Cornerstone 7.0 Self-Paced Enhancement Training

Transcription

1 Cornerstone 7.0 Self-Paced Enhancement Training

2 IDEXX CORNERSTONE Self-Paced Enhancement Training for Cornerstone 7.0 Self-Paced Enhancement Training for Cornerstone 7.0 Page 1

3 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 Computer Systems. IDEXX Computer Systems retains all rights, title and interest in this document and any copies thereof, and in all patent, trademark, copyright, trade secret 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 Computer Systems or its affiliates IDEXX Laboratories, Inc. All rights reserved. Cornerstone, the Cornerstone logo, Compliance Assessment Tool, Patient Advisor and Patient Clipboard are trademarks or registered trademark of IDEXX Laboratories, Inc. in the United States and/or other countries. All other product and company names and marks used in connection with products or services referenced herein are trademarks of their respective holders. Published by IDEXX Laboratories, Inc. through its subsidiary IDEXX Computer Systems, Inc Alpine Road Eau Claire, Wisconsin 54703, USA (715) Printed in the United States of America. Self-Paced Enhancement Training for Cornerstone 7.0 Page 2

4 Self-Paced Enhancement Training for Cornerstone Prerequisites...4 Decision Making, Setup and Use...4 Getting Started...5 Void incorrect patient weight...5 Create health certificates with Correspondence Wizard...7 New options on Generate Reminders window...11 User-definable reminder messages...12 Include secondary owner on invoices and statements...14 New options for inventory invoice items...16 Inventory functions in Cornerstone Foundation...20 New look, same functionality, many new features...21 Print patient weight graph...22 Multiple access to a patient's medical note denied...22 New invoice item inventory defaults...23 Apply taxes by invoice item classification...25 Invoice item warning about date...26 New inventory features in invoicing...27 Quickly clear client/patient information from the Patient Clipboard...28 Patient Clipboard maximized...28 View compliance results for specific patient classifications...28 Print Cornerstone performance tracker graphs...29 Lifelearn documents in Cornerstone...30 New referral bookmarks...31 Deceased Patient Report option...31 Accounts Receivable Report includes new options...32 New Microchip ID Report...32 Appointment Report Summary...32 Referral Summary Report includes grand total...33 Additional report range selections...33 Web Links menu...34 New toolbar button for online support...34 Data service...34 Security report available...35 Security for Prescription Labels Apply to Invoice checkbox...35 New Security Options for Cornerstone IDEXX Cornerstone link for Marshfield Clinic Laboratories Veterinary Services..39 New imaging features in Cornerstone Foundation...39 DICOM send option...39 Choose to print individual items within a group on Patient Advisor Exam...40 Print declined to history items on Patient Advisor Exam Treatment Report...40 Declined and declined to history items highlighted in red...40 Cornerstone 7.0 Enhancements Only Knowledge Check...41 Cornerstone 7.0 Enhancements Only Skill Assessment...42 Self-Paced Enhancement Training for Cornerstone 7.0 Page 3

5 Self-Paced Enhancement Training for Cornerstone 7.0 This self-paced training contains information from What s New in IDEXX Cornerstone 7.0, so that users may read the overview of the feature, then continue to the training. Important: Practice exercises are easily identified by the mouse icon you complete the training in the order it is found in this document.. We suggest that Training Content Content of the training includes changes and enhancements to Cornerstone Foundation found in version 7.0, including: 1. Client/Patient Records Enhancements 2. Reminders/Client Correspondence Enhancements 3. Invoices and Statements Enhancements Purpose The purpose of this training is to provide a learning experience where Cornerstone users can use new Foundation enhancements in the context of a specific example. Some of the enhancements can merely be learned by reading the topic in What s New in IDEXX Cornerstone 7.0. For your convenience, the information for those enhancements is located at the end of the training, but does not include training exercises. Prerequisites In order to walk through the practice exercises presented in this training: 1. Complete the exercises using the training database for Cornerstone 7.0. This can be found by selecting Start > Programs > Cornerstone > Training Files > Cornerstone Tutorial. Log in using CS as the password. Note: If your training database has been used for computer-based training, please call the Education Department at to receive a new training database. 2. Be sure printer assignments are set in the training files if you choose to print any items. Decision Making, Setup and Use Each new feature requires different attention and is marked with one or more of the following text: Management Decision Setup Use Only Requires management decision to use feature Requires setup and/or security access before feature can be used Feature can be used without management decision or setup Self-Paced Enhancement Training for Cornerstone 7.0 Page 4

6 Getting Started To get started with the case study, please open the Cornerstone Tutorial by selecting: 1. Select Start > Programs > Cornerstone > Training Files > Cornerstone Tutorial. 2. Use CS as the log in password (This password has administrator access in the training database). 3. Continue to begin the training. Void incorrect patient weight Management Decision, Setup and Use In patient records, a new right-click option is available to void a recorded weight. Another new option allows you to view previously voided weights. To void weights, a staff member must have proper security. To void weight: 1 On a patient's record, right-click on the weight line you want to void. Weights appear in order by date with the most recent non-voided weight first. Right-click to void 2 A pop-up list appears. Click Void weight. Note To view previously voided weights for a patient, click Show voided weights. Voided weights are shown in red. 3 The system asks if you are sure you want to void the selected weight. Click Yes to void or No to continue without voiding weight. 4 Click OK. Note Any where weights appear in Cornerstone (windows or reports), the most recent non-voided weight is shown. Self-Paced Enhancement Training for Cornerstone 7.0 Page 5

