiva and eyelids are intaet and healthy The lens is transparent and the iris has amatufal color and texture Abnormal inflamed R discharge L JR infected cataract L R dry eye R ulcer Lesions L Comments enter comments Normal The ear canals appear normal andi healthy There is not significant acedmwlation of wax or debris Abnormal inflamed LIIR yeast Inf LIV R bacterial Inf LU R excessive debris LIIR To void a document 1 With the document open in the Cornerstone Editor click the Void button 2 Enter the staff ID and reason for the void Note that the void reason overwrites the Hx description for the document in the Cornerstone Editor and in patient history 3 Click OK and then click Yes to verify that you want to void the document The document is voided and marked with a VOID watermark The document is also marked as Voided in the patient s history along with the staff ID and the reason
27. on the Check in Report select the associated check boxes and then specify the range of information to print All Last month Last 3 months etc When you are finished click OK Cornerstone 8 1 What s New 17 Vital Signs Use Accessing Vital Signs for a Patient One of the fastest ways to access vital signs for a patient is to click the Vital Signs Weight rd button Vital Signs Weight that displays on many windows throughout Cornerstone 8 1 Patient Clipboard Cornerstone Editor Physical Exam Patient Advisor Exam Whiteboard Patient Treatments and Patient Orders Patient Visit List etc Note The button displays in red yellow as an alert if at least one vital sign other than weight and body score has not been entered for the patient within the past 10 days Other ways to access vital signs for a patient windows e On the Patient Clipboard click the Vital Signs tab in the Patient History area You can view vital signs directly on the tab and use the right click menu to access other options Add new Update View or Void e On the Patient Clipboard in the Patient list area right click the patient name and select Vital Signs Weight e Click the Vital Signs Weight FF toolbar button e On the Activities menu select Vital Signs Weight About the Vital Signs Window The Vital Signs window allows you to add edit and graph vital signs You can also view historic vital sign values 07 09 10 o7 12 10 When w
28. page 12 To set up a Numeric vital sign and optionally set up one or more low high ranges 1 Configure the basic settings on the Vital Sign Setup window according to the steps in the To edit or add a vital sign all vital sign types section on page 10 and make sure the Numeric type is selected In the Decimal Places field specify whether to use 0 1 or 2 decimal places for this vital sign To add a range of low high values for one or more species to have Cornerstone alert staff for values entered outside the range a Click Add Range Tip If you are editing a default vital sign to save time you could edit the default range instead of adding a new range To edit the default range select it in the Range area and follow steps b e to make changes to its settings as necessary b Inthe Range name field type an identifying name for the range Typically you would want a name that identifies both the vital sign and the type size of species to be associated with the range For example for the Pulse vital sign you could set up range names such as Small Animal Pulse and Large Animal Pulse c Inthe Low field enter a numeric value to represent the low end of the normal values for this range d Inthe High field enter a numeric value to represent the high end of the normal values for this range Note If desired you can specify only a low value or only a high value you are not required to specif
29. related windows in Cornerstone if you make changes on the window and then click Cancel or close the window a Confirm box appears asking if you want to save your changes This confirmation box includes an Always save automatically when switching screens check box that allows you to specify future window behavior that applies across all vital signs windows in addition to other windows throughout Cornerstone including many Inventory windows e lf you want a Would you like to save your changes confirmation prompt to appear if a staff member switches windows without saving changes first leave the Always save check box unchecked recommended e f you want Cornerstone to automatically save changes without displaying a confirmation prompt select the Always save check box Cornerstone 8 1 What s New 4 Vital Signs Setup Quick Start Steps for Vital Signs Setup Vital Signs Weight To get up and running quickly using the default vital signs follow these Quick Start Setup steps 1 Activate the vital signs you want to track Assign species to applicable lists 2 for Alphanumeric List and Numeric List vital signs See page 9 for more information ON Go to Lists gt Vital Signs Weight Double click a vital sign to edit its settings Clear the Inactive check box and click Save Go to Lists gt Vital Signs Weight Double click an Alohanumeric List or Numeric List vital sign to edit its settings select a list a
30. s New 67 Rabies Vaccine Tags Note The Invoice Item Information Vaccine tab is available only for Inventory items IF invoice Item Information for RABIES IMRAB 3 ole ID IMRAB RABIES IMRAB 3 eae Info Instructions Reminders Tax Dise Inventory Yaccine Link Items Spec Actions Travel Issue vaccination tag Rabies tag Producer Mit Merial Brand IMAAB Type Filled Administration by species Select 4 species Avian and then select Bovine Intramuscular which Administration Lanne J Intramuscular types You want to Chinchilla Intramuscular use for this Cash Large Subcutaneously epee lee Cash Small Subcutaneously HOBIOOO E quine Subcutaneously Feline j Manage List Available lot number and expiration dates Create a list of available lot number and Lot Humber Expiration Date Last Used Date expiration dates for this vaccine These 180608 12 12 2011 1 3 2011 will be available to select from when 00 00 0000 Creating 4 vaccine tag To use the Manual Setup option for an INVENTORY based system 1 In Invoice Item Information Lists gt Invoice Item select an existing vaccine vaccination Inventory item either the Inventory item that gets invoiced or the Inventory item linked to a Service item you are invoicing and click Update 2 Click the Vaccine tab Note The Issue vaccination tag and Rabies tag check boxes will be selected automatically if the Vaccine Tag special action fo
31. security code on the back side of the card Before you call to obtain voice authorization ensure you have the following information on hand e Your merchant account number merchant ID e The credit card number and expiration date e The dollar amount Obtain a voice authorization approval code by calling one of the following numbers depending on which processor you are using e lf Trans First is your processor call 1 800 314 6888 e f Global is your processor call 1 800 944 1111 option 1 Note If you do not know your processor this information can be found in the X Charge Server application by going to File menu gt Processor Record the authorization approval code on the imprinted carbon copy paper with the card information Ask the cardholder to sign the carbon copy paper and provide the cardholder with a copy of the transaction information Step 2 Perform the transaction using the Force option in the X Charge software Note The Force option in the X Charge software forces the transaction into the batch so that the transaction will be included in the current day s batch of transactions in X Charge You do not need a working Internet connection to perform a Force transaction ot 2 Open the X Charge software Start gt Programs gt X Charge gt X Charge In the list of Credit Card Transactions on the left click Force or press F6 The Credit Card Force fields display in the pane on the right In
32. set you cannot void a specific entry or value To void a vital signs set 1 Do one of the following e With the patient s information shown on the Vital Signs window right click within the desired vital signs set and select Void e With the patient s information shown on the Patient Clipboard right click on the desired vital Signs line in the Summary Text or Vital Signs tab and select Void 2 On the Void Vital Sign Set dialog box enter the staff ID and reason for the void 3 Click OK Prompting Staff to Enter Vital Signs Upon Treatment Completion A new Vital Signs Prompt E column has been added to the Patient Orders window When adding an item to patient orders you can select the check box in this column to indicate that vital signs need to be completed for this item Vital Signs Prompt column Dose Start Dose Stat Duration Days Hrs Area Item Description Quantity Biling Category Frequency Noe 1 12360 EXAMINATION 1 001 line each ti Professional Sei One time Not required 0 0 2 12150 CATHETERIZATION IY 1 001 line each ti Treatments Continuous Not required 0 0 3 12790 Metacam Oral Suspension 1 001 line each ti Medications Every 8 hrs Not required 0 0 4 A Cornerstone 8 1 What s New FF Fritz Patient Orders BAX ID 5414 2 Fritz Cage Supervising Dr MW Hark J Fiala DVM 11 Yrs 5 Mos 19 5 pounds Ward Treatment wi Curent Care Dr BR i ecky Halbleib DM DOMESTIC SHORTHAIR Neuter A
33. set up to use cashier IDs enter your cashier password and press TAB Click anywhere within the transaction row to be voided and then click Void or press CTRL D A message appears to confirm the void delete action Click OK to close the message and void the selected transaction Note If the void transaction fails typically because the transaction s batch has already been closed a Return window automatically appears so you can perform a return rather than a void for this transaction On the Return window complete all required fields and process the transaction When the transaction has finished processing a new negative dollar value line displays on the Payment dialog box and the Status field shows the Void transaction Click Post to complete the transaction Upon successful completion of the transaction the void amount is reflected on the invoice and the client account Processing a Credit or Debit Return in Cornerstone To process a credit or debit return 1 In the Payment dialog box if your practice is set up to use cashier IDs enter your cashier password and press TAB Type the return amount as a negative number e g 13 50 in the Amount field and press TAB Select either Credit Card Payment or Debit Card Payment for the payment type and press TAB Alternatively you can click the Credit Card or Debit Card button The Return window appears Complete all required fields and process the transaction When
34. the Amount field enter the amount to process Cornerstone 8 1 What s New 47 5 6 Cornerstone Payment Solutions Enter the credit card number and expiration date or swipe the credit card if it s available Note If you swipe the credit card the Credit Card and Expiration MMYY fields are automatically populated In the Approval Code field type the approval code obtained via voice authorization Click Process or press F12 When processing has finished the receipt prints Step 3 Record the transaction in Cornerstone using the offline payment type Ie 2 6 Return to the Payment dialog box in Cornerstone to enter the payment In the Amount field type the amount or right click to select Client balance or Invoice balance Press TAB IMPORTANT Make sure the amount entered or selected here matches the amount of the transaction you processed in the X Charge software In the Payment Type field select Offline Credit Transaction or the name used to create your offline payment type and then press TAB E Payment for Trish Dwyer for Invoice 16729 Client information ID 558 Trish Dwyer Credit code Accept All Payments Previous balance due 0 00 Invoice total 53 00 53 00 Offline Credit Transact Approval Code 107 2772010 ee 0 00 m 10 27 2010 f i a Total 53 00 New payments 53 00 Change given 0 00 Balance after payments 00 If an Approval Code prompt was set
35. transactions through an Internet connection Note Credit card numbers are not stored within Cornerstone the third party payment processing software which functions outside of Cornerstone shields Cornerstone from this information X Charge Payment Processing The third party payment processing solution available in Cornerstone 8 1 is X Charge developed by Accelerated Payment Technologies X Charge is a simple to use solution that processes both credit and debit card transactions in the United States and Canada X Charge key features PCI Compliant meeting all Payment Application Data Security Standard PA DSS requirements Accepts all major credit and debit cards Note CareCredit cards are not supported Extremely easy to use allowing for quick training of staff Accommodates many workstations yet only requires one Internet connection Allows you to print meaningful management reports allowing daily weekly monthly yearly and user defined time period reporting Getting Started with X Charge Step 1 Apply for an X Charge Merchant Account Contact Accelerated Payment Technologies at 1 888 412 3433 to get started on setting up your X Charge merchant account You will need to have your business and banking information Tax ID number bank account number bank routing number etc ready when you call Once approved you will receive your merchant account number merchant ID Note If your practice plans to require address
36. up for this payment type in the Answer field type the approval code for this transaction obtained via voice authorization Verify the correct Deposit Date and change the date if necessary Click Post to post the payment to the invoice and or the client account Step 4 Account for offline transactions in your daily reporting Because the Force transaction processed in X Charge is not initiated from Cornerstone and therefore not recorded in Cornerstone you will need to use the Daily Payment Register By Payment Type report in Cornerstone as your log of transactions recorded under the Offline Credit Transaction payment type dle 2 On the Reports menu select Find a Report In the Reports list on the left click the plus sign to the left of the End of Day report group then open the Daily Payment Registers subgroup Double click Sorted by Payment Type to create the report Cornerstone 8 1 What s New 48 Cornerstone Payment Solutions 4 Select the applicable Daily period then click Preview or Print Use the report preview or printout to look up the subtotal amount of all transactions processed under the Offline Credit Transaction payment type 6 Add this amount to the credit transactions on your Daily Payment Register Credit Debit Payment Transactions Report within Cornerstone Compare that amount to your X Charge daily reports to balance your End of Day X Charge Reports The X Charge software provides a var
37. verification and or the CVV2 CVC2 Card Verification Value Card Verification Code when a credit card number is manually entered notify Accelerated Payment Technologies of this requirement at application time when setting up your merchant account Address and CVV2 CVC2 verification is available only in the United States Step 2 Install set up and receive training on the X Charge software An X Charge representative will work with you to install the X Charge software and configure the settings to meet the needs of your practice In a phone based installation and training session your X Charge representative will provide training on setting up users receipt printing and PIN pad and or card swipe reader devices Your X Charge representative will also walk you through a basic transaction and answer any questions that may arise Step 3 Set up your payment types in Cornerstone In Cornerstone set up payment types for credit and debit payments and specify X Charge as the provider for these payment types See Setting Up Payment Types for Credit and Debit Payments on page 43 for more information Cornerstone 8 1 What s New 42 Cornerstone Payment Solutions If You Need Help Once you have installed the X Charge software you can access the X Charge User Manual by going to Start gt Programs gt X Charge gt X Charge Help You can also access the X Charge Help and manual from the Help menu within the X Charge software If
38. you cannot find the answer to your question in the Help or manual you can contact Accelerated Payment Technologies Technical Support toll free at 1 800 338 6614 X Charge support is available during the following days and times Monday through Friday from 5 00 a m to 5 00 p m PST Saturday from 7 30 a m to 4 00 p m PST Sunday On call emergency support Setting Up Payment Types for Credit and Debit Payments To set up credit card and debit card payment types in Cornerstone if 2 3 9 10 Wale 12 On the Controls menu select Payment Types Select the Credit Card Payment payment type and click Update A Payment Type Setup message appears Click OK to close the message box On the Payment Type Setup dialog box select the Activate Credit Card Payment Solutions check box and then click the Configure Payments Solution button The Credit Debit Payment Setup dialog box appears Select the desired third party payment solution provider from the Provider drop down list Complete the associated fields in the Settings area and if available click the provider Setup button to specify additional setup options When you have completed the setup for the third party provider settings click OK on the Credit Debit Payment Setup dialog box to return to the Payment Type Setup dialog box In the Defaults area specify the default amounts to transfer from the Payments dialog box to the card processing window at payment time e Defaul
39. 2 Setting Vaccine Tag Defaults All Setup Types cccccccccccccccccccceccceceeeeseeseeeeseeseeeeeeeeeeeeeeeeeeeeeeeeeeeeseseeeeeeeeeeeeee 63 setting Up Invoice Items to Initiate the Vaccine Tag Special Action All Setup TYPe S cece cece eres 64 INVENTORY Based System Automated Setup ccccccccccesssssssssssssssssssesssssssssssesssssssssssssssssessseessssssessseseeess 65 INVENTOR YB SCC St e510 wsasaesatiaesstiarceh deverteuetieverteuotevevewetedeveuetedevewoteadavevevondskextususkextueuskexternekentusce 67 SERVICE Based SysteM AutoMated Setup ccccccccccccccceessseeeeeeeeeeeeeeee cece tenet r nSt ttt rrr EEE EEE EE EE GEAAAAAEEEEEE EEE EEE EEE 69 Best Practice for Setting Up VaCCiING VaCCINAliON Items ss t 0 c0icess cascessnssdussnnsaduesnosniueniuadwanacassuanecandeancxagnausueannss 70 Rabies Vac Ne Tag USE eA AAEE A a AS 73 ApOUrNEN aGCNE TAT FUG Wi r E OEE E 73 Option to Complete the Tag Number at a Later Time eccinccccuicneceriiewvdecotaiatatatmiatatataiutadetagutadetagutadatmeatmeauaeedeics 74 1ags Microchio ID Tab onthe Pateni CM DOO ANG sissisotaan E EEES ERA PEE ERENS 74 Rabies Vaccine Tag Changes in Patient Information ccccccccccccccesceeeeeeeeeeeeeeeseeessssssssssssssssssssssssssesteeseseeeeens 75 Pres vaccine TAGE DOM Sirase cece sereeereceesseneneneienenapasepenepdsepaveiteeneceiicaneceuecanseesitaenscenteenmceuteaneeansesaneeianeanseeneenmcensdeh 75 De ENEE E EA E E EE E EEE E E E E E E E EE
40. 34 Estimate Changes in Other Areas of Cornerstone sssssseseeserrrerrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrerrrrrrrerrrrrrrrrrrren cls COMIGrStOne FOPOINS sinnis arated 36 OU OS WW AEE A P ctanamnnanasaie AI E ERTER AATE 36 POO WG Repor SS area WVIndOW essas E E 37 aeiee CI FC E E E E E 37 Lacies oon aE ei o E a T E E E A AT 38 Locked nic 019 tc meen ene eee ee ee aa a a ee eee ee ee ee ee ee 39 The Report Details and Sample ATEA ga 2txccerecencscuanenescunnenescunaennschnnannsctnaeuetaceyavetesstenotenstenotees KEENE KEKE ETER 39 Other Rep rting TOOS scccscucucwwanintaiita ntan a aa aa a a aa Ea aaa aaa 40 Cornerstone Payment Solutions 2 12 csssnssseesssesnesseesenssenssnesensenssnnssensenesesssnessnesenssenssensenens 42 OVEFV EW ccccccccccccccceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeesssssssessseeeeeeseeSSESEESESESESESESEAEESEEEEEEEEEESEEEEEEEEEEEEEEEEEEEEEE EEE 42 A GMalGeS Payment Processing argc co ciacerceconn oneconion onseonivn ono neon one nea on oa on lon onion de AENOR TENETE 42 Getting Started with Ke GOOG wxdscese cunsuanesvvesansesecnenecuetsanisesuanctacnonecteenenidansuseiseneadshetninsniasssunnsadein chiatssnshintsees 42 i OUN GHA enese eer ee eee eS ee eee eee eee eee ee eee eee eee re eee eee re eee eee eer ete eee 43 Setting Up Payment Types for Credit and Debit Payments ssssssussserrirrrrirkiikkttktktirittrtrrrrrrrrrrrrrrrrrrrrrrrrrrene 43 Initiating a Credit or Debi
41. 36 24 mg dL CREA 1 6 mg dL 0 8 2 4 H 1 8 mg dL PHOS 5 1 mg dL 3 1 7 5 CA 10 3 mg dL 7 8 11 3 tt Previous TP 7 2 gidL 5 7 8 9 ate G iaa r eet GLOB 3 7 g dL 2 8 5 1 A ALKP 58 U L 14 111 65 U comparison TBIL 0 2 mg dL 0 0 0 9 GLU 118 mg dL 71 159 nal Note The tools available on the IDEXX Lab Report tab vary depending on the type of PDF Portable Document Format viewer installed on the workstation Setting the Option to Transmit IDEXX Lab Reports from the IDEXX VetLab Station The IDEXX VetLab Station 3 10 and above can transmit both result records and their associated IDEXX Lab Report to your Cornerstone 8 1 software To take advantage of this functionality you first need to select the Transmit result records and report option on the IDEXX VetLab Station To set the option to transmit IDEXX Lab Reports from the IDEXX VetLab Station 1 From the IDEXX VetLab Station Home screen do one of the following e Tap the Cornerstone icon e ap Instruments and then tap the Practice Management tab 2 Inthe Practice Management tab s Transmit Results area select the On Transmit result records and report option Cornerstone 8 1 What s New 55 Laboratory Opening an IDEXX Lab Report and Viewing Results To open an IDEXX Lab Report and view results 1 To open an IDEXX Lab Report in the Detailed Lab Result Set window do one of the following e From the Patient Clipboard On the Summary Text or Lab ta
42. 4 Vital Signs Windows Automatic Save ODTO Mia sssscssisesensesnenamactvsnnveneieceneserecercdersaaneieniennicerunes ida ededd ananeniierscandcsen 4 Vika SIGNS SOU r E a EA R 5 Quick Start Steps for Vital Signs SetUP sssrinin nesini n sna EEE E E euanca chalcites deaencucmeaends 5 POTRE 12 eo A EEA nnn eee EE EE E TE EE er eee ee eee reer 6 Nl OM is e a E A A A A A E E E E A 7 EE E i e E EE E EEEE AEAEE AAEE TEATEL AETA EI EEEE AEAEE ETIT EEEE 7 AID PANUNGAC LNG eeren EEA RAEE EE E EEEa AE TE ET Eiaa 7 A TUG ANGI AE E e a e e e E e a E ET E E E E 8 EEIE e PA E E T A A EEE SSA S A AS ENN A A TE 8 Setting Up the Vital Sign List for Your Practice ssesssnnnnnnrrrrrsssrerennrrriirrrrrnserttttttkrrrirrnet ttrt tktnrrrrrrrrrrnsererrnne 9 Quick Start Setup Activating Vital Signs and Assigning Species to LIStS ec cceeeeeeeeeeeeeeeeeeeey 9 Editing Default Vital Signs or Adding New Vital SIQNS iii iil n nnn nnn n nnn nnn II nnn OOO IIL Onn I nn Ginn lllilllllee 10 Editino ne Wwe alias dks e 6 Une mene ee nna muna Nene oe nee Renee eee tee tee teeta nee ter nee ner nee tee E erent terre tee rte te 13 Setting the Vital Signs Display Order sssssssssnnnnnissssssesnnnnnriirrrrransttt ttrt tttnr ttrt rnant Ett tEErErEEErASEEAPEEEEEEEEEEEEEE EEEE ES 14 Copying a Vital Sign from the Vital Sign NGM cca os dads ca daiasitee dees Se astava ds devtisedlaceciendecastvnda caabendachcbeadn chats da EErEE EEEE EEEn 15 Deleting a V
