Getting Started Guide for Installing from
Contents
1. Revenue Center gt Print OR Preview gt Specify Hospital or Revenue Center Cornerstone 8 3 Getting Started Guide for Installing from Download EOM Referral Revenue Report by Rev Center by Doctor by Hospital Reports gt End of Period gt EOM gt Specify Monthly Period gt Specify EOM Referral Revenue Report by Rev Center by Doctor by Hospital gt Print OR Preview gt Specify Date Doctor ID or Revenue Center ID EOM Referral Revenue Report by Rev Center by Hospital by Doctor Reports gt End of Period gt EOM gt Specify Monthly Period gt Specify EOM Referral Revenue Report by Rev Center by Hospital by Doctor gt Specify Hospital ID or Revenue Center ID EOM Referral Summary by Revenue Center Doctor by Hospital Reports gt End of Period gt EOM gt Specify Monthly Period gt Specify EOM Referral Summary by Revenue Center Doctor by Hospital gt Print or Preview gt Specify Doctor ID or Revenue Center ID EOM Referral Summary by Revenue Center Hospital by Doctor Reports gt End of Period gt EOM gt Specify Monthly Period gt Specify EOM Referral Summary by Revenue Center Hospital by Doctor gt Print or Preview gt Specify Hospital ID or Revenue Center ID This document contains suggested security settings however it is ultimately the practice s decision maker that decides who needs access to certain areas within Cornerstone and ID2. IDEXX VetLab Station in What s New in Cornerstone 8 3 Antech Diagnostics Module The Antech Diagnostics module has been updated to enable online test ordering and automatic result download In addition pricing updates are pushed through Cornerstone automatically providing you with the most up to date prices for tests The Antech Diagnostics module is available in the United States and Canada Prerequisites O To purchase the Antech module or to upgrade from the previous version of the module contact your IDEXX Cornerstone Sales Representative at 1 800 283 8386 O Reinstall If you do not already have the Reference Laboratory module you will need to purchase it as well You will need to reinstall Cornerstone in order to start using the Reference Laboratory module For full details Setup oO o A one time setup process is required to enter login information for the Antech website There is a required one time update to link some patient sex and species values between Cornerstone and Antech See Linking Cornerstone Values with Laboratory Values in What s New in Cornerstone 8 3 One time setup is required if you want to set or change default pricing options on the Antech Diagnostics Lab Information window or if you want to manually set profile prices or change the markup percentage See Antech Diagnostics Module in What s New in Cornerstone 8 3 Cornerstone 8 3 Getting Started Guide for Ins
3. Receptionists DR Doctors TECH Technicians M O Managers Owners For more information about setting up security see the Cornerstone 8 3 Default and Security Settings Guide Dialog Security Access Suggestions Path to Locate GEN REC DR TECH M O Antech Lab Item Price Update Activities gt Lab Work gt Update Antech X X X Lab Item Prices Imaging DICOM Modality Types x x x Activities gt Imaging gt DICOM Modality Types Invoice Discount Apply to all From the Invoice select No in Discount lines column gt Select discount to be applied X X X X X i gt Select option to Add line discounts to all lines for this patient gt Select OK IDEXX Message Center x X X TZ button on toolbar Patient Vaccine Corrections Select patient Tags Microchip ID tab gt X X X right click on vaccination gt Correct or Reissue Synchronize LifeLearn Documents x Tools gt Synchronize LifeLearn Documents Report Security Access Suggestions Path to Locate GEN REC DR TECH M O EOM Referral Revenue Report by Reports gt End of Period gt EOM gt Doctor by Revenue Center Specify Monthly Period gt Specify EOM X Referral Revenue Report by Doctor by Revenue Center gt Print OR Preview gt Specify Doctor Doctors gt OK EOM Referral Revenue Report by Reports gt End of Period gt EOM gt Hospital by Revenue Center Specify Monthly Period gt Specify EOM x Referral Revenue Report by Hospital by
4. gt Control Panel and then click User Accounts Cornerstone 8 3 Getting Started Guide for Installing from Download 11 10 11 e In Windows 8 or Windows Server 2012 R2 click the Settings charm click Control Panel and then click User Accounts Click Change User Account Control settings Verify that User Account Control is turned off is set to Never notify If it is turned off close the User Accounts window and the Control Panel window If User Account Control is not turned off a Slide the adjustment bar to Never notify b Click Yes at the User Account Control prompt c Click OK and click Yes Restart the computer otherwise restart the computer manually Other Steps to Take Before You Begin the Installation th 2 3 Run End of Day processing Perform your usual backup Close any programs that are open including Cornerstone on all computers If QuickBooks software is installed on your server a Onthe server press CTRL ALT DELETE open the Task Manager and click the Processes tab b Select any process that starts with the letters QB and click End Process Tip If the processes aren t already shown in alphabetical order click the Name heading to sort them c Close the Task Manager window when finished If you are upgrading from Cornerstone 7 6 and you plan to install on a Windows Vista workstation you need to uninstall the Cornerstone PDF Printer prior to installing Cornerstone 8 3 To uninstall go t
5. location if your images are being stored in a location other than your server that workstation must be logged into Windows until you complete the Update the server database instructions e The ability to create patient CDs archive images to a CD or export cases to CD Diagnostic Imaging module only 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 later operating systems If necessary Windows XP and Windows Server 2003 can be upgraded to the latest service pack through Windows Update With the latest Windows service pack installed you can then download Microsoft NET Framework 3 5 Service Pack 1 also available at idexx com microsoftnet Computer Preparation For the following steps you may want to consult the person who handles or advises you on computer and network setup The Windows software firewall and the User Account Control can interfere with the installation process In many cases these are already turned off Confirm that the Windows Firewall is disabled Before installation verify that the Windows Firewall has been disabled Notes e Ahardware firewall router is recommended in place of a software firewall e The following instructions assume the Windows Start menu and Control Panel are set to Classic View Small Icons mode To check and disable the Windows Firewall in Windows XP and Windows Server 2003
