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Boarding and Grooming User Guide

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1. 20 e Using Boarding and Grooming Cornerstone Boarding and Grooming To view cage type availability press and click the sharing check box OR If you want to update or change information for a shared cage reservation from the list of pets in the Patient box click on the primary pet a P in the Shr column in the Patient box designates the primary pet In the Sharing list box click each pet that will share the same cage with the primary pet F2 See Viewing 11 In the Cage type field select the type of cage from the Cage Availability pull down list press F2 to view cage type availability on page 44 The selected cage type must match the booking style hotel or daycare defined for the reservation type If the Assign button is active the system does not let you check in a client without first assigning a cage number 12 In the Assign field select one of the following options Press F2 to view the Reservation Book to determine which individual cages of the selected cage type are available Click the available cage that you want to assign and click the Select button If the Assign button is active click the Assign button and the system automatically assigns the first available cage for the selected cage type Note To use the Assign button from the Activities menu select Boarding then Preferences Click the Assign Cage Number check box A Y appears in the box indicating the Assign Button is activat
2. 1 On the toolbar click a The Reservation List window displays 2 Click New The Reservation Information window displays 3 In the Client ID field enter the client s ID or press F2 to select from the Client List and press Tab 4 Inthe Reservation field press F2 A list of the client s previous reservations displays 5 Using the up and down arrow keys go to the reservation you want to view or edit and click Select Prior reservation information for the selected reservation displays in the Reservation Information window 6 When finished viewing or editing information click OK To view or edit another prior reservation for the client place the cursor in the Reservation field and repeat steps 2 6 above To Add or Change Boarding Instructions Boarding instructions allow you to make notes about the reservation list equipment that accompany the pet and add invoice items related to the daily care of the pet Boarding instructions from a prior boarding stay can be transferred to a new reservation and can be added when the reservation is made or at check in time Boarding instructions print on the boarding reports 1 Inthe Boarding Information section of the Reservation Information window click Instructions The Boarding Instructions window displays Cornerstone Boarding and Grooming Using Boarding and Grooming e 29 Boarding Instructions for PRINCESS x Instruction notes Reservation notes Likes to sleep wi
3. E IDEXX Cornerstone A User Guide for IDEXX Cornerstone Boarding and Grooming IDEXX VetConnect Systems Proprietary Rights Notice O 1985 2004 IDEXX Laboratories Inc All rights reserved Information in this document is subject to change without notice Practice names doctors staff patients clients and data used in examples are fictitious unless otherwise noted No part of this document may be copied reproduced or transmitted in any form or by any means electronic mechanical or otherwise for any purpose without the express written permission of IDEXX VetConnect Systems IDEXX VetConnect Systems retains all rights title and interest in this document and any copies thereof and in all patent trademark copyright trade secret and other intellectual or industrial property rights covering any 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 VetConnect Systems Your use of this document and the software that is the subject of this document shall be in accordance with the express terms and conditions of that license agreement Your possession of this document does not alter or affect the terms of that license agreement in any way Cornerstone is either a trademark or registered trademark of IDEXX Laboratories Inc in the United States and or other countries All other marks used in connectio
4. More than one pet can be booked for reservations in a single boarding cage Time units A time unit is the smallest unit of time for which an appointment can be scheduled A time unit may be 10 or 15 minutes Cornerstone Boarding and Grooming Glossary of Terms e 53 Index A Availability View cage available 17 21 43 44 B Boarding Activity Sheet AAA 10 46 Boarding Release Fom annann et 10 46 Boarding Instructions Add INStrUCTIONS dg cassdeesdiadendarcs tetasZeaaicdh laca 29 Gane Eu ie NEE 29 Deletes EE 32 Transfer boarding instructions from previous reservation ooooocnnncccnnccnnnocannnccccnnncnnara nana cnn 31 C Cage tee ke Elle TC 6 8 9 13 15 21 25 34 46 Block reservations fOr CAYOS ooooocccoconoccconononononononnnnnnononn corno nn nnnnnn corn nnnnnn rn nr nnnnrnncnnnnnnss 44 45 46 Primi cage card or label ico ato R EEEE aE R enaa AAEE AAE ESEC ARTERE 10 16 46 SEL UP CAGES POS tolera AAE EE EE E E EAEE 5 6 7 Show cage nuMbersliSt iwal rado aeaa stars 7 SNA EG 6 7 13 14 20 21 View availability EE 17 21 48 44 Gage Card WEE 10 46 Gage Label testinal nities ge ee A EN ENEE caste iaa 10 46 Cage Numbers List Assign numbers tO Cages ttre rttr rannt tE AASE EE ANEHE ESSE EE ENEE EE Ennn EE Ennen Enna 8 13 15 Change order Of Cages ini a ona aa aa aa E AE aE a E aeaa aai 7 ShoW Hide EE 7 Cancel Cancelled List Heport AA 51 Grooming appointment A 41 42 Boarding resenaion nn nn cnn cnn Enans Ennan An
5. To transfer information from a prior grooming appointment see To Transfer Grooming Appointment History to a New Grooming Appointment on page 42 Grooming Information for CALLIE m Grooming information Notes j er nm E Bathe and clip nails Statt E Mark Adams Ges Time units Length 10 minutes Estar Grooming Information dialog box for practices without Appointment Scheduler Note If you use Appointment Scheduler grooming appointments are integrated with Appointment Scheduler software and a different Grooming Appointment screen displays See Make or Change Grooming Appointments with Appointment Scheduler on page 35 17 At the Grooming Information dialog box e Inthe Date field enter grooming date 22 e Using Boarding and Grooming Cornerstone Boarding and Grooming e Inthe Staff field enter the groomer s staff ID e Inthe Time units field enter the number of time units that you want to schedule for the grooming appointment For example if the length of a time unit 1s 10 minutes you need four time units for a 40 minute appointment e Inthe Notes field enter grooming notes e To exit the Grooming Information dialog box and return to the Reservation Information window click OK 18 When finished click OK to save the reservation OR Click Check in to save reservation information and to check in the patient if the patient is ready to be checked in To Set Up Recurr
6. 6510 BOARD CANINE CONDO LG 10 50 No No 6 No No Reservation Information window Reservation numbers are automatically assigned The assigned number does not appear in the field until the reservation is saved 2 If this is a new reservation in the Client ID field enter the client s ID or press F2 to select from the Client List and press Tab The client s personal information A R information and a list of patients belonging to the client display Note If set up to do so an alert appears if a client previously cancelled a grooming appointment boarding reservation or was a no show Click OK to continue OR if you want to remove the no show and or cancelled information from the alert select the no show or cancelled line you want to remove click Process and enter zero in the No show and or Cancelled field 3 If this is a new reservation in the Reservation field press Tab The system automatically assigns a reservation number If the client has any reservations currently scheduled the system asks 1f you want to schedule a new reservation Cornerstone Boarding and Grooming Using Boarding and Grooming e 19 Tip Press F2 in the Reservation field to view previously scheduled reservation information for the client See View Reservation History on page 29 4 Inthe Reservation type field select the type of reservation from the pull down list 5 Inthe Arrival field enter the arriv
7. Cancelled GE ai C Delete the reservation Neither IV Delete appointment items from patient visit Delete Reservation dialog box 5 Depending on the status of the reservation do the following e Ifthe reservation is a scheduled reservation in the Reservation section select one of the following as the reason for deleting the reservation gt No Show to give the deleted reservation a status of No Show gt Cancelled to give the deleted reservation a status of Cancelled gt Delete the reservation Note Deleted reservations with a status of No Show or Cancelled can be viewed or printed and trigger an alert if set up to do so If you choose Delete the reservation the reservation record is removed from your files and can no longer be viewed or printed e If the reservation is a checked in reservation one checked in by mistake in the Reservation section Cornerstone Boarding and Grooming Using Boarding and Grooming e 27 6 make sure the Change reservation to Scheduled option is selected If you use Appointment Scheduler and a grooming appointment is associated with the reservation in the Grooming Appointment s section select whether the grooming appointment should be considered failed cancelled or neither Note If you do not want to delete grooming appointment items from the Patient Visit List deselect the check box labeled Delete appointment items from patient
8. Items Staff Time and or Notes fields Note To change other grooming appointment information such as date time staff room reason for visit and time units use your Cornerstone Appointment Scheduler software 3 If you are making a new grooming appointment in the Units field if necessary change the number of time units to schedule 4 Inthe Reason for visit field select the reason for visit from the pull down list 5 In the Staff field enter the staff ID of the provider responsible for the grooming and press Tab or press F2 to display a list of staff members Click the staff member that is responsible for the grooming and click Select 36 e Using Boarding and Grooming Cornerstone Boarding and Grooming 6 At the Grooming Appointment window if desired in the Prefix field enter a one or two character prefix to designate the type of grooming appointment The prefix appears in front of the client s name in the Appointment Scheduler daily schedule grid 7 Inthe Amount field enter or revise a standard or usual amount for this type of appointment If a default amount 1s set up in Appointment Scheduler for the reason for visit it displays 8 To search for available grooming appointment times select one of the following options Find or Grid e Click the Find button The Appointment Search window below displays If necessary change the room reason for visit and units Appointment Search r Patient Inform