43. Breed Color Markings Spay DOMESTIC SHORTHAIR calico Ward Cage Expanded History In clinic Laboratory Chemistry results from Lab VetLab In clinic Laboratory Requisition ID 2276 Posted IDEXX Final Test Result Reference Range IDEXX Lab Report from Lab IDEXX VetLab Chloride 135 0 mmol L H 129 Potassium 5 8 Sodium 165 Na K Cl Specimen Type Blood Specimen Source Venous SamType Ven Temp 37 0 C 3 7 mmol L 167 0 mmol L H Rows 3 to 4 of 4 Find Next Go to Date Print History ie SY 61 8 Results Reference Interval LaserCyte July 22 2010 1 55 PM z mM 1000 9 73 Myl 3785 NORMAL HIGH PET VetTest July 22 2010 2 09 PM mg dl 16 36 5 3 mgl 08 24 HIGH HIGH Hide voided items Support for the New IDEXX ProCyte Dx Hematology Analyzer Cornerstone 8 1 supports the new IDEXX ProCyte Dx hematology analyzer The ProCyte Dx analyzer the newest IDEXX VetLab analyzer is the only in house hematology analyzer of its kind It uses the capabilities of three cutting edge technologies to provide a complete red blood cell analysis including absolute reticulocyte counts an advanced five part white blood cell differential and an accurate platelet count in two minutes The ProCyte Dx analyzer is now available For more information visit idexx com procyte or call 1 800 355 2896 Cornerstone 8 1 Wh
44. Create new Vital Signs set column makes it easy to quickly enter a set of vital signs for a patient The fields and values available in this column mirror the settings you configured for each vital sign during setup FF vital Signs LJE Client ID 61 Hollister Jeff Patient ID 105 Hank 5 Yrs 0 Mos Feline Shorthair Domestic Neutered Male Yellow amp White GLADII Is v hide voided records link Vital Signs 2 7 11 2 7 11 Today Create new 03 49 PM 04 53 PM 08 16 AM Vital Signs Staff CS Staff CS Staff CS set Date 2 8 2011 arte Date Time Weight a 8 5 pounds cell Body Score 1 ee pe ee T ie Enter Temp 99 8 99 8 99 8 gelet 2 comment Pulse 180 0 H 180 0 H 150 0 Bc Emadatag i 2 Thin Resp 5 0 H 530 0 H B20 0 Bizz ptimal Muc Memb 7 Pink Healthy Pink Healthy Pink Healthy Ele Overweight Cap Refill 2 2 4 sec E 2 4 sec 2 4 sec Pain Scale 2 2 Mild Pain H Bj2 Mild Pain H jt No Visibl BP Appetite 2 Urine Outp an TaS p Feces 2 fext entry or aron aqaowr list None for species 4 _ lt X There are 4 sets of Vital Signs for this patient Note The individual vital sign entry cells display differently depending on their type Alphanumeric Numeric List etc See Vital Sign Types on page 7 to view examples of each vital sign type at the time of use Cornerstone 8 1 What s New 20 Vital Signs Weight The Create new Vital Signs set column includes the f
45. E 76 Voiding Medical Notes or Correspondence DOCUMENTS 0 0 irr rnrn nrn nnn nnn nnn nn III LILI II Inn nnn nn lll noel 76 Voided Documents mic 810 iene ener eee eeeneer sears thr terre ener a trey try mee ent ee eeeee erent eee eee ere eee 77 Prescriptions Changes and ERMENCEIMGNIS iisis 0 cntrcxtdssvextsenthententient ote eoiatanatantatatadarmentamadad T7 STAC EE E E E E ene ene ence 77 Fe UN IOIA OCON okn E EE E E aesuaseeccuemesare T7 FS IO OI RONIS senate sn tee coe nannan ar nna e EE AEE EEA E N E EEs 78 gocen rire Soi AAE N A E E E EE E E E E 78 Removing a Patient from the Electronic WhitebOaI ccccccccesesseeesssssesssssssssssesssesesesssesesssssessssssssssssssseseeens 79 FIGING VV FILE DOGG INGLES cnisecieamioeainnmemendaenemanbsenanadteshansnisntnseadessnseddesnanehnnennenhiertucdvicnesasncecncmenacsnaesannanemennenecanetes 79 G rnerstone MAGUS sinisiin 80 AtGRIVvINO IMAJO S eesi E A RER E eee ee E E er eee 80 gelee aa Ee s EEE A E E E A A E 81 lf Your Images are Stored Within Cornerstone ccccccceccceeceeeceeeeeseceeeesssssesssssssesssssssssesesssessssssseserereeseeeees 81 lf Your Images are Stored Outside of Cornerstone ccccccceessssssssssssssssssssssssssssssssseeeeeeeeeeeeeeeeeeeeeeessestees 84 New Requirements for Creating Cornerstone Image CDs DVDS sssssssssssssssssssssssssserrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrn 85 IDEXX Digital Radiography and Diagnostic Imaging
46. IDEXX Cornerstone Practice Management System Cornerstone 8 1 What s New ar V7 ava LABORATORIES 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 2011 IDEXX Laboratories Inc All rights reserved 02042011 Cornerstone Compliance Assessment Tool Patient Advisor Patient Clipboard Practice Explorer ProCyte Dx and VetConnect are trademarks or registered trademarks of IDEXX Laboratories Inc or its affiliates in the United States and or other countries Microsoft Windows and Windows Server are trademarks or registered trademarks of Microsoft Corporation in the United States and or other countries Adobe and Reader are either registered trademarks or trademarks of Adobe System Incorporated in the United States and or other countries DICOM i
47. Log use the search fields to specify the client patient or time period for which you want to view the log then click Search e To view the radiology log for a specific patient with the patient s record open on the Patient Clipboard in the Patient History area right click and select Radiology Log Cornerstone 8 1 What s New 83 3 4 Cornerstone Imaging I Radiology Log Patient ID Owner Gender Species 4 ight pecies Breed Weight Age Client Patient Start Date End Date A Technician Modality v E mail Log mAs posure mA Expo Use of grid Level of se Print Log Awake Awake Awake Awake Awake Awake Awake Awake a i a a a E a d Awake b Export as PDF In the table you can add entries or modify any information that wasn t automatically recorded by Cornerstone Scroll down to see all the entries and scroll to the right to see all the information for each image Use the buttons on the right to print email or export the log to a PDF file Click Close in the upper right corner of the Radiology Log dialog box to close tt If Your Images are Stored Outside of Cornerstone If you capture images outside of Cornerstone and would like to record radiology details in a patient s medical record you can manually enter radiology information in Cornerstone To manually enter radiology log information 1 With the patient s record open on the Patient Clipb
48. Moderate Overwt 8 Signif Overwt 9 Obese e Mucous Membranes White Pale Anemic Pink Healthy Red Blue Cyanotic Cornerstone 8 1 What s New Type Start Decimal List Range Value Places Values Weight D Canine 0 1 99 9 Feline 0 01 99 9 Numeric List 1 io Numeric List 1 1 9 Numeric 1 95 102 5 Numeric 0 40 180 Alphanumeric Alphanumeric List ii Alphanumeric List oi Alphanumeric Numeric List 1 To Numeric List O g 4 Alphanumeric List iii Numeric List 1 1 6 Numeric List 1 1 8 Alphanumeric List wn Numeric List 0 0 6 3 Vital Signs Weight e Capillary Refill lt 2 sec 2 4 sec gt 4 sec e Dental Score 1 Excellent 2 Mild 3 Moderate 4 Significant 5 Severe e Pain Scale O No Visible Pain 1 Mild Pain 2 Moderate Pain 3 Extreme Pain 4 Major Pain e Alert Attitude 1 BAR 2 QAR 3 QAP 4 Pain U 5 Pain R 6 Listless e Appetite 1 None 2 Sm Amt w Coaxing 3 Decreased 4 Normal 5 Very Hungry 6 Voracious e Urine Output 1 No Urine Output 2 0 20 of Normal 3 20 50 of Norm 4 50 80 of Norm 5 80 120 Normal 6 120 150 7 150 200 8 gt 200 of Norm e Fecal Output Profuse Bloody Profuse Watery Moderate Diarrh Soft Dec Vol Soft Norm V C Soft Inc Vol Mod Constipat Severe Constip e Gut Sounds 0 Absent 1 Signif Decrease 2 Mod Decrease 3 Slow Present 4 Normal 5
49. Payment and or Debit Card Payment payment types as these are the only payment types that allow card processing initiated from Cornerstone To access this report in Cornerstone 1 On the Reports menu select Find a Report 2 Inthe Reports list on the left click the plus sign next to or double click the End of Day report group then open the Daily Payment Registers subgroup 3 Double click the Sorted by Credit Debit Payment Transactions report to create the report Cornerstone 8 1 What s New 49 Daily Planner Diagnostics Tab The new Daily Planner Diagnostics tab allows you to manage laboratory results and requests for a specific staff member or for all staff You can open laboratory requests and recently received results post completed results and resolve any orphan or not requested results For completed and posted results you can generate a call back immediately or schedule a call back for a specific staff member and date I Daily Planner ole Staff information Mark J Fiala DM View for all staff Correspondence Patient Visit List Invoices Exams Appointments Call Backs Diagnostics Checked In Medical Notes V Posted results Other types to include Thursday Thursday Pending requests Orphan results Ho template t a 4 Ozee e00 2 w a a 0rze3z 2010 w V Completed results V Not requested Rejected results Hide preliminary rezulta Patient ID Patient Na
50. Schedule C Warn User on Duplicate Tags Boarding Check in Client Require manner of administration pears Daily Entries Report Daily Planner Custom rabies certificate 1107 w Documents End OF Period fl Estimate Imaging Inventory a Townes Practice THE ANIMAL MEDICAL CENTER 1 Invoice Item Messages Tag number prefix Passwords Patient Last used tag number 10002 Require expiration date and lot number Certificate doc rabies certificate Number of copies 1 Patient Advisor Performance Tracker Pharmacy Formulary Practice Prescriptions Purging Report Language Required Data Statement Print Optio Toolbar Unattended EOP Vaccination Bookmark Vaccine Tag Web Links Whiteboard Staff for tag None Vaccine Tag default settings include e Warn User on Duplicate Tags Displays a warning if a duplicate tag number is entered on the Vaccine Tag window when issuing a tag e Require expiration date and lot number Requires a vaccine expiration date and lot number to be specified on the Vaccine Tag window If lot numbers and expiration dates are tracked through Cornerstone Inventory these settings will be controlled by consumption e Require manner of administration years Requires the Manner of Administration and Number of Years information to be specified on the Vaccine Tag window when issuing a tag Cornerstone 8 1 What s New 63 Rabies Vaccine Tags e Custom rabies certificate To print
51. a document other than the standard rabies certificate in Cornerstone select this check box and press F2 in the associated text box to search for and select the custom certificate from the Document Template List e Number of copies Specify the default number of rabies certificates to print This setting can be changed at print time if necessary e Practice selection drop down list Multi Location Single Database configurations only The Tag number prefix Last used tag number and Staff for tag defaults can be set up by practice ifa Multi Location Single Database configuration has been activated e Tag number prefix If you use a prefix with your tag numbers specify a default prefix here up to five characters to display automatically on the Vaccine Tag window when issuing a tag For example you could automatically attach a year prefix to every tag number If the year is 2011 and you use a prefix of 11 the resultant full tag number would be 11 tag number The default prefix can be changed or removed on the Vaccine Tag window if necessary e Last used tag number If you want Cornerstone to automatically generate sequential tag numbers provide the last used tag number here When issuing a tag click the Increment Tag button to use the next available tag number increments the tag number by one based on the Last used tag number value e Staff for tag You can specify Billing Staff or a specific staff member to display by default
52. a message to inform you when the batch has been closed successfully Manually Closing a Batch If necessary you can manually close a batch of X Charge transactions at any time from the X Charge software To manually close an X Charge batch 1 Inthe X Charge software Start gt Programs gt X Charge gt X Charge click the Settlement button 2 Complete all fields on the Credit Card Settlement tab and then click the Settle button You are prompted to confirm the batch close action Click Yes X Charge displays a message to inform you when the batch has been closed successfully For more information see the X Charge User Manual or X Charge Help lf a Connection to X Charge Cannot Be Established In the event that a connection to X Charge cannot be established i e if the Internet connection is not working you will need to open the X Charge software and perform an offline Force transaction This type of transaction is not recorded automatically by Cornerstone so you must first create a special Offline Credit Transaction payment type that will allow you to later record the transaction in Cornerstone Note Offline Force transactions are available only for credit payments not available for debit payments If you do not have an online connection to X Charge you will not be able to process debit card payments during this period of time Setting Up an Offline Credit Transaction Payment Type In order to perform offline Force
53. abies vaccine so Cornerstone does not apply any of the rabies defaults On the Vaccine tab the Producer Mfr Brand and Type settings are treated as a group If any one of these settings is specified on the Vaccine tab then Cornerstone uses the whole grouping even if one or two are blank and the prior version rabies defaults numbers 2 and 3 above are not considered If an Inventory item is invoiced and that item links to another Inventory item Cornerstone applies the Vaccine tab settings from the invoiced item not the linked item Cornerstone 8 1 What s New 62 Rabies Vaccine Tags Invoiced item is a SERVICE item with no link to an Inventory item For a SERVICE based system with no link to an Inventory item Cornerstone checks for any specified default settings in this order 1 Species Specific Rabies Tag defaults accessed from Species Information 2 Rabies default settings in Practice and Workstation Defaults 3 If none of the above default settings have been specified Cornerstone displays blank fields on the Vaccine Tag window at invoice time Setting Vaccine Tag Defaults All Setup Types In Cornerstone 8 1 new Vaccine Tag defaults have been added to Practice and Workstation Defaults Controls gt Defaults gt Practice and Workstation These default settings apply to all vaccine tags including rabies E Practice and Workstation Defaults oles Account accine Tags Alerts Fi Appointment
54. added to the Estimate dialog box e Estimate List window The Signature g icon displays next to estimates that have been electronically signed e Purge options An Estimates option has been added to the Select Type of Purge dialog box and the Purge Information dialog box Cornerstone 8 1 What s New 35 Cornerstone Reports Overview The IDEXX Cornerstone Practice Management System includes a comprehensive list of reports covering everything from patient birthdays to rabies tags to cost of goods sold a total of over 400 reports To make it easier for you to quickly find the report you re looking for Cornerstone 8 1 features a new reporting interface that allows you to search browse view details and create a report all from a single window In addition you now have one click access to view samples of each report which is helpful for those who prefer to visually verify the contents and layout of a report before running it I Report Search Search Reports IReports Appointment 4 Boarding th Client Client and Patient Reports Compliance End of Day End of Month End of Year E Equine Inventory Invoice Item Compliance Report Controlled Substance Report Departing Instructions Invoice Group Item Setup Report Invoice Item Classification Setup Report Invoice Item Dispensing Setup Report expand all Hide locked reports oles 396 shown Invoice Item Inf
55. age Similarly DICOM images that were imported to Cornerstone are exported via DICOM in the state in which they were imported without later changes If you want to change this setting so that Cornerstone uses the latest version of the image when it exports DICOM files contact Customer Support at 1 877 433 9948 Cornerstone 8 1 What s New 88 IDEXX Digital Radiography and Diagnostic Imaging Remote Consult Requests Use the Remote Consult Request feature to connect to the Web page of a consulting radiologist or telemedicine service After using the page to provide case information you will generally send radiographs via DICOM Note This feature replaces the ability to send cases to a telemedicine service in earlier versions of Cornerstone To connect to a radiologist or telemedicine service Web page gt On the Activities menu select Imaging gt Remote Consult Request e lf you have only one address set up select it and the consulting radiology Web site appears in a new window e lf you have more than one telemedicine address set up select the address you want from the drop down list The consulting radiology Web site appears in a new window Note For further information about setting up this feature see the Setting Up Radiologist and Telemedicine Addresses for Remote Consults section in the Cornerstone Diagnostic Imaging User s Guide on the Cornerstone Resource CD For information on setting up and using this feature w
56. al Radiography and Diagnostic Imaging e o save the current arrangement of radiographs within the template click Save and select Save Study The next time you view this series of dental radiographs in the Image Viewer all the radiographs will be displayed in the same cells e To display radiographs in a different template layout click Templates and select one of the choices in the drop down list The radiographs are displayed in that layout e o view radiographs in Review All Images mode click Review Dental Images then select Review All Images The images appear in Review All Images mode which displays a grid of all the images that appeared in the template e Toview one or more radiographs in Review Selected Images mode select the image s and click Review Dental Images then select Review Selected Image s The image or images appear in Review Selected Images mode which displays the image s in a larger size e Toreturn to Template mode click Back to Series in the upper right corner of the Image Viewer e To enhance a radiograph in any mode click the image to highlight it and then click one of the tools shown in red Some of the tools will work on several images at once if you have selected multiple images Using Cases Cases are used to send images and related information to a specialist or to IDEXX Telemedicine The case feature has been redesigned in Cornerstone 8 1 e Use the new Case Detail window to set up cases add i
57. alen Comparicon Print Dacar Tab enlarge sample Cornerstone 8 1 What s New 20 40 0 Sales BO 100 40 Compliance Assessment Tool niga reports shoun Services Sold by Staff Member graph Meee wr a i a a gt b sidiny liim H Sheri md Patiri F aparitii S Series Sheet List Fuiu Appointments Shard Lisi Hidaing Farriss Ghent List Services Provided Bolles Wahre Bald ley Bial barrha Beles Vahap Bald bey Tiel Meeker graph Hissin Bapendenta Pratagal Tuam r sry Services Gold by Sisi Maenher End of Gay End a Merih End of Yass Equine ff Invanbory WH Invoice Iam ai Lah Patient ft Patient Advisor Pectsomarcce Track as F Practice Precerig ian Hh Pafecral U trepohsy E Stet Report fields Samice Soh Guanikiee meie Hern hospital draip Description Wika fhe sernices sold Ery siai Member as 4 graph Print the Ciien List Missing Teribe report and the Chert List Services Priced neport for complebe ooenpariacn Elan erie Faced bry SiE xy il Fiii Era ST z A 5 r 7 2 F a a Cornerstone 8 1 What s New Cornerstone Reports 41 Cornerstone Payment Solutions Overview IDEXX Cornerstone 8 1 offers a simple and secure solution for integrated credit card processing initiated from Cornerstone Cornerstone Payment Solutions works with a third party payment processing provider to process credit and debit card
58. all back status for the selected staff member or for all staff Note If you do not want preliminary results to display select the Hide preliminary results check box 5 Right click on a request or result Depending on the laboratory type call back status the following options may be available e Select Update Lab Request to open and update a pending laboratory request Click the magnifying glass pej icon to view the requested tests Cornerstone 8 1 What s New 50 Laboratory e Select Update Lab Result to open and update a recently received laboratory result e Select Update Call Back to open the Patient Reminders window and update an open or pending call back See Working with Call Backs on the Diagnostics Tab on page 52 for more information e Select Patient Clipboard to open the patient s record in the Patient Clipboard e Select New Lab Request to open the New Lab Request window to enter a laboratory request Daily Planner Defaults In Practice and Workstation Defaults Controls gt Defaults gt Practice and Workstation a new set of properties has been added for Daily Planner defaults E Practice and Workstation Defaults ole Account a Daily Planner Alerts F Appointment Schedule Boarding Check in Include posted results Client Daily Entries Report Daily Planner Include completed results Documents Include orphan results End OF Period 1 Fstimate Include not requested results Imagi
59. allowed a message appears to warn you that any further instructions will not appear on the label All text displays in red as a warning that the text will not fit on the label Adjust delete text as needed until no red text displays Cornerstone 8 1 What s New T Medical The word Directions will no longer be automatically added to the beginning of the instructions Prescription Refills Prescription Information Refill Janet Ene 9394 CANINE Spay Beret 9394 1 55 6 pounds SPANIEL ENG SPRING 9 Yrs 11 Mos Rs number 107124 ltem ID 10650 Otomax 7 5 gm Quantity 1 00 pl Remaining Oty 2 of 3 Refills 2 L Refill as needed Date provided 06 21 2010 Expiration Date 00 00 0000 8 Originally provided on 5 19 2010 Prescribed by MY Mark J Fiala DVM Originally prescribed by Filled by KAT Katie M Coggins CVT Here Sey Instruction ID OTO ESR MEDS Instruchons Apply 3 4 drops to the affected eans twice daily for days then as needed htassage base of earto distribute Spell Check medication Apply bo invoice Revenue center P Pharmacy For refills the Quantity now defaults from the original prescription In prior versions it defaulted from the last refill When refilling a prescription either the Refills field OR the Refill as needed check box will be enabled depending on how the prescription was originally set up You can now change the number of refills however the number of refills cannot ex
60. and eapeation dates are being teechoed by irwentony fo this bem Cath Sra moooook e Ite RABVAD Canine Pabia Sy vaccination Olnvetoay Senin renf F Diapentig e ee e e E Cornerstone 8 1 What s New 71 Rabies Vaccine Tags Invoice the vaccination Service item Generate the tag and print a certificate With the RAB3YR item set up to initiate the Vaccine Tag special Because the RAB3YR item links to the DEFENSO Inventory item the action when you invoice the item or add to PVL the Vaccine Tag defaults set up on the DEFENSO item s Vaccine tab automatically window displays populate the fields on the Vaccine Tag window at invoice time IF cited Invoice for Kimberly Adams Hew t red Invese Foy ri ersiie e 5 7 aoed Dien ii 7 Ineecene ramis pice i W Wiech The Nare iraia acters bieb Di Vo a f Hw T Cred cede Appap Aliam Aeceptonma ICS Ho Ceri Kenley felons Venn Halal 1 Lect payment LALO HA Comm Schulze DWH ide mii Paiet Barksalol mae Cares Fiais Labiedo 46 I0 purdi 120212010 Wia RATTET pai AR Total oo Dor irre 0H Neutered Hae Fry My Pert if bii Bialarwe hue Here her RAB Cree Habes Ga vere Patert hans A kika i Te bee Site aot ey EEN i Fera M Mase Slp Mouineed Mabe Fiii Labrie b Apit poini 1h Caney yrn TI Mion pwd Spaped Pemak Hednha Domar Ane toc Wi era 3 lene OD poured Mae Fister Goki Apiri of Tag number 11 TH ia La EFENSE Chelercc i Producen Prue