7 Enhancement Training Using the Cornerstone Tutorial training files, enter and void an incorrect patient weight, view voided weights and remove a void on a weight. While the voided weight is still recorded in the patient s file, it will not automatically display in the patient s medical history. 1. In the Patient Clipboard, type 5090 in the Client ID field and press Tab. 2. In the Patient list area, double-click on Garfield s name to open the Patient Information window. 3. In the blank field of the Weight history area, type 9.5 and click OK to save the change. 4. In the Patient list area, double-click on Garfield s name again. 5. Right-click on the weight you just entered and select Void weight. 6. A confirmation question displays. Click Yes to void the weight. 7. Click away from the highlighted weight. The voided weight is shown in red. 8. Click OK in the Patient Information window to save the changes. View voided weights 1. With Client ID 5090 in the Patient Clipboard, double-click on Garfield s name to open the Patient Information window. 2. In the Weight history area, right-click and select Show voided weights. The voided weight entry is shown in red. Remove void on weight 1. With the voided weights displayed in the Weight history area, right-click on the void to be removed and select Remove void on weight. 2. A confirmation question displays. Click Yes to remove the void from the weight. 3. Click OK to save the changes. Key Training Points Although an incorrect patient weight can be voided to remove it from the main patient weight window, voided patient weights still remain in the patient s history. Complete the Knowledge Check questions on page 37 and/or Skill Assessment on page 38 now or wait until all sections are completed. Self-Paced Enhancement Training for Cornerstone 7.0 Page 6

8 Create health certificates with Correspondence Wizard Management Decision, Setup and Use A new Vaccination Preference dialog box allows you to select a set of vaccinations to include on documents, such as health certificates. Only those vaccinations selected in vaccination preferences that correspond to vaccination reminders found in the patient's record are included on a health certificate for the patient. This allows you to create one set of vaccination preferences for multiple species. For example, if your vaccination preferences include Feline Leukemia Booster and Canine DHLPPC, only Canine DHLPPC will be included on a health certificate for a canine pet because no vaccination reminder for Feline Leukemia Booster will be found in the pet's record. Set up vaccination preferences To set up vaccination preferences: 1 On the Lists menu, select Documents and then select Vaccination Preferences. The Vaccination Preferences dialog box appears. Only those vaccinations selected here that correspond to vaccination reminders found in the patient's record are included on a patient's health certificate. Vaccination Preferences dialog box 2 Under Vaccinations to appear on the document, click on all of the vaccinations that you want to search for when you create a vaccination certificate or similar document. 3 Under Vaccination line pattern, select what and how you want vaccination reminder information to appear on the document. For example, click the DESC button if you want the Reminder Due description to print first and then click DUE to print the reminder due date next to the description. On the vaccination certificate, the reminder information appears in the order selected. It also displays in the bottom line of the dialog box. To delete the pattern, click in the bottom line and press Delete. 4 When finished, click OK. Self-Paced Enhancement Training for Cornerstone 7.0 Page 7

9 Include vaccination preferences in a document Once vaccination preferences and pattern have been selected, bookmarks for the selected vaccinations can be included in documents. When documents with the bookmarks are printed, the bookmarks are replaced by vaccination information from the selected pet's record. To include vaccination preferences in a document: 1 On the Lists menu, select Documents and then select Document. The Document List window appears. 2 Select one of the following: Click New to create a new Cornerstone document. From the Document List, select the document in which you want to include vaccination preferences and click Update. 3 In the document, position the cursor where you want vaccination information to print, right-click and select Insert. 4 From the pop-up menu, select Bookmark. The Select Bookmark dialog box appears. Select Bookmark dialog box 5 In the File Description field, click the down-arrow and from the drop-down list, select Vaccinations. 6 Click the Use preferences check box to check it. 7 Click Add Bookmark. 8 Close the Bookmark dialog box and return to the document. 9 When finished, save the document. Enhancement Training Using the Cornerstone Tutorial training files, set up vaccination preferences, include vaccination preferences in a client correspondence document and create a customized health certificate. Set up vaccination preferences Note: If there are multiple staff members who will complete this training, assign several vaccinations listed below to each staff member. 1. In the menu bar, select Lists > Documents > Vaccination Preferences. Note: Items that generate a reminder are listed in the Vaccinations to appear on the document area. You may notice that non-vaccination items are also displayed in this Self-Paced Enhancement Training for Cornerstone 7.0 Page 8