9. SHETLAND SHEEPDOC 44 1 pounds 3 40 3 50 V 4 00 4 10 4 20 Save current view Reset default view Grooming Appointment Grid window Grid button gt Inthe Date field select the date that you want to search for an open appointment time or press F2 to use the calendar tool gt On the daily grid above double click in the desired appointment time slot to schedule an appointment The system returns to the Grooming Appointment window 9 On the Grooming Appointment window in the Staff time section click a check box for each time unit that the staff member is scheduled to provide for this service during the appointment gt Example Ifthe total number of time units for the appointment is four and the scheduled staff member is needed for the first two time units click the first two check boxes If the staff member is only needed for the last two time units click the last two check boxes 10 In the Notes field enter any notes pertaining to the grooming appointment Cornerstone Boarding and Grooming Using Boarding and Grooming e 39 11 In the Appointment Items section enter the invoice Item ID of the item you want to add or press F2 to select from the Invoice Item List and press Tab The invoice item s information displays If necessary change the Quantity and Amount fields 12 To save the appointment click OK To Check In a Grooming Appointment with Appointment Scheduler With Appoin
10. pet sharing the cage For Setting Up Boarding and Grooming e 13 example if this option is selected and the cage is shared the same price is charged for cage occupancy whether one pet or five pets occupy the cage This is the default selection e Select Primary fee for first multiple fee for all others if cages are shared and you want to charge a separate fee for the first pet and a different fee for additional pets that occupy a cage e Select Use multiple fee for each pet if cages are shared and you want to charge a fee for each pet occupying the cage Note You can automatically link an invoice item with the fee to charge for cage occupancy depending on whether a primary fee a multiple fee or both is charged Then each time a reservation is made for a cage the invoice item and its price is automatically included on the reservation If necessary this invoice item and price can be changed To set up linked invoice items see Primary item ID on page 6 and Multiple item ID on page 7 Round Down Hourly Charge Preferences 10 Your system calculates charges based on 15 30 or 60 minute increments Choose how you want to round time that is not a full 15 30 or 60 minute increment If you choose to round down to 15 minutes the client is charged for 15 minutes only after the entire 15 minutes has past For example if a pet is checked in at 1 00 p m and checked out at 6 12 p m the same day the charges are calculated for 5 hours n
11. recurring reservations from it 7 In the Patient list all patients on the original reservation are displayed To deselect any patient that you do not want to include on recurring reservations highlight and click the patient s name 8 Under Recurrence pattern do one of the following e Select Daily and enter the number of days for which you want the reservation to recur OR select Every weekday to recur reservations every day for one or more weeks e Select Weekly At the Recur every field enter how often you want reservations to recur in terms of weeks e g to recur a reservation once every two weeks enter a 2 Click the appropriate check box to select the day of the week for the recurrence e Select Monthly Enter the day of the month that you want the reservation to recur and the number of months that you want the reservation to recur OR select the week of the month First second etc the day of the week Sunday Monday etc and the number of months that you want the reservations to recur e Select Yearly Select the month and the day that you want the reservation to recur OR select the week of the month the day of the week and the month that you want the reservation to recur 9 Under Range of recurrence do one of the following e Inthe Start field the first available date after the departure date of the original reservation is 24 e Using Boarding and Grooming Cornerstone Boarding and Grooming automatica
12. to use the calendar tool Click Search The system searches for available grooming appointments based on the criteria you have set and displays the results in a list at the bottom of the dialog box Note You can halt the search by clicking the Stop button If necessary after stopping the search select different criteria and restart the search Select an appointment date time and click Schedule The Appointment Search window closes and the system returns to the Grooming Appointment window e Click Grid the Grooming Appointment Grid window below displays showing available time slots by room Note Only rooms set up as grooming rooms in Boarding Preferences display on the grid 38 e Using Boarding and Grooming Cornerstone Boarding and Grooming Grooming Appointment for Dak ot a jal 05714704 gt mo Close Friday Today You can change the column size Grooming in the grid by clicking and dragging the column to the desired location Hollee Matteson NATE M MATTHEWS Change column order by clicking v and dragging the column to the desire location To save your custom changes click the Save current view button Each time you log on to Cornerstone using the same ID the grid will display your custom Holes Matson changes To reset your columns Ginger Curtis to the software defaults click the ee las Reset default view button 42 3 pounds Y Hollee Matteson Ginger Curtis Darwin
13. use the calendar tool The default is today s date Note If cages are booked for the selected date a green color bar displays behind the cage type text indicating the availability of bookings for the cage type A longer color bar indicates more bookings for the cage type If the cage type is overbooked a red square at the end shows the number of overbooks 4 In the Select status section select which type of reservations to view by checking the box to the left of the status description scheduled checked in checked out no show cancelled By default scheduled and checked in reservations display In the Client ID field enter the client s ID number and press Tab or press F2 to select from the Client List All of the client s prior and future reservations for the selected status scheduled checked in checked out no show cancelled can be displayed by checking the status boxes Note If you have Appointment Scheduler in the Client ID field press F3 to view a Census List showing all patients with a checked in status for boarding and grooming 6 Cornerstone Boarding and Grooming Select one of the following options e To make a new reservation click New e To update a reservation on the list click the reservation that you want to update and click Update e To delete a reservation on the list click the reservation you want to delete and click Delete The Delete Reservation dialog box displays Select the reaso
14. If you have set your reservation type to charge once each hour the instruction quantity remains one These invoice items are automatically transferred to the Boarding Instructions list when a reservation is booked for this reservation type 9 Add invoice items you want linked to the reservation type or change information for invoice items already linked to the reservation type 10 e Setting Up Boarding and Grooming Cornerstone Boarding and Grooming e Select the item Type from the pull down list feeding exercise medication or other e Enter the Item ID press F2 to select from the Invoice Item List e Select the Frequency of providing the item once daily daily AM daily PM twice a day three times a day or every other day e Enter the Staff ID press F2 to select from the Staff List of the staff member who usually provides boarding items 10 When finished click OK Setting Up Preferences Preferences are default settings usually the most commonly used choice that the program uses to automatically enter information into window and dialog box fields to save you time Defaults can be left blank if you choose not to use them To Set Up Preferences 1 From the Cornerstone Foundation Activities menu select Boarding then select Preferences Default hotel style che Default reservation type Boarding Grooming Preferences E IL xj r Boarding reservation preferences Default hotel style che
15. age type description 4 Inthe Nbr of cages field enter or use the arrows to select the number of cages of this type that are available for boarding If you use a room or play area instead of a cage for day care or training enter the number of pets allowed in the room or play area Note When you add a cage to your boarding facility increase this number If you use the Assign cage numbers option an extra field is created in the Cage numbers list when you increase the number of cages To assign a specific name to a new cage see To Show and Change the Order of Cages for a Cage Type on page 7 5 Inthe Nbr of overbooks field enter or use the arrows to select the number of overbooked boarding reservations to allow for this cage type 6 Inthe Booking method field from the pull down list select Hotel style if the cage type is used for reservations that are for more than one day Select Daycare style if the cage type is used for reservations for a single day The booking method determines the billing style set up in Reservation Types 7 Inthe Primary item ID field enter or use F2 to select from the Cornerstone Invoice Item list the invoice item to link to this cage type The linked primary invoice item assesses the charge for occupancy of the cage type and is automatically included on the reservation when one of the following occurs e The cage type is not shared by multiple pets e The cage type is shared and one of the prim
16. al date for this reservation or press F2 to use the calendar tool to select the date If necessary change the default arrival time to reflect patient s actual arrival time 6 Inthe Departure field enter the departure date for this reservation or press F2 to use the calendar tool to select the date If necessary change the default departure time to reflect patient s actual departure time 7 In the Confirm field if this is a new reservation press Tab to skip If this is a reservation that a client is confirming click the Confirm button This enters the current date and time in the Confirm field Clicking the Unconfirm button clears the Confirm field Note On the Reservation List an displays after scheduled for all confirmed reservations 8 Inthe Made by field enter the Staff ID of the staff member making the reservation or press F2 to select from the Staff List 9 To add a pet to the boarding reservation highlight the pet you want to include on the reservation and click the Include on reservation check box to add this pet to the boarding reservation 10 If the client is boarding multiple pets and wants the pets to share a cage e Repeat step 9 until all of the client s pets are included on the reservation e Click the sharing check box to select the last pet included on the reservation as the primary pet otherwise from the list of patients in the Patient box select the pet you want to designate as the primary pet
