Cornerstone 8.0 Enhanced Medical Notes Implementation Plan General Release

IDEXX Cornerstone Practice Management Software Cornerstone 8.0 Enhanced Medical Notes Implementation Plan General Release Powered by SmartLink Technology

Enhanced Medical Notes Implementation Plan Overview Welcome! This Enhanced Medical Notes Implementation Plan provides a quick-start version of the full Release Implementation Plan so you can get up and running quickly with the document features found in the Cornerstone 8.0 release This plan is applicable for any practice upgrading to Cornerstone 8.0. Step Overview Use the steps below to plan your project. Refer to the following pages for detailed instructions. Note: This assumes your practice has discussed hardware requirements with your Cornerstone Inside Sales If you are upgrading from Cornerstone 7.5 or prior and implementing integrated capabilities such as inventory, imaging, or laboratory, please use the full Cornerstone 8.0 Release Implementation Plan located on your Cornerstone Resource CD so you may be properly prepared. Representative. If not, call 1-800-283-8386, option 2, to speak with your representative. Step Staff Responsibility Due Date 1. Awareness of Key Functionality and Changes 2. Using Medical Notes and Correspondence Tutorial 3. Cornerstone 8.0 Installation 4. New Feature Setup and Security Step 1. Awareness of Key Functionality and Changes Your practice will soon experience a combined window for medical notes and correspondence, providing a feature-rich environment, including more medical note entry room and form field capabilities. Highlights of the new functionality and changes are as follows: Note: Use the What's New in 8.0 provided on the Cornerstone Resource CD to read more of the improved efficiencies when creating patient medical notes and correspondence. New Item or Key Change 1. Common Window and New Terminology 2. New correspondence and medical notes Cornerstone workflow and Cornerstone Editor More Info With an improved common window for creating medical notes and correspondence, you ll now refer to correspondence and medical notes as documents. Your staff will begin to create their correspondence or medical notes from the Cornerstone Editor window. As you continue through this plan, you ll learn the parts of this window such as the Banner, Editor Pane, and Invoice Items Pane. Cornerstone 8.0 Enhanced Medical Notes & Correspondence Implementation Plan Page 2

New Item or Key Change 3. New document categories and ability to convert classic medical notes 4. Classic medical notes bookmarks to text input fields 5. Ability to keep problems and diagnosis not finalized even when the medical note is finalized 6. Automatic conversion of 7.6 and prior Standard Client Correspondence with signature bookmarks to a Correspondence document type 7. Continue Classic Medical Notes for medical notes where portion of entries were Included in Client Corr. 8. Continue to use Cornerstone Surgery Template and Cornerstone Radiology (Imaging) Template as classic More Info After you install Cornerstone 8.0, you ll learn you can convert your old, or classic medical notes, one at a time to the new style and functionality. Your staff will notice new document categories they can use for searching documents, including the Classic medical note category. After converting your classic medical notes, you can replace your bookmarks with a new feature called text input fields. This allows you to use your medical notes as a form, improving efficiencies with entry work. With Cornerstone 7.6 and prior, finalized medical notes also finalized the problems and diagnosis. Now if you need to finalize a medical note that contains a problem or diagnosis but you're not ready to finalize them, you can finalize only the medical notes leaving the problems and diagnoses as tentative. Note: And now, problems, problems with details, diagnosis and diagnosis with details can be added to document templates. In 7.6 or prior, the document types were Medical Notes and Client Correspondence (Standard and Referral). With 8.0, there are now three document types: Medical Notes, Correspondence and Print Only. Your 7.6 documents with signature bookmarks are automatically converted to Correspondence type documents to preserve the integrity of signature captures that should be retained in history. Those who had medical notes where some of the line items were marked as Incl as Client Corr should continue to use these medical notes in the classic style. This will preserve the ability to take a portion of medical note entry for other correspondence uses. In order to continue to generate surgery and radiology logs, continue to use these in the classic style Step 2. Using Medical Notes and Correspondence Tutorial We've created a tutorial titled using Medical Notes and Correspondence which can be found on the Cornerstone Resource CD and, after installation, in the Cornerstone program group. Any staff member that uses correspondence or medical notes can use this tutorial to learn about: New terminology and the Cornerstone Editor window New document functionality such as text input fields, check boxes, and diagnosis detail Managing items on the invoice items pane You will find the Using Medical Notes and Correspondence Tutorial on the IDEXX Learning center at www.idexxlearningcenter.com, on the Cornerstone Resource CD and, if you have installed Cornerstone 8.0, you'll also find it in the Cornerstone Program group. Cornerstone 8.0 Enhanced Medical Notes & Correspondence Implementation Plan Page 3