10 list. This is most likely due to a call back reminder that is linked to the item. If you do not highlight these items they will not appear on the documents. 2. In the Vaccinations to appear on the document area, select the following vaccinations so they are highlighted in blue: (1123)-DA2P/CPV THIRD VAC (1152)-LYME DISEASE SECOND VAC (1310)-FELINE LEUKEMIA BOOSTER (1300)-FELINE BORDETELLA BOOST (1322)-FIP SECOND VAC (1332)-FVRCP SECOND VAC (1073)-RABIES FERRET (1100)-BORDETELLA BOOSTER (1120)-DA2P/CPV BOOSTER (4190)-T4 (1070)-FERRET DISTEMPER BOOSTE (1072)-FERRET DISTEMPER SECOND (1102)-BORDETELLA SECOND VAC (1122)-DA2P/CPV SECOND VAC (1150)-LYME DISEASE BOOSTER (1173)-RABIES CANINE 3 YEAR BO (1312)-FELINE LEUKEMIA SECOND (1320)-FIP BOOSTER (1330)-FVRCP BOOSTER (1343)-RABIES FELINE 3 YEAR BO Cornerstone will search for these when creating a vaccination certificate or similar document. 3. In the Vaccination line pattern area, click the following buttons in the given order: 1 st [GDESC] Reminder Given description button 2 nd [GIVEN] Given date description button 3 rd [DUE] Due date description button The text in the box at the bottom of the window should appear as [GDSC][GIVEN][DUE]. If the selections are in the wrong order, or to delete the pattern, click in the line and press Delete on your keyboard. 4. Click OK to save the settings. Include vaccination preferences in a document 1. In the menu bar, select Lists > Documents > Document. The Document List window displays. 2. From the Document List, double-click the Health Certificate document. 3. In the document, locate and highlight the line that begins with NOTE TO CLINIC. 4. With the text highlighted, press the Delete key on your keyboard. Self-Paced Enhancement Training for Cornerstone 7.0 Page 9

11 5. Right-click on the line where you deleted the text and select Insert > Bookmark. The Select Bookmark window displays. 6. In the File Description field, click the drop-down arrow to locate and select Vaccinations. The Use preferences check box displays. 7. Select the Use preferences check box to use the preferences that were recently established. The Field Description and Bookmark fields become unavailable. 8. Click Add Bookmark. A table with all of the fields will populate in the document. Only those items that are found in the patient s history will be listed in the actual document. 9. Click on the line above the table. 10. Type Vaccination and press Tab three times. 11. Type Date Given above the second column and press Tab three times. 12. Type Date Due above the third column. 13. When the table is complete, click Close in the Select Bookmark window. 14. In the menu bar, select File > Save As. Note: For training purposes you will save this document under your own name so other staff members may also complete the enhancement training. 15. In the Description area, type Health Certificate [your name]. Insert your name after Health Certificate, e.g., Health Certificate Kim. 16. In the Category field, select General Form/Letter. 17. In the Printer field, you can select a printer or leave it blank. If a printer is not selected it will print to the default printer. 18. Click OK to save the changes. 19. Close the document window by clicking the grey X button below the red X button in the upper right corner. Printing a customized health certificate 1. In the Cornerstone toolbar, click the Client Correspondence button. 2. Double-click in the Doc ID field to locate and select the Health Certificate that you created (the one with your name after it). 3. In the Client ID field, type 1049 and press Tab. 4. In the Patient ID field, type 3 for Smokey and press Tab. 5. In the Staff ID field, type 1 for Dr. Jones and press Tab. 6. Click OK. The health certificate will populate with the appropriate information. 7. If your printer assignments have been set for the Tutorial files you can print the document. If not, close the document by clicking the lower red X button on the right side of the window. Key Training Points Only those vaccinations selected in vaccination preferences that correspond to vaccination reminders found in the patient's medical history are included on the patient s health certificate. Complete the Knowledge Check questions on page 37 and/or Skill Assessment on page 38 now or wait until all sections are completed. Self-Paced Enhancement Training for Cornerstone 7.0 Page 10

12 New options on Generate Reminders window Management Decision, Setup and Use New options are available when reminder cards (two, three or four cards) are generated. You can choose to do the following: Not include client ID (by client address) Not include reminder date. To do this: 1 On the Activities menu, select Reminder Selection and then Generate Reminders. Deselect items you do not want to include on reminders. Deselected items are not highlighted. Generate Reminders window 2 Under Output information, in the Reminder type field, from the drop-down list, select one of the following: Two card, Three card, Four card, Create Word file or Create Reminder Service file. 3 In the Distribution type field, select one of the following options: Both Mail and Reminders, Reminders Only or Mail Reminders Only. 4 In the Reminder information to generate box, click on the items that you do not want to include when reminders are generated. Deselected items are not highlighted. 5 When finished, click OK. 6 In the Reminder type field, if Create Reminder Service file is selected, after the file is generated, the following dialog box appears. Self-Paced Enhancement Training for Cornerstone 7.0 Page 11