17. ary pet options in Preferences is selected If one of the primary pet options is selected the primary invoice item and its charge are placed on the reservation for the primary pet For example if the primary invoice item includes a charge of 7 50 the primary pet is charged 7 50 for cage occupancy See To Set Up Preferences on page 11 8 Inthe Multiple item ID field if this cage is not shared leave this field blank If it is shared enter or use F2 to select from the Cornerstone Invoice Item list the invoice item to link to this cage type The linked invoice item Be Setting Up Boarding and Grooming Cornerstone Boarding and Grooming To fill cages in a predetermined order move the cage numbers up or down by clicking the up arrow or down arrow button until cages are listed in the order in which you want them occupied assesses the charge for occupancy of the cage type and is automatically included on a reservation when one of the following occurs e More than one pet share a cage and each pet is charged the same multiple fee for cage occupancy e More than one pet share a cage and the first pet is charged a primary fee and each additional pet is charged the multiple fee 9 Click OK To Show and Change the Order of Cages for a Cage Type The Show Cages option allows you to assign specific cage numbers and set the order in which you want cages occupied To assign cage numbers and or set up the order i
18. asily deleted A reservation can be marked with a status of No Show or Cancelled and the reservation can be deleted 1 OPTIONAL From the Reservation List window in the Select cage date section enter the date of the reservation to delete or press F2 to use the calendar tool 2 OPTIONAL In the Select cage date section select the cage type for which you want to view reservation information 3 OPTIONAL In the Select status section make sure the status scheduled checked in checked out no show cancelled of the reservation that you want to delete is 26 e Using Boarding and Grooming Cornerstone Boarding and Grooming No show reservations cancelled reservations failed appointments and cancelled appointments trigger a client alert depending on your Cornerstone Foundation defaults selected a check mark should display in the check box to the left of the status 4 Select the reservation to delete from the list of reservations and click the Delete button The Delete Reservation dialog box opens Delete Reservation 302 for TIFFANY ACKLIN xi r Reservation information DK Arrival 5 20 04 05 00 PM Departure 5 21 04 04 00 PM Status Scheduled Cage JL Nbr Patient 1D 1 Bd Canine Condo 1 3 Sniffles 5 21 04 Hollee Matteson r Reservation Grooming appointment s This appointment should be considered as C Change reservation to No show C Failed Change reservation to
19. ation Patient ID 53 Name Cocoa Male CANINE 12 Yrs 8 Mos COLLIE MIX 59 pounds Close xi con mM Search criteria Staff Units Matteson Hollee B 33 Room m Reason for vist Grooming Dates from A ad 05 21 04 Db W To 05 22 04 Search e Date Saturday May 22 2004 Staff Matteson Hollee B Room Grooming Friday May 21 2004 11 40 am Friday May 21 2004 12 10 pm Friday May 21 2004 12 40 pm Friday May 21 2004 01 10 pm Friday May 21 2004 01 40 pm Hollee Matteson Grooming Hollee Matteson Grooming Hollee Matteson Grooming Hollee Matteson Grooming Hollee Matteson Grooming Appointment Search window Find button gt In the Staff field do one of the following gt gt Press Tab to accept selected staff member From the pull down list select Any Staff In Preferences if the Default Staff Classification field is set to lt none gt and you choose Any Cornerstone Boarding and Grooming Using Boarding and Grooming 37 Staff the system searches for open appointments for all members of your staff Otherwise If you choose Any Staff the system only searches for open appointments for the staff members in the default staff classification set up in Preferences See To Set Up Preferences on page 11 gt Inthe Dates From and To fields enter the date range in which to search for an open appointment time or press F2
20. cage once per visit once each hour once each day or once each time it passes the cutoff time Example If Once each day is selected the client is charged for each day his or her pet occupies a cage even if the pet occupies the cage for only part of the day For example if the pet occupies the cage from 5 00 P M Wednesday to 10 00 A M Thursday the client is charged for two full days 5 Inthe Booking method field use the pull down list to select the booking method for this type of reservation Hotel style or Daycare style Check in Report Document Preferences 6 Place a Y in the Print check in report check box to automatically print a Check in report when patients are checked in 7 If you choose to print a boarding document in the Doc ID field enter the ID of the document you want to print or press F2 to select it from the Correspondence List Note A cage card a cage label a boarding release form and boarding activity sheet are included with your software and can be selected from the Correspondence List See Print Boarding Documents on page 46 8 Place a Y in the Charge Items based on frequency check box if you want to charge for each time an invoice item or service is provided For example if the feeding instructions for a reservation type indicate that the pet should receive one can of dog food at 1 24 per can twice a day based on frequency twice charges for feeding the pet for one day would be 2 48 Note
21. ck out time m AN Default daycare style check out time D OOPM 7 Cancel Default staff ID fa Chris Jennings ck in time fi 1 004M lt Default daycare style check in time jos 00 4M kel kb Boarding Standard IV Assign cage numbers Sharing Round down reservation hourly charge Use primary fee for first pet To 15 minutes Ze Use primary fee for first pet multiple fee for all others To 30 minutes C Use multiple fee for each pet To 60 minutes r Grooming appointment Default reason for visit Grooming y Default staff classification Joe y Rooms to use for grooming Use For Grooming Surgery Suite Grooming Yes X preferences Boarding Grooming Preferences window Cornerstone Boarding and Gr ooming Setting Up Boarding and Grooming e 11 2 Inthe Default hotel style check in time field enter the default check in time to use when making hotel style boarding reservations Note When a hotel style reservation is made for a pet the check in time that you enter in this field is automatically placed in the Arrival field on the reservation You can choose to accept it or you can enter a different arrival time on the reservation 3 In the Default hotel style check out time field enter the default check out time to use when making hotel style boarding reservations Note When a hotel style reservation is made for a pet the check out time that you e
22. client alert if Failed Appointments or Cancelled Appointments are selected in Cornerstone Foundation defaults 7 10 Delete Appointment Appointment Information Client name 4040 Violet Benton Patient name 1109 Nelden Cancel Staff Hollee Matteson Date Time 5 17 04 8 20 am Ele This appointment should be considered as Failed Neither IV Delete appointment items from patient visit Delete Appointment dialog box In the This appointment should be considered section select one of the following options e Failed if the patient did not show up e Cancelled if the patient called in with enough advance notice e Neither if you do not want the deleted appointment to show up in the client s alerts If you do not want to delete the appointment items from the Patient Visit List uncheck the Delete appointment items from patient visit check box Click OK The Delete Appointment dialog box closes In the Reservation Information window click OK The grooming appointment is deleted The boarding reservation is not deleted To Transfer Grooming Appointment History to a New Grooming Appointment 1 In the Reservation Information window in the Grooming Information section click the Add button The Grooming Appointment window displays If there are prior grooming appointments for the patient the View History button is active 42 e Using Boarding and Grooming Corners
23. displays Cornerstone Boarding and Grooming Setting Up Boarding and Grooming e 3 Boarding Facility Holidays ll x r Holidays Description Start Close _ Christrr Christm Thanksgiving Memorial Day 08 00AM 03 00PM Labor Day 08 00AM 03 00PM Thanksgiving 00 00 AM 00 00 AM Christmas Eve 08 00AM 03 00PM Christmas Day 00 00AM 00 00 AM New Year s Eve 08 00AM 03 00PM New Year s Day 00 00AM 00 00 AM 03 00 PM vas Eve as Vay 00 00 4M 00 00 4M Cancel 00 00 4M Ah 03 00 PM 00 00 4M 00 00 4M Boarding Facility Holidays window 2 6 Note In the Date field enter or edit the date of the holiday or press F2 to use the Calendar Tool and then press Tab In the Description field enter or edit the name or description of the holiday If the boarding facility will be open for check in and check out on a holiday click No in the Open field for that holiday to change the No to Yes The standard office hours for that date set up in Appointment Scheduler appear in the Start and Close fields In the Start and Close fields enter the start and close times for the boarding facility if different from the practice hours for that date Click OK To remove a holiday from the list select a field in the holiday line that you want to delete and press Ctrl D 4 e Setting Up Boarding and Grooming Cornerstone Boarding and Groomi
24. eason it was deleted The Boarding Cancelled List Report The Boarding Cancelled List Report provides a list of reservations that have been cancelled within a date range For a cancelled reservation to appear on the Boarding Cancelled List Report the reservation must be deleted and cancelled must be selected as the reason it was deleted The Other Services List Report The Other Services List Report provides a list of boarding items classified as Other Services for checked in patients for a selected date Note When you preview the report if the departure date is past due and the pet has not been checked out the departure date displays in red and an asterisk appears at the end of the line Cornerstone Boarding and Grooming Using Boarding and Grooming 51 Boarding Occupancy Forecast Report The Boarding Occupancy Forecast Report prints a list of the number of cages scheduled to be occupied for a selected range of dates The report also includes the number of animals arriving and departing as well as the total number of cages set up for each Atrivals are included in the occupancy totals The report is useful when planning for staff scheduling 52 e Using Boarding and Grooming Cornerstone Boarding and Grooming Glossary of Terms Reservation number Reservation numbers are uniquely assigned to each boarding reservation The reservation number distinguishes between separate reservations made by the same client Sharing
25. ect Reservation Types The Reservation Types List dialog box displays 2 Select one of the following options e To add a new reservation type click New The Reservation Type Information dialog box displays e To change information for an existing reservation type click the reservation type that you want to change then click Update The Reservation Type Information dialog box displays e To delete a reservation type record click on the reservation type you want to delete and click Delete Li ii x Reservation type information Description Boarding Canine Standard Number of times to charge for cage nce each time it NE Cutoff time 12 00AM Cancel Booking method Hotel Style Y Print check in report document preferences K J7 Print check in report IV Print first document fiz Sample Boarding Release Form Standard document T Print second document lt a Print third document a IV Charge Items based on frequency Default instructions Item ID 05040 Lid Canine Can 15 8530 BATH Frequency 1 24 Twice a day Staff Name Reservation Type Information window 3 Inthe Description field enter or edit the description for the reservation type 4 Inthe Number of times to charge for cage field from the pull down list select how often to charge the Cornerstone Boarding and Grooming Setting Up Boarding and Grooming 9 client for the