6. 1 Click Start gt Settings gt Control Panel 2 Double click Windows Firewall 3 Verify that the firewall is disabled 4 Ilfitis disabled skip to step 6 5 If it is not already disabled do the following a Select Off not recommended b Click OK 6 Close the Windows Firewall window and close the Control Panel 7 Disable any other firewall software To disable the Windows Firewall in Windows Vista 1 Click Start gt Settings gt Control Panel 2 Double click Windows Firewall 3 Verify that the firewall is disabled 4 Ilfitis disabled skip to step 6 5 If itis not already disabled do the following a Click Change Settings b In the Windows Firewall Settings window click Off not recommended and click OK Cornerstone 8 3 Getting Started Guide for Installing from Download 10 6 Close the Windows Firewall window and close the Control Panel 7 Disable any other firewall software To check and disable the Windows Firewall in Windows 7 Windows 8 Windows Server 2008 R2 and Windows Server 2012 R2 1 Do one of the following e In Windows 7 or Windows Server 2008 R2 click Start gt Control Panel and then click Windows Firewall e In Windows 8 or Windows Server 2012 R2 click the Settings charm click Control Panel and then click Windows Firewall Click Turn Windows Firewall on or off Verify that the Windows Firewall is turned off If the Windows Firewall is not turned off a Inthe Home or Work Priv
7. EXX shall not be liable for any actions arising from those security decisions Click here to jump back to the Quick View Checklist Cornerstone 8 3 Getting Started Guide for Installing from Download 20 9 Communications and Training Training Checklist Use the Use sections in the Cornerstone 8 3 What s New to train your staff on the new features The table below provides a checklist for all the new features in What s New Client Communications IDEXX Pet Health Network Pro Overview View Incoming Client Requests and information via the IDEXX Message Center Automatic Appointment Confirmations through IDEXX Pet Health Network Pro Share Documents with Clients New Features to Record Client Email Addresses Viewing IDEXX Pet Health Network Pro Activities on Reports Communications Management for Email and Fax Overview Emailing or Faxing Documents from the Cornerstone Editor Viewing Communication in the Patient Clipboard Window Viewing the Communications Log Accessing the Communications Log Next Appointment Scheduling Reminder Scheduling an appointment using the reminder Additional Client Information Enhancements New Features to Help Record Client Email Addresses Appointment confirmations shows staff who entered confirmation Linking Documents to Diagnosis Codes Automatically Printing a Linked Diagnosis Document from a Medical Note LifeLearn Client
8. Ed Online Integration with Cornerstone 000 0 00 0 jOoO00g000 000000 Customizing and Editing Your Library of ClientEd Online Documents Selecting a LifeLearn Document from the Start New Document Window Other Ways to Use LifeLearn ClientEd Documents with Cornerstone Laboratory VetConnect PLUS Overview Understanding the VetConnect PLUS Tab IDEXX VetLab Station Select an IDEXX VetLab Station when requesting a test Antech Diagnostics Module Overview Viewing and Updating Profiles Ordering a Profile Updating a Pending Test Request Miscellaneous Laboratory Enhancements Oooodgaqanguugaoao 0 fr Specifying Staff IDs for Laboratory Requests Result Download and Result Matching IDEXX Lab Report Linking Cornerstone Values with Laboratory Values Cornerstone 8 3 Getting Started Guide for Installing from Download 21 Imaging Cornerstone Imaging Enhanced Crop Tool Imaging Connections Status Bar IDEXX Diagnostic Imaging Improved DICOM Queue Diagnostic and IDEXX Digital Radiography Changes to the Image Capture Window Overview Image Coach Tools More Powerful IDEXX I Vision Mobile Application Modality Worklist Integration OoOogoaoaqnaagnaa da Overview Option to Select a Modality When Creating a New Image Request Enhancements to the Image Requests and Results Window Resolving Orphan or Not Requested Statuses for a Non IDEXX Imagin
9. IDEXX Cornerstone Practice Management System Cornerstone 8 3 NEXT version 8 3 6 Getting Started Guide for Installing from Download This guide covers installing the new version of the IDEXX Cornerstone Practice Management System from a download that you ve received over the Internet through IDEXX SmartService Solutions If this isn t what you re trying to do see these related documents e If you re installing from a DVD use the Getting Started Guide for Installing from DVD e If you re installing Cornerstone software for the first time on a new workstation use Installing Cornerstone on a New Workstation e If you ve already installed Cornerstone use the Getting Started Guide for Setup and Training p lt Quick View Checklist Use the checklist below to be sure you complete all the steps you need to upgrade set up and start using your Cornerstone software Links in the checklist either take you to a section in the Getting Started Guide or open What s New in Cornerstone 8 3 which contains detailed information about setting up and using new features To access these documents visit the Cornerstone Resource Library online at idexx com cornerstoneresources Copies of both documents are also installed on your computer along with your Cornerstone software If you re upgrading from a version before Cornerstone 8 2 see Prepare Your Practice for 8 3 NEXT for additional information about changes i
10. VetLab Station shut down the IDEXX VetLab Station o If your practice has an IDEXX LaserCyte Hematology Analyzer IDEXX VetTest Chemistry Analyzer or Abaxis VetScan Analyzer which is connected directly to your Cornerstone system not through an IDEXX VetLab Station do the following on the computer that is your Cornerstone laboratory workstation a Press CTRL ALT DELETE select Task Manager or Start Task Manager and click the Processes tab b In the list select Vetcom32 exe for IDEXX analyzers and or Vsccom32 exe for Abaxis analyzers then click the End Process button A message will pop up to confirm that you want to do this c Click Yes or End Process o If you have any other analyzer or diagnostic device that is connected directly to your Cornerstone system not through an IDEXX VetLab Station please call IDEXX Cornerstone Support at 1 800 695 2877 for further instructions Prepare Imaging Equipment If your practice has the IDEXX Digital Radiography module please do the following on the workstation that is connected directly to your IDEXX Digital Imaging system 1 Open the lib folder within your Cornerstone directory e g C Cstone lib 2 Make a copy of the CaptureWorkflow properties file Right click the file select Copy then go to your Windows desktop right click and select Paste Cornerstone 8 3 Getting Started Guide for Installing from Download 9 e To avoid altering your Cornerstone default image