13 7 Click the Open IDEXX Reminder Service check box and click OK. The reminder service Web site displays. Pick a reminder card from the online site, and the reminder service will print and mail reminders directly to your clients. Enhancement Training Using the Cornerstone Tutorial training files, select options for generating reminders. 1. In the menu bar, select Activities > Reminder Selection > Generate Reminders. 2. In the Output information area, select Three card as the Reminder type. 3. In the Reminder information to generate area, both items are automatically selected to be included. Click on Client ID to deselect it and remove the highlighting. The Client IDs will not be included on the reminders. 4. Click OK to save the change. Complete the Knowledge Check questions on page 37 and/or Skill Assessment on page 38 now or wait until all sections are completed. User-definable reminder messages Management Decision, Setup and Use Two new reminder message options are available. You can change the standard Patient message (A reminder that [name] is due for:) to wording of your choice. A new reminder message line can be added for overdue reminders. If you include overdue reminders on reminder cards, this message precedes the overdue reminders. Create more than one set of reminder messages. When you generate reminders, choose which set to use. You can also select one set of reminder messages as the default set. Now, you can change this line. Add overdue reminder message. 1 On the Activities menu, select Reminder Selection, select Reminder Print Options and then select Reminder Message Setup. 2 Choose one of the following options: To set up a new reminder message, click New. To change an existing reminder message, select the reminder message you want to change and click Update. 3 The Reminder Message dialog box appears. Self-Paced Enhancement Training for Cornerstone 7.0 Page 12

14 Reminder Message dialog box 4 In the Patient message field, type the text that you want to print for the patient message line on the reminder card and press Tab. To include a patient name bookmark in the text, enclose name in brackets, e.g., [name]. 5 In the Past due message field, enter a message line to precede past due reminders. This line prints only if past due reminders are found and included on a patient's reminder card. If this message is not entered, past due reminders are included with reminders that are currently due for the selected date range. 6 Click the Default message box to select the reminder message as the default. 7 When finished, click OK. Enhancement Training Using the Cornerstone Tutorial training files, create a reminder message for overdue reminders. This procedure may also be used to change other reminder messages. 1. In the menu bar, select Activities > Reminder Selection > Reminder Print Options > Reminder Message Setup. 2. Click Update. 3. In the Reminder Message window, click in the Past due messages field. 4. Type Your pet is overdue for these reminders:. This line will only print if overdue reminders are found and included on a patient s reminder card. 5. Click OK to save the changes. Complete the Knowledge Check questions on page 37 and/or Skill Assessment on page 38 now or wait until all sections are completed. Self-Paced Enhancement Training for Cornerstone 7.0 Page 13

15 Include secondary owner on invoices and statements Management Decision, Setup and Use If set up to do so, secondary names now print on invoices and statements. The secondary name prints in the address and is linked to the primary name by "and." Primary and secondary name in address To include a secondary name on a client's invoice and statement: 1 On the Client Information window for a selected client, click the Secondary name button. The Secondary Client Names dialog box appears. Secondary Client Names dialog box 2 To the right of the secondary owner that you want to include on invoices and statements, click the Print check box. Note Only one secondary name per client can be selected to print. 3 Click OK to exit. Self-Paced Enhancement Training for Cornerstone 7.0 Page 14

16 Enhancement Training Using the Cornerstone Tutorial training files, add a secondary owner to an account and select the name to be included on invoices and statements. 1. In the Cornerstone toolbar, click the Client toolbar button. 2. In the Client List, locate one of the clients listed below and click the Update button. Client Client ID Secondary Name Celeste Ringto 1450 Reuben Stover Christen Reynolds 1824 Jon Krueger Marti Johannsen 185 Sam Lichten Denver Seibert 1906 Julie Benson Howard McGregor 1915 Ann Seaver Scott Moss 1919 Callie Peters Chad Robinson 1925 Jennifer Austin Kenneth Yale 1939 Allison Wright Phillip Ayers 2643 Helen Brody Robert Ryan 4040 Charity Beal 3. A Client alert window may appear. Click OK. 4. Click the Secondary Names button located to the right of the client address fields. 5. Type the secondary name listed below in the First Name and Last Name fields. 6. Select the Print check box to print the secondary name on invoices and statements. 7. Click OK to save the change. 8. Click OK in the Client Information window. 9. If prompted to enter a Referred By click OK, type promo in the Client ID field and click OK to save the changes. Complete the Knowledge Check questions on page 37 and/or Skill Assessment on page 38 now or wait until all sections are completed. Self-Paced Enhancement Training for Cornerstone 7.0 Page 15

17 New options for inventory invoice items Management Decision, Setup and Use New inventory invoice item options allow you to do the following: Enter a Drug Identification Number. Require an expiration date for a drug when the order is received and the drug is dispensed. Require a lot number for a drug when the order is received and the drug is dispensed. Scan or type an item's bar code. Two new bar code fields are included on the invoice item Buy Barcode (Invoice Item > Inventory tab) and Sell Barcode (Invoice Item > Information tab). You have the option of using one or both of the barcodes, e.g. you can enter a Sell Barcode for an item, but choose not enter a Buy Barcode. Link reorder information to a location. An inventory item can be assigned to more than one location. Although the locations are assigned to the same inventory item, each location can have a different reorder point. Note Track expiration date, track lot number and link reorder information to a location are only active when the Maintain QOH check box is checked. To use new invoice options (Inventory tab) 1 From the Lists menu, select Invoice Item, click New or select an inventory item and click Update. 2 The Invoice Item Information window appears. Click the Inventory tab. Track expiration date, track lot number and link reorder information to a location are only active options when the Maintain QOH check box is checked. Invoice Item Information window 3 In the NDC/DIN Code field, enter the drug's identification number, if applicable. 4 In the Serial number field, enter the drug's serial number, if applicable. Self-Paced Enhancement Training for Cornerstone 7.0 Page 16