26. ed 13 In the Item ID field select one of the following options Cornerstone Boarding and Grooming Enter the Item ID of the invoice item you want to add or press F2 to select from the Invoice Item List To change an invoice item to a different invoice item select the ID of the item you want to change and enter a new Item ID or press F2 to select from the Invoice Item List To change invoice item information select the information to change qty amount disc tax or staff and enter the changes Using Boarding and Grooming 21 e To delete an invoice item select the item and press Ctrl D Note Boarding invoice items include the boarding fee automatically added to the list when the cage type is selected Additional boarding items can be added also These items are transferred to the Patient Visit List when the reservation is checked out 14 To include boarding instructions click the Instructions button The Boarding Instructions window displays 15 Enter reservation notes equipment notes and other types of instructions feeding exercise medication other Note Boarding instructions can be transferred from a previous reservation See To Transfer Boarding Instructions From a Previously Scheduled Reservation on page 31 16 To make a grooming appointment for the pet click the Add button The Grooming Appointment window displays If the pet has prior grooming appointments the View History button is active
27. eing cleaned or repaired The blocked cage reduces the number of available cages during the time period that the cage is blocked 44 e Using Boarding and Grooming Cornerstone Boarding and Grooming To Block Cages 1 From the Cornerstone Foundation Activities menu select Boarding and select Block Cages The Blocked Cages List dialog box displays lx Blocked Cages List Cage Type Beginning Date Ending Date Bd Canine Condo Lg 5 19 04 05 00 PM 5 21 04 04 00 PM Bd Canine Condo Med CM2 5 19 04 05 00 PM 5 21 04 04 00 PM Update Delete Close le Block Cages List dialog box 2 Select one of the following options e Click New to add a cage to the Blocked Cages List The Blocked Cage dialog box see below displays e Click the cage type for which you want to change information and click Update to change the dates a cage type is unavailable or to update notes concerning the cage type The Blocked Cage dialog box displays e Click the cage type you want to remove and click Delete to remove a cage from the Blocked Cages List 9 Cage type Bd Canine Condo Med v Cage m2 m Beginning D 3 04 05 00 00 PM Wednesday Cancel Ending 05721 204 04 00 00 PM Friday Notes Unavailable due to scheduled repairs Block Cage dialog box Cornerstone Boarding and Grooming Using Boarding and Grooming e 45 3 From the pull down menu select the Cage
28. elect the report you want to print 3 Inthe From field enter or use the arrow keys to select the date for which you want to print this report or press F2 to use the Calendar Tool OR If this report can be printed for a date range in the From field select the beginning date for the report and in the To field select the ending date for the report 4 Tf applicable in the Frequency field select the frequency classifications to print on the report You can select more than one frequency 5 If applicable in the Status field select the status classifications cancelled checked in checked out no show scheduled to print on the report You can select more than one status 6 Inthe Sort order field from the pull down list select the sort order for the report and select either an ascending or descending order 7 Tf applicable in the Cage type field select the cage types to include on the report 8 Click Preview to preview the report before printing it The Report dialog box opens and displays the report 9 Click Print to print the report The Cornerstone Print Options dialog box opens Select print options and click OK Boarding Reports The Boarding Feeding List Report The Boarding Feeding List Report provides a list of feeding requirements for checked in patients on a specified date Note When you preview the report if the departure date is past due and the pet has not been checked out the departure date di
29. enter the date of the reservation from which you want to delete boarding instructions or press F2 to use the calendar tool OPTIONAL In the Select cage date section select the cage type for which you want to view reservation information OPTIONAL In the Select status section select the status scheduled checked in checked out no show cancelled of the reservation from which you want to delete boarding instructions a check mark should display in the check box to the left of the status Select the reservation with the boarding instructions you want to delete from the list of reservations and click Update The selected reservation displays If this reservation includes more than one pet for the client select the desired pet from the patient list and click Instructions The Boarding Instructions window opens To delete reservation notes or equipment information select the text to delete and press the Delete or the Backspace key The highlighted text is deleted To delete an invoice item from Boarding Instructions select the item and press Ctrl D 32 Using Boarding and Grooming Cornerstone Boarding and Grooming 8 To save the changes and return to the Reservation Information window click OK View Boarding Reservation Book The Reservation Book allows you to view which cages of a selected cage type are occupied scheduled for occupancy blocked or are available for occupancy for selected dates If you acces
30. eports Boarding Boarding Occupancy Forecast ttnet 48 51 Ee elle DEE Ate eet eater he aah a hee ase eat 48 50 Gancelled lista iD 48 51 Combination List Feeding Exercise Medication ooooncicinicnnnnnnnnncccconcnnnnrnnanacnnancccnna 48 50 Existe lt Ee reece ANE ed 48 50 Expected Check NS iia di dla ii 48 50 Expected Check D tS iia able 48 51 RECAM MS e el 48 49 Medication Listin A A ee ie eee 48 50 NO SHOWS tv it RO aed AAA ee ddd eed E 48 51 Other Services siii AAA a EA AAA 48 51 Reservations Make reservation cece eeeeeeaeaeeeeeeeeceeaaaaaeaeceeeeeseeeaeaeceeeeeeeeeeeaeeeeeeeeeeeees 18 19 Cancel reservation iii ad da dadas 26 27 28 51 Change reservation 18 COMM TESSRVALION EE 20 Delete resenvaton cnn a a nc cnn rra 26 Reservation Book Activate by setting the assign cage numbers Dreierencel 8 13 Assign a cage for occupancy using the Reservation Book 33 34 nica de E 33 Reie HR E EE 16 ReservatiOn POS cotorra nda 8 9 10 11 S Share Cage Adding cage sharing information on the reservation oooccconoccccconocccccononcnncnnnnnncnanannnnnnns 20 21 Multiple TES tocado 7 14 Primary pd E o eer terre SN 6 20 21 PUMA n e a a e e A 6 7 13 14 56 e Index Cornerstone Boarding and Grooming T Transfer Grooming information from previous appointment occnccccnnnccnancccnonccononn nana no nano nn nan na nann cnn nc 42 Boarding instructions from previous reservation ooooocinnnncincccnnnccnnonnnnnacnnnnn cona
31. er to the reservation for the date you selected in the Reservation Book This is the first date listed in the Reservation Book Note Cage numbers can only be assigned if the Reservation Book is accessed by pressing F2 at the Assign field and the Assign cage numbers check box is checked in Preferences See To Set Up Preferences on page 11 6 34 e Using Boarding and Grooming To exit the Reservation Book without selecting a cage click Close If you have made any changes to the Reservation Book for example changed colors using the color palette a prompt asks if you want to save changes To save changes click Yes Cornerstone Boarding and Grooming Grooming Appointments Grooming appointments can be scheduled through the Cornerstone Boarding and Grooming module or through the Cornerstone Appointment Scheduler module If you have Appointment Scheduler you have additional options when scheduling grooming appointments For example you can search the appointment database for available grooming appointment dates and times Make or Change Grooming Appointments with Appointment Scheduler The following instructions only apply to practices using Appointment Scheduler For instructions on making grooming appointments without Appointment Scheduler see Step 16 17 in To Make or Change a Boarding Reservation on page 18 The only items you can change on a scheduled grooming appointment are Prefix Appointment Items Staff T
32. ge descriptions on the Cage Number list To update cage numbers 1 Inthe Cage field type a valid cage description for the cage This is found on the Cage Number list 2 Repeat until all Cage fields are updated 3 When finished click OK Tip If your practice previously did not assign cage numbers or the Checked in list is long and you are unsure of the cage numbers of checked in pets click the Print button and the Checked in list prints Click Cancel to exit Determine the correct cage numbers for the pets and write them on the printed list Return to the Preferences screen click the Assign cage numbers check box again and enter correct cage numbers Cornerstone Boarding and Grooming Setting Up Boarding and Grooming e 15 Using Boarding and Grooming The Boarding Reservation List The Reservation List window is the main window for Cornerstone Boarding and Grooming From it you can do the following e Review reservations by date cage type and status e Start new reservations e Update or delete existing reservations e Print a Check in Report and or print a cage card e View a Census List showing all patients with a boarding and grooming checked in status Using the Reservation List gO 1 To go to the Reservation List window select one of the Reservation List IP optio toolbar button e On the toolbar click a e From the Cornerstone Foundation Activities menu select Boarding then select Reservation Lis
33. icking on the up arrow or down arrow button until cages are listed in the order in which you want them occupied For example if you want to fill cage 3 in our example CL3 first click CL3 then click the up arrow button until CL3 is at the top of the cage list 4 Click the Hide Cages button when you no longer want to view the cage list Note To activate this feature from the Activities menu select Boarding then Preferences At the Assign Cage Number check box click the box A Y appears in the box indicating the Assign Button on the Reservation screen is activated Then when you make or check in a reservation on the reservation screen click the Assign button and the first available cage on the cage list is automatically assigned to the pet Setting Up Reservation Types Reservation types allow you to do the following e Define charging frequency e Define booking method e Define default feeding exercise medication and other services that are included with boarding e Specify how the system bills for the cage e Specify invoice items associated with the reservation type 8 e Setting Up Boarding and Grooming Cornerstone Boarding and Grooming Invoice items specified for the reservation type are transferred to the boarding instructions for the reservation and are printed on the boarding reports To Set Up and Maintain Reservation Types 1 From the Cornerstone Foundation Activities menu select Boarding then sel