61. as a line on the Lab Requests and Results window It may continue to appear for a number of days on the Daily Planner Diagnostics tab depending on how you have set the Include posted lab results from the last __ days field in Daily Planner defaults Viewing the IDEXX Lab Report on the Patient Clipboard Once the results have been posted the IDEXX Lab Report is viewable from patient history by selecting it on the Summary Text or Lab tab You can double click the line in history to open the lab report in the Detailed Lab Result Set window Cornerstone 8 1 What s New Gr Laboratory You can also click the Preview button on the Patient Clipboard to immediately view the report in the Preview pane IF Bridges Teresa Patient Clipboard Client Client ID 1255 Teresa Bridges Patient Balance Due 0 00 Search 715 271 1736 Home Client information S 2A S 2 ove Pet Owner Cash or Check Total Patients Active Patients Teresa Bridges 407 22 1 2 St NW Status Active Class Pet Owner Referred O clients Eau Claire WI 54703 Home Practice AMC Summary Text Problems Dx Rx MedicalNotes Lab vital Signs Sax Name Species gt E 1a FELINE B DOMESTIC SHORTHAIR 5 FELINE DOMESTIC LONGHAIR Patient information GA j a ID A araniae 1255 3 Aleesha Active House Pet 11 19 2000 9 Yrs 9 Mos 4 8 pounds Name Status Class Birthdate Sex
62. at s New Piet ris Din 58 Rabies Vaccine Tags Overview In Cornerstone 8 0 and prior versions one set of species specific rabies tag information accessed from the Species Information window was configurable per species and one set of practice wide Rabies defaults accessed from Practice and Workstation Defaults was applied for any species not having its own rabies tag defaults set up in Cornerstone With the limitation of allowing only one set of rabies defaults per species this type of setup requires more manual entry at invoice time which can be time consuming and can leave more room for error In Cornerstone 8 1 new functionality allows you to set up multiple Manner of Administration Intramuscular Subcutaneously etc and Years 1 yr 3 yr etc combinations per species with these combinations selectable changeable during invoicing These species specific defaults are set up on a new Vaccine tab located in Invoice Item Information which is available only for Inventory type invoice items The settings on this tab allow you to specify the most frequently used rabies vaccine tag information which will later be available for selection from drop down lists on the Vaccine Tag window during invoicing I Invoice Item Information for RABIES IMRAB 3 ID IMBAB RABIES IMRAB 3 lnventoy ou engi l r Cancel Info Instructions Reminders Tas Disc Inventory Yaccine Link ltems Spec Actions Trav
63. at s New 10 Vital Signs Weight Note The settings available on the Vital Sign Setup window differ depending on the data type selected for the vital sign you are configuring In the Name field type a descriptive name that uniquely identifies this vital sign maximum 30 characters The name displays only on setup windows it does not display on the Vital Signs entry and viewing window or on the Patient Clipboard Vital Signs tab To activate the vital sign clear the Inactive check box Conversely to mark it as inactive select the Inactive check box In the Abbreviation field type to edit or enter a shortened version maximum 10 characters of the vital sign name This abbreviation will display in the Vital Signs column static left column on the Vital Signs entry and viewing window and in the column headers on the Patient Clipboard Vital Signs tab If setting up a new vital sign in the Type field select Alphanumeric Alphanumeric List Numeric List or Numeric See Vital Sign Types on page 7 to view examples of each vital sign type at the time of setup and use Depending on the vital sign type selected do one of the following e For Alphanumeric the setup is complete Click Save to save and return to the Vital Sign List e For Numeric proceed to the next section on setting up a Numeric vital sign e For Numeric List or Alohanumeric List proceed to the section on setting up a Numeric List or Alphanumeric List vital sign on
64. atient history display allowing you to more easily scan a patient s information at a glance and manage transactions faster Note When you opt to hide Whiteboard notes be aware that all Whiteboard information medications treatments etc is hidden For this reason if your practice tracks vaccinations using the Whiteboard you would not want to hide Whiteboard notes on the Patient Clipboard Cornerstone 8 1 What s New 79 Cornerstone Imaging Archiving Images Archiving removes image files from your computer and saves them to a CD or DVD to a network location such as a server or to an external archive hard drive This Saves space on your computer and makes image management easier IDEXX Cornerstone 8 1 gives you some additional search options to help you more easily select which images you want to archive and the Archive Images window has been redesigned slightly Patient Client Start Date End Date _ Include Inactive Include Deceased ee Name Patient ID Client of Ima Capture Title Study I CD DVD Number of Copies 1 File Folder Archive Label Cornerstone Archive 2010 07 20 To archive images 1 On the Activities menu select Imaging gt Archiving 2 Use the text boxes in the Search Archive area to specify the images you want to archive and click Search The results are shown in the table below the Search Archive area Each row displa
65. b right click the IDEXX Lab Report El line in history and select View Detailed Lab Result Set or double click the IDEXX Lab Report line e From the Daily Planner Diagnostics tab Right click a Report E type result line and select Update Lab Result or double click the Report line e From the Lab Requests and Results window Right click a Report 3 type result line and select Update or double click the Report line Note that result lines appear on the Lab Requests and Results window only if the Review results before posting check box has been selected for that laboratory in the Lab Information window Preferences area Note For IDEXX SmartLink Reference Laboratory requests a line will not display for the Report until all results for the request are ready As individual results are ready they are sent back and display individually on the Lab Requests and Results window and Daily Planner Diagnostics tab as usual 2 On the IDEXX Lab Report tab view the laboratory results and print save or email the lab report as needed Note The tools available on the IDEXX Lab Report tab vary depending on the type of PDF viewer installed on the workstation For this reason some features Such as emailing may not be available 3 When finished click OK to close the Detailed Lab Result Set window Using the IDEXX Lab Report to Update or Post Results All at Once for a Request If all results for a laboratory request have the same status Co
66. ceed the original quantity prescribed On the Prescription Information Refill dialog box Cornerstone now displays the Remaining Qty which is calculated as Total Qty original Quantity dispensed The Remaining Qty represents the remaining refill amount in the Sell By unit of measure of the Total Qty including any refills originally prescribed For example Remaining Qty 20 of 40 would mean there are 20 tablets still available to be prescribed out of the 40 tablets including any refills in the original prescription Note The Remaining Qty is not updated in real time when the quantity is changed on the Refill dialog box You must click OK to complete the refill in order for the Remaining Qty to show the Updated amount Tip The remaining quantity also displays in a new Qty Remaining column on the Prescription List If the Remaining Qty is zero you cannot refill the prescription the prescription must be renewed The Prescription Information Refill dialog box now includes information on when the prescription was originally provided and the staff member who provided the original prescription Prescription Reports The staff ID of the staff member who filled the prescription will print on the Prescription History Report and the Prescription Refill Log You can also enter a range in order to filter by the Filled by staff on these reports Cornerstone 8 1 What s New 78 Medical Removing a Patient from the Electronic Whi
67. cuments Intramuscular fed OF Prariced Expeation date O2 11 2009 fe wy of ager i Lot s 14887d Pena Vaccine type j eee Manne of adenine Subcutenecuy i Expires 09 11 11 f of years 3 Killed Iwert Vaccine Type Filed y Irenie O MLY lt a Si LP Leonard E Asgard DVM Staff information iaiia al 3 Pare ue Staff ID CS Corin Schulze DVM ali There ate cunerthy heme eath iatest default mia Panne Achetnor Performance Tracker Phares Fidis There are currently 1 item s with rabies default information Prachee Pr etiri irel Purg Rap rt eee Required Date Statement Print optics To access Select Lists gt Species select the Tooke Unattended EOP F Waeccirabien Pewter ke applicable species and click Update then click the atai aies Def aut Rabies Default button cue __i To access Select Controls gt Defaults gt Practice and Workstation From the menu on the left select Vaccine Tag and then select Rabies Default For both of these windows the default settings remain mostly unchanged from Cornerstone 8 0 with the exception of several field names updated to coincide with new rabies vaccine tag terminology introduced in Cornerstone 8 1 e The Vaccine field name has been changed to Brand e The Producer field name has been changed to Producer Mfr e The Manner of injection field name has been changed to Manner of administration In addition an informational message displays at the bottom of these windows i
68. defaults This option allows you to capture an electronic witness signature and adds a Witness Signature line to the estimate P Print Preview Save unsigned estimate for 30 a days or until 09 19 2010 Finalize estimate THE ANIMAL MEDICAL CENTER Page 1 1 2536 Apine Road Eau Claire Wl 54703 715 282 8611 Teresa Bridges 407 22 1 2 St NW Client ID 1255 Estimate print i a AOE As Print staff name H copies 1 Print item ID Once the estimate is signed it is a contract between the hospital and the client Use authorizing signature pirtecesseeseens seseeseesenneaens srraesaesaesaenaee o o O Use witness signature E i a C Preview before printing e lf you are not using electronic signatures on estimates i e if Use authorizing signature is not selected you can select the Preview before printing check box to set the Preview option to be selected by default on the Save Estimate dialog box For more information on Estimate defaults see the Cornerstone Administrator s Manual or the Cornerstone Help system About the Print Preview Window for Estimates The Print Preview window for estimates allows you to complete many estimate processing tasks in a single window e Specify the number of days to keep an unsigned estimate signed estimates are automatically finalized and saved to patient history e Finalize an estimate e Print an estimate e Email an estimate e Obtain an electronic si
69. dmit 07 15 2010 03 15 PM Status Inpatie v Client Daniel amp Virginia Amundson 5414 Discharge 07 18 2010 Travel Sheet _ Hide completed and discontinued treatments A Staff Class 24 Vital Signs Weight lf the Vital Signs Prompt iE column check box is selected for an order item staff will be prompted to enter vitals for the patient on the Vital Signs window every time the order item is completed on the Patient Treatments window with Completed selected when you click OK the Vital Signs window appears The status of the check box checked or unchecked is saved for the order item so it will default to that status the next time it is used Tip Another option for displaying the Vital Signs window when an order item is completed on the Patient Treatment window is to use a special VITAL SIGNS ENTRY invoice item that you have set up to initiate the Update Vital Signs special action Viewing Vital Signs on the Whiteboard Patient Treatments Window Vital Signs Weight button Right click Patient Vital Signs option On the Patient Treatments window several new options have been added for viewing or accessing vital signs for a patient Vital signs Show Hide Refresh Vital Signs I Baxter Patient Treatments Thursday July 08 2010 Baxter 6852 1 Emergency FELINE DOMESTIC SHORTHAIR Ward Loc Treatment 21 rs 3Mos BLAWH Male Cage James amp Ann Carey 6852 Supervising Dr Mark J Fiala DVM Current Care Dr
70. e Total sum of current revenue centers total tax amount e Any calculations used in the report Description Shows how much sales tax was collected by revenue center This report Report sample segment can not be printed from current e Full page sample preview Sales Tax Summary by Revenue Center Report accessible by clicking Daily Closed Invoices Friday February 26 2010 10 10 am through Friday ra 26 2010 10 20 am T enlar e sam le Tax Current Tax z Total Description Rate 5 Tax Amount Animal Emergency Hospital Sales Tax STN 16 82 County Tax as 1 21 18 03 Hospital Sales Tax 24 44 County Tax f 1 75 26 19 Surgical Center Sales Tax 23 88 County Tax itl 1 71 25 59 enlarge sample Cornerstone 8 1 What s New 39 Other Reporting Tools Cornerstone Reports The following reporting tools continue to be available from the Reports menu in Cornerstone 8 1 In addition you can now access these tools from the Report Search window by double clicking the applicable report in the Reports list or selecting the report and clicking Create report e Client and Patient Report Builder report sample not available e Cornerstone snapshot B Report Search Search Reports YPI mpare phon Service Inventory Gross gales for Species zupan all bide lbid riparti Dei Report fields pica Bnd of Moni Lute s aatected 5 Client and Patient Fapeocte P Complance E ind of Day tnd af paral B
71. e Patient CD viewer e Send the case images via DICOM e g to your telemedicine provider Note The medical notes will not be transferred at this time so you will need to submit them separately To complete a case action 1 Click the Case Actions pane 2 select the appropriate tab 3 Complete the information on the tab Note On the Patient CD E mail and Export tabs click Medical History to add medical notes SOAP 4 Click the action button such as Create CD DVD or Send DICOM Note For further information about setting up and using this feature with your telemedicine provider see the provider s documentation Exporting Images to DICOM IDEXX Cornerstone 8 1 stores radiographs as DICOM files This does not change the way you view or interact with images when you are in Cornerstone but it does change the way that Cornerstone exports images in the DICOM format Some examples of exporting images in the DICOM format include e sending images via DICOM e saving images with a file type of DICOM e attaching images to emails as DICOM e creating a patient CD because the CD contains both JPEG and DICOM versions of images Radiographs that you capture with an IDEXX Digital Imaging System are exported via DICOM in the state that they were at when you clicked Done Capture at the end of the image capture process Any changes made later are not part of the DICOM image that is exported and you cannot apply annotations to a DICOM im
72. e 2 4 4 Extreme H 2 Mild Pain H 2 Mild Pain H jt No visibl Bjenter Pain Scale Dental 7 enter Dental BP enter BP Appetite 7 enter Appetite Urine Outp 27 enter Urine Outp Feces enter Feces Gut Sounds I 2 inactive Red Comments 2 link abnormal icon indicator There are 4 sets of Vital Signs for this patient The Vital Signs window includes the following fields and options Field Option Vital Signs column static left column Create new Vital Signs set column right column Hide voided records Graph button Inactive I vital sign T link Red abnormal indicator Comments E icon Refresh button Cornerstone 8 1 What s New Vital Signs Weight Refresh button Description Displays Weight and all other vital signs activated in Vital Sign Setup Allows you to add a new set of vital signs for a patient See The expanded Create new Vital Signs set column on page 20 for more information When selected voided vital signs sets columns do not display on the Vital Signs window For Numeric and Numeric List vital signs click this button to view the patient data in a graph and optionally print the graph See Graphing Vital signs for a Patient on page 23 for more information Inactive vital signs are listed on the Vital Signs window only if that patient has historic values for that vital sign Inactive vital signs are marked with an I in the Vital Signs
73. e using your current setup without taking advantage of new rabies vaccine tag features 1 Set the global Vaccine Tag defaults see page 63 Ensure the applicable invoice item s are set up to initiate the Vaccine Tag special action see page 64 Refer to the SERVICE Based System Automated Setup section for information on verifying your current setup see page 69 Manual Setup Option Manually set up each Inventory item s Vaccine tab for further customization 1 Set the global Vaccine Tag defaults see page 63 2 Ensure the applicable invoice item s are set up to initiate the Vaccine Tag special action see page 64 3 Refer to the INVENTORY Based System Manual Setup section for additional setup steps see page 67 Revise your current setup to take advantage of new rabies vaccine tag features 1 Set the global Vaccine Tag defaults see page 63 2 Ensure the applicable invoice item s are set up to initiate the Vaccine Tag special action see page 64 3 Refer to the Best Practice for Setting Up Vaccine Vaccination Items section for information on reconfiguring your vaccine vaccination item setup see page 70 61 Rabies Vaccine Tags Tip If you re not sure which type of vaccine vaccination invoice item setup you have in place use the Invoice Item List Lists gt Invoice Items to search for applicable invoice items by Classification or Description Then take note o
74. eck box as needed Note Vital signs can also be accessed from the Summary and Text tabs Cornerstone 8 1 What s New 29 Vital Signs Weight Vital Signs Functionality in Other Areas of Cornerstone Patient Information The Patient Information window s Information tab has been changed to include a new Weight Body Score area that replaces the Weight history area provided in prior versions of Cornerstone When adding a new patient the Weight Body Score area includes fields for entering the staff date time weight and body score When updating information for an existing patient the Weight Body Score area allows you to access the Vital Signs window for this patient by clicking the Vital Signs Weight button Patient Check in out window The Weight entry area has been expanded to include body score available only if a Body Score vital sign has been activated in your Vital Sign List Default Weight Unit The default weight unit of measure is now specified for each weight range in Vital Sign Setup it was specified in Species Setup in prior versions Purge options In the list of information to purge the Weight History option has been changed to Vital Signs Cornerstone Practice Explorer A new Vital Signs category has been added to the Cornerstone Practice Explorer module This category includes the following fields Patient ID Staff ID Staff sequence Date Time Vital Sign Description Vital Sign Value Abnormal Code
75. ed Date provided 06 21 2010 f Expiration Date 00 00 0000 Prescribed by MW Mark J Fiala Dhl Filled by FAT Katie M Coggins CYT Instruction ID BIDC 1 CAF TWICE D r Instructions GWE 1 CAPSULE TWICE DAILY BY MOUTH UNTIL GONE Spell Check Apply to invoice Revenue center F Phamacy e Controlled Substance now displays in red if the prescribed item is flagged as a controlled substance in Invoice Item Information e The Prescription Information New dialog box displays the Total Qty prescribed which is calculated as original Quantity dispensed Quantity x of Refills For example if the Quantity is 10 and Refills is set to 2 the Total Qty is 30 10 10 x 2 e The Staff ID field has been replaced by two staff identification fields Prescribed by and Filled by SO you Can now easily track both who prescribed and who filled the prescription The Prescribed by field is required and the Filled by field is required by default but can be changed by clearing the Filled by staff required check box in Prescriptions defaults Prescription Instructions e The text displayed in the Instructions text box now represents the amount of text that will fit on the prescription label exactly as it will appear on the printed label Tip If desired you can print prescriptions using a smaller font by selecting the Small fonts check box in Prescriptions defaults e f you type text exceeding the size of the printed area
76. ed and change the date if necessary Enter the Manner of administration and Number of years information In the Lot number and Drug expires fields if applicable enter the lot number and expiration date for the vaccine Inventory item If lot numbers and expiration dates are tracked through Cornerstone Inventory these settings are controlled by consumption If you are issuing a tag that has been designated as a rabies tag the Print certificate check box displays Select this check box if you want Cornerstone to print a rabies certificate when this tag is completed Or if your practice prints custom certificates the document opens for printing in the Cornerstone Editor Complete the remaining tag settings and click OK See About the Vaccine Tag Window on page 73 for information on additional Vaccine Tag window fields Cornerstone 8 1 What s New 66 Rabies Vaccine Tags 15 If you entered a new lot number expiration date combination you are asked if you would like to add the combination for this Inventory item Click Yes to have Cornerstone add the combination to the Invoice Item Information Vaccine tab for this item E Add Lot Number Expiration Date Would vou like to add the following lot number expiration date combo to those available for this Inventory item ltem ID IMA AB ltem description RABIES IMRAB 3 Lot number 180606 Expiration date 127127201 16 Ifyou specified a new Manner of Administration Years
77. ed or posted during invoicing or on the PVL Cornerstone 8 1 What s New 64 Rabies Vaccine Tags E Invoice Item Information for Corona Puppy accination ole ID CORO Corona Puppy Vaccination Inventory 3 j j SE R Info Instructions Reminders Tax Dise Inventory Vaccine Link Items Spec Actions Travel Special actions Vaccine Tag se Before invoice is posted Feeding Guide Software Optional on invoice Lab Request Before invoice iz posted Mark as Deceased Immediately on invoice PWL Sex Modification Update Microchip ID Update Vital Signs Vaccine Tag Note In Cornerstone 8 1 processing the Vaccine Tag special action is the only method available for generating a new rabies vaccine tag for a patient You can no longer issue a new tag from the Patient Clipboard Tags Microchip ID tab or from the Patient Information Tags ID tab this tab has been removed INVENTORY Based System Automated Setup If you have an INVENTORY based system in place you can let Cornerstone do much of the setup work for you by allowing you to save rabies vaccine tag information when it s entered on the Vaccine Tag window at invoice time Over time as you continue to save this information Cornerstone adds the information for the applicable item and species on the Invoice Item Information Vaccine tab The next time you issue a tag for this species using this Inventory item the Manner of administration Number of years Lot numbe
78. eeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeees 94 Automated Service Pack Updates with IDEXX SmartService SOIUtIONS cc cccceeccccceccccceeeeeeessseeeeeeeeeeeeeeeeees 94 FOW IEW OK S aeciaii a N A r E E EA EEES 94 Cornerstone 8 1 Whats New iV Getting Started Welcome To help ensure a smooth transition to your new IDEXX Cornerstone 8 1 Practice Management System we recommend using the following resources in the order listed below Get started by reviewing a checklist of all pre installation tasks 1 Release Implementation Plan to help you prepare for and take advantage of the new features in this release This overview presentation walks you through the new 2 IDEXX Cornerstone 8 1 Highlights features and enhancements in Cornerstone 8 1 highlighting improvements for everyone on your team 3 What s New this document View detailed OAO on setting up and using the new features and functionality in this release 4 Installation Guide Review hardware operating system guidelines and follow the recommended steps for installation f Reference this plan once again to review post installation 5 Release Implementation Plan tasks including security setup and defaults configuration These resources are available on the Cornerstone Resource CD which is included in your Cornerstone 8 1 installation upgrade package To locate these resources on the CD go to the Upgrading Cornerstone area then select the appropriate upgrade path for yo
79. efensor 3 Producer Mfr Phizer This if a rabies tag Brand Defensor 3 Type Killed Given 1 3 2011 Manner of Subcutanecusly ae Number of 3 iw Tag Expires 1 3 2014 administration pears Lot number 714887d E Drug expires 2011 11 13 OtyDoses 1 00 Wyl Location of injection Staff information Performed by CS Corin Schulze DVM While many of the tag fields are the same as or similar to those in prior versions Cornerstone 8 1 provides several new rabies vaccine tag options Tag Number prefix box If you previously specified a tag number prefix in Vaccine Tag defaults that default prefix will display in a box to the left of the Tag number text box If necessary you can change or remove the default prefix Increment Tag button Click this button to use the next available tag number increments the tag number by one based on the Last used tag number in Vaccine Tag defaults Location of injection Optionally you can type the location of injection in the text box up to 30 characters This information will display only when viewing the tag information in Cornerstone it will not print on the certificate Print certificate check box If you are issuing a tag that has been designated as a rabies tag the Print certificate check box displays Select this check box if you want Cornerstone to print a rabies certificate when this tag is completed Or if your practice prints custom certificates the document opens
80. el Issue vaccination tag Rabies tag ProducerMit Merial Brand IMAAB Type Killed Administration by species l Select 4 species Avian fad o Manner of Admin Print Rabies Cert Default and then select Bovine etree ous ne Canine Administration ntramnuscular types you wantto Chinchilla J Intramuscular Use for this Cash Large Subcutaneously SPECIES Cash Small Subcutaneously OOOO Equine Subcutaneously Feline m Manage List Available lot number and expiration dates Create a list of available lot number and Lot Number Expiration Date Last Used Date expiration dates for this vaccine These 180608 12 12 2011 13 2011 will be available to select from when o0 00 0000 creating 4 vaccine tag several additional enhancements have been made to improve the way rabies vaccine tags are set up and generated in Cornerstone e Throughout Cornerstone rabies tag settings have been renamed vaccine tag to encompass all types of vaccinations including rabies and large animal vaccinations e g Brucellosis vaccinations e Anew Add Existing option allows you to enter an existing tag into the system if a patient was issued a tag elsewhere and you need to document the tag information in the patient record e The Patient Clipboard Tags Microchip ID tab right click options now allow you to view update void reissue or add an existing tag Cornerstone 8 1 What s New 59 Rabies Vaccine Tags e To accommodate differe
81. en clicking New F Description Years Intramuscular 1 E Delete Intramuscular Close al 2 Intramuscular 3 Subcutaneously 1 2 Subcutaneously xi E add manner of Admin ears M f pees Subcutaneous Select the appropriate Manner of Admin and Years settings and click OK For the Years setting if the number of years can vary you can set the years to Ask which will require staff to input the years manually on the Vaccine Tag window at invoice time When you are finished click Close Any Manner of Administration Years combinations you added will be reflected in the list on the Vaccine tab d Foraselected Manner of Admin Years combination if you want the Print certificate check box to be selected by default on the Vaccine Tag window at invoice time select the Print Rabies Cert check box next to the applicable combination e lf you want to designate a particular Manner of Admin Years combination as the default for this species select the Default check box next to the applicable combination This default combination will automatically populate the Manner of administration and Number of years fields on the Vaccine Tag window at invoice time although you can select different settings from the drop down lists if necessary 8 Inthe Available lot number and expiration dates area create a list of available lot number and expiration dates for this vaccine Note The Lot Number Expiration Date
82. es and save them to a compressed ZIP file Cornerstone 8 1 What s New 91 Miscellaneous I Generate Reminders laagi Lal Practice All Practices iw Output information Date range Reminder type Create Reminder Service file e Beginning date 09 01 200 Distribution ppe Mail Reminders Only Ending date 09 50 2010 S5 Name C Cstonesnamelist tet FastDue date 09 01 2010 E Include Pet Pictures Client information Reminder Client ID a i information Client Name Send reminders to Flagged Owners Eal to generate Address Client Classification Mo Class Specified State Breeder Postal Code Farm Client e Pet Name 2a Number of reminders per card 1 to 9 4 5 sort by Client Name asi M i Invoice tem information Beginning last name Ending last name selection type All Ei ael Item ID Description Species information Selection type Individual v 2 When setting up your reminder cards on the IDEXX Reminder Card Service Web site you can browse to select this ZIP file and upload it to the Web site The reminder service will then match up the pet pictures with the corresponding practice ID patient ID and client ID information to print the pictures on the reminder cards Note Only one pet picture may be used per reminder card For more information on generating reminders see the Cornerstone Administrator s Manual or Cornerstone Help system Copying and Pasting Appointments The
83. ew IDEXX Lab Report Provides All Laboratory Results for a REQUEST cece tttrtttttneereeeeeeeeeeeeees 54 Setting the Option to Transmit IDEXX Lab Reports from the IDEXX VetLab Station cccccccceeeeeees 55 Opening an IDEXX Lab Report and Viewing Results cccccccccccccccccccccccccecccescceeeeeeeeeeeeeseeeeeseseeeeeeeeeeeerseees 56 Using the IDEXX Lab Report to Update or Post Results All at Once for a Request 56 Viewing the IDEXX Lab Report on the Patient Clipboard ccccccccecessssssssssssssssssssssssssssssssssssssseens 57 Support for the New IDEXX ProCyte Dx Hematology AmalyZer cccccccccccsscccccccccececeeeeeceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeees 58 Rabies VACCING TaS aaa aa 59 A TA O a E wes demuest corset veveee eerste 59 Rabies Vaccine Tag Terminology sssaseswssassastastastasiastucartntasteateetntantaalent nated ntaecteuanawecewnuidastarlanianlbennlsslanlseanlsslaslaciatuiadd caslselanlbeanleslaslt 60 Cornerstone 8 1 What s New iil Contents Rabies VACCING Tag SetU weit isweanescsetsccneesties cnn aE 61 Setting Up Your Vaccine Vaccination tems iscxteczeccteecendirdiacserebosteeaebeyesceebevudencecdyccnhecdbavatd clea shebheccehuareveteeatacaees 61 Quick Reference Table Vaccine Vaccination Item Setup OptiOnS s ssisssseeessssirrrrrirrrrrrerrrrrrrrrrrrrren 61 How Rabies Vaccine Tag Defaults are Applied at Invoice Time ssssssssssssssssssssssssssssssssssesesererrrrrrerrrrrrrrrrrn 6
84. f the designator in the Type column is listed for Inventory items and S is listed for Service items Invoice Item List Description Description Invoice item classification Include Classification E3 VACCINES Group items Inventory items Search by Invoice tem information service items Pick terns Dispensing tems tem ID ltem ID DEFENSO Search for word Inactive items Gessica Pe Tyee al Defensor 3 Vaccines 0 00 DEFENSO aff injectable bordetella Vaccines 0 00 INJBOR tf How Rabies Vaccine Tag Defaults are Applied at Invoice Time When populating fields on the Vaccine Tag window at invoice time Cornerstone checks for any specified defaults in a particular order The order depends on the type of vaccine vaccination item or its linked item that is invoiced Invoiced item or its linked item is an INVENTORY item For an INVENTORY based system Cornerstone checks for any specified default settings in this order i Inventory item Vaccine tab settings in Invoice Item Information 2 Prior version Species Specific Rabies Tag defaults accessed from Species Information 3 Prior version Rabies default settings in Practice and Workstation Defaults 4 If none of the above default settings have been specified Cornerstone displays blank fields on the Vaccine Tag window at invoice time Notes On the Vaccine tab if the Rabies tag check box is not selected it is not considered a r
85. f there are any existing Inventory items with rabies vaccine tag defaults set up on the Invoice Item Information Vaccine tab If vaccine vaccination Inventory items exist this message indicates the number of items and serves as a reminder that the Vaccine tab defaults will be used for those items See How Rabies Vaccine Tag Defaults are Applied at Invoice Time on page 62 for more information on the order in which these defaults are applied Best Practice for Setting Up Vaccine Vaccination Items For those practices new to Cornerstone or those wanting to modify their existing vaccine vaccination setup we recommend an INVENTORY based setup that takes advantage of the new features in Cornerstone 8 1 One of the most common INVENTORY based setup methods uses a vaccination Service item that includes a link to a vaccine Inventory item This type of configuration allows you to set up multiple species specific Manner of Administration Years combinations for each vaccine while also being able to track your vaccinations as services if desired The images on the following two pages show an example of what this type of vaccine vaccination item setup and use might look like in Cornerstone Cornerstone 8 1 What s New 70 Rabies Vaccine Tags SETUP Vaccination Service Item Vaccine Inventory Item The RAB3YR item includes settings for reminders a link to the The DEFENSO item includes settings for maintaining inventory vaccine Inventory item
86. for printing in the Cornerstone Editor Cornerstone 8 1 What s New T3 Rabies Vaccine Tags Option to Complete the Tag Number at a Later Time When issuing a rabies vaccine tag if necessary you can leave the tag number blank and complete it later prior to posting the invoice For example you might start to issue the tag from the Patient Visit List and then wait to enter the tag number when the client is being invoiced in reception When the client is invoiced if the tag has not been completed i e no tag number the Tags to be Completed dialog box displays and lists any incomplete tags that exist in the client record E Tags to be Completed Patient Species Breed ltem Description roces Close 13683 Gressa DOBERMAN PINSCHER RABIES 1 ESR BOOSTER You can select a tag and click Process to complete the tag or click Close to continue with posting the INVOICE Tags Microchip ID Tab on the Patient Clipboard In the Patient information area on the Patient Clipboard the Tags Microchip ID tab includes new options available via the right click menu Patient information ANEEMIA Microchip ID Registration Hide voided tags JagNumber Date Expires Staff Vaccine 13567 972172006 9721720083 EWE Imrab 3 4316 Ta 2003 F324 kw Imab 3 View food Peedel4 772972006 LE Imrab 3 void Reissue Add Existing New Tags Microchip ID tab options include e View Update A tag is updateable until the point when you p
87. for voiding the document Tip If desired you can hide all voided documents in history on the Patient Clipboard to remove unnecessary clutter and save space To do so select the Hide voided items check box located in the bottom right corner of the Patient Clipboard Notes e lf avoided document is included in the Patient History Report or the Check in Report the VOID watermark appears on the document within the report e The void feature is not available for Classic medical notes Cornerstone 8 1 What s New 76 Medical Voided Documents Report A new Voided Documents Report provides a list of all voided documents medical notes and correspondence The Voided Documents Report is available in the Patient report group e Sort options for the report include patient ID void date void staff ID void user ID and create staff ID e Range options include patient ID void date void staff ID void user ID and create staff ID Note The Voided Documents Report prints in a landscape page orientation Prescriptions Changes and Enhancements Several improvements have been made on the Prescription Information dialog box for adding renewing and refilling prescriptions General I Prescription Information New Damon Gowlland 9383 CANINE Female ee Air 9383 4 75 pounds RETRIEVER LABRADOR 13 rs 0 Mos As number ltem ID 10761 Valium Smg Controlled Substance Quantity 2 00 Total Qty 2 00 Refills 0 ee C Refil as need
88. gnature and optional witness signature on an estimate Cornerstone 8 1 What s New 32 FP Print Preview ha Lynn Hutmacher 10912W 121 Ter Eau Claire WI 54703 Patient ID 2321 Patent Name Max Save unsigned estimate for 30 days or until 02 02 2011 fi Ophthalmic Exam _ Finalize estimate Th m 75 0 THE ANIMAL MEDICAL CENTER 1 3 2011 2536 Alpine Road Eau Claire WI 54703 715 866 7777 Species Canine Weight Breed Soft coated W heaten temer Birthday Staff Name Low Oty Dr Comin Schulze DVM 1 00 Low Subtotal Once the estimate is signed it is a contract between the hospital and the client Page 1 1 Chent ID 1427 Recommended Svcs 9 Expiration Date 2 2 2011 34 00 Pounds Sex Spayed Female 12 12 2002 Low Amount High Oty High Amount 47 50 1 00 47 50 Tex High Total Authorizing Signature A Signatures on Estimates Note The options available on the estimate s Print Preview window depend on the Estimate defaults you have enabled and whether a signature capture device is connected The window options also vary depending on if the estimate has been signed once signed the estimate is automatically finalized and the save finalize options are not available Using Electronic Signatures on Estimates Note The following steps assume that the Use authorized signature option has been selected in Estimate defaults and that a supported signat
89. gt Vital Signs Weight displays the name abbreviation data type and active inactive status of all vital signs that have been set up for your practice IP vital Sign List Max Name 5 Abbreviation Type Status Alert Attitude I Alert Alphanumeric List Inactive Appetite 1 Appetite Numeric List Inactive Blood Pressure I BP Alphanumeric Inactive Body Score 1 5 1 BodyScores Numeric List Inactive Body Score 1 9 1 BodyScored Numeric List Inactive Capillary Refill I Cap Alphanumeric List Inactive Dental Score I Dental Numeric List Inactive Fecal Output I Feces Alphanumeric List Inactive Gut Sounds I Gut Sounds Numeric List Inactive Mucous Membranes I Muc Memb Alphanumeric List Inactive Pain Scale I Pain Numeric List Inactive Pulse I Pulse Numeric Inactive Respiration I Resp Alphanumeric Inactive Temperature I Temp Nurneric Inactive Urine Output I Urine Outp Humeric List Inactive Weight Weight Weight Active Using the buttons available on the Vital Sign List window you can e Setup anew vital sign to appear in the practice s Vital Sign List See page 10 e Update or edit settings for existing vital signs see page 10 e Copy an existing vital sign s setup and use it as a starting point for creating a new vital sign see page 15 e Delete a vital sign from the practice s Vital Sign List see page 15 e Set the order of the vital signs displayed on the Vital Signs window at the time of use
90. he Open or Pending status button associated with the result The Note for lab call back item dialog box appears I Note for LAB CB Lab Call Back Client Gowland Damon 715 775 6255 Home a 715 356 7006 Cellular rere Staff ID hit Mark J Fiala DM Select Note Status Spel Chest Called and left message Mote from Mark J Fiala DM on 6 9 2070 at 09 04 08 Lab results are in Ask client to contact our office to review the results 2 Enter the staff ID of the staff member who is making the call 3 Depending on if the client was contacted set the call back status to Open Pending or Completed 4 Enter a note regarding the call status To view notes for a completed laboratory call back gt Click the Completed status button associated with the result All associated call back notes display in a view only dialog box Call back notes are also available in patient history if needed for future reference New IDEXX Lab Report Provides All Laboratory Results for a Request The new IDEXX Lab Report saves you time by allowing you to view a single report that includes all results for a laboratory request Separate IDEXX Lab Reports are provided for IDEXX SmartLink In House Laboratory IDEXX VetLab Station 3 10 and above results and IDEXX SmartLink Reference Laboratory IDEXX VetConnect results The lab report is displayed on the IDEXX Lab Report tab in the new Detailed Lab Result Set window For both in ho
91. ial action with the exception of the Electronic Whiteboard where it displays the full Vital Signs entry window e Weight dependent questions for Group item smart codes Tip If a typing error is made when entering a patient weight a staff member with appropriate security permissions can edit the weight if its associated vital signs set was created within the last 24 hours whereas in previous versions an incorrect weight would have to be voided The Default Vital Sign List Cornerstone 8 1 installs with a default Vital Sign List you can use this list as is See Quick Start Steps for Vital Signs Setup on page 5 or you can customize the list and add vital signs to meet the needs of your practice see Editing Default Vital Signs or Adding New Vital Signs on page 10 Vital Sign Weight always active Body Score 1 5 Body Score 1 9 Temperature Pulse Respiration Mucous Membranes Capillary Refill Blood Pressure Dental Score Pain Scale Alert Attitude Appetite Urine Output Fecal Output Gut Sounds List Value Descriptions Abbreviation Weight BodyScored BodyScore9 Temp Pulse Resp Muc Memb CRT BP Dental Pain Scale Alert Appetite Urine Outp Feces Gut Sounds e Body Score 1 5 1 Emaciated 2 Thin 3 Optimal 4 Overweight 5 Obese e Body Score 1 9 1 Emaciated 2 Underweight 3 Slightly Underwt 4 Ideal 4 5 Ideal 5 6 Overweight 7
92. ice 1 Ward Cage Weig ht button Summary Text Problems Dx Rx Medical Notes Lab Vital Signs Full Size View pe Muc Merb Cap el PanSede_ O Fee 2011 08 16 am Statt n 2 8 2011 cs 30 E Pink Healthy E 2 4 sec 1 No Visible Pain 2 7 2011 cs 30 H E Pink Healthy 2 4 sec 2 Mild Pain H Body Score 1 5 2 7 2011 cs 6 35 H E Pink Healthy 2 4 sec 2 Mild Pain H Temperature 2 7 2011 CS 45 H Pale Anemic A 2 4 sec L 4 Extreme Pain H Purse Respiration Breathing improved Mucous Membranes Pink He Improved Capillary Refill Comments box PAIT SERIE Much improved Preview Ss pane lt gt a lt gt On the Vital Signs tab you can e Right click and select the applicable option to Add new Update View or Void a set of vital signs Note that Update is available if the vital signs set was created within the last 10 days and View is available if the vital signs set is more than 10 days old e View a graph of a vital sign by clicking the Graph button displayed in the column header available only for Numeric and Numeric List vital signs e View any comments by hovering the cursor over any comment boxes E that may display next to a vital sign e Click the Preview button to view the selected vital signs set information in table format in the Preview pane on the right side of the Vital Signs tab e Show hide voided vital signs sets by selecting the Hide voided items ch
93. ick the Lab Results tab and update each result separately as needed Select the desired result from the drop down list in the top left corner of the Lab Results tab then change the status reassign print perform or schedule a call back or update comments as needed for the selected result FF Detailed Lab Result Set BAX C Update all statuses to Completed v IDE Lab Report Lab Results Chemistry Completed 1 v Patient information Patient ID 12289 Alex Female 7 Yrs 4 Mos Owner Dan Mark CANINE BEAGLE 3 1 pounds Print Chemistry Call Back Status Completed w 1 19 2009 Monday 9 19 AM Dr Mark J Fiala DYM Req ID 2218 IDEXX VetLab In clinic Laboratory New BUN UREA 28 mg dL Comments Lab comments Update 4 When finished click OK to close the Detailed Lab Result Set window Note The OK button is disabled if the staff member does not have appropriate Security permissions to update the laboratory result type s included in the set If all results for the request were posted in step 2 above the IDEXX Lab Report and associated results is saved to patient history and will be available in the patient s electronic medical record at any time from the Patient Clipboard See the Viewing the IDEXX Lab Report on the Patient Clipboard section that follows for information on viewing IDEXX Lab Reports in patient history Note Once an IDEXX Lab Report and associated results is posted it no longer appears
94. ient IMPORTANT Make sure your practice s Vital Sign List has been finalized before you begin entering vital signs for patients For list type vital signs once a vital sign has been entered for a patient you will no longer be able to make changes to the list values or the species associated with a list although you can still add species to an existing list To add a set of vital signs for a patient 1 information Open the Vital Signs window for a patient See Accessing Vital Signs for a Patient on page 18 for Expand the Create new Vital Signs set column right column by doing one of the following e Double click on any vital sign cell in the Create new column e Tab into the Create new column With the focus on the desired cell press ENTER or SPACEBAR e Right click in the Create new column and select Create a new set Tip To move through the Create new Vital Signs set column using the mouse simply click in the desired cell field To move through the column using the keyboard tab into a cell to place focus on it then press ENTER or SPACEBAR to expand the cell Once expanded press TAB to move from field to field within a cell Note If you have designated certain list values as defaults these default values will be selected automatically when you click or tab into their associated fields For this reason you should review each field to ensure a default list value is not mistakenly selected for a patien
