Download 8.1 Basic Foundation Training Guide

Cornerstone 8.1 Basic Foundation Training Guide
• View only one open invoice on a computer at one time.
Invoicing DON’Ts
• Don’t use frivolous items or create frivolous invoices. Otherwise, average transactions will be lower than
they should be.
• Don’t use miscellaneous codes to enter comments under invoice items. Instead, use departing instructions
to enter the comments.
Peak-Time Invoicing Shortcut:
1. Click on the Daily Planner toolbar button.
2. Click box for ‘view for all staff’ and click on Patient Visit List tab.
3. Sort list by client or patient information by clicking on header, double-click any PVL on list to open.
4. Review items, adding items or updating items as needed.
5. Click Invoice, post and pay as usual
6. After the invoice is posted, you are returned to the Daily Planner’s PVL tab. Now you are ready to
invoice the next client.
• When invoicing CASH clients, remember that you can’t track the history. If there is a possibility that the
person can return, set up an account so there will be history.
• If a client has more than 20 pets, double-click in the Patient ID field to search for the patient.
• When using a miscellaneous code, the description you type in the invoice will appear in the patient’s
history. However, in reports listing the code, the description will still be “miscellaneous”.
• Remember, all items listed on an invoice impact transaction and invoice averages.
Reminders
At the end of a patient’s visit, after invoicing, review the patient’s reminders with the client to confirm timelines and
expectations. Access them from the Patient Clipboard’s patient Reminders tab.
Review Reminders
1. Check to see if there are reminders that need to be created or deleted.
• Does the client want to be reminded to purchase more food in a few weeks?
• Are there future wellness or other services or lab tests that need a reminder?
• Are there reminders that need their dates changed?
2. Does the client want a printout of their reminders?
Invoicing & End of Day • Final Step: Check-Out
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