34. iere e 46 Punt Boarding EE 48 To Print Boarding Reports vestir nario a 48 Boarding Reports pusiste rienda 49 Glossary of Terms 53 Index 54 ii e Contents Cornerstone Boarding and Grooming Getting Started How to Use and Navigate the User Guide View the user guide on your computer and or print all or selected parts of it Bookmarks Click a topic bookmark see below to go directly to the topic E 3 TO Set Up a o mia DQ To Show and Change the Order EHA Setting Up Reservation Types By To Set Up and Maintain Reserval EHA Setting Up Preferences By To Set Up Preferences DQ To Validate Cage Numbers for Cl Y Using Boarding and Grooming Dy The Boarding Reservation List Dy Using the Reservation List bookmark Dy Boarding Reservations to select gt Dy To Make or Change a Boarding Reservation Options x age Ty EF IDEXX Cornerstone A User Guide for IDEXX Cornerstone Boarding and Grooming Dy To Set Up Recurring Reservation To Check In a Boarding Reservat Dy To Check Out a Boarding Reser topic Select topic Within a topic move the open hand cursor over a cross referenced topic When the open hand cursor changes to a pointed hand cursor see below click to view the cross reference Sample text with cross reference To attach an invoice item to a profile use the special actions option belo
35. ime Allocation and Notes You cannot change the appointment time or date from within Boarding and Grooming To change the grooming appointment Date Time Room Time units Reason for visit or Staff use your Cornerstone Appointment Scheduler software 1 From the Reservation Information window in the Grooming Information section select one of the following options e Click Add to make a grooming appointment e Click Update to change grooming information Cornerstone Boarding and Grooming Using Boarding and Grooming e 35 Grooming Appointment for Cocoa E J xi Patient information Patient ID 53 Male 12Yts 8 Mos 59 pounds Of Name Cocoa CANINE COLLIE MIX Grooming appointment _ Staff time r Notes Date 05 22 04 Find CR Se ime CR Tine Grid r3 Room Reason for visit Grooming d Time units 3 lt 4 30 minutes Staff HB Hollee Matteson Prefix Amount Be z r Appointment items ci Y ts pes tna Grooming Appointment window for practices using Appointment Scheduler Tip If the patient has prior grooming appointments the View History button is active To transfer information from a prior grooming appointment to the current grooming appointment see To Transfer Grooming Appointment History to a New Grooming Appointment on page 42 2 Ifyou are changing information for an existing appointment change information in the Prefix Appointment
36. ing Reservations and Grooming Appointments An existing reservation can be set up to recur at specified intervals Daily Weekly Monthly or Yearly If a grooming appointment is included with the reservation the recurring grooming appointments are placed in Appointment Scheduler for the selected recurring dates and times and can be viewed in the Schedule for Today 1 On the toolbar click a 2 At the Client ID field type the ID of the client who wants to set up a recurring reservation or press F2 to select from lookup list A list of the client s reservations displays 3 In the Reservation List locate the reservation that the client wants to recur and right click 4 From a pop up menu select Recurring Reservations and then select the recurring time interval Daily Weekly Monthly or Yearly 5 Inthe Arrival and Departure fields press Tab to accept Cornerstone Boarding and Grooming the default times that are displayed otherwise enter the arrival and departure times for the recurring reservations Using Boarding and Grooming e 23 6 The Length of reservation days field shows the length of days for the original reservation and cannot be changed Note To set up recurring reservations with a different length of days than on the original reservation create a new reservation with the length of days that you want to include on recurring reservations Then from the reservation list select the new reservation and create the
37. k OK OR To print the document for all patients on the list click OK without selecting any patients When finished click Close Cornerstone Boarding and Grooming Using Boarding and Grooming e 47 Print Boarding Reports All boarding and grooming reports are accessed through the Cornerstone Foundation Reports menu by selecting Boarding The following reports are available e Boarding Feeding List e Boarding Exercise List e Boarding Medication List e Boarding Combination List e Boarding Census e Boarding Expected Check Ins e Boarding Expected Check Outs e Boarding No Shows e Boarding Cancelled List e Boarding Other Services List e Boarding Occupancy Forecast Report To Print Boarding Reports 1 From the Cornerstone Reports menu select Boarding The Boarding Reports window displays r Boarding report r From aj dosis ml Wednesday Sort order Ascending Descending Boarding Reports Frequency Status lt All gt Cancelled Checked in Checked out No Show Scheduled Cage type Bd Canine Condo Lg Bd Canine Condo Med Bd Canine Condo Sm Bd Canine Run Bd Exotic Condo Bd Feline Condo y 10 x Close Boarding Reports window 48 e Using Boarding and Grooming Cornerstone Boarding and Grooming 2 Inthe Boarding report field from the pull down list s
38. lly selected If you do not want to use this date enter or select a different start date Future recurring reservations are set up based on this date Select End after and enter the number of times that you want the reservation to recur e Select End by and select or enter a date when you want the reservation to stop recurring 10 Click OK 11 When complete the following message displays Recurrence processing is complete Do you want to print Select Yes to print a Reservation Recurrence Report for a client or select No to skip the report Note If one or more recurring reservations or grooming appointments cannot be created a Reservation Recurrence Exception Report automatically prints listing the date and reason the reservation or appointment could not be made Some reasons include cages are full the grooming appointment time is not available or the reservation or appointment occurs when the practice is closed To Check In a Boarding Reservation 1 Locate the reservation in the Reservation List and click Update 2 Complete the reservation information and make any necessary changes to the reservation information boarding instructions grooming appointment s and boarding items Note If the Assign cage numbers check box is checked in Preferences the system does not let you check in a client without assigning a cage number 3 Click Check in The reservation status is changed to checked in and the Reservation Informatio
39. ments 46 e Using Boarding and Grooming Cornerstone Boarding and Grooming Doc Print Boarding Documents E ioj x r Document to print DK Doc ID fii Description Sample Boarding Release Form Close type Standard document r Reservation information Cage type All y Reservation type WI Y Scheduled Y Checked in I No show IT Checked out IT Cancelled Y Arrival between al 05719704 glad all 05 13 04 mol IT Departure between wa En dn and al Wl 05720704 GEZ r List 1 2 3 freno Paen Nene 116 Sunshine 05 19 04 05 20 04 Checked in Marvin Tony 97 Dakota 05 19 04 05 20 04 Checkedin Chandler Jerome 1109 Nelden 05 19 04 05 20 04 Checked in Benton Violet Print Boarding Documents window 2 In the Doc ID field enter the identification number of the document you want to print or press F2 to select from the Document List If applicable select the reservation status for which to print the document Select the dates for which you want to print documents by clicking to place a check mark in the Arrival between and Departure between check boxes Enter the dates for either or both as needed Select the Cage type and Reservation type from the pull down lists Patients whose reservations match your criteria display on the list To print the document for one or several patients select the patient or patients from the list and clic
40. n nn anna nann cnn 31 V View Cage avallablliV ion aiii EEA ERA E 17 21 43 44 Client s reservation history ooooccccnnoccccnonoccnonononcnnnononnnnnnno no ncnnnnn nn nn nano nn nn nano nr rn naar nnnnnnnnnnnn 20 29 Reservation BOOK comiccoincia rr d 33 Cornerstone Boarding and Grooming Index e 57
41. n which you want cages occupied 1 In the Cage Information window click the Show Cages button A cage number description list displays Cage Information M Information Cage type Caninearge Nbr of cages eg Nbr of overbooks 8 Booking method Hotel Style zl Primary item ID bes Boarding large Multiple item 1D E K Cancel Hide Cages ill Initially you can automatically name cages in the cage list In the cage position at the top of the list type a new cage description and press Tab a Cage Numbers A dialog box displays asking if you want to automatically name all cages in the same format If you select Yes all cages except overbooks are named in the new format Cage Information window with Show Cages selected Cornerstone Boarding and Grooming Setting Up Boarding and Grooming e 7 2 Click the Cage Description field that you want to name and type a description for the cage Press Tab to go to the next Cage Description field Note Initially you can automatically name cages in the cage list In the cage position at the top of the list type a new cage description and press Tab A dialog box asks if you want to automatically name all cages in the same format If you select Yes all cages except overbooks in the list are named in the new format 3 To fill cages in a predetermined order move the cage numbers up or down by cl
42. n window closes If set up to do so the Check In Report and or other documents print automatically See To Set Up Preferences on page 11 Checking in the reservation checks in all patients on the selected reservation Cornerstone Boarding and Grooming Using Boarding and Grooming e 25 Note If you try to check in a boarding reservation on a different date than the scheduled check in date a warning message displays To check in the reservation change the arrival date and click Check in If you check in or check out a reservation within one day of its scheduled date the system asks if you want to use the original scheduled date Select Yes to use it or select NO to change it to the current date To Check Out a Boarding Reservation 1 Locate the reservation in the Reservation List and click Update 2 Review boarding instructions grooming appointment items and boarding items for each patient 3 Make any necessary changes and click Check out Invoice items for all patients boarded during this stay are written to the Patient Visit List 4 Start an invoice for the client and select the patient When the Patient Visit List displays click the Transfer button to transfer boarding and grooming charges for the patient from the Patient Visit List to the invoice To Delete Boarding Reservation Information Boarding reservations grooming appointments associated with reservations or any other boarding reservation information are e