95. iety of reports that include detail and summary level information for all transaction types as well as credit and debit specific detail The transaction detail reporting allows for sorting by specific field names and all reports can be displayed and or printed by a date range There are many useful reports available in the X Charge software Two of the most commonly used reports include Credit Card Totals Report Provides the following processing detail by credit card type transaction type count total amount average amount and group Settlement Report For each transaction within a batch provides information on transaction type credit card number expiration date credit card type approval code date settlement date clerk settlement clerk register settlement register amount settlement amount and settlement difference To access reports in the X Charge software basic steps gt Inthe X Charge software Start gt Programs gt X Charge gt X Charge click the Reports button For more information see the X Charge User Manual or X Charge Help Cornerstone Daily Payment Register Credit Debit Payment Transactions Report This Cornerstone report allows you to review your daily credit debit card transactions payments voids and refunds The report groups transactions according to payment card type and sorts them in ascending date time order Note This report lists only those transactions performed using the Credit Card
96. ign on the Vital Signs window the default value will be selected automatically e o order the list values as you want them to display in the drop down list select a list value and then click the up or down arrow button to move the value within the list f To provide a more detailed description of each list value select the value in the Description Default table and then type the description text maximum of 500 characters in the Cornerstone 8 1 What s New 12 Vital Signs Weight Extended description box located at the bottom of the window The extended description will be accessible on the Vital Signs window at the time of use by clicking the link for that vital sign g To associate one or more species with the list select the list and then click each desired species to be associated with it Click the species a second time to unlink the species from the list Note To display this list wnen adding vital signs for patients you need to assign the applicable species to the list here during vital sign setup If you do not assign at least one species to the list when you try to enter a value for this vital sign a message displays to remind you that the patient s species has not been associated with the list h Repeat steps a g as needed to set up each desired list IMPORTANT Once a list vital sign has been entered for a patient from that time on only the Extended description can be changed You cannot add edit de
97. igns information in an exam at the time of use Setting the Ask for Weight Default for Medical Notes The Ask for weight if the last entry is older than __ days field in Documents defaults determines whether staff are prompted to enter the patient s weight upon starting or opening a medical note Cornerstone will compare this default setting to the date of the most recent weight recorded for the patient in Cornerstone If the date of the weight is older than the specified number of days the weight entry dialog box appears to allow the staff member to enter a current weight for the patient To set the Ask for weight default for medical notes E a 3 4 On the Controls menu select Defaults gt Practice and Workstation In the navigation pane on the left click Documents In the Medical note options area type a number in the Ask for weight if the last entry is older than __ days field to specify the number of days to use for determining if the most recent patient weight entry is considered current When you are finished click OK Setting Check In Report Print Options for Weight Body Score and Vital Signs To set Check in Report print options for Weight Body Score and Vital Signs 1 2 3 On the Controls menu select Defaults gt Practice and Workstation In the navigation pane on the left click Check in and then click Check in Print Options If you want the Weight Body score and Vital Signs information to print
98. imal Temp FERRET Small Animal Temp GERBIL GUINEA PIG HAMSTER HEDGEHOG MARSUPIAL Temperature MOUSE 2 High wW Exci OTHER LARGE i 102 1 Excited Example of the Numeric type during setup Example of a Numeric type entry Setting Up the Vital Sign List for Your Practice Quick Start Setup Activating Vital Signs and Assigning Species to Lists If the default vital sign list meets your practice s needs as is with no customization required then consider using the Quick Start Setup steps These steps cover the minimum setup required to get up and running quickly using the default vital signs Note If you plan to edit the default vital sign list add your own vital signs to the list or set up custom lists by species or group do not use the Quick Start Setup See Editing Default Vital Signs or Adding New Vital Signs on page 10 for information on standard setup procedures To activate vital signs and assign species to lists 1 On the Lists menu select Vital Signs Weight The Vital Sign List window appears 2 Double click a vital sign to edit its settings The Vital Sign Setup window appears 3 To activate this vital sign clear the Inactive check box Conversely to mark it as inactive select the Inactive check box a TTT NS ard IF Vital Sign Setup BAX a Abbreviation Pain Scale Body Score display with weight _ Type Numeric List an aay rin PA 4 Do one of the follo
99. in the observation text that prints on the Pet Health Report Card Cornerstone 8 1 What s New 27 Vital signs information within the observation text Vital Signs Weight Patient Advisor Exam Anna Kent with Oliver kal Patient information Exam information ID 13885 5 Oliver Admit 0770772010 Staff Mark J Fiala DM 4 rs 11 Mas 45 pounds Release 07 07 2010 29 Tech None BULLDOG ENGLISH Male Observations System template Adult v Eyes Eyes are bright and clear The cornea sclera conjunctiva and eyelids are intact and Normal healthy The lens it transparent and the ins has a natural color and texture Ears The ear canals appear normal and healthy There is no significant accumulation of was or Normal debris Mouth and Teeth Dental Disease Grade Il There is plaque and calculus on the teeth that extends below the Abnormal j eal ecommended to prevent loss of teeth Vital Sig ns Weight icon auone Uental nranti s Terr 2010 1 75 PM Statt M a eight 45 pounds Dental Score 3 Moderate Respiratory Respiration is normal The lungs sound clear and healthy Normal Cardiovascular The heart sounds strong and healthy There are no murmurs abnormal sounds or irregular Ehl ere lt 1 rlaiklerss Lead ak bleiben mark rake ie scab o nukke eaeakere cask Lea ae To include vital signs information within an observation IMPORTANT If you need to change the Normal Abnormal Did Not Examine
100. is an example of an Alphanumeric List vital sign F vital Sign Setup Name Mucous Membranes iinactive Abbreviation Muc Memb Type Alphanumeric List All List name All Bovine All Canine All S I pti it 4 Chinchilla All Mucous Membranes m i rig White a Cash Large All 2 Abnormal W Dry Shock Pale Anemic pE Cash Small All aa PET Equine All soles Pink Healthy E White Feline All Pal z o ale Anemic lata Ferret AIl Pink Healthy Blue Cyanotic F Gerbil All aaa Guinea Pig All Blue Cyanotic Hamster All Example of the Alphanumeric List type during setup Example of the Alphanumeric List type during use Cornerstone 8 1 What s New 7 Numeric List Vital Signs Weight With a Numeric List vital sign at the time of use a value is selected from a pre configured list where the values are based on a numeric scale with a start value of O or 1 You can also simply type the number to quickly assign the associated value in the list For example for the 3 Optimal Body Score value you can simply type 3 instead of selecting the value from the list Dental Score is an example of a Numeric List vital sign Note Numeric List vital signs can be graphed I Vital Sign Setup Name Dental Score Abbreviation Dental Type Numeric List List name Small Animal Dental Excellent Mild Moderate Significant uf WU N BP Se
101. ital Sign from the Vital Sign LISt cccccesssssssssssssssssssssssssssesessseesssessessssssseesseeseeseesseseeseseseeeeeeens 15 Setting Up Invoice Items to Initiate the Update Vital Signs Special ACON sssiiiiiieeeeeeeerrrrrrirrriirrrrrrerereen 15 Inserting a Vital Signs Prompt Link in a Document Template sssssssssssssssssssssssssssesssssesseeeeeeeeeseseeens 16 Adding Vital Signs Functionality to Physical Exam Patient Advisor Exam Body SystemS8 ccccccccceeeeeeeeeeeeees 16 Setting the Ask for Weight Default for Medical Notes ccccccccccceecesseseseeeeeeeeeeeeeeeeeeeeeeeeaeeeeeeeeeeeeeeeeeeeeeeeaaaeaas 17 Setting Check In Report Print Options for Weight Body Score and Vital SIQNS cccccceeeeeeessceeesesseeeeesseeees 17 Vital SUS WSC cites wiiseee Sess aciewnrcaeececetawenusetticesieteuadudensunewidieadscdaseseuavoaeustend RN RENAA NEEE 18 Peoc SnO circles 6 ope F O eeee en tne te Nene et een ttt nent een eet tenet tere eee eee 18 PAO OUI MING VAN GINS VIVO eersrir snr r er E eect tenet tected E E E E dase iasOieseiattinseiasls 18 Gredting a Vital Signs Ser lor a PWM sects secesscseccseceseccascnseccnsassdesi same a tareter lt tareterstareter lt tereter lt tareter lt tereenes 21 E O E a a EEEE 22 Graphing Yita Signs Tor a PAG Niss 23 TA E E E E EE 24 Prompting Staff to Enter Vital Signs Upon Treatment Completion ccccccccssccccsseeeneeesssssssseeessssssseseennnesensees 24 Vie
102. ith your telemedicine provider see the provider s documentation Radiology Log A radiology log entry is automatically recorded for each radiograph captured by Cornerstone using an IDEXX Digital Imaging System and for images you import into Cornerstone The information in this entry can be modified or added to during the capture process or when you are reviewing the images later For more details see Radiology Log on page 81 in the Cornerstone Imaging section Cornerstone 8 1 What s New 89 Miscellaneous Printing a Practice Logo on Estimates Invoices and Statements The new Practice Logo feature allows you to include a logo on estimates invoices and monthly statements THE ANIMAL MEDICAL CENTER i 2536 Alpine Road Eau Claire WI 54703 715 282 8611 Vicki Hutmacher 309 Wimbledon Hills DR SW Client ID 13683 Estimate ID 22 Eau Claire WI 54703 Sa o Expiration Date 7 16 2013 Patient ID 13683 1 Species CANINE Weight 13 90 pounds Sex Neuter Patient Name Schultz Breed MINATURE PINSCHER Birthday 12 21 1992 Description Staff Name Low Qty Low Amount High Qty High Amount 7 16 2010 Eye Examination Dr Mark J Fiala DVM 1 00 28 00 1 00 28 00 or wb on apee DOPU a ane Y asie N ie He r a N r I ot T a daia O O aas To set up a practice logo basic steps 1 Specify the graphic file for the logo in Practice defaults Controls gt Defaults gt Practice and Workstation and then select Practice
103. l now a052 Eli IDES Completed 072a 2010 Pending PRR EEEE Biddgatdar Raj a052 Chemistry 3 Berita viet feria 8020 Jack IDES Completed OF 23 2010 McGilliqan Mikel 8020 Hematology 3 In the Call Backs Status column the status is indicated on the button When updating the status use the following definitions as your guide e blank A call back has not been performed or scheduled created for the laboratory result e Open A call back has been performed or scheduled created but the client has not yet been contacted e Pending A first call back has been initiated e g called and left message and notes have been added but this call back has not yet been completed e Completed The client has been contacted notes have been added and no further call backs are needed Note A lab Call Back button is also available on the Detailed Lab Result Set window Lab Results tab To work with Call Backs on the Diagnostics Tab gt Ifyou do not already have one create a Lab Call Back invoice item to use for creating or scheduling new call backs and then specify this item ID in Daily Planner defaults See Daily Planner Defaults on page 51 for information To record a first call back immediately for a listed laboratory result 1 Click the blank status button associated with the result and select Call now The Call now dialog box appears Cornerstone 8 1 What s New 52 Laboratory x P Call now Chent
104. lass Commission Percentage Report Patient Advisor Diagnosis by Staff Report fields Veterinarian Default Commission Percentage Item Classification item Subclass item ID tem Description Darrantana Reminders by Diagnosis End of Month If you select the Hide locked reports check box reports for which the staff member does not have access permissions locked reports are removed from the currently displayed Reports list When running a report search this narrows the search results to display only those reports that are accessible by that staff member Tip If the Hide locked reports check box is selected the number of hidden reports if any is displayed in parentheses The Report Details and Sample Area When you select a report in the Reports list the Report Details area in the right pane displays report information and a segment of a report sample This allows you to quickly verify the report contents and layout before electing to create the report Note Report details and a sample are not available for custom reports created by your practice using the Client and Patient Report Builder Sales Tax Summary By Revenue Center Report fields For each report you can view Revenue Center Tax Description e Report fields Current Tax Rate tax percentage Taxable Sales total net sales that had taxed applied e Re port description Total Tax Amount taxable sales multiplied by current tax rat
105. lete or reorder list values you cannot change the species associated with the list although you can add species to an existing list and you cannot delete the list If necessary you can copy the vital sign inactivate the original version that you copied then edit the copy as needed and assign your species as desired 4 To delete alist select it in the List area and click Delete List 5 When you are finished click Save to save and return to the Vital Sign List Editing the Weight Vital Sign As with Numeric vital signs that allow you to set up low high value ranges the Weight vital sign can be edited to add weight ranges appropriate for the species regularly seen in your practice In addition you can specify different units of measure for each range based on species size For example you could set up a range for the Avian species that has the Unit of measure set to grams Bvisgnstup OOO eS Name Abbreviation Type Weight Decimal Places Avian Small Animal Large Animal Rodent Range name Avian AVIAN Avian CANINE Small Animal Low 50 CHINCHILLA Rodent CASH LARGE High CASH SMALL FELINE Small Animal FERRET Rodent pounds ounces kilograms grams GERBIL Rodent GUINEA PIG Rodent HAMSTER Rodent HEDGEHOG Rodent MARSUPIAL Rodent MOUSE Rodent OTHER LARGE RODENT Rodent RABBIT Rodent REPTILE AMPHIBIAN Rodent Wolf Small Animal BOVINE Large Animal Other Species Unkno
106. lient with all services and costs agreed upon by the practice and client upfront Signature Capture Devices Supported signature capture devices include the Topaz ClipGem Topaz SignatureGem SigGem and Topaz SigLite LCD devices or a tablet PC For information on purchasing a signature capture device call 1 800 283 8386 Note If a signature capture device will be used on a thin client workstation the device may need to be connected to an AnywhereUSB device depending on the type of signature capture device being used Changes to Estimate Defaults In Practice and Workstation Defaults Controls gt Defaults gt Practice and Workstation several additions and changes have been made to Estimate defaults Account Alerts Appointment Schedule Boarding Check in Client Daily Entries Report Daily Planner Documents End Of Period Estimate Imaging Inventory Invoice Invoice Item Messages Passwords Patient Patient Advisor Performance Tracker Pharmacy Formulary Practice Prescriptions Purging Report Language Required Data Statement Print Optior Toolbar Unattended EOP Vaccination Bookmarks Vaccine Tag Web Links Whiteboard A F Practice and Workstation Defaults Estimate Estimate Staff ID MW MarkJ Fiala DVM Number of days to store unsigned estimates 30 j L Finalize estimate Transfer to patient visit list when finalized Low prices High prices
107. m in the On Demand Learning area Be sure to check back often aS new snippets are continually added Cornerstone 8 1 What s New 93 System Support and Upgrades Support for Windows 7 and Windows Server 2008 R2 IDEXX Cornerstone 8 1 supports the Windows 7 Professional 64 bit Windows Server 2008 R2 Standard 64 bit and Windows Server 2008 R2 Enterprise 64 bit operating systems Note If installing Cornerstone 8 1 on the Windows 7 or Windows Server 2008 R2 operating system leave the workstation screen text size at the Smaller 100 default setting If the text size setting in Windows 7 is greater than 100 percent this may cause text display issues in Cornerstone under certain circumstances To check the text size setting select Start gt Control Panel gt Display For detailed up to date information on Cornerstone specifications go to idexx com cornerstonespecifications Automated Service Pack Updates with IDEXX SmartService Solutions The IDEXX SmartService Solution tool offered in Cornerstone 8 1 provides automatic downloads and notification of Cornerstone service packs This automated process saves you time while also ensuring that you are taking advantage of the latest updates and capabilities available in your Cornerstone software Note In order to take advantage of automated service pack updates an Internet connection is required on the Cornerstone server or any stand alone computers running Cornerstone
108. mages and modify them e Anumber of case sending actions are also available on the Case Detail window and these actions now include creating a Patient CD On the Image Explorer window when you click New Case or Add to Case the Case Detail window appears r F Case Detail cog Client Name Bloom Leo Client ID 3 Species Feline Breed Domestic Short Hair Patient Name Finnegan Patient ID 2 Sex Male Weight N A Age Case Tite Case Date 7 2 10 6 14 10 02 59 PM Study for Finnegan Bloom Staff User Cornerstone Case Categones Studies 6 14 10 02 59 PM Images ABD R Lat Thumbnails Exp and gt gt Case Actions Expand gt gt Cornerstone 8 1 What s New 87 IDEXX Digital Radiography and Diagnostic Imaging The Case Detail window has three panes e Toopenapane click Expand gt gt on the right side of the pane e To close a pane open one of the other panes The Case Information pane displays information about the case In this pane you can give the case a title and note which staff member is associated with this case The Thumbnails pane displays thumbnail versions of the images in the case The Case Actions pane allows you to send the case out of the Cornerstone software in a number of ways YOu can e Create a Patient CD that includes the case notes as a text file e Email the case e Export the case to a CD or DVD The disc will contain just the images and notes text without th
109. manually enter radiology log information Once a log has been generated you can view the entire log or a portion of it and can print It email it or export it as a PDF Portable Document Format file Note With the addition of the Radiology Log feature in Cornerstone 8 1 you no longer need to use the Cornerstone Radiology Imaging Template Classic medical note If Your Images are Stored Within Cornerstone A radiology log entry is automatically recorded for each radiograph captured by Cornerstone using an IDEXX Digital Imaging System and for images you import into Cornerstone The information in this entry can be modified or added to during the capture process when you are reviewing the images later or when you are viewing the log To record radiology log information for a patient 1 On the Patient Clipboard with a patient selected right click in the Patient History area and select Radiology Log The Radiology Log window appears displaying log entries for this patient Cornerstone 8 1 What s New 81 Cornerstone Imaging EF Radiology Log BAX Patient ID f Finnegan Owner Jarvis James Gender Add Entry Species Feline Weight Age EE Delete Entry 1 7 2011 i Secondary 1 7 2011 Secondary E mail Lo 1 19 2011 Lateral Computed z Print Log Close Export as PDF 2 Inthe table you can add entries and record or modify any information that wasn t automatically recorded by Cornerstone Sc
110. mber of days Tip If you want the Update Vital Signs special action to appear for this item no matter how recently the weight has been updated set the Weight days field to 0 When you process the Update Vital Signs special action during invoicing or on the PVL the weight entry dialog box appears This dialog box allows you to enter a current weight for the patient as well as flag the weight as High Low or Abnormal and add a comment about the weight if applicable IP 6692 Barksalot EW Date 12 21 2010 Time 08 10 AM Staff Weight 00 pounds sel Normal Ww add more Vital signs The weight entry dialog box also includes an add more Vital signs link that you can click to open the full Vital Signs entry and viewing window for the patient if necessary Note If the Update Vital Signs special action is initiated from the Whiteboard Patient Treatments window Cornerstone displays the full Vital Signs window instead of the weight entry dialog box Inserting a Vital Signs Prompt Link in a Document Template If desired an Add vital signs prompt link can be added to a document template medical note or correspondence document during setup With the prompt in place at the time of use the staff member can simply click on the prompt link and select the patient s vital signs information to insert in the document Note This feature is not available for Classic medical note templates To insert an Add vital signs prompt
111. me Prac LabID Type Date Call Backs jaj Owner Name Reg ID Template Staff ID Status Date Staf ID 20 ZeD 1 INCLIMNIC Pending Reg gt 07 23 2010 Brown Roland a70 1 2056 Kingsley IDE Completed 072372010 Pattington Brad and Sheri a056 Hematology 3 a052 Eli 1 IDE Posted 07 23 2010 Completed 07280 1 Biddgatdar Aaj a052 Hematology 3 8060 Billy IDE Completed OF 23 2010 Maddison Hannah a060 Hematology 3 a045 Phinneous IDE Completed 072372010 Completed revo 1 Brigsby Graham a045 Chemistry 3 18052 Eli IDE Completed OF 23 2010 Pending 07 260 1 Biddgatdar Aaj a052 Chemistry 3 8020 Jack IDE Completed OF 23 2010 IMecGiligan Mikel a020 Hematology 3 To view and update Laboratory Requests Results on the Diagnostics Tab basic steps 1 With the applicable staff member or all staff specified at the top of the Daily Planner window click the Diagnostics tab 2 Select the Posted results check box if you would like to display lab results posted to the patient s history If this option is selected use the date fields below it to indicate the date range of posted results to view default number of days set in Daily Planner defaults 3 Inthe Other types to include area select the check boxes for the types of requests and results you want to view default types set in Daily Planner defaults 4 Once the date range and types have been set you can view all existing results requests and their current c