11. WI Veterinary Supply in What s New in Cornerstone 8 3 Click here to jump back to the Quick View Checklist Cornerstone 8 3 Getting Started Guide for Installing from Download 3 System Preparation Installation Notes If you are upgrading from an older version prior to Cornerstone 6 2 call IDEXX Cornerstone Support 1 800 695 2877 to receive alternate upgrade instructions End of Day processing may take longer than usual the first time it is run following the installation of your new release of Cornerstone software During installation Windows or your anti virus software may display messages that ask for your interaction Please respond to these prompts appropriately In some situations certain kinds of anti virus and or firewall software may need to be temporarily disabled or put into a specific mode for installations IDEXX recommends a hardware firewall Hardware and Operating System Confirmation Review the Cornerstone Hardware and Operating System Guidelines to confirm that your hardware and operating system will run Cornerstone software at the best possible speed and highest level of efficiency Make sure Windows Internet Explorer 7 or later is installed on each workstation It does not have to be the default Internet browser Prepare Laboratory Equipment If you have in clinic laboratory devices do the following o If your practice uses the IDEXX SmartLink In House Laboratory module with the IDEXX
12. abase key validation successful on the left side of the update window click OK Note The first time a staff member logs into Cornerstone after loading Cornerstone 8 3 the Physical Exam Upload window may prompt you to specify the name your practice uses for each of the given species If your practice has already established species links this window does not appear Click here to jump back to the Quick View Checklist Cornerstone 8 3 Getting Started Guide for Installing from Download 14 5 Installation on Workstations Installing the New Version on Workstations Once the server database has been updated you can use Cornerstone on any thin client workstations in your practice without any further actions Thin clients also Known as terminals are workstations that run Cornerstone on the server using a Remote Desktop Connection After you have installed the new version of Cornerstone on your server you can install it on your thick client workstations by using either the install from server feature recommended or a shared network folder Notes on the Install from Server Feature e When you installed your current version of Cornerstone on the server and workstations the Install from Server service was automatically loaded on each machine That installation put the service in place for future installations so that any future versions updates service packs need to be installed only on the server e The Install from Server servi
13. art the server This may take a few moments 5 Once the server has been restarted log in to Windows Update your database 1 After completing the Cornerstone 8 3 installation and restarting your computer log on to the server Remote Desktop Services Terminal Services server or stand alone computer as usual 2 Do the following to start up the database e If you are installing on a Remote Desktop Services Terminal Services server start the database manually by double clicking the Cornerstone Database icon BM on your desktop e If you are installing on a server or standalone computer the database should start automatically However if you do not see the SQL icon in the notification area on your taskbar start the database manually by double clicking the Cornerstone Database Server icon on your desktop The IDEXX Database and Services window appears and displays a list of starting and stopping activities After a few moments the Starting Cornerstone Database message appears along with a Cornerstone 8 3 Getting Started Guide for Installing from Download 13 second window This second window closes automatically and the IDEXX Database and Services window displays several starting messages followed by the word Finished 3 Click Minimize in the upper right of the window to close it 4 Double click the Cornerstone icon on the desktop or select Start gt Programs gt Cornerstone gt Cornerstone to start Cornerstone The followin
14. ate network location settings area and or the Domain network location settings area click Turn Off Windows Firewall not recommended Note If the options are grayed out ensure that Turn Off Windows Firewall not recommended is selected and continue to the next section b Click OK 5 Close the Windows Firewall window and close the Control Panel 6 Disable any other firewall software Confirm that User Account Control is disabled For Windows Vista Windows 7 and Windows Server 2008 R2 operating systems before installation verify that User Account Control has been disabled Note The following instructions assume the Windows Start menu and Control Panel are set to Classic View Small Icons mode To check and disable User Account Control in Windows Vista 1 Click Start gt Settings gt Control Panel Double click User Accounts Click Turn User Account Control on or off Verify that User Account Control is turned off If it is turned off close the User Accounts window and the Control Panel window oa fF WO Nh If User Account Control is not turned off a Click Continue at the User Account Control prompt b Uncheck Use User Account Control UAC to help protect your computer c Click OK and restart the computer To check and disable User Account Control in Windows 7 Windows 8 Windows Server 2008 R2 and Windows Server 2012 R2 7 Doone of the following e In Windows 7 or Windows Server 2008 R2 click Start
15. bile Computing module 1 Bring all mobile computers into the practice Synchronize each mobile computer Remove each mobile computer from the Mobile Computing List by selecting Undo mobile computer At your practice install Cornerstone 8 3 on your server and workstations according to the steps in chapter 4 Installation on a Server or a Stand alone Computer and chapter 5 Installation on Workstations in this guide Install Cornerstone 8 3 on each laptop tablet according to the steps in chapter 5 Installation on Workstations starting on page 15 in this guide Start Cornerstone on each laptop tablet and create the mobile computer See the Using the Mobile Computing Module chapter in the Cornerstone User s Manual for information on creating a mobile computer in Cornerstone Click here to jump back to the Quick View Checklist Cornerstone 8 3 Getting Started Guide for Installing from Download 18 8 Security and Setup Suggested Security by Staff and Role for New Windows in Cornerstone 8 3 There are a number of new windows and new reports in Cornerstone 8 3 The table below shows the suggested security access settings for these windows and reports for different staff and roles within your practice GEN f you choose to have only two tiers of security for administrators and all other staff members this would be the access settings for staff members who aren t administrators REC