18 5 To track quantity on hand, click the Maintain QOH check box (to check it); otherwise, leave it unchecked. Note The Maintain QOH check box must be checked for the following fields to be active. 6 To require the entry of the drug's expiration date when an order is received or the drug is dispensed, click the Track expiration dates check box. This allows staff to track the expiration date of this drug. The expiration date for a rabies vaccine is included on the Rabies Certificate. 7 To require the entry of the lot number for the drug when an order is received or the drug is dispensed, click the Track lot numbers check box. This allows staff to track this drug by lot number. The lot number for a rabies vaccine is included on the Rabies Certificate. 8 In the Buy/sell ratio field, from the drop-down list, select how (purchase unit of measure) you purchase the item, e. g., by the bottle. Following the = sign, enter the total number of selling units in the purchase unit of measure. For example, If you sell Amoxicillin (50 mg.) by the tablet, but purchase it in bottles that contain 100 tablets. The buy-to-sell ratio is 1 (bottle) to 100 (tablets). 9 If you use bar codes, in the Buy Barcode field, enter the bar code using one of the following options: Use a scanner to scan the item's bar code. Type the alphanumeric code that corresponds to the bar code. The alphanumeric code is usually found beneath or to one side of the bar code. Note The Buy Barcode is how you buy the item from the vendor, e.g. by the case. If the item is purchased by the case, scan or enter the bar code on the case. The buy/sell ratio must be greater than 1:1 for this field to be active. 10 In the Location List to the left of Reorder information by location, click the location or locations where this item will be stored. If the Maintain QOH check box is checked, you must select at least one location. Reorder information by location 11 If you want to include reorder information, in the Select location field, click the down arrow to display the list of locations where the item is stored. From the list, select the location for which reorder information applies. Self-Paced Enhancement Training for Cornerstone 7.0 Page 17

19 12 If there are multiple locations, repeat step 11 to enter reorder points for each applicable location. 13 In the From and To fields, if the item is seasonal, change the months the information is valid and then type the Reorder Pt., Reorder Qty., and Overstock Pt. for each period. To use new invoice options Sell Barcode (Information tab) A product's bar code can now be linked to the practice's corresponding invoice item. During invoicing, when the product's bar code is scanned, the corresponding linked invoice item is automatically placed on the invoice. 1 From the Lists menu, select Invoice Item, click New or select an inventory item and click Update. 2 The Invoice Item Information window appears. Click the Information tab. 3 If you use bar codes, in the Sell Barcode field, enter the bar code using one of the following options: Use a scanner to scan the item's bar code. Type the alphanumeric code that corresponds to the bar code. The alphanumeric code is usually found beneath or to one side of the bar code. Note The Sell Barcode is how you sell the item to your clients. If the item is sold by the bottle, scan or enter the bar code on the bottle. Enhancement Training Using the Cornerstone Tutorial training files, add information to an inventory invoice item. 1. In the menu bar, select Lists > Invoice Item. 2. In the Description field, type ADV to locate the Advantage inventory items. 3. Double-click on one of the Advantage items to update it. 4. Select the Inventory tab. If the information has already been populated by another staff member, return to the Invoice Item List and select a different Advantage item. 5. In the NDC/DIN Code field, type as the drug s identification number and press Tab. 6. In the Serial number field, type Select the Maintain QOH check box to track the quantity on hand. The remaining areas are now available. 8. For training purposes, select the Track expiration date check box. 9. In the Buy/sell/ratio field, select box from the drop-down list and type 12 as the number of packages. This means that you purchase one box that contains 12 packages labeled for sale. 10. In the Buy barcode field, for training purposes enter a random 10-digit number. Self-Paced Enhancement Training for Cornerstone 7.0 Page 18

20 11. In the first To field, click on December, select May from the drop-down list and press Tab. A second line displays if the first selection is less than a full year. 12. In the Reorder Pt field type 6 and press Tab. 13. In the Reorder Qty field type 1 and press Tab. 14. In the Overstock Pt field type 13. The overstock point was calculated by taking the reorder point (6) + the reorder quantity (6 x 1) In the second To field, select December from the drop-down list and press Tab. 16. In the Reorder Pt field type 18 and press Tab. 17. In the Reorder Qty field type 2 and press Tab. 18. In the Overstock Pt field type 31. The overstock point was calculated by taking the reorder point (18) + the reorder quantity (18 x 2) Select the Information tab. 20. In the Sell barcode field, for training purposes enter a random 10-digit number. In your practice s actual database this number corresponds with the UPC code on the individual package. When invoicing a client, this code can either be scanned with a scanner or entered manually. 21. Click OK to save the changes. Key Training Points Track expiration date, track lot number and link reorder information to a location are only active when the Maintain QOH check box is selected. The Buy Barcode is how you buy the item from the vendor, e.g. by the case. The Sell Barcode is how you sell the item to your clients. Complete the Knowledge Check questions on page 37 and/or Skill Assessment on page 38 now or wait until all sections are completed. Self-Paced Enhancement Training for Cornerstone 7.0 Page 19