43. n with products and services referenced herein are trademarks or service marks of the respective owners of such marks Published by IDEXX Laboratories Inc VetConnect Systems Inc 2536 Alpine Road Eau Claire WI 54703 800 283 8386 Contents Getting Started 1 How to Use and Navigate the User Guide ooonnonicnocncccononnnononononannnonncononnconononono cn nrnnonncnn cn nonncnnos 1 Overview of IDEXX Cornerstone Boarding and Grooming scsscsssessesssessesssecseessessseeseeaes 2 Setting Up Boarding and Grooming 2 Boarding and Grooming Set Up OChecklet conc co nonnnnnos 2 Setting Up Holiday sir getest EE cs Age dote SE SEENEN 3 To Set Up and Maintain Boarding Facility Holiday 3 setting Up Cage BEE 5 To Set Up and Maintain Cage Types ssseseeseseeeseseesresesrseresrerrsrsesesrerrerseresesrereereeeees 5 To Show and Change the Order of Cages for a Cage Type cocooncccccoccnonoccnnncanonncnncancnnon 7 Setting Up Reservatlon TYPES zroas ida ise 8 To Set Up and Maintain Reservation Types seseeeeeseseesseereeeereresrsesrerrereesesrererssrsrseee 9 Setting Up Preferentes mit SA Eug Eed 11 ToSet Up Preferentes 11 To Validate Cage Numbers for Checked In Patents 15 Using Boarding and Grooming 16 The Bo rding Reservation List outside 16 Using the Reservation Distintas ii 16 Boarding Reservations ma o a ia 18 To Make or Change a Boarding Reservapon 18 To Set Up Recurring Reservations and Grooming Appointments oooccccocc
44. n you want to delete the reservation no show cancelled delete and click OK If the reservation is a recurring reservation choose whether you want to delete all occurrences of the recurred reservation or Using Boarding and Grooming e 17 only the selected reservation See To Delete Boarding Reservation Information on page 26 e To recur a reservation highlight the reservation that you want to recur and right click From a pop up menu select Recurring Reservations then select the recurring time interval Daily Weekly Monthly Yearly for the recurring reservation or select Print a recurring reservation report to print a list of recurring reservations and grooming appointments if applicable for the client See To Set Up Recurring Reservations and Grooming Appointments on page 23 e Click a reservation on the list and right click A pop up menu appears From the menu make a new reservation update the existing reservation delete the reservation or if the reservation is checked in reprint a Check In Report print a cage card or print both 7 To exit the Reservation List window click Close Boarding Reservations You can do the following when making boarding reservations Include multiple patients on one reservation Allow patients to share cages and bill accordingly Add invoice items to the reservation to bill for products and services provided during the patient s stay Set up special instructions for the ca
45. nasan nnmnnn 26 27 28 Gensus Esin a a oa aan aia ene a 16 17 40 50 Check in Grooming Appointment 40 Check in Repor denge uge e gedu aea a A dla AAA 10 16 50 Check imReseivalON aiii A E A A A EE 23 25 54 e Index Cornerstone Boarding and Grooming Check out Grooming Appoirtment nono no no rana criar rn 40 UE ee e E 26 Confirm Reservati0N ooococonncccnnccnnnccnnncccnoncconnrnnn cnn nn 20 D Daycare Style Boarding iii tido 6 10 12 Delete Boarding Bitte EE 32 Boarding Bi Viele 28 Grooming app intMe Mtra nea datada 41 42 Boarding re 26 F Palled Keelen 41 42 G Graph View cage availability Qrapn mesteri r e a e SE 43 44 Grooming Cancel appoirtment 41 42 AE aina a adena ia na t adaa a aaan 35 ASE 40 Check out appointment cece cee eeeeeeceeeeeecaeeeeaeeeeeeeeceaeeeeeaeeeeeeeseeeeeeeaesegeeeeseeeesaesteeeseeeees 40 Delete APPO Miri a A A aviil Gels ta 28 41 42 Make appointment tati dl dial balde 35 H Holidays Set up boarding facilities holidays ooooooonniidinnidinnnnonnnnnnnncnnnnccnnna nan ncccnnrccnnnrnnrrnrcnnn 3 4 Hotel Style Boarding nn Paaie nn naar nnnnnanrnnnnnnnns 6 10 12 L Link Link invoice item s tO CAGE pe 7 Link invoice item s to reservation Type 10 11 M lieler 7 14 N Cornerstone Boarding and Grooming Index e 55 P Preferences Set up preference iii das 11 12 13 14 15 PA c 6 7 13 14 Primary EE 6 20 21 Print Siet nie Beie ei Ti CG 46 Siet ale WEE 48 R R
46. nerstone Appointment Scheduler database Be sure these items are set up before proceeding to set up Boarding and Grooming items For more information on setting up Cornerstone Foundation and Appointment Scheduler items see the applicable section of your IDEXX Cornerstone Reference Manual Cornerstone Foundation Items Used By Boarding and Grooming U Staff ID s O Staff Classifications U Invoice Items for Boarding amp Grooming 2 e Setting Up Boarding and Grooming Cornerstone Boarding and Grooming O Rooms O Reason for Visit Cornerstone Appointment Scheduler Items Used by Boarding and Grooming U Practice Hours a Holidays U Groomers Schedules a Templates LI Staff Setup Cornerstone Boarding and Grooming Module Items a Boarding Facility Holidays a Cage Types Ul Reservation Types O Preferences Setting Up Holidays Use the Boarding Facility Holidays feature to define when the boarding facility is open on holidays These hours are scheduled independently of those for the veterinary practice Note Boarding holidays must be set up specifically for each year they do not automatically carry over to the next year If you use a five year calendar to set up holidays in advance you will not have to remember to do this every year To Set Up and Maintain Boarding Facility Holidays 1 From the Cornerstone Foundation Activities menu select Boarding then select Boarding Facility Holidays The Boarding Facility Holidays window
47. ng Setting Up Cage Types Cage types define the kind of boarding units available in the boarding facility You can specify the number of available cages and the number of overbooked reservations that are allowed You can link invoice items to the cage type for billing To Set Up and Maintain Cage Types 1 From the Cornerstone Foundation Activities menu select Boarding and then Cage Types The Cage Types window displays Feline Condo Cage Types window 2 Select one of the following options e To add a cage type click New The Cage Information window below displays e To change cage type information click the cage type that you want to change and then click Update The Cage Information window below displays e To delete a cage type record click the cage type that you want to delete and click the Delete button Cage Information X M Information Cage type kx Nbr of cages zb Nbr of overbooks 28 Booking method Hotel Sue zl Primary item ID bes Boarding large Multiple item ID 6 50 Cancel Show Cages DS Cage Information window Cornerstone Boarding and Grooming Setting Up Boarding and Grooming e 5 Hotel style reservations are for more than one day Daycare style reservations are for a single day The multiple item ID field is only used if a cage type allows pets to share cages 3 Inthe Cage type field enter a c
48. nly the primary pet is shown Reservation Book Cornerstone Boarding and Grooming Using Boarding and Grooming e 33 In the Date field press F2 to use the calendar tool to select date In the Cage type field select the type of cage you want to view from the pull down list press F2 to view cage availability All cages of the selected cage type are displayed in the Reservation Book Enter the date for which you want to view reservation information Click the single arrows to move the calendar forward or backward by one day or click the double arrows to move the calendar forward or backward by one week Information for the date you enter and for the next 19 days is displayed Use the horizontal scroll bar to view all of the days The default is today s date Scheduled reservations checked in reservations and blocked cages display in different colors in the Reservation Book To change these colors in the Legend section click the applicable box Scheduled Checked in or Blocked A color palette displays Select the new color from the palette and click OK Note Scheduled reservations that do not have assigned cage numbers do not appear on the Reservation Book 5 If you are scheduling or checking in a reservation and you want to assign a cage click the cage number you want to assign and click the Select button The system returns to the Reservation Information window and assigns the selected cage numb
49. nnconcnanannnno 23 To Check In a Boarding Reservation 25 To Check Out a Boarding Reservation 26 To Delete Boarding Reservation Informaton 26 To Delete Boarding Invoice Items oooonconnnonncononcnncononnnonocononnnnnrnncn nono nnnon nono cnc roconnono 28 View Reservation History iio tiesa 29 To Add or Change Boarding Instructions cnn cn nonoconorononcono 29 To Transfer Boarding Instructions From a Previously Scheduled Reservation 31 To Delete Boarding Instruet ons 32 View Boarding Reservation Book 33 To View Reservation BOOK iria eatou EENS 33 Grooming Appoipntments ee eee eia ea EEE E E oa T Ea AVETE E RE AE REE n ia 35 Make or Change Grooming Appointments with Appointment Scheduler 35 To Check In a Grooming Appointment with Appointment Scheduler 40 To Check Out a Grooming Appointment with Appointment Scheduler 40 To Delete a Grooming Appointment ococccoocconoccnononnnononnnononononncnnonncnnonnnn no nncnn cane nanannone 41 To Transfer Grooming Appointment History to a New Grooming Appointment 42 Viewing Cage A vallability icono Aia 43 To View Cage Availability iio csteseeeieieu teense EENS 43 Cornerstone Boarding and Grooming Contents e i Blocking Reservations for Cages ccscsccssssscssecseeeeceeesecsseeecsaecaeesecseesecsaeeccsaecatesecsessesnaeseeeas 44 To Block Cages ocaso titi 45 Print Boarding Doc m ntS ed negt tege dene do paerebesacess e ode
50. nter in this field is automatically placed in the Departure field on the reservation You can choose to accept it or you can enter a different departure time 4 Inthe Default daycare style check in time field enter the default check in time to use when making daycare style boarding reservations Daycare style reservations are reservations with check in and check out occurring on the same date Note When a daycare style reservation is made for a pet the check in time that you enter in this field is automatically placed in the Arrival field on the reservation You can choose to accept it or you can enter a different arrival time 5 Inthe Default daycare style check out time field enter the default check out time to use when making daycare style boarding reservations Note When a daycare style reservation is made for a pet the check out time that you enter in this field is automatically placed in the Departure field on the reservation You can choose to accept it or you can enter a different departure time 6 Inthe Default reservation type field from the pull down list select the default reservation type to use for making boarding reservations 12 Setting Up Boarding and Grooming Cornerstone Boarding and Grooming 7 In the Default staff ID field select the staff ID for the staff member who usually provides boarding services or press F2 to select from the Staff List IMPORTANT Before you select Assign cage numbers bel