16. ce applies to version upgrades only full release upgrades minor version updates and service packs It does not apply to new workstation installations of Cornerstone New installations must be installed from DVD or installed manually by running the setup exe file from a shared network folder Use nstalling Cornerstone on a New Workstation to do this e The activation key will be acquired automatically from the server e Oneach workstation the service will use the same install folder location that was used for previous Cornerstone installations on that workstation Installing on Workstations Using Install from Server Complete these steps on all thick client Cornerstone workstations Thick clients are workstations that run Cornerstone locally Up to three workstations can be updated at the same time Note Do not start this part of the process until you have finished upgrading the Cornerstone server and updating the database by following all of the instructions above Note Before performing Install from Server updates we recommend that you disable screen savers on all workstations to ensure that the updates can install without interruption 1 Ensure that Cornerstone 8 3 has been installed on the server and that the Cornerstone database has been updated on the server 2 Onthe workstation double click the Cornerstone icon on the desktop or select Start gt Programs gt Cornerstone gt Cornerstone to launch Cornerstone The foll
17. ct Properties The server name can be found on the Computer Name tab listed after Full computer name 3 Follow the prompts to install on the workstation 4 When the update is complete click Reboot Now in the IDEXX Install from Server window to restart the workstation Click here to jump back to the Quick View Checklist Cornerstone 8 3 Getting Started Guide for Installing from Download 16 6 Confirm upgrade and resume normal operations To confirm your upgrade and resume normal operations 1 On your server and on each workstation check that Cornerstone is working as usual 2 If you turned off your IDEXX VetLab Station as part of the system preparation instructions p 9 turn it back on 3 If you turned off the Windows Firewall or User Account control refer to the instructions in the system preparation instructions p 9 to turn them back on Note If these features were off already before you began the upgrade process and you made no changes do not change them now Click here to jump back to the Quick View Checklist Cornerstone 8 3 Getting Started Guide for Installing from Download 17 7 Installation for the Mobile Computing Module Installing Cornerstone 8 3 for the Mobile Computing Module If you are using the Mobile Computing module use the following instructions to install the Cornerstone 8 3 NEXT version 8 3 6 Note See the Cornerstone User s Manual for additional information on using the Mo
18. d Viewing Referral Hospital Information on the Hospital List Adding Editing and Viewing Referral Hospital Information on the Hospital Information Window f Accessing Referral Information and Referral History in Patient Information f Accessing Referral Information on the Patient Clipboard Window Referral Information on the Patient Check in out Window Referral Information for Mobile Computing New and Enhanced Referral Reports Cornerstone 8 3 Getting Started Guide for Installing from Download 22 Inventory O Want List O Purchasing Work List O Purchase Order List ee O Create Purchase Order O Item Information Tabs O Search for Inventory Item O New Invoice Item Grid Sort and Display Options O Creating an MWI Purchase Order in Cornerstone Electronic Inventory Ordering O Adding Vendor Item IDs for Matching Inventory Items in Cornerstone ee Sate O Adding a Vendor Item ID While Working with Inventory Orders Inventory Solution and MWI Veterinary Supply O Tracking Order Statuses from Cornerstone O Synchronization of Electronic Inventory Orders with MWI O Login Password Management Miscellaneous O New Database and Services Management Window O Additional Changes and Enhancements Training Files Work with the Cornerstone tutorial training files data to complete exercises that mimic everyday tasks in your practice without jeopardizing the integrity of your real medical records You can access the t
19. d is displayed Cornerstone 8 3 Getting Started Guide for Installing from Download 25 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 2014 IDEXX Laboratories Inc All rights reserved 06 6000098 01 Cornerstone IDEXX SmartOrder IDEXX SmartService IDEXX VetLab Image Coach I Vision Mobile LaserCyte Patient Clipboard Pet Health Network SmartLink VetConnect and VetTest are trademarks or registered trademarks of IDEXX Laboratories Inc or its affiliates in the United States and or other countries DICOM is the registered trademark of the National Electrical Manufacturers Association for its standards publications relating to digital communication of medical information Microsoft Hotmail Internet Explorer Outlook Windows Windows Server and Win
20. dows Vista are trademarks or registered trademarks of Microsoft Corporation in the United States and or other countries Accelerated Payment Technologies and XCharge are trademarks or registered trademarks of Accelerated Payment Technologies Inc Topaz ClipGem SigLite and SignatureGem are trademarks of Topaz Systems Inc in the U S and or other countries Abaxis and VetScan are registered trademarks of Abaxis Inc LifeLearn and ClientEd Online are trademarks or registered trademarks of VetLearn Inc Gmail is a trademark of Google Inc MWI is a registered trademark of MWI Veterinary Supply Inc Antech and Antech Diagnostics are registered trademarks of VCA Antech Inc QuickBooks is a registered trademark of Inuit Inc IDEXX Computer Systems One IDEXX Drive Westbrook Maine 04092 USA idexx com cornerstone Cornerstone 8 3 Getting Started Guide for Installing from Download 26