21 The following information is from the What s New in IDEXX Cornerstone 7.0 document. These enhancements are not addressed in the Self-Paced Enhancement Training and do not include practice exercises. Inventory functions in Cornerstone Foundation Use Only Inventory functions are now included in Cornerstone Foundation and can be accessed from Cornerstone Foundation. 1 To access inventory in Cornerstone Foundation, choose one of the following options: On the Activities menu, select Inventory. On the main toolbar, click the Inventory toolbar button. 2 The Cornerstone Inventory window appears. Inventory toolbar button New Cornerstone Inventory window Be Aware To use the many new inventory features, security must be turned on for each user that needs to access these features. Only menu items for which the user has proper security will appear on the new Inventory menu when the user is logged in. Self-Paced Enhancement Training for Cornerstone 7.0 Page 20

22 New look, same functionality, many new features Designed for ease-of-use, the new window design allows users to move easily from one inventory task to another as well as to other tasks in Cornerstone. On the new Inventory menu, click an item for quick, easy access to the item's window. Click heading to sort column. A triangle marks sorted column. Click and drag a column divider to expand a column. Right-click a heading line and from a pop-up list, select the columns to view. New capabilities In addition to the functionality of previous versions, many exciting new capabilities have been added to inventory, allowing you to do the following: Scan an item's bar code instead of typing an item's ID. Manage backorders from a Backorder List. Save unfinished purchase orders and receipt for completion later. Track and view quantity on hand (by location, expiration date and lot number). Transfer stock among clinic locations. Initiate orders and transfers from a new multi-purpose Purchasing Work List. View a graph showing a three year comparison of an item's sales history. (Purchasing Work List) For inventory training, refer to the Cornerstone 7.0 Inventory Self-Paced Training, located in the Inventory Self-Paced Training icon on your desktop after installing the software. A new feature added to assist you setting up your inventory is the Inventory Setup Window. This feature can be found by selecting Cornerstone > Tools > Inventory Setup. Please refer to Chapter 13 in the Cornerstone 7.0 Inventory Self-Paced Training, located in the Inventory Self-Paced Training icon on your desktop after installing the software. Self-Paced Enhancement Training for Cornerstone 7.0 Page 21

23 Print patient weight graph Use Only When you view a graph of a patient's weight, a new print button allows you to print the graph. New print button Multiple access to a patient's medical note denied Use Only A message now displays when more than one staff member tries to access the same patient's medical note and limits access to that note to only one staff member at a time. Self-Paced Enhancement Training for Cornerstone 7.0 Page 22

24 New invoice item inventory defaults Management Decision and Setup Vendor ID, order ID and usage tax setup defaults now appear on the Invoice Item tab under Inventory defaults. Three new inventory default options have been added (Receiving location, Auto confirm adjustments and Auto confirm stock transfer). To change new inventory default options: 1 On the Controls menu, select Defaults, select Practice. 2 Click Invoice Item tab. New 3 Your default vendor ID, order ID, usage tax and display item history months are converted to the new 7.0 version and now appear under Inventory defaults. If necessary, change these fields. Note Usage tax percentages cannot be changed here. To change usage tax percentages, on the Controls menu, select Taxes. 4 In the Receiving location field, select a default receiving location. Initially, the default location is Central Storage; however, any location at the practice can be selected as the default receiving location. 5 The default selection is to auto confirm adjustments. If you want to review adjustments before confirming them, click the Auto confirm adjustments check box to uncheck it. Unconfirmed adjustments can be voided, confirmed adjustments cannot. 6 The default selection is to auto confirm stock transfers. If you want to review transfers before confirming them, click the Auto stock transfer check box to uncheck it. 7 In the Display item history for months field, select the number of months to display an inventory item's history (receipts, returns, orders and transfers). To view an item's history, click the Item History tab on applicable windows. Self-Paced Enhancement Training for Cornerstone 7.0 Page 23

25 8 In the Prescription field, choose one of the following options. Not required: You will not be required to enter lot numbers and expiration dates on the Prescription window for items tracking lot numbers and expiration dates. Warn if not verified: A warning will appear if lot numbers and expiration dates are not entered giving you the option on the Prescription window for items tracking lot numbers and expiration dates. Required: You will be required to enter lot numbers and expiration dates on the Prescription window for items tracking lot numbers and expiration dates. 9 In the Performed PVL items and Saved Invoices field, choose one of the following options: Not required: You will not be required to enter lot numbers and expiration dates on the PVL or saved invoices on items tracking lot numbers and expiration dates. Warn if not verified: A warning will appear if lot numbers and expiration dates are not entered giving you the option to enter lot numbers and expiration dates on the PVL or saved invoices on items tracking lot numbers and expiration dates.. Required: You will be required to enter prescription lot numbers and expiration dates on the PVL or saved invoices on items tracking lot numbers and expiration dates. Self-Paced Enhancement Training for Cornerstone 7.0 Page 24