Step 3. Cornerstone 8.0 Installation Using the Cornerstone 8.0 Installation Guide, complete the necessary steps to install Cornerstone 8.0 IDEXX Cornerstone Practice Management Software Cornerstone 8.0 Installation Guide Step 4. New Feature Setup and Security Use the New Feature Setup Checklist below to complete new feature setup related to the new enhanced medical notes and correspondence. Powered by SmartLink Technology New Feature Setup Checklist New Features 1. Convert Classic Medical Notes to Enhanced Medical Notes Important: If you are using the Classic Medical Notes with Include in Client Corr feature, please be aware that these medical notes cannot be converted to new medical note style with the same functionality. Currently, partial medical notes cannot be inserted into Documents. 2. Require documents to be finalized before patient can be checked out Controls > Defaults > Practice and Workstation > Documents 3. Global Medical Notes Option: Number of days before auto finalize Controls > Defaults > Practice and Workstation > Documents 4. Assign "Default setup document templates" which will establish the starting template used for creating new documents Controls > Defaults > Practice and Workstation > Documents 5. Assign Categories to Medical Note Templates (some categories are new to 8.0). Lists > Documents > Templates > select template > Update > Edit Properties > select a category 6. Complete various improvements to Medical Notes Add Problems and Diagnosis to Converted Medical Notes Insert Input Text Fields to create form field type medical notes Add other content elements to document templates: tables pictures, check boxes, page breaks, etc. Create Custom Headers and Footers Add Invoice Items in Converted Medical Notes and Set Invoice Item Status Options (i.e. Blank, Recommended, Selected, Accepted, Performed) See What s New 8.0 for more information 7. Set number of days that a weight update is considered current so that you are alerted through the Cornerstone editor window if the patient weight isn t current. Controls > Defaults > Practice and Workstation > Patient Cornerstone 8.0 Enhanced Medical Notes & Correspondence Implementation Plan Page 4

New Features 8. Use these security setting recommendations to establish accessibility for your staff. Dialog Tab Access Suggestions GEN REC DA TECH OM Path to Locate Correspondence - Finalize X Activities > Correspondence Defaults - Practice X Controls > Practice and Workstation Document Template Category List X Lists > Documents > Template Categories Document Template Category Setup X Lists > Documents > Template > Categories > New/Update Document Template List X Lists > Documents > Template Document Template Setup X Lists > Documents > Template > New/Update Note: Generally, security changes to Cornerstone are implemented immediately; changes to applicable open windows are implemented after the window is closed. Security changes for inventory functions and inventory reports or menu and toolbar settings are implemented after Cornerstone has been exited and reopened. Cornerstone 8.0 Enhanced Medical Notes & Correspondence Implementation Plan Page 5

Step 5. Review New Additions relating to Documents and Templates In addition to the new Template Categories, Cornerstone has added some new sample forms that your practice can immediately begin to use. Review the list of additions below and implement them into your practice. New Categories Sample Documents Sample Templates Case Workups Client Education County/State Form Exams-Routine Exams-Specialty Forms-Client Forms-Clinic General Form/Letter Handouts for Clients History Notes Hosp. Required Form Lab Templates Phone calls/follow ups Protocols-Diagnostic Protocols-Treatment Radiology SOAPs Surgery Notes Take-home instructions Telemedicine Sample AAHA Anesthesia Form Sample California Health Certificate Sample Castration Certificate Sample Client Label 1 Sample Dental Letter Sample Discharge Instructions Checklist Sample Feline Health Certificate Sample Heartworm Letter Sample ID Card Clinic Info Only Sample ID Card Pet Info Only Sample ID Card Two Sided Sample Items Barcode Labels (Avery 5160) Sample Lost Pet Poster Sample Mailing Labels (Avery 5160) Sample Medication Request Form Sample New Client Letter Sample Patient ID Card Avery 5362 Sample Patient Label Sample Pet ID Sticker (Eltron) Sample PetDetect Collar < 10 inches Sample PetDetect Collar < 16 inches Sample PetDetect Collar < 22 inches Sample Referral Letter Sample Signature Test Document Sample Standard Consent Form Sample Sympathy Letter Sample Treatment Sheet Sample Welcome Letter Header and Footer (w/ fonts) Sample Anterior Cruciate Ligament Repair Sample Abdominal Exploratory Sample Abdominal Surgery Sample Blank Sample Canine Neuter Sample Client/Patient Info w/o Header Sample - Dental Exam/Cleaning Canine Sample - Dental Exam/Cleaning Feline Sample - Dermatology Diagram - Canine Sample - Dermatology Diagram - Feline Sample Discharge Instructions Sample Document Header Clinic Detail Sample Eye Exam Sample Feline Neuter Sample History Wellness Exam Canine Sample Hx, Exam, Assesment, Plan (HEAP) Sample Lab-Urinalysis Sample Neurologic Exam Sample Ovariohysterectomy Routine Sample - Physical Exam Comprehensive Sample SOAP Sample Tibial Tuberosity Advancement Sample Vital Signs Step 6. Downloading from Online Cornerstone Community In addition to the templates already available in Cornerstone 8.0, you can download additional enhanced medical note templates from the Online Cornerstone Community! To import a template, select the Tool option from the Cornerstone 8.0 menu and choose the Import Document Templates option. Cornerstone 8.0 Enhanced Medical Notes & Correspondence Implementation Plan Page 6

Proprietary Rights Notice Information in this document is subject to change without notice. Practice names, doctors, staff, patients, clinics, companies and data used in examples are fictitious unless otherwise noted. No part of this document may be reproduced or transmitted in any form or by any means, electronic, mechanical or otherwise, for any purpose, without the express written permission of IDEXX Laboratories. IDEXX Laboratories retains all rights, title and interest in this document, and any copies thereof, and in all patent or trademark, copyright, trade secret and/or other intellectual or industrial property rights covering this document or subject matter in this document. 2009 IDEXX Laboratories, Inc. All rights reserved. 01142010 Cornerstone and SmartLink are trademarks or registered trademarks of IDEXX Laboratories, Inc. or its affiliates in the United States and/or other countries. All other product and company names and logos are trademarks or registered trademarks of their respective holders. Published by IDEXX Laboratories, Inc. IDEXX Computer Systems 2536 Alpine Road Eau Claire, Wisconsin 54703, USA (715) 834-0355 www.idexxcornerstone.com Cornerstone 8.0 Enhanced Medical Notes & Correspondence Implementation Plan Page 7