21. ernet browser O The workstation where you want to view VetConnect PLUS must have Internet access O You must have a VetConnect account with administrator user name and password Visit vetconnect com or call 888 433 9987 to request an account if your practice does not already have one For full details See VetConnect PLUS in What s New in Cornerstone 8 3 Cornerstone 8 3 Getting Started Guide for Installing from Download IDEXX VetLab Station Cornerstone 8 3 offers more convenient communication between the workstations of your Cornerstone network and one or more IDEXX VetLab Station computers Prerequisite Required Setup for All Cornerstone IDEXX VetLab Station Users O If you use IDEXX SmartLink technology to connect Cornerstone and IDEXX VetLab Station there is a required one time update to link some patient sex and species values in the database Cornerstone will attempt to complete the update automatically but you may be prompted to manually resolve some linking questions See Linking Cornerstone Values with Laboratory Values in What s New in Cornerstone 8 3 For full details Setup for Enhanced Communication Features oO If you have multiple IDEXX VetLab Station computers you can associate specific practice locations or workstations to use with a specific IDEXX VetLab Station by default See Improved Communications with IDEXX VetLab Station in What s New in Cornerstone 8 3 See
22. es The table below gives an overview of new features with significant prerequisites or setup requirements If you have questions or would like more information please contact your IDEXX Cornerstone Sales Representative at 1 800 283 8386 For more detailed information about how to set up and use the new features see What s New in Cornerstone 8 3 Places to find this information are listed in the For full details sections of the tables below Note Modules marked Reinstall are activated by reinstalling the Cornerstone software with a new activation key To save time you may want to purchase these modules before upgrading to Cornerstone 8 3 so you can enter the new key as part of the upgrade process rather than reinstalling again later Client Communications IDEXX Pet Health Network Pro ID EXX Pet Health Network Pro lets you manage communication to and from your clients within the Cornerstone Practice Management System IDEXX Pet Health Network Pro is currently available in the United States only The tools available when you use IDEXX Pet Health Network Pro with Cornerstone include Sending automatic reminders by mail and or email Allowing clients to confirm via email or text with the confirmation recorded in Cornerstone automatically Manage important client communications from the Cornerstone message center including appointment and prescription requests and updated client information Sharing selected documen
23. ew trend and compare current and historical IDEXX test results side by side With VetConnect PLUS you can trend in house diagnostics and outside laboratory data together and display the results relative to the reference intervals for both providing an enhanced diagnostic view for you and for your clients VetConnect PLUS is integrated into the laboratory work flow you use in Cornerstone giving you easy access when and where you need it Prerequisites Setup O To see results from an IDEXX VetLab Station on O Activate VetConnect PLUS from within Cornerstone VetConnect PLUS IDEXX SmartLink technology This begins the process of loading historical IDEXX is required to provide bidirectional flow between Reference Laboratories data if applicable this may Cornerstone and your IDEXX VetLab Station In continue for up to 24 hours Cornerstone addition IDEXX SmartService Solutions needs to performance is not affected by the upload oe up fre EE VOAN ce ae ae O After you activate VetConnect PLUS from within Iver Re iieleaee Conte eur iDEns Cornerstone activate VetConnect PLUS from your Connectivity Consultant at 1 877 256 8457 y IDEXX VetLab Station if applicable This begins the process of loading data which may take a few hours You can still use the IDEXX VetLab Station O Windows Internet Explorer 7 or later must be and Cornerstone during the upload installed on each workstation It does not have to be the default Int
24. g Modality Manually Setting Requests to a Status of Completed Image Request Special Action Item Report Filtered by Modality Credit Card Processing Electronic Signature Capture with Integrated Payment Solution O m Capturing the Client Signature at Payment Time Posting an Invoice New Option to Print a Full Invoice or Invoice Receipt Identifying Signed Credit Card Transactions on the Patient Clipboard and the Client Account Changes to Payment on Account Report Client Communications Communications Management for Email and Fax Overview Emailing or Faxing Documents from the Cornerstone Editor Viewing Communication in the Patient Clipboard Viewing the Communications Log Accessing the Communications Log Linking Documents to Diagnosis Codes Automatically Printing a Linked Diagnosis Document from a Medical Note LifeLearn ClientEd Online Integration with Cornerstone 0000 0220000 Customizing and Editing Your Library of ClientEd Online Documents Selecting a LifeLearn Document from the Start New Document Window Other Ways to Use LifeLearn ClientEd Documents with Cornerstone Referral Relationship Management Referral Relationship Management O m Overview Finding and Viewing Referral Veterinarian Information on the Doctor List O Adding Editing and Viewing Referral Veterinarian Information on the Doctor m 0mooi0i0g0 Information Window Finding an
25. g message appears The executable version x x xx and the database version do not match Do you want the database brought up to date 5 Click Yes The Cornerstone Update window appears All of the feature modules you installed are checked 6 Click OK to start the database update process Note The process begins by validating the directories required by Cornerstone If any validation issues are encountered a Cornerstone directory validation window appears Review the information provided click Close and perform the suggested troubleshooting tasks Click Update when you have completed the troubleshooting tasks and are ready to update the Cornerstone database If you need additional troubleshooting help please contact IDEXX Cornerstone Support at 1 800 695 2877 7 During the database update the update program checks to verify the location of multiple folders If the update detects any changes you will be prompted multiple times to update the location Click Yes at each prompt 8 During the database update the update program checks to verify the type of backup software installed on your server or stand alone system e If the update program locates one of the supported backup software packages select the appropriate backup software and click OK e If your practice uses other backup software the software will continue to operate normally your backup procedure will not change Click OK to continue with the update 9 When you see Dat