51. ointment only the grooming appointment information is deleted from the boarding reservation 1 OPTIONAL In the Reservation List window in the Select cage date section enter the date of the reservation from which you want to delete grooming appointments or press F2 to use the calendar tool OPTIONAL In the Select cage date section select the cage type for which you want to view reservation information OPTIONAL In the Select status section select the status Scheduled Checked in Checked out No Show Cancelled of the reservation from which you want to delete a grooming appointment a check mark should display in the check box to the left of the status Select the reservation containing grooming appointments you want to delete from the list and click Update The Reservation Information window opens If this reservation includes more than one patient for the client select the patient from the patient list In the Grooming information section click Delete The Delete Appointment dialog box see below opens and displays the grooming appointment information Note If you do not use Appointment Scheduler the system asks Are you sure you want to delete the grooming information Click Yes to delete Only the grooming appointment is deleted The boarding reservation is not deleted Cornerstone Boarding and Grooming Using Boarding and Grooming 41 Failed and cancelled appointments will trigger a
52. ot 5 hours if you choose the 15 minute round down option Note The Round down hourly charge options only apply to reservations of a reservation type for which the number of times to charge for a cage is set to Once each hour Grooming Appointment Preferences 11 In the Default reason for visit field from the pull down list select the default reason for visit to use for making grooming appointments 14 e Setting Up Boarding and Grooming Cornerstone Boarding and Grooming 12 In the Default staff classification field from the pull down list select the default staff classification to use for making grooming appointments 13 In the Rooms to use for grooming section select Yes for each room you use for grooming appointments These rooms are used when searching for available grooming appointments 14 When finished click OK To Validate Cage Numbers for Checked In Patients When you click the Assign cage numbers check box to activate this feature a list of checked in pets and their cage numbers is displayed prompting you to update cage numbers on the Checked in list so that they match cage descriptions on the Cage Number list The Cage Number list must be created before clicking the Assign cage numbers check box For more information about the Cage Number list see To Show and Change the Order of Cages for a Cage Type on page 7 The system checks each pet s cage number and stops at cage number fields that do not match ca
53. ow you must set up cage numbers for your practice in your cage type records To do this see To Show and Change the Order of Cages for a Cage Type on page 7 To automatically assign cage numbers place a Y in the Assign cage numbers check box by clicking it This allows you to do the following Automatically assign cages when making or checking in reservations Activate the Reservation Book so that you can view cage reservations by cage numbers and dates Select and assign a cage when viewing the Reservation Book Activate a Cage field on the Blocked Cages screen Pressing F2 in the Cage field allows you to access the Reservation Book and from it select the cage you want to block D r the Assign cage numbers option is selected the system does not let you check in a reservation without first assigning a cage number Note When you click in the Assign cage numbers check box to select this option and pets are already checked in for boarding the system displays a list of the checked in pets and prompts you to enter valid cage numbers for them See To Validate Cage Numbers for Checked In Patients on page 15 Cage Sharing Preferences 9 Cornerstone Boarding and Grooming In the Sharing section select one of the following fee options Select Use primary fee for first pet if none of your cages are shared or if cages are shared but you only want to charge one fee for the cage and not assess a separate fee for each
54. press F2 e From the Cornerstone Foundation Activities menu select Boarding then select View Cage Availability Cornerstone Boarding and Grooming Using Boarding and Grooming e 43 e Inthe Reservation List window in the Cage Date field press F2 The Cage Availability window displays LLL al Date 4 dl 05 20 04 el Thursday Select Eo e 5 Close H 3 3 5 H 2 21 D 5 20 04 SANOS 5 22 04 5 23 04 5 24 04 5 25 04 5 26 04 5 2 04 Te Booked E Available r Number of cages available Number Overbks Description ofcages allowed 05 20 2004 05 21 2004 05 22 2004 05 23 2004 05 24 2004 05 25 2004 05 26 2004 05 27 2004 Bd Avian Lg Cage Bd Canine Condo Me 6 Bd Canine Condo Sr amp Bd Canine Run 5 Bd Exotic Condo 2 Bd Feline Condo 4 Cage Availability window 2 Inthe Date field select the beginning date to view or press F2 to use the calendar tool 3 Click the description of the cage type to display on the graph On the graph booked cages display in red available cages display in green Note On the Reservation Information window if you access the Cage Availability window by pressing F2 in the Cage Type field you can select the cage type for the reservation on the Cage Availability window by clicking the cage type you want to use then clicking the Select button Blocking Reservations for Cages You can block reservations from being made for a cage while it is b
55. re and feeding of the patient Schedule a grooming appointment To Make or Change a Boarding Reservation 1 Select one of the following options e On the Reservation List window click New to make a reservation e From the Cornerstone Foundation Activities menu select Boarding and then select Make Reservation 18 e Using Boarding and Grooming Cornerstone Boarding and Grooming e On the Reservation List window click the reservation you want to change check in check out or confirm and click Update The Reservation Information window displays Reservation Information for Amanda Bridges New r Client information Client ID 1813 Amanda Bridges Reservation Reservation tota 10 50 Ok Balance 0 00 122 Ridgeway Street Reservation type Boarding Standard y Anival 05721704 eessen Scherer Cancel Any Town WI 77777 Departure 05722704 O400PM Made by fi SS 888 342 4412 Confirmed 00700700 Fred Jones DVM qu Check out Patient Patient ID 53 52 Confirm Bes Wane Jay Se Wao J Sex breed Staus ano Bis 11 Mos 61 00 pounds Male COLLIE SMOOT Active Cocoa PES 59 00 pounds Male COLLIE MIX Active 10 50 JV Include on reservation r Boarding information I Sharing 52 Lad Instructions Grooming information 7 53 Cocoa Add Instr total 0 00 Cage type Ba Canine Condo Lg e IO Delete r Boarding items
56. s past due and the pet has not been checked out the arrival date displays in red and an asterisk appears at the end of the line The Boarding Expected Check Ins Report The Boarding Expected Check Ins Report provides a list of reservations made for a specified date Patients due to be checked in prior to the specified date also prints on the report If the patient 50 e Using Boarding and Grooming Cornerstone Boarding and Grooming has overdue reminders or no reminders entered into the system a red R in a red box appears next to the patient s arrival date Note When you preview the report if the arrival date is past due and the pet has not been checked in the arrival date displays in red and an asterisk appears at the end of the line The Boarding Expected Check Outs Report The Boarding Expected Check Outs Report provides a list of patients expected to check out on a specified date Patients due to be checked out prior to the specified date also print on the report Note When you preview the report if the departure date is past due and the pet has not been checked out the departure date displays in red and an asterisk appears at the end of the line The Boarding No Shows Report The Boarding No Shows Report provides a list of boarding reservation no shows within a specified date range For a reservation to appear on the Boarding No Shows Report the reservation must be deleted and no show must be selected as the r
57. s the Reservation Book by pressing F2 at the Assign field on the Reservation Information window you can also schedule a cage for occupancy or assign a cage when a pet is checked in This option is not available when you access the Reservation Book from the Activities menu Note To activate the Reservation Book the Assign cage number check box in Preferences must be checked See To Set Up Preferences on page 11 To View Reservation Book 1 To display the Reservation Book select one of the following options e From the Cornerstone Foundation Activities menu select Boarding then select Reservation Book e On the Reservation Information window click in the Assign field and press F2 These boxes display olx PEZ in different colors To E Cage type Canine Large y change colors click duled T the applicable box Checked in Date Close Ze aldi 04730707 del and select a new color Blocked MN from a color palette Reservation Book 4 10 0 10 1 19 Apr30 May01 May02 May03 May 04 May 05 May 06 May 07 May08 May09 May 10 Cage Number Mon Tue Wed Thu Fri Sat C Patient 15 Basil r James Aldridge 8 i s n May 02 12 05 pm To view EE information for a pet but May 03 12 00 am move cursor to pet s name and the pet s Scheduled reservation information is automatically displayed If multiple pets share the cage o
58. splays in red and an asterisk appears at the end of the line Cornerstone Boarding and Grooming Using Boarding and Grooming e 49 The Boarding Exercise List Report The Boarding Exercise List Report provides a list of exercise requirements for checked in patients on a specified date Note When you preview the report if the departure date is past due and the pet has not been checked out the departure date displays in red and an asterisk appears at the end of the line The Boarding Medication List Report The Boarding Medication List Report provides a list of medication requirements for checked in patients on a specified date Note When you preview the report if the departure date is past due and the pet has not been checked out the departure date displays in red and an asterisk appears at the end of the line The Boarding Combination List Report The Boarding Combination List Report provides a list of feeding exercise medication and other services for checked in patients on a specified date Note When you preview the report if the departure date is past due and the pet has not been checked out the departure date displays in red and an asterisk appears at the end of the line The Boarding Census Report The Boarding Census Report provides a list of patients by status cancelled checked in checked out no show scheduled or all for a selected date Note When you preview the report if the departure date i
59. t Press F2 here to view cage availability Select cage date r Select status IV Scheduled I Checkedin M No show IT Checked out Cancelled The Reservation List E Benen la lalf oam P w can be sorted by any Bd Canine Condo Med Monday Today Client information of the heading tabs Bas Condo Sm Cage Patient ID and Name Owner Name Anal Depas TT IN ST ig Ag Reynolds Christen 03 Scheduled etc To sort click the Bd Canine Condo SiT 2 age Gonzales Katherine ae oe Checked 12 27 02 Holes Matieson heading tab Bd Canine Run 3 Domingo Gonzales Katherine 12 21 02 01 07 03 Checked in EM Bd Canine Run D I Darwin Curtis Ginger 12 27 02 01 06 03 Scheduled ine Run 081 Princess Curtis Ginger 12 27 02 01 06 03 Scheduled r Reservations Numbered blocks are the same color for all pets sharing the same cage Reservation List window 16 e Using Boarding and Grooming Cornerstone Boarding and Grooming 2 Click the single 3 arrows to move the calendar forward or backward one day Click the double arrows to move the calendar forward or backward one week In the Select cage date section click the cage type for which you want to view reservation information You can select more than one cage type The default is lt All Cages gt To view the cage availability graph press F2 Enter the date for which you want to view reservation information or press F2 to