112. mpleted or Rejected you can change the status for all of the results at once rather than having to update each result separately as in prior versions of Cornerstone This update all at once ability is possible using the new Update all statuses to check box on the Detailed Lab Result Set window FF Detailed Lab Result Set Update all statuses to Posted iv IDEXX Lab Report Lab Results B d wm 1 liz Th m amp 2 2 A Sion gt E 2 Test Results Reference Interval LOW NORMAL HIGH LaserCyte August 17 2010 10 56 AM RBC 7 77 M L 5 00 10 00 HCT 33 6 30 0 45 0 HGB 11 5 g dL 9 0 15 1 MCV 43 3 fL 41 0 58 0 MCH 14 78 pq 12 00 20 00 MCHC 1 g dL 29 0 37 5 RDW 18 2 1 RETIC 0 2 RETIC 15 0 K uL WBC 5 80 K L 5 50 19 50 NEU 62 0 To use the IDEXX Lab Report to update or post laboratory results 1 Open the desired IDEXX Lab Report in the Detailed Lab Result Set window See the previous Opening an IDEXX Lab Report and Viewing Results section for information Cornerstone 8 1 What s New 56 Laboratory 2 Ifall results for the laboratory request share the same status the Update all statuses to check box will be available If you want to update the status for all results at once select the check box and then select the desired status Completed Posted Rejected from the drop down list 3 If all results do not share the same status you can cl
113. n order to use the call back features on the Diagnostics tab Working with Call Backs on the Diagnostics Tab The Diagnostics tab conveniently provides a single location for managing many of your laboratory related tasks in Cornerstone including lab call backs The Call Backs columns Status Date and Staff ID allow you to keep track of lab call backs at a glance and access call back options with a single click IP Daily Planner ole Staff information Mark J Fiala DVM e View for all staff Correspondence Patient Visit List Invoices Exams Appointments Call Backs Diagnostics Checked In Medical Notes v Posted results Other types to include Thursday Thursday Pending requests Orphan results Mo template t a a Urte2 2010 w 5 a a rregi w V Completed results V Not requested Rejected results Hide preliminary rezulta Patient ID Patient Name Prac LabID Type Dae Call Backs Owner Name Reg ID Template Staff ID Status Date Staff ID 20 ZeD 1 INCLINIC Pending Reg 2 07 23 2010 Brown Roland a70 1 8056 Kingsley IDE Completed 0rr2372010 Pattington Brad and Sheri a056 Hematology 3 B052 Eli 1 IDE Posted OF723 2010 Completed 07280 1 Biddgatdar Raj a052 Hematology 3 8060 Billy IDE Completed OF 23 2010 Maddison Hannah a060 Hematology 3 a045 Phinneous IDE Completed OF 72372010 Completet th43443 Brigsby Graham a045 Chemistry 3 Cal
114. nd access them throughout Cornerstone in all areas where patient weight has traditionally been displayed The new Vital Signs window provides one central location to review historical vital signs for a patient and allows you to more easily identify changes in a patient s health through comparative trending and graphing Using the Vital Signs window you can view add edit and graph vital signs for a patient You can also include vital signs information in medical notes and on Pet Health Report Cards created using Physical Exam Patient Advisor Exam F vital Signs Joe Client ID Hollister Jeff Patient ID Hank 5 Yrs O Mos Feline Shorthair Domestic Neutered Male Yellow amp White v hide voided records Vital Signs 2 7 11 2 7 11 2 7 11 Today 02 50 PM 03 49 PM 04 53 PM 08 16 AM Staff CS Staff CS Staff CS Staff CS Date 2 8 2011 Time 08 16 AM Weight 5 pounds 8 5 pounds BodyScore5 2 3 Optimal Temp 99 8 99 8 Pulse 210 H fBj180 0 180 H Bl150 0 Resp H 25 0 30 H E 20 0 Breathing improved Muc Memb Pale Anemic A E Pink Healthy Pink Healthy Pink Healthy Improved Cap Refill 2 4 sec L 2 4 sec Ej2 4 sec 2 4 sec Pain Scale rs nt i 7 n J i 7 E iz Pain Scale 2 4 Extreme H 2 Mild Pain H Ez Mild Pain H T Nacvicible Bain v Normal a Much improved Jy he py o oj 3 dselect a No Visible Pain 2 Mild Pai g 3 Moderate Pain 4 Extrerne Pain 45 enter Gut Sounds
115. nd then select the applicable species to associate with the list Click Save To take advantage of additional vital signs customization features consider these optional steps Edit the default vital signs or add new vital signs See page 10 for more information Edit the Weight vital sign Optional See page 13 for more information Set the vital signs display order See page 14 for more information Cornerstone 8 1 What s New Edit the default vital signs Add new vital signs Add a range of low high values and select the applicable species to associate with the range to alert staff for values entered outside the range Add custom lists for a particular species or group of similar species Avian Equine Small Animal group Large Animal group etc Go to Lists gt Vital Signs Weight Double click the Weight vital sign to edit its settings Do any or all of the following to customize the Weight e Change the number of decimal places used for weight e Add or edit ranges of low high values and select the applicable species to associate with the range to alert staff for weights entered outside the range e Change the unit of measure to use for each range Click Save Go to Lists gt Vital Signs Weight Click Set Order Use the arrow buttons to move each vital sign to the desired position in the list Click OK Vital Signs Weight About the Vital Sign List The Vital Sign List window Lists
116. nding on the When to apply option selected for the special action during setup the Vaccine Tag will be applied when the item is added or posted during invoicing or on the PVL When the special action is processed the Vaccine Tag window appears I Vaccine Tag Client Mike Birchfield 1236 _ Print certificate Patient Maggie 4857 Canine Retriever Labrado 33 00 Pounds 10 4 2008 a Yrs 2 Mos Spayed Female ltem RABTYR RABIES 1 YR BOOSTER Tag number 10003 Yaccine information IMARA RABIES IMAAB 3 Producer Mfr Merial This is a rabies tag Brand IMAAB Type Killed ye Giver 17372011 Manner of g uhcutaneously fae Number of iv Tag Expires 1 3 2012 administration pears Lot number 150606 ad Drug expires 2011 12 12 ail OtyDoses 1 00 Location of injection Staff information Ferformed by CS Corin Schulze DM Lic In the Tag number text box type the tag number or click the Increment Tag button to increment the tag number by one based on the Last used tag number in Vaccine Tag defaults If you previously specified a tag number prefix in Vaccine Tag defaults that default prefix will display in a box to the left of the Tag number text box If desired you can change the prefix Enter the vaccine Producer Mfr and Brand information in the text boxes provided In the Type drop down list select the applicable vaccine type Killed MLV etc In the Given field verify the date this vaccine was administer
117. new Copy Paste Appointment capability in Cornerstone 8 1 allows you to duplicate an existing appointment in the Schedule for Today window potentially saving you significant data entry time when scheduling appointments To copy and paste an appointment you can use the right click Copy Paste options or use the standard CTRL C copy and CTRL V paste keyboard shortcuts Notes e A pasted appointment will be identical to the copied appointment except that the Confirmed on date will be reset to 00 00 00 e f any invoice items were included in the copied appointment these items will be included in the new pasted appointment e There are no limits on the number of times you can paste a copied appointment e Once the Schedule for Today window is closed a copied appointment can no longer be pasted e Copy paste options are also available for block type appointments Cornerstone 8 1 What s New 92 Miscellaneous Snippet Quick Reference Links Added to the Cornerstone Help System New snippet links in the Cornerstone Help system provide direct access to short self paced online demonstrations of many Appointment Scheduler Inventory Whiteboard and Boarding amp Grooming tasks Cornerstone snippets provide assistance by demonstrating how to steps to complete a task or process and showing information in quick easy to follow segments All Cornerstone snippets are available on the IDEXX Learning Center at idexxlearningcenter co
118. ng Include no template results Inventory Py ee 4 i Invoice nclude rejected results Invoice Item Call Back to generate Messages ltem ID LAB CB Lab Call Back Passwords Patient Days Patient Advisor Performance Tracker Pharmacy Formulary Practice Prescriptions Purging Report Language Required Data Statement Print Optio Toolbar Unattended EOP Vaccination Bookmarks Vaccine Tag Web Links Whiteboard Diagnostics tab Include posted lab results fram the last 4 Include pending requests Daily Planner Diagnostics tab default settings include e Include posted lab results from the last __ days The timeframe in days for displaying posted laboratory results on the Daily Planner Diagnostics tab e Include check boxes The types of laboratory requests and results to be displayed by default on the Diagnostics tab e Call Back to generate settings If staff would like the option to generate call backs for lab results within the Diagnostics tab in the Call Back to generate area specify the following o Inthe Item ID field enter the ID of the invoice item you have set up for lab call backs by either typing the ID or pressing F2 to search for and select the item from the Invoice Item List o Inthe Days field type the standard number of days needed before a lab call back is due Cornerstone 8 1 What s New 51 Laboratory Note A lab call back item ID must be specified in Daily Planner defaults i
119. not be changed but all other settings can be edited as needed Note You cannot copy the Weight vital sign To copy a vital sign 1 On the Lists menu select Vital Signs Weight 2 On the Vital Sign List window select the desired vital sign and click Copy 3 Onthe Vital Sign Setup window enter a new name and abbreviation for the vital sign and make other changes as necessary 4 When you are finished click Save to save and return to the Vital Sign List Deleting a Vital Sign from the Vital Sign List You can delete a vital sign from the Vital Sign List only if the vital sign has never been used to record vital signs for a patient If the vital sign has been used even for a test patient it cannot be deleted Note Regardless of whether they have been used before the Weight and active Body Score vital signs cannot be deleted Tip If a vital sign has been used and cannot be deleted it can still be inactivated with the exception of the Weight vital sign Inactive vital signs are listed on the Vital Signs entry and viewing window only if the patient has historic values for that vital sign To delete a vital sign from the Vital Sign List 1 On the Lists menu select Vital Signs Weight 2 On the Vital Sign List window select the desired vital sign and click Delete You are prompted to confirm the deletion Note If the Remember my decision check box is selected the confirmation message will no longer appear after performing
120. nt Patient Advisor Performance Tracker enlarge sample Practice Prescription 4 Referral Snapshot Staff To find and create a report basic steps 1 On the Reports menu select Find a Report The Report Search window appears 2 Doone of the following to find the desired report e Inthe Search text box type a search keyword or phrase and click Search The top five report matches are displayed in ranked order within their expanded report groups The top ranking report is automatically selected in the tree See The Search Area on page 37 for more information e Inthe Reports list click the plus sign next to or double click a report group to display the reports or Subgroups within it and browse through the reports See The Reports List Area on page 38 for more information 3 Click on a report in the Reports list to view the report details and a sample in the right side pane Cornerstone 8 1 What s New 36 Cornerstone Reports 4 lf desired click enlarge sample located below the report sample image to view a full page preview of the sample report 5 Tocreate areport double click the report or select the report and click Create report Note Once you click Create report the windows that appear from that point on are unchanged from prior versions of Cornerstone About the Report Search Window The Search Area Many staff members may find that using the search t
121. nt types of practice work flows the process for assigning tag numbers is now more flexible allowing you to start entering tag information from the Patient Visit List and then complete the tag number later prior to posting the invoice e The Microchip ID number now prints on rabies certificates Note Some rabies vaccine tag options are unavailable or display differently for Australia Rabies Vaccine Tag Terminology The following terms are used throughout this section to differentiate between different tyoes of tags and invoice items in Cornerstone Term Vaccine tag Rabies tag Vaccine item Vaccination item Inventory item Service item Cornerstone 8 1 What s New Definition Encompasses tags issued for all tyoes of vaccinations including rabies and large animal vaccinations e g Brucellosis vaccinations The term vaccine tag is used interchangeably with vaccination tag Vaccine tags including rabies that have been issued by the practice appear on the Vaccine Tag Report specifically refers to tags issued for a rabies vaccination In most cases a rabies certificate is printed when a rabies tag is issued Rabies tags that have been issued by the practice appear on the Rabies Tag Report Invoice item for the actual product tangible good bottle dose vial etc usually set up as an Inventory item Invoice item for the service performed to administer the vaccine usually set up as a Service item An
122. o accommodate herd vaccinations when searching for a patient using the Vaccine tag field on the Patient List you can now enter any tag number that falls within the range of tags for the herd and Cornerstone will locate the patient record for the herd Rabies Vaccine Tag Reports Two rabies vaccine tag reports are available in Cornerstone 8 1 e Rabies Tag Report Provides information on the rabies tags that have been issued by the practice This rabies specific report is useful for those practices that are required to submit rabies tag information to a state agency e Vaccine Tag Report Provides information on all vaccine tags including rabies that have been issued by the practice Cornerstone 8 1 What s New 75 Voiding Medical Notes or Correspondence Documents If necessary a staff member with appropriate security permissions can void an enhanced medical note or correspondence document Voiding may be necessary for example if a medical note is accidentally entered for the wrong patient IP Davis Dakota 18953 1 Sample Physical Exam Comprehensive Medical Note CANINE 55 4 pounds Neuter 6 Yrs 6 Mos BOLOG O69 Voided Gloria Davis 18953 715 251 3800 cell 0 00 Cash or Check cided lagi Dakota 18953 1 55 4 pounds 3 CANINE BOLOGNESE 6 Yrs 6 Mos Neuter Sample Physical Exam Comprehensive Hx description Voided Entered on wrong patient C Alert Fiala DVM Mark J Date 08 18 2010 YOIDED
123. oard in the Patient History area right click and select Radiology Log To add a log entry manually click Add Entry and enter information in the row that is added to the table Use the buttons on the right to print email or export the log to a PDF file Click Close in the upper right corner of the Radiology Log dialog box to close tt Cornerstone 8 1 What s New 84 Cornerstone Imaging New Requirements for Creating Cornerstone Image CDs DVDs In Cornerstone 8 1 the IDEXX Media Write Utility is used to create a patient CD archive images to a CD or export a case to a CD Diagnostic Imaging module only The utility requires Microsoft NET Framework 3 5 Service Pack 1 which is available in Windows XP Service Pack 2 or Windows Server 2003 Service Pack 2 or newer operating systems e Computers with Windows XP Service Pack 10r Windows Server 2003 Service Pack 1 and older including Windows 2000 Windows 2000 Server cannot create patient CDs archive images to a CD or export a case to a CD in Cornerstone 8 1 e Windows XP and Windows Server 2003 can be upgraded to the latest Windows service pack through Windows Update With the latest service pack installed you can then download Microsoft NET Framework 3 5 Service Pack 1 from the Microsoft NET Framework 3 5 Service Pack 1 Web page also available by going to idexx com microsoftnet Cornerstone 8 1 What s New 85 IDEXX Digital Radiography and Diagnostic Imaging No
124. ollowing fields and options Field Option Date Time cell Text entry box or drop down selection list T link Normal drop down list Enter comment None for species Description This cell expands automatically when any other Create new vital sign entry cell is selected The Date and Time fields are required for each set of vital signs and default to the server date and time Note that you cannot enter a date time that is in the future or greater than 10 days old Depending on the vital sign type Alphanumeric Numeric List etc the data entry selection field may appear as a text box or a drop down list For Alphanumeric List and Numeric List vital signs click this link to view the list values and their extended descriptions if any exist If the vital sign value is abnormal for this patient alert staff by selecting High Low or Abnormal from the drop down list A selection other than Normal will cause the value to display in bold red along with an H L or A designation Type vital sign comments in the text box as needed maximum of 30 characters The E icon displays for an entry if a comment is associated with it Displays in a cell if the species has not been associated with a list for that vital sign To add the species to a list Select Lists gt Vital Signs Weight double click the vital sign select a list and then select the applicable species to associate with the list Creating a Vital Signs Set for a Pat
125. on the Vaccine Tag window when issuing a tag Setting Up Invoice Items to Initiate the Vaccine Tag Special Action All Setup Types A special action is an action Cornerstone will automatically perform when a specific item is added or posted during invoicing or on the Patient Visit List In Cornerstone 8 1 the Rabies Certificate special action has been renamed as the Vaccine Tag special action to encompass all types of vaccinations including rabies and large animal vaccinations When you install Cornerstone 8 1 the following changes will take place automatically for any invoice items previously set up to initiate the Rabies Certificate special action e The special action will be retained for the item but it will now show the Vaccine Tag special action selected on the Spec Actions tab in Invoice Item Information e For vaccine vaccination items set up as Inventory items the Issue vaccination tag check box and Rabies tag check box will be selected automatically on the Invoice Item Information Vaccine tab When setting up or updating your vaccine vaccination items determine which items should initiate the Vaccine Tag special action which displays the Vaccine Tag window at invoice time For those items ensure that the Vaccine Tag special action is selected on the Invoice Item Information Spec Actions tab Depending on the When to apply option selected for the special action during setup the Vaccine Tag window may display when the item is add
126. ool on the Report Search window is by far the fastest way to locate a particular report Simply type a keyword or phrase in the Search text box to filter reports to a subset of matching results Cornerstone searches for your keyword in the report name description filters and fields and then displays the ranked results in the Reports list T Search results are first sorted by the report groups that best match the search criteria Then each matching report is Repat M amp Hide locked repos Sted within its expanded report group and sorted by TAS te a closest to least closest match n TAC The 1st 2nd 3rd icons indicate the top five reports that 2 e a match your search criteria with the too ranking report Client List Services Provided Missing Dependents Dollar Value Sold by Staff Member graph Client List Future Appointments Dollar Value Sold by Staff Member Snapshot Practice automatically selected in the tree 3rd Service Inventory Gross Sales for Practice Species Service Inventory Gross Sales for Species Staff Service Inventory Gross Sales by Staff Performance Tracker Doctor tab 5th Top 15 Service Items for Doctor Print Doctor Tab Reminders tab Patients over 1 year with services never Patients Over One Year Missing all selected services fe The search tool is very powerful with support for standard search syntax used with common Web based search engines see Advanced search
127. orking within the Vital Signs window note the following 11 10 AM 01 20 PM Staff MW Staff MW e A set of vital signs for a patient is a group of vital sign 8 0 pounds 8 3 pounds entries that belong to the same date time staff provided in the column header e Avital sign entry is an individual vital sign value one cell within the vital signs set Set of vital signs Cornerstone 8 1 What s New 07 13 10 02 16 P Staff WW 8 9 pounds 3 Optimal 39 4 H Elz4 0 H Blis o Fink H jo 2 sec ine Vital sign entry er err er er en en ern ern ern na 18 Hide voided records Graph button Inactive vital sign Vital Signs column F vital Signs Create new Vital Signs set column aes Client ID Hollister Jeff Patient ID Hank 5 Yrs O Mos Feline Shorthair Domestic Neutered Male Yellow amp Whife v hide voided fecords Vital Signs 2 7 11 2 7 11 2 7 11 Today 02 50 PM 03 49 PM 04 53 PM 08 16 AM Staff CS Staff CS Staff CS Staff CS Weight 75 8 5 pounds 8 5 pounds enter Weight BodyScore5 7 3 Optimal enter BodyScore5S Temp 99 8 99 8 99 8 99 8 enter Temp Pulse 45 210 0 H B1s0 0 H B1s0 0 H El150 0 enter Pulse RESP 45 0 H amp 35 0 H E 30 0 H amp 30 0 Elenter Resp Muc Memb 2 Pale Anemic A E Pink Healthy Pink Health Pink Healthy enter Muc Memb Cap Refill 2 4 sec L 2 4 sec 2 4 sec 2 4 sec enter Cap Refill Pain Scal
128. ormation Report Report fields item ID Invoice Item Description hospital description Item Status active or Inactive status Contr Subs controlled substance Yes or No Dept Inst ID ID of attached departing instruction Special Action type of special action Discount name of discount assigned to the invoice item Description Use to see what has been set up in the Instructions Special Actions tabs in the Invoice Item Information window for each item Invoice Item Information Report Sorted By Invoice Item Description invoice Item Description nvoice Item Intormation Report 06129 Bao Neo Poy HC Ointment 3 59 es No SY Employee Discount Invoice Item Price Information Bac Neo Pol HC Ointment 3 5g active Prefered Discount Invoice Item Reminder Information Report 05670 a d Canine Faline Can 5 5 oz active NZ Feeding Guide Software 2000 ABSCESS LANCE amp DRAIN active o 2 Invoice Item Sales Information apeoi Acepromazine 101mg aes Prescription Lebel Invoice Item Setup Report 2802 Acaprom azine 25 mg active Ww Prescription Labs Invoice Item Tax Setup Report 02803 ACEPROMAZINE INJECTION scoop 65170 ACL SURGERY lt 50L8 clive No MEDS Print Document Pick Item Setup Report 65171 ACL SURGERY gt 50 witha No MEDS Print Document Lab 03011 Anipryl 5 mg Cy No Employee Discount 09178 AST acipe No Lab Request Ta Mente amet peer ate La Rtn ayn genet ne we cn al pte apn natin AP Mr am ih E Patie