26. ientEd Online has more than 1 200 documents in its library and new documents are added regularly LifeLearn ClientEd Online is available in the United States and Canada Prerequisites Setup O Both new and existing LifeLearn customers will O Once you have completed the signup process and need to subscribe to the ClientEd Online service received your LifeLearn username and password Please contact your IDEXX Cornerstone Sales you can then perform the synchronization in Representative at 1 800 283 8386 for more Cornerstone to begin printing your ClientEd Online information client handout documents O Using LifeLearn ClientEd Online documents O If you are currently using CD based LifeLearn requires Microsoft Word 2003 or newer documents you will want to review and potentially delete these documents before performing the synchronization See Getting Started with LifeLearn ClientEd Online in What s New in Cornerstone 8 3 For full details For information about purchasing LifeLearn ClientEd Online or about integrating your ClientEd Online documents with Cornerstone see Getting Started with LifeLearn ClientEd Online in What s New in Cornerstone 8 3 For full details see LifeLearn ClientEd Online Integration with Cornerstone in What s New in Cornerstone 8 3 Cornerstone 8 3 Getting Started Guide for Installing from Download Laboratory VetConnect PLUS VetConnect PLUS is an exciting new web based tool that lets you vi
27. n Cornerstone and training resources Determine estimated installation time O Determine approximately how long it will take you to upgrade to version 8 3 6 based on your practice s database size network configuration and current Cornerstone version by using the Upgrade Time Guide Preinstallation planning O Review hardware operating system guidelines Separate document to be sure your computers will be able to run the new software O Review the checklist of prerequisites so that you know what you need to do before installation to set up and use the new features in this release p 3 Cornerstone 8 3 Getting Started Guide for Installing from Download 1 System preparation O Ifyou are installing or upgrading mobile computers follow special mobile computing instructions p 18 Note For Cornerstone NEXT version 8 3 6 it is important that you follow the process of syncing and undoing mobile computers even if you haven t done this for previous upgrades O Prepare your system including the computers in your Cornerstone network as well as in house laboratory equipment and your digital imaging capture station 9 9 e This takes about 15 minutes in most practices Installation O Upgrade Cornerstone on your server p 13 O Upgrade your workstations p 15 e This should take about 15 minutes per workstation although the specifications of the workstation computers and your network may extend the time for
28. o Control Panel in Classic View gt Programs and Features gt select the Cornerstone PDF Printer and click the Uninstall Change button If you are using the Mobile Computing module bring in synchronize and undo your mobile computers See chapter 7 Installation for the Mobile Computing Module on page 18 in this guide for more information Close the Cornerstone database engine by doing one of the following e If you see the SQL icon in the notification area on your taskbar lower right of your screen right click it and select Exit e Ifthe SQL icon is not present a Press CTRL ALT DELETE and then click Task Manager or Start Task Manager b Click the Processes tab and select dbsrv7 exe c Click End Process and then click Yes or End Process in the dialog box that appears A message may appear stating that one or more connections are open and verifying that you wish to close the database anyway If you have verified that Cornerstone has been closed on all computers click Yes Click here to jump back to the Quick View Checklist Cornerstone 8 3 Getting Started Guide for Installing from Download 12 4 Installation on a Server or Stand alone Computer The steps in this section cover installing a new copy of the Cornerstone Practice Management System from in the following installation environments e Server e Remote Desktop Services Terminal Services server e Stand alone computer if you have Cornerstone on only one com
29. owing message appears The Cornerstone server is running a more recent version of Foundation than this computer An update was found on the server Do you wish to install it now 3 Click Yes Cornerstone closes and the new version is installed automatically from the server you do not need to click through the usual installation wizard screens Note If you click No when asked if you wish to install the update Cornerstone closes Cornerstone will not run on the workstation until the system detects that the workstation version matches the server version 4 When the installation is complete restart the workstation Cornerstone 8 3 Getting Started Guide for Installing from Download 15 Installing on Workstations from a Shared Network Folder If you have problems installing on workstations using the Install from Server service because of firewall or security issues etc Cornerstone can be installed on the workstations across the network from a shared network folder 1 Ensure that Cornerstone 8 3 has been installed on the server and that the Cornerstone database has been updated on the server 2 On the workstation browse to the server cstoneshare install release shared network folder and double click the setup exe g icon Note If your server name is something other than serer replace the word server with your server name To check the server name On the server desktop or Start menu right click the My Computer icon and sele
30. puter If you have more than one computer on your Cornerstone network you need to install Cornerstone 8 3 on the server first Then see chapter 6 Installation on Workstations starting on page 15 for information on the proper installation procedures for Cornerstone workstations IMPORTANT You will need to restart the server standalone computer as part of this process Begin an upgrade over the internet with IDEXX SmartService Solutions When a new Cornerstone update is available it downloads automatically to your Cornerstone server computer or stand alone computer Once an update is received all Cornerstone administrators receive a message when they log in notifying them that an update is available A yellow IF notification icon appears on the Cornerstone status bar lower right and remains there as a reminder until the update is installed 1 Double click the Update Launcher ET icon on the desktop On the Cornerstone Update Available dialog box click Install 3 Follow the prompts to install the Cornerstone update Note During installation Windows or your anti virus software may display messages that ask for your interaction Please respond to these prompts appropriately In some situations certain kinds of anti virus and or firewall software may need to be temporarily disabled or put into a specific mode for installations IDEXX recommends a hardware firewall 4 When the installation is complete click Finish to rest