26 Apply taxes by invoice item classification Management Decision and Setup The same tax or taxes can now be applied to all new invoice items in a specific class. In addition to the selected class taxes, any practice default taxes (Controls > Defaults > Practice > Invoice Item tab) that are not selected as a tax for the class will also be applied to new items in the class. Note Class taxes are only applied to new invoice items. To apply these taxes to all existing invoice items in the class, use the Mass Markup feature on the Tools menu. To set up taxes by class: 1 On the Lists menu, click Invoice Item Class. The Invoice Item Classification list appears. 2 On the list, click the class to which the taxes will apply. 3 Click Add to add a new class or click Update to update an existing class. The Invoice Item Classification Information dialog box appears. 4 If applicable, under Classification sales tax, click the sales tax or taxes that applies to all items in the class. 5 If applicable, under Classification usage tax, click the usage tax or taxes that applies to all items in the class. Note Selected taxes are highlighted. To deselect a tax, click the highlighted tax. 6 When finished, click OK. Self-Paced Enhancement Training for Cornerstone 7.0 Page 25

27 Invoice item warning about date Use Only When posting an invoice, if an item on the invoice has a future date or a date 45 days or more in the past, a warning message now appears. When the message appears, choose one of the following: Click Yes to accept the date and click Post again. Click No, type a new date and click Post again. If the invoice item date is a future date or 45 days or more in the past, a warning appears. Self-Paced Enhancement Training for Cornerstone 7.0 Page 26

28 New inventory features in invoicing Use Only If you track an item's quantity on hand (QOH) and use expiration dates, multiple locations or lot numbers, additional information is required when the item is added to the Patient Visit List (PVL) and invoice. The information must be entered before posting the invoice. Two new icons indicate whether or not information is missing. More inventory information is required before invoice can be posted. Inventory information is complete; no action is required. Note On the PVL, the icons are visible only for invoice item lines that are marked as performed. On the PVL, the Dollar Sign To add required inventory information: icon indicates performed invoice items. 1 On the invoice or PVL, click the icon. The Inventory Details dialog box appears. New 2 In the dialog box, choose one of the following: In the Location ID field, press F2 to view a list of locations with available quantities of the item, and from the list, select the location. Type required information (location ID, expiration date or lot number). 3 Click the Verified check box. Note Quantity on hand will not be depleted on performed PVL items or saved invoices until the detailed inventory information (location, expiration date and/or lot number) is filled in and marked as Verified. 4 Click OK to return to the PVL or invoice. On the PVL or invoice, the icon to the right of the item is changed to, indicating the required information is complete. Self-Paced Enhancement Training for Cornerstone 7.0 Page 27

29 Quickly clear client/patient information from the Patient Clipboard Use Only On the Patient Clipboard, after viewing client and patient information, quickly erase the information before walking away, leaving the data visible for clients. To clear: 1 On the Patient Clipboard, in the top left box under Client, right-click. A pop-up menu appears. 2 Click Clear. This erases all of the client and patient data on the clipboard, leaving the clipboard available for the next client and patient. Patient Clipboard maximized Use Only To make it easier to view Patient Clipboard information, the Clipboard has been maximized to fit your screen size. This feature also applies to the invoice. View compliance results for specific patient classifications Management Decision, Setup and Use The Compliance Assessment Tool now allows you to generate compliance results for specific patient classes. For example, you can now choose to view results for referral only pets or you can choose to exclude boarding only pets. Select the patient classifications for which you want to view results. To use this feature, on the Reports menu, select Compliance Assessment Tool and then select Generate Compliance Results. Under Patient Classification, select the patient classes you want to include in the compliance assessment. Selected classes are highlighted. Initially, all classes are selected. Click the classes you do not want to include to deselect them. Self-Paced Enhancement Training for Cornerstone 7.0 Page 28

30 Print Cornerstone performance tracker graphs Use only To print graphs: 1 From the Reports menu, select Performance Tracker. 2 Select the dates for which you want data. 3 Click Retrieve. 4 Choose one of the following options: Click the Summary tab. Under Description, right-click anywhere in summary information. Click the Doctor tab. Right-click on the doctor you want to select or right-click anywhere in doctor information to see a comparison graph of gross sales for all doctors. Performance tracker window 5 A pop-up list appears. On the list, click the type of data (Accounts Receivable, Gross Sales, etc.) for which you want to see a graph. Note On the pop-up list, the Print Summary Tab and Print Doctor Tab options display reports, not graphs. 6 To print the graph, click Print. Self-Paced Enhancement Training for Cornerstone 7.0 Page 29

31 Lifelearn documents in Cornerstone Management Decision and Setup Available for purchase, Lifelearn documents can now be used in Cornerstone. After an initial setup procedure in Cornerstone, Lifelearn documents appear in Client Correspondence in the documents list and can be printed from Client Correspondence. Lifelearn documents can also be linked to invoice items as special action documents. Lifelearn documents printed from Cornerstone include your practice information (name, address, phone number) and patient information. Note Microsoft Word is needed to print these Lifelearn documents. A free Microsoft Word viewer can be downloaded; however, your Cornerstone practice information and patient demographics are not included in the documents when the viewer is used. To include Lifelearn documents in Cornerstone: 1 If you have not previously loaded the Lifelearn files, insert the Lifelearn CD into the CD drive and install them; otherwise, skip this step. 2 In Cornerstone, from the Tools menu, select Load Lifelearn Documents and then select the type of documents (Behavior, Canine, Feline, etc.) you want to load. Note The first time you add a set of Lifelearn documents to Cornerstone, the New Letterhead Not Assigned dialog box appears. Click OK. When the Locating Lifelearn letterhead file message appears, click C:\Lifelearn and click OK. 3 If the Duplicate Documents message appears, click Yes to replace existing Cornerstone documents with any Lifelearn documents that have the same name, or click No and the Lifelearn document with the same name will not replace the Cornerstone document. 4 When the Lifelearn bookmarks added message appears, click OK. The documents in the selected document type have been added successfully to Cornerstone. 5 Repeat step 2-4 to add documents for another Lifelearn document type (Behavior, Canine, Feline, etc.). Self-Paced Enhancement Training for Cornerstone 7.0 Page 30