129. ost the invoice containing the associated invoice item that generated the Vaccine Tag special action For those tags that are no longer updateable you can view the tag information but you cannot make changes e Void If necessary you can void a tag voided tags are listed in bold red text Tip Click the Hide voided tags check box if you do not want voided tags to display on this tab e Reissue If a client loses a tag and needs proof of the vaccination you can reissue the tag When you reissue a tag all information on the tag stays the same except for the tag number e Add Existing You may want to enter an existing tag into the system if the patient was issued a tag elsewhere and you want to document the tag information in their patient record You can also add an existing tag when setting up a new patient in the Patient Information window Information tab Note The New option has been removed from the right click menu on the Tags Microchip ID tab In Cornerstone 8 1 you issue a new tag by invoicing an item that includes the Vaccine Tag special action Cornerstone 8 1 What s New 74 Rabies Vaccine Tags Rabies Vaccine Tag Changes in Patient Information e The Tags ID tab has been removed from the Patient Information window e The Microchip and Registration number fields are now located on the Information tab In addition the most recent rabies tag number and associated expiration date now display on the Information tab e T
130. ouch to your clients with the addition of custom printed pet pictures on their reminder cards With this new IDEXX Reminder Service feature you can include a small picture of the Cornerstone patient on the client address side of the reminder postcard a little extra something that is sure to grab your clients attention and boost response rates FIRST CLASS LABORATORIES PRESOATED Sample Clinic US POSTAGE 123 Lake Street PAD Route 25 Anytown WI 55555 Tn N aoe 555 123 4567 ee me Pet Na service Due SOCKY 1 1 5 2010 Kitten Wellness Vaccinations Sample Pa F if ff a Haap fet of dae for seaile ferences pr yf fe ee Pisane cal for an aooorbmedt ar be apatite goar pet f soe these he AUTO SCH 5 DIGIT 23322 P1Ci1 Mr John Sample 555 Sample Drive Anytown Wi 55555 555 Deeb abenDDsasdbsnaladaad bdsncdssddesallacdbssocsblacslllsnll Note You can access the IDEXX Reminder Service Web site from Cornerstone at any time by selecting Web Links gt Reminder Service For more information regarding the IDEXX Reminder Card Service contact IDEXX Practice Services at 1 888 224 4408 To include pet pictures on reminder cards basic steps 1 On the Generate Reminders window Activities gt Reminder Selection gt Generate Reminders select the Create Reminder Service file reminder type and then select the Include Pet Pictures check box If this option is selected Cornerstone will copy the applicable pet pictur
131. our cashier password and press TAB 2 Inthe Amount field type the amount or right click to select Client balance or Invoice balance Press TAB 3 Inthe Payment Type field select Credit Card Payment or Debit Card Payment and then press TAB Alternatively you can click the Credit Card or Debit Card button 4 Depending on the third party payment processing provider you have set up a Payments Login dialog box may appear Enter your Username and Password and then click Login Note If you select the Remember me for this login option the Payment Login dialog box will not display again as long as you are logged in on this workstation but if you log off Cornerstone and then log in again you will need to provide the Payments Login information again in order to initiate a credit debit card payment The card payment processing window appears 5 The amount entered on the Payment dialog box automatically transfers to the Amount field on the payment processing window If the Amount field is blank type the amount of the purchase 6 If processing a debit card payment enter the Cash Back Amount if applicable 7 Swipe the card or manually enter the credit card number Note Debit card information must be entered using the card swipe and PIN pad manually entered values are not accepted for debit cards 8 Complete all required fields and process the transaction 9 If processing a debit card payment ask the client to enter the PIN n
132. prohibit the term from the search and narrow the results For example month deposit report will filter out monthly reports from your search of deposit reports The Reports List Area The Reports list displays all reports or the results of a search in a tree style list with all reports displayed according to group Report groups are shown on the first level of the tree furthest to the left Reports or in some cases subgroups are shown in the next expanded level 296 shown Fi i Hide locked reports Appointment E Boarding Client H Client and Patient Reports hompliance E nd of Day Charged on Account Report sete Current Activity Report Daily Audit Trail l n Daily Deposit Report Daily Discount Report By Discount l ve Daily Discount Report By Staff E Daily Inv and PWL Entries l es Entries pan Sorted by Class l seas Sorted by Invoice jet Sorted by Rew Class se Gaited hw Rew Tnwnire When browsing through the Reports list to locate a report expand and collapse report groups as needed e Click the plus sign or double click to open a report group and display the reports or Subgroups within it e Click the minus sign or double click to close the report group and hide the reports within it e Click expand all or collapse all to quickly expand or collapse all report groups at once The Reports list serves as both a search results display and a browse tree If a search
133. r and Drug expires fields will be populated automatically with the saved settings so you will not have to retype them To use the Automated Setup option for an INVENTORY based system 1 In Invoice Item Information Lists gt Invoice Item select an existing vaccine vaccination Inventory item either the Inventory item that gets invoiced or the Inventory item linked to a Service item you are invoicing and click Update Click the Vaccine tab Note The Issue vaccination tag and Rabies tag check boxes will be selected automatically if the Vaccine Tag special action formerly the Rabies Certificate special action has been set up for the Inventory item Ensure that the Issue vaccination tag check box is selected If this is a rabies vaccine vs a non rabies large animal vaccine ensure that the Rabies tag check box is selected This flags the item as a rabies vaccine to be added to the Rabies Tag Report which is available for those practices required to submit rabies tag information to a state agency Selecting this check box will also display the Print certificate check box on the Vaccine Tag window Cornerstone 8 1 What s New 65 5 10 TI 12 13 14 Rabies Vaccine Tags Click OK to save your changes and close the Invoice Item Information window then click Close to close the Invoice Item List At the time of the patient vaccination visit add the vaccine vaccination item to the invoice or Patient Visit List Depe
134. rmerly the Rabies Certificate special action has been set up for the Inventory item 3 Ensure that the Issue vaccination tag check box is selected If this is a rabies vaccine vs a non rabies large animal vaccine ensure that the Rabies tag check box is selected This flags the item as a rabies vaccine to be added to the Rabies Tag Report which is available for those practices required to submit rabies tag information to a state agency Selecting this check box will also display the Print certificate check box on the Vaccine Tag window 5 Type the Producer Mfr and Brand information for this vaccine so staff will not need to complete this information manually when generating a vaccine tag at invoice time 6 Inthe Type drop down list select the applicable vaccine type Killed MLV etc In the Administration by species area do the following a Inthe scroll list on the left select the species for which you want to set up rabies vaccine tag defaults b To the right of the species list select all possible Manner of Administration Years combinations that apply to this vaccine and species To select a combination select its associated check box in the left most column All combinations selected here will be available for selection from drop down lists on the Vaccine Tag window Cornerstone 8 1 What s New 68 Rabies Vaccine Tags c If desired you can add new combinations to the list by clicking the Manage List button and th
135. roll down to see all the entries and scroll to the right to see all the information for each image 3 Click Save to save your additions and changes 4 Click Close in the upper right corner of the Radiology Log dialog box to close tt To record radiology log information for an image 1 Do one of the following e On the Image Viewer window click Edit Image Details e On the Image Capture window after you have captured an image and the buttons at the top of the screen have turned red click Image Information 2 Click the Technique Details tab Cornerstone 8 1 What s New 82 Cornerstone Imaging F n 7 Image Details Image Details Technique Details Distance Thickness inches lo Incheslin Yo Exposure mAs Exposure mA Exposure time sec 7 5 Exposure kirp Level of sedation 72 Awake C Use of grid 3 Fill in any of the text boxes for which you want to record information If you enter information in the Exposure time sec text box and the Exposure mA text box the value for the Exposure mAs text box is calculated automatically 4 Click OK to save the information and close the dialog box 5 Ifyou are on the Image Viewer window save the image before you exit If you are on the Image Capture window the image and any changes you ve made to the radiology log are saved when you click Done Capture To view radiology log information 1 Do one of the following e On the Activities menu select Imaging gt Radiology
136. s automatically finalized and saved to patient history It displays within a PDF Portable Document Format viewer enabled Print Preview window Note The tools available on this window vary depending on the type of PDF viewer installed on the workstation 6 View the finalized signed estimate and print or email a PDF file of the estimate as needed For more information on estimates see the Cornerstone User s Manual or the Cornerstone Help system Estimate Changes on the Patient Clipboard e Estimates Bi tabs On the Patient Clipboard in the Client information area and the Patient information area the Estimates tab now displays the Signature 4 icon for all estimates that have been electronically signed e Summary and Text tabs Only signed estimates will be saved in history and will be listed as Signed Estimate with the signature icon When the signed estimate row is selected in history on the Patient Clipboard the signed estimate will appear in the Preview pane e History Filter An Estimates option has been added to the patient history filter list To access the filter list on the Summary or Text tab right click on a column heading and select Filter Cornerstone 8 1 What s New 34 signatures on Estimates Estimate Changes in Other Areas of Cornerstone e Estimate dialog box The Signature a icon displays next to Estimate if the estimate has been electronically signed In addition a Preview button has been
137. s the registered trademark of the National Electrical Manufacturers Association for its standards publications relating to digital communication of medical information Accelerated Payment Technologies and X Charge are trademarks or registered trademarks of Accelerated Payment Technologies Inc AnywhereUSB is a trademark or registered trademark of Digi International Inc in the United States and other countries worldwide CareCredit is a registered trademark of CareCredit LLC General Electric Co or their subsidiaries Topaz ClioGem SigLite and SignatureGem are trademarks of Topaz Systems Inc in the U S and or other countries IDEXX Computer Systems Eau Claire Wisconsin 54703 USA idexx com cornerstone Click within the Contents listing below to go directly to a section or page Be O D aiaa aa 1 ERE Sg E ete E A A E A avian dna E E T 1 ADOUCTAS DOCUMEN ss saecnateecscpatseencactonenancnaneateeitesaidv sasnnaensareienscceidesstasntcesiannidesianneesetasatesaumenaeseiesnieenecasieusscrstauaes 1 Mtended AUJIONCO sssrinin ssr ene nC nnn en RAA A ee ANARA A A ARARA A R a ere ee 1 varone WoL Eonenni E A a a EA 2 CS E E A ge E E E N E E E E E A E A E E E E A EE 2 Patient Weight Entry In luded in Vital SIONS rererere eieaa iiidid iiidid 2 aE e rae E a a E A E T A TA AA EA T T 3 Vital Signs Sec rity REGUINCIMC ING x sscxasaresanescrnsarsaariesasieadienasinadianasidadiadasitandianedidantianetitantiencttactedansiaacataaiaaandaatasdadadtandadads
138. selected for inclusion in the patient Check box for selecting all document or observation text vital signs at once Click the check box next to each vital sign to include in the patient Check boxes for selecting document or observation text individual vital signs Click the check box associated with each vital signs set to include in the patient document or observation text Check boxes for selecting vital signs sets for a patient Cornerstone 8 1 What s New 26 Vital Signs Weight Inserting Vital Signs Information in a Patient Document You can insert a patient s vital signs information in a simple table format anywhere within a patient document medical note or correspondence For example 1052010 aea I Vital Sion CS Weight AS pounds BodyScore 3 Optimal as PUM accesso cle ateeacbintonian cd Pulse cc ENES Resp a re Muc Memb i Pinkinealthy Ca lt 2 SEC eee ee a M E a M M a E ME a Mad ern en nr rrr rrr nnn ad aia a ME at tr ir To insert a table of vital signs information in a document l Do one of the following e lf the template you are using already includes an Add vital signs link click the link e fthe template you are using does not include a link click to place your cursor in the desired location within the document then right click and select Insert Vital Signs The Vital Signs selection window appears See About the Vital Signs Selection Window on page 26 for information
139. settings are not available if lot numbers and expiration dates are tracked through Cornerstone Inventory and controlled by consumption 9 Click OK to save your changes and close the Invoice Item Information window then click Close to close the Invoice Item List SERVICE Based System Automated Setup If you have a SERVICE based system in place with no links to Inventory items you can continue to use your Current vaccine vaccination item setup but note that you will have only one set of defaults available per species as was the case in Cornerstone 8 0 and prior versions Continuing with your current setup you will need to use the prior version Species Specific Rabies Tag defaults accessed from the Species Information window and the prior version Rabies defaults in Practice and Workstation Defaults If neither of these sets of defaults has been specified Cornerstone displays blank fields on the Vaccine Tag window at invoice time Cornerstone 8 1 What s New 69 Rabies Vaccine Tags Species Specific Rabies Defaults Rabies Defaults F Species Specific Rabies Tag PP Practicn and Workstation Defaults ok c Z Arguni A Rabies Deel alk Species information Alerts Canine 5 Appointmant Schadde Hatur leg 2 z z osnding Drang Gelber 3 Pa ans Manner of administration Produces Ph Brand Defensor 3 Subcutaneousli auy Entrics Repet n Tahe Planner Lot E a Fiaa Producer Mfr Pfizer O Intranasal Do
140. ss all workstations based on the refresh rate set in Whiteboard defaults You can also manually refresh the data in the vital signs pane at any time by clicking the pane s vital signs Refresh button Cornerstone 8 1 What s New 25 Vital Signs Weight To access the Vital Signs window at any time from the Patient Treatments window gt Doone of the following e Click the Vital Signs Weight button located in the patient information area near the top of the window e Right click and select Patient Vital Signs About the Vital Signs Selection Window The Vital Signs selection window allows you to select vital signs information to include in a patient document medical note or correspondence or on a Pet Health Report Card created using Physical Exam Patient Advisor Exam Select vital signs sets Patient ID 123225 5 Oliver 5 Yrs OlMos CANINE BULLDOG ENGLISH Male White E vital Signs Client ID 13885 Kent Anna hide voided records VT Vital Signs o7 o7 10 08 17 10 Create new 01 15 PM 05 04 PM Vital Signs Select all select all signs Staff HW cj Staff hw a set vital signs Date Select body5 3 Optimal Se eee femp 99 2 individual v Pulse s0 0 vital signs ve 48 0 v Muc Pink w ap a2 sec v BP 105 v Dental 3 Moderate 3 Moderate w Pain Fi aut The Vital Signs selection window includes the following fields and options Field Option When selected all vital signs are
141. st recent data for the patient To exit the Vital Signs window click the Close button in the upper right corner of the window Vital Sign Editing Rules The rules for when a vital sign is editable are based on the date time the set of vital signs was initially created Follow these guidelines for editing vital signs sets If the vital signs set was created within the last 24 hours you are allowed to add values to blank vital signs and to edit existing entries occupied cells within the set If the vital signs set is older than 24 hours but created within the last 10 days you may only add values to blank vital signs No editing of existing entries is allowed If the vital signs set was created over 10 days ago no entries or edits are allowed Note If the vital Signs set is invalid it can be voided See Voiding a Vital Signs Set on page 24 for information The key timeframes to remember are 24 hours and 10 days Note that the editable timeframe is based on the server date time when a vital signs set is created which is not necessarily the date time entered by the staff member Within 24 hours More than 24 Within 10 days More than 10 TASK of initial vital hours after initial of initial vital days after initial signs set vital signs set signs set vital signs set creation creation creation creation Add a new vital sign entry blank cell within an existing set Yes Yes Yes Not allowed Edit a vital sign entry occupied Yes No
142. status change the status first before selecting vital signs information to include in the observation If you add vital signs information to the observation text and then change the Normal Abnormal Did Not Examine status the observation text and vital signs information will be overwritten with the text for the newly selected status i For any system previously set up as a vital signs system click to place your cursor in the desired position within the system s observation text where you want to insert the vital signs information then click the Vital Signs Weight HF icon The Vital Signs selection window appears See About the Vital Signs Selection Window on page 26 for information If desired add a new vital signs set in the Create new Vital Signs set column See The expanded Create new Vital Signs set column on page 20 for information In the Vital Signs column left column click the check box next to each vital sign to include in the observation text To quickly select all vital signs for inclusion click the select all signs check box In the date time staff column headers select the check box for each patient vital signs set to include Cornerstone automatically selects check boxes for the most recent five sets entered since the time of the patient s last check in If you add a new set in this window it will include the new set in addition to the five most recent sets When you are finished click
143. t Cornerstone 8 1 What s New 21 g Vital Signs Weight If necessary change the default Date and or Time for this vital signs set The Date and Time fields default to the server date and time In the Create new column entry cells record vital signs as applicable for this patient e f needed click the link to view detailed descriptions of available list values e lf this is an abnormal entry use the Normal drop down list to mark this vital sign as High Low or Abnormal e To add a comment about the entry e g Panting In pain Scared etc type in the enter comment text box Tip For Alphanumeric entries free form text entry note that only a small number of characters will display in the column when the vital signs set is viewed later in history so it is best to type abbreviated text that s meaningful at a glance If desired you can graph a Numeric or Numeric List vital sign by clicking its Graph button See Graphing Vital Signs for a Patient on page 23 for more information When you are finished click OK A Staff Selection dialog box appears Enter the ID of the staff member entering vital signs for this patient by typing the ID or selecting the Staff from the drop down list Click OK The vital signs set is saved for the patient After vital signs have been saved for a patient at this workstation or elsewhere in the practice you can click Refresh as needed to ensure you are viewing the mo
144. t 17 0 pe fi A pi O00 poureda LO pound 18 0 gourds E LELEA 3 Example of Vital Sign Order setup Example of Vital Signs column during use Note You cannot move the Weight vital sign it is locked at the top first position in the list In addition if a Body Score vital sign is activated it is automatically assigned to the second position in the list To set the vital sign display order 1 On the Lists menu select Vital Signs Weight then click Set Order The Vital Sign Order window appears Multi Location Single Database configurations only f desired you can customize the vital signs display order for each practice In the Practice drop down list select the practice for which you want to set up the vital signs display order Highlight a vital sign and then use the up 4 or down arrow button to move the vital sign to the desired position in the list Repeat this process until the vital signs are in the desired order Multi Location Single Database configurations only If you are setting the order differently for each practice repeat steps 2 3 for each practice When you are finished click OK Cornerstone 8 1 What s New 14 Vital Signs Weight Copying a Vital Sign from the Vital Sign List If an existing vital sign includes settings you would like to reuse when creating a new vital sign you can take a shortcut and make a copy of the existing vital sign When setting up a new vital sign in this way the Type can
145. t Card Payment from CornerstOne ccsssssssssssssssssssssssessssssssssssssssssssssssseseeess 44 Voiding a Credit Card Payment Transaction In COrnerstone ssssssssssirrrrrrnrrrrrnreeeeeneeeenneeeenennee eee eennnne rerent 44 Processing a Credit or Debit Return in Cornerstone ssssssssssssssssssrrrrrrrrrrrrrrrrrrrrerrrrrrrrrrrrrrrrrrrrrrerereeerrrrrren 45 Reprinting a Receipt for an X Charge TranS ction rr rrr nnn Inn nn EEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEE EE 45 Closing te Daily Batch of X G arge TANS AGH ONS siririrka a ai 46 Manually Closing a Batch saa asa ra atc aaa ci dclieebadsiudededsiubedeasiudedeasiudedesstebedommutantnastetetonsteleds 46 lf a Connection to X Charge Cannot Be Established ccccccccccccceesesceeseseseeeeeseeeeeeeeseeseeeeeeeeeeeeeeseeeeeeeeeeees 46 Setting Up an Offline Credit Transaction Payment TyPe cccccccccccscsscscccsccssccscccsceccssseessssesssssseseeeeeeeess 46 Processing a Credit Card Transaction Using Voice Authorization ssssssssssssssssssnssrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrn 47 P T O E E E 49 Cornerstone Daily Payment Register Credit Debit Payment Transactions Report eeerrrrrrrr 49 LODOS TON sca a a 50 ely Ranner VICIOUS TAD sE N E E EEN e 50 Daily Tle Delal S seccsacrerire R Ena Ara RA RE REA RE EEE ER a a aa 51 Working with Call Backs on the Diagnostics Tab vicicccssccccscessccsscesesceesensseeeteseeieasonaeeaseei ei eS 52 N