31. raining files from the Microsoft Windows start menu Select Start gt Programs gt Cornerstone gt Training Files Cornerstone opens and uses the training files database rather than the live version of the database that contains your practice s information In the training files including the Cornerstone Assistant training files functionality is limited for some Cornerstone 8 3 features which ordinarily communicate with systems outside of Cornerstone e Pet Health Network Pro You can see and use Pet Health Network Pro features like the share button and the IDEXX Message Center alerts for appointment requests however these actions won t be reflected on pethealthnetworkpro com or petly com e Inventory Ordering using IDEXX SmartOrder with MWI Veterinary Supply Although you can t use IDEXX SmartOrder you can view the windows used for working with this feature Also Purchase Order 1000 in the training files shows an example of a purchase order created using IDEXX SmartOrder IDEXX Faxing Service Although you can t send faxes from the training files with the IDEXX Faxing Service this feature is very close to the new email feature that is usable in the training files Also completed faxes are shown on the Communications Log in the training files Antech Diagnostics Module A training version of this module is not available in the training files However training is included when you purchase the Antech module or upgrade f
32. rom the previous version of the module Lifelearn ClientEd Online You can only set up and synchronize Cornerstone with LifeLearn ClientEd Online documents from your live Cornerstone database Cornerstone 8 3 Getting Started Guide for Installing from Download 23 e VetConnect PLUS You can view VetConnect PLUS information for the following patients o Zeke Patient ID 15329 Feline o Blake Patient ID 3679K 1 Canine o Twister Patient ID 120Q 1 Canine e Electronic signature capture for the integrated payment solution with XCharge n the training files you can view XCharge features except the ability to capture electronic signatures e Activation You cannot activate or set up any of the above features from the training files only from your live Cornerstone database Also in the configuration windows for a multi location single database environment the training files do not allow you to apply primary settings to a secondary practice Click here to jump back to the Quick View Checklist Cornerstone 8 3 Getting Started Guide for Installing from Download 24 Appendix Starting and Stopping the Database Starting and Stopping the Database The database can only be opened or closed from the server The database is the only thing required to be running on the server the Cornerstone software does not need to be running If the database is not open workstations will not be able to access Cornerstone The Cornerstone da
33. tabase is the storage location for your data and is housed on the Cornerstone server It records information that you enter during your daily activities Automatic Start When you start the server the Cornerstone database and IDEXX services related background programs will start automatically in the background e You won t see anything happening e You don t need to click any icons on your desktop to start the database e Once Windows has started on the server you can open the Cornerstone software on any computer on your Cornerstone network Manual Stopping and Starting the Database In the course of general daily operation you should not need to manually stop or start the database Bo 1 Click Cornerstone Database Server Mil The IDEXX Database and Services window appears 2 Click Stop to stop the database and services or click Start to start them A series of stopping or starting messages appear When the process is done you ll see the word Finished on the left and all of the services on the right will be either stopped or started 3 and displays a list of starting and stopping activities After a few moments the Starting Cornerstone Database message appears along with a second window This second window closes automatically and the IDEXX Database and Services window displays several starting messages followed by the word Finished 4 Click Minimize in the upper right of the window to close it Only do this after Finishe
34. talling from Download Imaging DICOM Modality Worklist Integration Cornerstone 8 3 leverages the modality worklist features of the DICOM standard to share patient and exam information with a variety of non IDEXX imaging devices With devices that support the modality worklist and modality performed procedure step MPPS features of DICOM you can send requests for images to these devices and see the status of these requests in Cornerstone Limited integration may be possible with devices that do not support MPPS Prerequisites Setup O To use the new imaging integration features O A one time setup is required to enter DICOM DICOM Imaging and the Modality Worklist information about your computer network and each Integration module are required For more validated system with which you want to establish a information contact your IDEXX Cornerstone modality worklist connection There is a one time fee Sales Representative at 1 800 283 8386 for setting up the integration between a validated system and Cornerstone For more information contact your IDEXX Cornerstone Sales Representative at 1 800 283 8386 For a list of O Reinstall If you purchase DICOM Imaging you will need to reinstall Cornerstone O If you have an IDEXX Digital Imaging system and systems that have been validated by IDEXX as already have IDEXX SmartLink Digital Imaging capable of integrating with Cornerstone see you do not need to purchase additional modules idexx com