32 New referral bookmarks Setup and Use Two new bookmarks for referral hospital have been added to Client Correspondence Referral hospital note and Referral doctor note. To insert the bookmarks in a referral document: 1 On the Lists menu, click Documents and then click Document. The Document List appears. 2 Click New to create a new document, or select the document to which you want to add a bookmark and double-click or click Update. 3 In the document, place the cursor where you want to insert the bookmark and right click. A pop-up menu appears. 4 From the menu, select Insert and click Bookmark. 5 From the File Description drop-down list, select Referral Hospital or Referral Doctor. 6 From the Field Description drop-down list, select Ref. Hospital Note or Ref. Doctor Note. 7 Click Add Bookmark. Deceased Patient Report option Use Only When you save the Deceased Patient Report to a file, the client's address is now included in the file. You can save the file in a.csv or a.txt file format. This option allows you to send sympathy letters or other correspondence to a group of owners with deceased pets. Self-Paced Enhancement Training for Cornerstone 7.0 Page 31

33 Accounts Receivable Report includes new options Use Only New options for the Accounts Receivable Report Client ID (or by Client Name) allow you to include the following on the report: All clients with an accounts receivable balance Clients with account balances that are 30 days or more overdue Client with account balances that are 60 days or more overdue Clients with account balances that are 90 days or more overdue Only clients who have a credit balance. The client address is now included in the file when you save the report to a file. New Microchip ID Report Use Only A new report is available that includes patients' microchip IDs and lists their owners, including owners' addresses and telephone numbers. You can choose to print this report for active or inactive clients and/or patients. To print the report, on the Report menu, click Patient and then click Microchip ID Report. Appointment Report Summary Use Only Clients' primary phone numbers are now included on the Appointment Report Summary, making this report a handy reference when calling clients. Self-Paced Enhancement Training for Cornerstone 7.0 Page 32

34 Referral Summary Report includes grand total Use Only The Referral summary by Hospital and by Doctor Report now includes a grand total. Additional report range selections Use Only A number of reports have additional range selections. For example, the Client/Patient Master Report can be printed for a specific patient class (Family Pet, Show Animal, etc.) or for a range of patient classes. A number of reports have new selection criteria for ranges. A summary of the reports and new selection criteria are listed below. All can be printed for single selection criteria or for a range of the selection criteria. Reports Client/Patient Master Client Prompt Mailing Labels Birthday Report Patient Diagnosis Patient Prompts Rabies Tags Patient by Name Lab Request Status New Selection Criteria Client status, patient status, client ID, client class and patient class Client status Patient status Species and age limit Client status and patient status Client status and patient status Species Sex, patient status and client status Request date Self-Paced Enhancement Training for Cornerstone 7.0 Page 33

35 Web Links menu Use Only New menu items provide links to Web sites. The links allow you to do the following online: Go to the official Cornerstone Web site. Go to the official IDEXX Laboratories Web site. View IDEXX Shortcuts newsletter. Access an online reminder service. (Simply generate reminders as usual in Cornerstone, pick a reminder card from the online Web site, transmit the Cornerstone reminder file, and the reminder service prints and mails reminders directly to your clients.). Order office supplies (reminders cards, seasonal papers, labels) and office equipment (printers, terminals, battery backup units). Find answers to frequently asked questions at the online Support Center. View a list of current training opportunities. New toolbar button for online support Use Only On the Cornerstone toolbar, click the Globe button to access online support. Data service Management Decision and Setup IDEXX has incorporated an information service with Cornerstone software to enable aggregating of unassociated and non-identified clinic information for uses such as medical demographic reporting of disease prevalence, product usage data and to guide future product development based upon actual clinic use data and trends. This optional service is available only to Cornerstone users with their acceptance of the "Data Services Agreement." If your practice does not want to participate in this service, on the Tools menu, click Data Services Agreement and click the Decline check box. Self-Paced Enhancement Training for Cornerstone 7.0 Page 34

36 Security report available Management Decision and Setup A new security report is available for practice personnel who have administrative privileges. To print the new security report, on the Security Setup window, click the Print button. The report shows menu items accessed by individual staff members. The report can be limited by a range of staff IDs or by menu item descriptions. New security report available Security for Prescription Labels Apply to Invoice checkbox Management Decision and Setup Security can now be placed on the Apply to invoice check box on the Prescription Information window. New security option available for check box Security can also be applied to the Renew button on the Prescription Label window. Self-Paced Enhancement Training for Cornerstone 7.0 Page 35