60. th stuffed bear Remove from cage in Cancel View History Equipment morning and return to cage in evening FEEDING STANDARD KENNEL Twice a day 05 14 04 2 00 1 Eeeding x15098 2 Feeding x15109 3 Exercise 5106 Twiceaday 105 14 04 2 00 0 00_No No fe H EXERCISE PLAY TIME OUTDO Daiy se J05 14 04 1 00 0 00 No No Js H FEEDING TREATS 4 Exercise y 5093 EXERCISE STANDARD Three times a de J05 14 04 3 00 0 00_No No H E Subtotal 0 00 Discount 0 00 Tax 0 00 Total 0 00 View History To enter a line without using word wrap in the Boarding Instructions window Note To view or transfer boarding instructions from a prior stay click the View History button This button is only active if the patient has boarding instructions from previously scheduled reservations on file 2 To add or change boarding instructions in the Reservation notes field enter or change any notes regarding this reservation Reservations notes and Equipment fields press 3 Ctrl Enter In the Equipment field enter or change any equipment for this pet toys leash etc 4 Inthe Type field of the first empty row of the items list select the item type feeding exercise medication other from the pull down list 5 Inthe Item ID field enter the Invoice Item ID or press F2 to select from the Invoice Item List The description quantity amount discount and tax for the selected in
61. tment Scheduler the Patients can be checked in for grooming appointments through the Cornerstone Cornerstone Foundation Census List Foundation Census List allows you to 1 Press F3 The Census List displays check in and check out 2 If necessary in the View field select Scheduled grooming 2 A A appointments Appointments from the pull down list A list of scheduled appointments displays 3 From the list select the grooming appointment you want to check in and click the Check in button The Patient Check in out dialog box displays 4 If necessary enter additional comments change grooming appointment information such as reason for visit room staff and check in date time 5 When finished click the Check in button again To Check Out a Grooming Appointment with Appointment Scheduler Patients can be checked out from a grooming appointment through the Cornerstone Foundation Census List or the Appointment Scheduler 1 Press F3 The Census List displays 2 If necessary in the View field select Patients in Hospital A list of hospitalized patients displays 3 From the list select the grooming appointment you want 40 e Using Boarding and Grooming to check out and click the Check out button Cornerstone Boarding and Grooming Note The patient will be automatically checked out if the Check Out Patients box is checked when posting the invoice To Delete a Grooming Appointment When you delete a grooming app
62. tone Boarding and Grooming 2 To view prior grooming appointment history or transfer information from a prior appointment to an appointment being scheduled click the View History button The Grooming Notes History dialog box opens Grooming Notes History for DAKOTA xj Kr aleni ed Reason for Visit es a gd 6 11 04 D8 Grooming Scheduled Hollee B Matteson No nail trim Start blow dryer away from him Close 5 20 04 09 20 AM Grooming 4 Checked out Hollee B Matteson Trim nails Start blow dryer some distance away Will bite if you start the dryer when you are next to him Grooming Notes History dialog box 3 To transfer grooming information to the appointment being scheduled select the previous appointment from the list and click Transfer The Grooming Notes History dialog box closes and the time units reason for visit groomer and notes are transferred to the appointment being scheduled 4 If necessary make changes to the transferred history Viewing Cage Availability On the Cage Availability window view available and booked cages of all types Select a cage type and view booked and open cages of the selected type in a stacked column graph for eight days More days can be displayed if you enlarge the window or use a finer screen resolution To View Cage Availability 1 To view cage availability select of the following options e Inthe Reservation Information window in the Cage Type field
63. type 4 Tf the Assign cage numbers check box is checked in Preferences the Cage field is active See To Set Up Preferences on page 11 If the field is active in the Cage field press F2 to display the Reservation Book In the Reservation Book highlight the cage that you want to block and click Select 5 Inthe Beginning field enter the date or press F2 to use the calendar tool and time to begin blocking reservations The ending date for this cage must be a date later than the beginning date 6 Inthe Ending field enter the date or press F2 to use the calendar tool and time to stop blocking reservations for the cage type making the cage type available for reservations again 7 Inthe Notes field enter any notes regarding why the cage is blocked 8 Click OK Print Boarding Documents Four boarding documents are included with the boarding and grooming software The documents are a boarding release form a cage card a cage label and a boarding activity sheet These documents can be modified using the Cornerstone Document Editor in Cornerstone Foundation New boarding documents can also be created using the editor Note To set up your boarding documents by modifying the preloaded documents or creating new ones see To Create a New Document Using the Document Editor in the Cornerstone Reference Manual for details 1 From the Cornerstone Foundation Activities menu select Boarding then select Print Boarding Docu
64. vation dates field select the boarding reservation date for which you want to view or transfer history Boarding Instructions History for PRINCESS p x r Reservation information 7 Reservation dates 5 15 04 4 00 PM Sc 12 27 02 5 00 PM 1 6 03 4 00 PM Instruction notes Reservation notes Equipment a a S ll E p Frequency Beginning On Oty Amount Center 1 Feeding 5098 FEEDING STANDARD KENNET wice a day 12 27 02 20 00 0 00H 2 Feeding 5109 FEEDING TREATS Twice a day 12 27 02 20 00 0 00H 3 Exercise 5106 EXERCISE PLAY TIME OUTD Once 12 27 02 1 00 0 00H E Total 0 00 Boarding Instructions History window Cornerstone Boarding and Grooming Using Boarding and Grooming 31 4 To transfer boarding instructions from history to the current reservation click Transfer The instructions including reservation notes and equipment from the selected reservation are transferred to the Boarding Instructions window for the pet s current reservation If necessary make changes to the transferred history Note All boarding instruction history information from the selected reservation is transferred except the Beginning On date for feeding exercise medication and other items The Beginning On date is changed to the arrival date for the current reservation To Delete Boarding Instructions 1 OPTIONAL On the Reservation List window in the Select cage date section
65. visit 7 Click OK The Delete Reservation dialog box closes The reservation is deleted and the grooming appointment is removed from the grooming appointment schedule To Delete Boarding Invoice Items 1 28 e Using Boarding and Grooming OPTIONAL On the Reservation List in the Select cage date section enter the date of the reservation for which you want to delete boarding invoice items or press F2 to use the calendar tool OPTIONAL In the Select cage date section select the cage type for which you want to view reservation information OPTIONAL In the Select status section select the status scheduled checked in checked out no show cancelled of the reservation from which you want to delete boarding invoice items a check mark should display in the check box to the left of the status Select the reservation containing the boarding invoice items you want to delete Click Update The Reservation Information window opens displaying the invoice items on the reservation If this reservation includes more than one patient for the client select the patient from the list To delete an invoice item select the Item ID and press Ctrl D The selected item is deleted Cornerstone Boarding and Grooming 8 To return to the Reservation List click OK View Reservation History Previously scheduled boarding reservation information for a client can be viewed or edited To view or edit a client s prior reservations
66. voice item displays 6 Inthe Frequency field select the frequency to provide the item to the patient during this boarding stay once daily daily AM daily PM twice a day three times a day or every other day 7 Inthe Beginning On field the arrival date for this reservation is automatically displayed Change the date if necessary For example if the item is to be provided once 30 e Using Boarding and Grooming Cornerstone Boarding and Grooming on a particular date during the boarding stay in the Beginning On field enter the date the item is to be provided 8 In the Staff field enter the staff ID of the staff member providing the service or press F2 to select from the Staff List 9 In the free form text field row below the item information enter or edit any notes or special instructions that pertain to this item These notes print on the Boarding Feeding List Exercise List Medications List Combination List and Other Services List depending on the type of invoice item Feeding Exercise Medication Other the notes are associated with To Transfer Boarding Instructions From a Previously Scheduled Reservation If there are boarding instructions from a previously scheduled reservation the View History button in the Boarding Instructions window is active 1 To view boarding instruction history for this pet click the View History button The Boarding Instructions History window displays 2 Inthe Reser
67. w or add the invoice item to a profile See Maintain profiles on page 46 Toolbar buttons Go backward or forward through the user guide by clicking one of these buttons or by using the scroll bar i4 4 b gt I O i id First page q Previous page Next page Last page Q Previous view Cornerstone Boarding and Grooming Getting Started e 1 Overview of IDEXX Cornerstone Boarding and Grooming Although IDEXX Cornerstone Boarding and Grooming software is an optional module that is sold separately it is started from within the IDEXX Cornerstone Foundation practice management system like many other practice management activities It uses Cornerstone Foundation invoice items and charges When a patient is checked out these invoice items and charges are transferred to the Patient Visit List for invoicing and accurate record keeping It works with IDEXX Cornerstone Appointment Scheduler to allow you to schedule grooming appointments for patients during their boarding stays To help manage your boarding facility and grooming appointments IDEXX Cornerstone Boarding and Grooming software provides you with a range of useful reports that are accessed and printed through the Cornerstone Foundation Reports menu Setting Up Boarding and Grooming Boarding and Grooming Set Up Checklist Cornerstone Boarding and Grooming software draws information from and uses several lists in the Cornerstone Foundation and Cor

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