146. t allowed Not allowed Not allowed cell within an existing set Cornerstone 8 1 What s New 22 Vital Signs Weight Notes e Separate security permissions must be granted for each level of vital signs adding editing e You cannot add or edit entries for a vital sign if it is inactive e Inthe most recent set of vital signs blank entry cells that are still within the 24 hour adding editing timeframe appear with a light yellow background e lfapatient already has a set of vital signs for today and you elect to create another set Cornerstone verifies that you really want to create another set versus edit the existing set This is a common scenario if your practice work flow is to record the weight in reception requiring you to create a set and then record other vital signs later in the exam room Note that after two sets have been added for a patient in one day the verification message will not continue to appear for that patient To expand an existing vital signs set for editing gt Doone of the following e Double click in the entry cell you want to add a value to or edit e Tab into the entry cell you want to add a value to or edit then press ENTER or SPACEBAR e Right click in the vital signs set column and select Update Graphing Vital Signs for a Patient You can graph a patient s historic and current vital sign data for one vital sign at a time for Numeric and Numeric List vital signs Graphs can be printed and provided to
147. t amt from invoice Specify the default payment amount to be used if you access the Payment dialog box via an invoice If you want the default payment amount to come from an open invoice transfers only the amount of the invoice select Invoice Amount from the drop down list e Default amt from Client Account Specify the default payment amount to be used if you access the Payment dialog box via a client account If you want the default payment amount to come from the client s account balance transfers the entire client balance select Client Balance from the drop down list In the Select credit codes area highlight each credit code to associate with the new payment type Click OK to save your changes and return to the Payment Types dialog box To set up a debit card payment type repeat steps 2 10 for the Debit Card Payment payment type Add the new payment type s to the applicable credit codes Controls gt Credit Codes you have set up in Cornerstone Cornerstone 8 1 What s New 43 Cornerstone Payment Solutions Note If the new payment types are replacing any existing card payment types in Cornerstone remember to inactivate the previously used payment types update the payment type and clear the Active payment type check box Initiating a Credit or Debit Card Payment from Cornerstone To initiate a credit or debit card payment from Cornerstone 1 Onthe Payment dialog box if your practice is set up to use cashier IDs enter y
148. te If you have the Diagnostic Imaging module you have the features described in this section as well as all the features described in the preceding Cornerstone Imaging section Dental Image Viewing Modes When you view dental radiographs specialized dental viewing modes are available on the Image Viewer window These modes allow you to arrange images in a variety of dental layouts and to move back and forth among them The layouts facilitate e Viewing the whole series in a template layout template mode e Viewing all the images from the template layout in a grid review all images mode e Viewing selected images in isolation at a larger size review selected images mode About Template Mode The Image Viewer initially displays dental radiographs in Template Mode In template mode the primary radiographs for the series are displayed in the template pane and arranged in a template layout so that you can view the radiographs in relation to one another The rest of the images in the series are displayed in the overflow pane at the bottom of the screen al Image Viewer Client Bloom Leo Patient Finnegan MAX AN ee ar we rec D 2 nC 0002 02 s8 oRegsnn 6 a a To view dental images e o place a radiograph in a cell click the image and drag it to the cell you want e Toremove a radiograph from the template layout click the radiograph and drag it to the overflow pane Cornerstone 8 1 What s New 86 IDEXX Digit
149. teboard In Cornerstone 8 1 you now have the ability to remove a patient from the Electronic Whiteboard without creating and posting an invoice Note The Remove from Whiteboard feature only removes the patient from the Whiteboard you will still need to complete other applicable client patient processing tasks invoicing check out etc To manually remove a patient from the Whiteboard 1 Onthe main Whiteboard grid in the Patient list right click on the patient and select Remove from Whiteboard 2 Doone of the following e lf the patient does not have any orders proceed to step 3 e lf the patient has orders the Patient Orders window displays Click the Remove from Whiteboard button 3 Onthe Remove Patient from Whiteboard dialog box if applicable select a status in the New status drop down list 4 Click OK You are prompted to confirm the removal of the patient from the Whiteboard Click Yes The patient is marked as Discharged and may continue to display on the Whiteboard for a period of time depending on the length of time set in Whiteboard defaults Tip If desired you can hide discharged patients on the Whiteboard by right clicking and selecting Hide Discharged Patients Hiding Whiteboard Notes A new Hide Whiteboard Notes check box allows you to hide Whiteboard medical notes on the Patient Clioboard s Summary Text and Medical Notes tabs and also on the Patient History Report and Check in Report This provides a cleaner p
150. the transaction has finished processing a new transaction line displays on the Payment dialog box and the Status field shows the Return transaction Click Post to complete the transaction Upon successful completion of the transaction the Return amount will be posted to the invoice and or the client account Reprinting a Receipt for an X Charge Transaction Using the X Charge Transaction Lookup feature you can print a copy of a receipt or a transaction detail report for a selected transaction Note Receipts can be printed for approved transactions only To reprint an X Charge transaction receipt 1 In the X Charge software Start gt Programs gt X Charge gt X Charge click the Lookup button Cornerstone 8 1 What s New 45 Cornerstone Payment Solutions 2 Use the available fields to specify a date range or batch number for the desired transaction and then click the Search button 3 Select the desired transaction in the list and then click the Receipt button The receipt information displays in a receipt preview window 4 Click the printer icon on the toolbar to print a copy of the receipt Closing the Daily Batch of X Charge Transactions When Cornerstone runs End of Day processing either manual or unattended it automatically sends a signal to the X Charge software to close the current day s batch of credit debit card transactions X Charge immediately starts the batch closing settlement process and displays
151. tips later in this section It also has thesaurus like intelligence built in so common variations or abbreviations in Cornerstone will be included automatically For example a search on dog will automatically include canine in the search and a search on PVL will automatically include Patient Visit List in the search Additional notes for searches e Report names have not changed If you know the name of a frequently used report type all or part of the report name in the Search text box to quickly locate the report e You can type up to 100 characters in the Search text box e At any time you can click Reset to clear the search term and return the Reports list group order back to its original alphabetical listing Cornerstone 8 1 What s New 37 Advanced search tips Cornerstone Reports e Phrase searches Type words within quotation marks to search for multiple words in exact order For example price change reason gives different results than price change reason e Boolean searches The operators AND OR and NOT are supported in uppercase with grouping Supported using parentheses For example you might search on daily OR monthly AND sales tax to find reports that include sales tax information specifically daily or monthly reports e Filtered searches Place a plus sign in front of an essential word that is required in the search Place a minus sign in front of a word to
152. transactions in the X Charge software outside of Cornerstone and then later record the transaction in Cornerstone you will need to create an Offline Credit Transaction payment type for this purpose To set up an offline payment type in Cornerstone 1 On the Controls menu select Payment Types 2 Click New 3 Inthe Description field tyoe Offline Credit Transaction or similar identifying name for an offline credit card transaction 4 Inthe Prompt field type Approval Code The prompt appears when the payment type is selected on the Payment dialog box Cornerstone 8 1 What s New 46 5 6 Cornerstone Payment Solutions Note An Approval Code prompt is not required but it is a good way of ensuring the transaction s approval code is recorded in Cornerstone I Payment Type Setup Information Type z Active payment type O Cash O Check Other z ave z Cancel Description Offline Credit Transaction Service charge Percentage Amount None Prompt Approval Code GL Account Amount GL Account Click OK and then click Close Add the payment type to the applicable credit codes Controls gt Credit Codes you have set up in Cornerstone Processing a Credit Card Transaction Using Voice Authorization Step 1 Call for voice authorization and approval code 1 On a credit card manual imprinter old style carbon copy device make an imprint of the credit card and if applicable record the 3 4 digit
153. umber on the PIN pad device when prompted When the transaction has finished processing the receipt prints On the Payment dialog box in Cornerstone the transaction information displays in the Payments area with the Status field indicating if the transaction was approved 10 Click Post to complete the transaction then click Yes when prompted to print a Cornerstone receipt Upon successful completion of the transaction the payment amount will be posted to the invoice and or the client account Voiding a Credit Card Payment Transaction in Cornerstone A void transaction is used to reverse a credit card payment transaction The transaction must be in the currently open batch if the current day s batch has already been closed you will need to do a return and only the full dollar amount of the original transaction can be voided you cannot enter a partial void Note Debit card transactions cannot be voided Cornerstone 8 1 What s New 44 Cornerstone Payment Solutions To void a credit card payment transaction in Cornerstone 1 With the client information displayed in the Client Account window select the payment transaction to be voided and click View Note If the payment was on an invoice the invoice must first be voided in Cornerstone before you can void the payment At the end of the invoice voiding process a prompt appears to reverse the payment Click Yes to continue On the Payment dialog box if your practice is
154. ur practice About This Document This document provides information on the new features and functionality in the IDEXX Cornerstone 8 1 Practice Management System It includes key information needed to set up and use new features and provides examples of the new windows available in the Cornerstone 8 1 software Before using this document be sure to reference the Cornerstone 8 1 Release Implementation Plan to review pre installation information and make decisions on the new features you plan to implement in your practice You can then use this Cornerstone 8 1 What s New document to learn about the features that apply to your practice s specific feature implementation goals Intended Audience This document is for experienced users of the Cornerstone software and assumes that you have a good working knowledge of an earlier release If you are new to the software you should review the reference material and training documents included in the New Cornerstone Users area on the Cornerstone Resource CD Note After installing Cornerstone 8 1 a Cornerstone Administrator will need to adjust security settings for your practice so that staff members can access the new features See the Cornerstone 8 1 Release Implementation Plan on the Cornerstone Resource CD for a listing of these security settings Cornerstone 8 1 What s New 1 Vital Signs Weight Overview New vital signs functionality in Cornerstone 8 1 allows you to record vital signs a
155. ure capture device is configured with Cornerstone and connected to the workstation To finalize an estimate with an electronic signature basic steps 1 On a workstation with a connected signature capture device or on a tablet PC create an estimate as usual in Cornerstone and click OK on the Estimate dialog box The Save Estimate dialog box appears Cornerstone 8 1 What s New 33 signatures on Estimates x F Save Estimate Estimate footer Message Thank ou Thank you for the opportunity to provide this estimate for your pet care needs We look forward to providing you and your pet with quality service Have a great day Perform these tasks when saving Preview Signature Messages O Save and continue Options 2 Click OK to accept the default option for Preview Signature The estimate Print Preview window appears 3 Review the on screen estimate with the client and then click Signature Do one of the following e lf you are using a connected signature capture device a signature box appears Ask the client to sign on the signature pad then click OK to insert the signature in the document e lf you are using a tablet PC ask the client to sign directly on the estimate s Authorized Signature line 5 Ifa witness signature is used in your practice and has been enabled in Estimate defaults ask the witness to sign on the signature pad or tablet PC Once it has been signed the estimate i
156. use and reference laboratories the IDEXX Lab Report includes all results associated with a request For in house laboratory requests the report splits out results by device in subgroups within the report Cornerstone 8 1 What s New 54 Laboratory Tip For in house laboratory reports if the exact profile was run previously for the patient those previous test results are provided in an additional column on the right side of the report as shown in the following example This is helpful for viewing an at a glance comparison of results over time FF Detailed Lab Result Set RAX Update all statusesto pagan IDEXX Lab Report Lab Results ZE mo eeluan se BS 2 Th eela fsm ioi E la Test Results Reference Interval LOW NORMAL HIGH e LaserCyte August 17 2010 10 56 AM yf RBC 7 77 M uL 5 00 10 00 oes HCT 33 6 30 0 45 0 HGB 11 5 g dL 9 0 15 1 MCV 43 3 fL 41 0 58 0 MCH 14 78 pg 12 00 20 00 MCHC 34 1 g dL 29 0 37 5 RDW 18 2 17 3 22 0 3 RETIC 0 2 j RETIC 15 0 K L WBC 5 80 K uL 5 50 19 50 f NEU 62 0 LYM 22 1 MONO 7 9 EOS 74 BASO 0 5 NEU 3 60 K uL 2 50 12 50 LYM 1 29 K uL 0 40 6 80 MONO 0 46 Kip 0 15 1 70 EOS 0 43 Kip 0 10 0 79 BASO 0 03 K uL 0 00 0 10 PLT 471 Kip 175 600 MPV mien i PDW ATI PCT MPV out of reportable range PB 2 VetTest August 17 2010 11 16 AM 6 6 10 1 57 PM UREA 21 mg dL 16
157. vere Extended description Inactive E Body Score display with weight AVIAN CANINE Small Animal Dental CHINCHILLA CASH LARGE CASH SMALL FELINE Small Animal Dental FERRET Small Animal Dental GERBIL GUINEA PIG HAMSTER HEDGEHOG MARSUPIAL Teeth clean no placques no gingivitis no bad breath Teeth are straight appear normal none or minimal discoloration No cavities Example of the Numeric List type during setup Numeric Dental Score Normal hd enter comment select a Excellent 2 Mild 3 Moderate 4 Significant 5 Severe Example of the Numeric List type during use With a Numeric vital sign you have the option of setting up one or more numeric ranges to serve as a warning mechanism that alerts you when a value is entered outside the normal range for the species For example a Temperature vital sign could be set up to use a range of 95 low to 101 high If a staff member accidentally tyoes 966 instead of 96 Cornerstone will notify the staff member that the entry is out of range and verify whether to use this value Note Numeric vital signs can be graphed Cornerstone 8 1 What s New Vital Signs Weight F Vital Sign Setup Small Animal Temp Name Temperature _ Inactive Ra nge name Small Animal Temp AVIAN CANINE Small Animal Temp Low 95 CHINCHILLA CASH LARGE High 101 CASH SMALL FELINE Small An
158. wing e fthe vital sign you are activating is an Alphanumeric or Numeric type no additional setup is necessary Click Save to return to the Vital Sign List e If the vital sign you are activating is an Alphanumeric List or Numeric List vital sign proceed to step 5 5 To associate one or more species with a list select the list and then click each desired species to be associated with it Click the species a second time to unlink the species from the list Cornerstone 8 1 What s New 9 Step 1 select a list Vital Signs Weight Note To display this list wnen adding vital signs for patients you need to assign the applicable species to the list here during vital sign setup If you do not assign at least one species to the list when you try to enter a value for this vital sign a message displays to remind you that the patient s species has not been associated with the list I Vital Sign Setup Name Urine Output F Inactive Abbreviation Urine Outp Type Numeric List F Avian List name Bovine Canine Small Animal Step 2 click to 1 No Urine Output Chinchilla RA select each species 2 0 20 of Normal E ash Large i i Cash Small 3 20 50 of Norm a aT to be associated with 4 50 80 of Norm aj Feline Small Animal the list 5 80 120 Normal E Ferret Gerbil 6 120 150 Guinea Pig 7 150 200 all Hamster 8 gt 200 of Norm Mouse
159. wing Vital Signs on the Whiteboard Patient Treatments WINdKOW cccccsssssssssssssssssssssssssssssessssssseetens 25 About the Vital Signs Selection WiINdOW ssssssssssnsnsnnnnnn nanan nnana annn EEEE EENEN EEEE EE EEEE EEE EEEE EE EENEN EENEN EEEE EEEE EEEE 26 Inserting Vital Signs Information in a Patient Document ccccccccecseesseceeeeeeeeeeseessssssssssssssssssssssssesssssssssseeees 27 Including Vital Signs Information in Physical Exams Patient Advisor EXAMS wo 27 Milal IGS Otel ACMI GOD ONO E A E N 29 Cornerstone 8 1 What s New i Contents Vital Signs Functionality in Other Areas of Cornerstone ccccscsssssssssssssssssssssssssssssssssesesssesessseseseeeeeessesseeeens 30 Eeen Aae a naa EE o secon tasers toes rece Geteesaecuesctaeercesetteseero et eercet tee A 30 SIGNALUFES n ESTIMATES saaviin a a aia 31 CVSS sccar AEE EEE A A a A EEEREN AAEE 31 Signar Gap nit oe 6 Sc occcceecmaescenesanasaaanneseasanncosneasaeioasaaaaneneeneaenaseenetacecnneasaiceeeuies EREADER EEEE 31 Changes to Estimate Bc cll a ee 31 About the Print Preview Window for ESTtIMA LGS cccccceccscsseceeseenessesseeseeeeessseeeessunenesseesseseeesscseeeeeteeaseeeeeeesens 32 Using Elechonc Signatures On ESMAO gt 1 16 inann en e EDE ENEE tana EEE EEEE EE EEEE INITE 33 Estimate Changes on the Patient Clipboard ccccccccccsseceeeeeeessssssssssssssssssssssssssssssssssssssssssssssssssssssssssssseeess
160. wn Cornerstone 8 1 What s New 13 Vital Signs Weight To edit the Weight vital sign 1 5 On the Lists menu select Vital Signs Weight then double click the Weight vital sign to edit its settings Note Basic vital sign settings Name Inactive check box Abbreviation and Type are predefined for the Weight vital sign and cannot be changed If desired change the number of Decimal Places to be used for recording the weight applies across all ranges species units of measure If desired you can set up weight ranges to alert staff for values entered outside the range See step 3 in the To set up a Numeric vital sign and optionally set up one or more low high ranges section on page 11 for information on setting up a range For each range select a Unit of measure appropriate for the range and the associated species When you are finished click Save to save and return to the Vital Sign List Setting the Vital Signs Display Order On the Vital Sign Order setup window you can specify the order of the rows that display in the Vital Signs column on the Vital Signs entry and viewing window at the time of use IP vital Sign Order Log Finais m E Sheni IB Jay Pamala D C Patient 100 joumey L Yra A Mon CMTE TRAITA Se GTTIte iismatar white m Camel j Y rad et BS se eee ED Co Pee EF LERLA E BI IF 07 LETE ETET LEPLI TE Ti tdl AH Eri AH Shi PH hit PH ETFi AH fiat Piati Statr fiat halts ro B
161. y both values Cornerstone 8 1 What s New 11 Vital Signs Weight e o associate one or more species with the range select the range and then click each desired species to be associated with it Click the species a second time to unlink the species from the range Note A species can be assigned to only one range per vital sign f Repeat steps a e as needed to set up each desired range 4 To delete a range select it in the Range area and click Delete Range 5 When you are finished click Save to save and return to the Vital Sign List To set up a Numeric List or Alphanumeric List vital sign and assign species to lists 1 Configure the basic settings on the Vital Sign Setup window according to the steps in the To edit or add a vital sign all vital sign types section on page 10 and make sure either the Numeric List or Alphanumeric List type is selected 2 Ifthe Numeric List type is selected the following two additional fields display e Body Score display with weight If this is a Body Score vital sign and you want the body score to display along with the patient weight throughout Cornerstone select this check box If selected and there is already an active Body Score a message appears to verify that Cornerstone should inactivate the current Body Score vital sign and reassign to make this the active Body Score There can be only one active Body Score vital sign e Start value at Specify if you want to use
162. ys information for an image study 3 By default all of the studies in the table are selected but you can change which studies are selected e Hold down the CTRL key and click to deselect or select individual studies e Click Select All to select all the studies in the table e Click Deselect All to deselect all of the studies in the table 4 Inthe Archive To area e lf you want to archive to a CD or DVD select CD DVD If you want to make multiple copies type a number in the Number of Copies text box Cornerstone 8 1 What s New 80 Cornerstone Imaging e f you want to archive to a location on your computer not recommended or the network select File Folder and use the text box and Browse button to specify the location where the archive files should be stored Note IDEXX recommends archiving images to a dedicated storage solution such as an external hard disk Like any image files the archived files on this storage device should be backed up periodically 5 Type a label for the archive in the Archive Label text box 6 Click Archive to archive the selected image studies to the archive location you have specified Radiology Log Cornerstone 8 1 offers an improved solution for recording radiology log information With the new Radiology Log feature in Cornerstone e lf your images are stored within Cornerstone radiology log entries are automatically recorded e f you capture and store images outside of Cornerstone you can

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