35. this step e If you use the install from server feature you can upgrade up to three workstations at a time O Confirm upgrade and resume normal operations p 17 Set up security access to new windows and reports O Set up security for new features by referencing these recommended security settings p 19 Set up new features O View detailed information about setting up the new features and functionality in this release in What s New in Cornerstone 8 3 See the Setup instructions at the beginning of each feature section Learn and educate O Use the training checklist to introduce the new features you choose to implement to your practice and train staff p 21 O View details about how to use the new features in What s New in Cornerstone 8 3 See the Use section for each feature O To review the basics of Cornerstone in the context of version 8 3 view the Basic Foundation Training tutorial on the IDEXX Learning Center Click here to jump back to the top of the Quick View Checklist Cornerstone 8 3 Getting Started Guide for Installing from Download 2 2 Prerequisites for New Features Many of the new features in the 8 3 release require some setup in the Cornerstone Practice Management System before you can use them In addition a few features have more involved prerequisites such as purchasing an additional Cornerstone module or activating an account to use other IDEXX or non IDEXX software or devic
36. ts from the patient record with clients electronically Prerequisites Setup m Before you use the IDEXX Pet Health Network Pro O When you sign up for IDEXX Pet Health Network features in Cornerstone you need to sign up Pro your dedicated communications specialist for the service Get started by contacting an works with your practice to customize your IDEXX Pet Health Network Pro communications marketing plan and ensure that you get the most out specialist at 1 855 627 6570 or of your client communications The specialist will support pethealthnetworkpro com also walk you through setting up IDEXX Pet Health Note IDEXX Pet Health Network Pro is a Network Pro to support your plan for your practice subscription based service There is also a O If you are already using IDEXX Pet Health Network charge for postcard communications Contact Pro without Cornerstone some additional setup is IDEXX Pet Health Network Pro for subscription required to use the features that are available with information Cornerstone Contact an IDEXX Pet Health Network To communicate with IDEXX Pet Health Network Pro communications specialist at 1 855 627 6570 or Pro the Cornerstone server must have Internet support pethealthnetworkpro com access Cornerstone 8 3 Getting Started Guide for Installing from Download 3 For full details See IDEXX Pet Health Network Pro in What s New in Cornerstone 8 3 IDEXX Email Service and IDEXX Faxing Ser
37. validatedsystems For full details See Worklist Integration in What s New in Cornerstone 8 3 Credit Card Processing Integrated Payment Solution with XCharge The IDEXX Cornerstone integrated payment solution introduced in Cornerstone 8 1 provides a simple and secure solution for credit card processing initiated from Cornerstone XCharge software developed by Accelerated Payment Technologies processes both credit and debit card transactions in the United States and Canada through an Internet connection Helping you move toward a chartless practice Cornerstone 8 3 now allows you to capture a client s electronic signature for all credit card payments using a supported signature capture device or tablet PC Prerequisites Setup O Supported signature capture devices include the O A one time setup process is required to connect Topaz ClipGem Topaz SignatureGem and enable the signature capture device SigGem and Topaz SigLite LCD devices or a tablet PC For information on purchasing a signature capture device call your IDEXX Practice Solutions Representative for Supplies at 1 888 224 4408 For full details See Electronic Signature Capture with XCharge in What s New in Cornerstone 8 3 Cornerstone 8 3 Getting Started Guide for Installing from Download Inventory IDEXX SmartOrder Inventory Solution IDEXX SmartOrder is the automated inventory integration between Cornerstone and MWI Veterinar
38. vice Cornerstone has enhanced its email capability and added the ability to fax documents directly from within the system saving staff members time and enhancing the overall work flow of the practice This feature may be of particular interest to specialty referral and emergency practices as well as to referring veterinarians Prerequisites Setup O To purchase the IDEXX Faxing Service contact O To activate IDEXX Faxing Service you will need to IDEXX Cornerstone Support at 1 800 695 2877 perform a one time setup to specify your account The IDEXX Faxing Service is available in the information and to agree to the terms and United States and Canada conditions of use O No special prerequisites are required to set up O To activate IDEXX Email Service you may need to IDEXX Email Service perform a one time setup to specify your account O As with any Cornerstone email feature you need information to have an email account If you want Cornerstone O If you want to use a web based email provider such to use a desktop email program such as as Gmail Hotmail etc additional configuration Microsoft Outlook that program needs to be may be needed set up For full details See Communications Management for Email and Fax in What s New in Cornerstone 8 3 LifeLearn ClientEd Online Cornerstone integrates with LifeLearn ClientEd Online to offer customizable client education documents Cl
39. y Supply mwivet com IDEXX SmartOrder allows practices to place orders within Cornerstone and receive real time inventory item status updates and electronic record of receipt from mwivet com via a cloud based Internet connection This IDEXX SmartOrder inventory solution is available in the United States Prerequisites O An account with MWI is required to set up and use the IDEXX SmartOrder solution Contact your MWI representative to set up your mwivet com account if your practice does not have one O A consistent high speed Internet connection is required for IDEXX SmartOrder O Windows Internet Explorer 7 or later must be installed on each workstation It does not have to be the default Internet browser For full details Setup O To connect IDEXX SmartOrder with the MWI online inventory ordering system you must complete a one time setup to enter your account information in Cornerstone and to agree to the terms and conditions of use for MWI For items that you order through MWI you need to add a vendor item ID numbers and assign them to corresponding inventory item ID numbers You can do this on the fly while working with an inventory order or you can add and assign vendor item ID numbers ahead of time The most efficient way to prepare for IDEXX SmartOrder is to assign IDs ahead of time for all the inventory items you order frequently from MWI See Electronic Inventory Ordering with IDEXX SmartOrder and M
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