IDEXX Cornerstone. Administrator’s Manual (8.3 NEXT version 8.3.6)

Chapter 2: Setting Up Cornerstone* Controls

Invoice Types

You can select an Invoice Type for each invoice. Invoice types allow you to analyze the productivity of

different areas of your practice. You can also use invoice types to prevent certain invoices (such as

hospitalization) from closing at the end of the month.

To add or edit an invoice type:

1. On the Controls menu, Invoice Types. The Invoice Types dialog box appears.

2. Click New to add a new invoice type, or double-click an existing invoice type to update it. The

Invoice Type Setup dialog box appears.

Invoice Type Setup dialog box

3. In the Description text box, type an identifying name for this invoice type.

4. Select the Close at end of month check box if you want Cornerstone to automatically close any

invoice of this type during End of Month processing. Clear the Close at end of month check box if

you want invoices of this type to remain open when you process End of Month.

5. Click OK and then click Close.

Units of Measure

Each item in your inventory is sold in a Unit of Measure (UOM), such as bag, bottle, can, capsule, or

tablet. A variety of common weights, measurements, and amounts are predefined for you in the

Cornerstone software, but, if needed, you can set up additional units of measure.

Note: If you do not assign a UOM to an invoice item, Cornerstone uses the UOM specified in Invoice

Item defaults (see “Invoice Item Defaults” on page 116).

Before You Begin

¾ If you started with a Fastart or FastInstall database, review the weights, measurements, and

amounts already set up in the Invoice Item Units of Measure dialog box. If your practice uses the

metric system, you may need to replace certain measurements with metric units.

To add or edit a unit of measure:

1. On the Controls menu, select Units of Measure. The Invoice Item Units of Measure dialog box

appears.

2. Click New to add a new UOM, or double-click an existing UOM to update it. The Invoice Item Unit of

Measure Setup dialog box appears.

3. In the Description text box, type an identifying name for this unit of measure.

4. Click OK, and then click Close.

Chapter 2: Setting Up Cornerstone* Controls

Price Change Reasons

You can specify if the prices on invoice items can be changed. If prices can be changed, your practice

can set up Price Change Reasons to track why a price was changed. For example, if Dr. Smith

approved a price change on the invoice, you might use a price change code called “Dr. Smith

approved.”

Note: If you want to require that a reason is selected when an item’s price is changed, you must set the

item’s Allow change setting to Only with reason (on the Info tab in Invoice Item Information). See

“Setting Up Invoice Item Information” on page 186 for more information.

To add or edit a price change reason:

1. On the Controls menu, select Price Change Reasons. The Price Change Reason List dialog box

appears.

2. Click New to add a new reason, or double-click an existing reason to update it. The Price Change

Reason Information dialog box appears.

Price Change Reason Information dialog box

3. In the Reason Code text box, type a reason code (up to three letters or numbers) to assign to this

price change reason.

4. In the Reason text box, type a brief explanation describing the reason for the price change (for

example; Group Item Discount, Free Dose, As per Dr. ___).

5. From the Status drop-down list, select Active or Inactive. (Change the status to Inactive only if you

no longer want to use this reason code.)

6. Click OK, and then click Close.

When a price is changed, the reason prints on the Standard Fee Exception Report, along with the

staff member who changed the price.

Controlled Substance Export List

Cornerstone provides an export Controlled Substance feature that exports state-required controlled

substance information from Cornerstone to a file that can be sent by email or FTP to the appropriate

state agency.

Before You Begin

¾ Contact your state’s controlled substance agency to obtain the state’s electronic filing form

requirements.

IMPORTANT: We recommend keeping a paper record of your practice’s controlled substance

information until your state confirms that the electronic filing form that you submit includes all required

information.

Chapter 2: Setting Up Cornerstone* Controls

To add or edit a controlled substance electronic filing form to export:

1. On the Controls menu, select Controlled Substance > Controlled Substance Export. The

Controlled Substance Export List appears.

2. Click New to add a new export form, or double-click an existing export form to update it. The

Controlled Substance Export List dialog box appears.

Controlled Substance Export Information dialog box

3. In the Export ID text box, type an ID for this filing form.

4. In the Description text box, type an identifying name for this filing form.

5. In the Male flag and Female flag text boxes, refer to your state’s controlled substance document

and type the required information.

6. Click in the Date format text box, and from the drop-down list, select the date format specified by

your state.

IMPORTANT: In the Export data area, required data items must be entered in the order provided on

your state’s controlled substance requirements document.

7. Click in the Field column and select the applicable data item from the drop-down list. If the data

item is not available, select Filler to save space for the item (you will enter the filler characters in

step 12).

8. In the Justification column, refer to your state's requirement document and select the applicable

right or left justification option from the drop-down list.

9. In the Field Length column, refer to your state’s requirement document and type the required

number of characters for the data item.

10. If Client User Defined Prompt is selected in the Field column, in the Client Prompt column, select

the required data from the drop-down list.

11. If Patient User Defined Prompt is selected in the Field column, in the Patient Prompt column,

select the required data from the drop-down list.

Chapter 2: Setting Up Cornerstone* Controls

12. If Filler is selected in the Field column; in the Filler character column, type the characters to use for

the filler or leave it blank.

13. To move an item up or down the list, click the item and then click the

arrow button.

14. When you have entered the required information, click OK, and then click Close.

To export the controlled substance electronic filing form:

1. On the Controls menu, select Controlled Substance > Controlled Substance Export. The

Controlled Substance Export List dialog box appears.

2. In the list, select the applicable state filing form and click Export. The Controlled Substance Export

dialog box appears.

Controlled Substance Export dialog box

3. In the Date range area, in the Start date and End date text boxes, type the dates that apply to this

controlled substance export.

4. In the File information area, note the path and file name for the electronic filing form (a .txt file). The

default folder is C:\Cstone\Share\CS_Export.

5. Click OK, and then click Close.

After the electronic filing form (.txt file) has been generated, retrieve it from the folder where it is

stored and send it by email or FTP to the appropriate state agency.

Controlled Substance Reasons

You can set up a Controlled Substance Reasons list to use when a controlled substance is added to an

invoice. Some common reasons are included with your software. When a controlled substance is added

to an invoice, the list of controlled substance reasons appears. From the list, select the reason for which

the controlled substance is used. This reason prints on the Controlled Substance Log so that you can

track why the controlled substance was used.

To add or edit a controlled substance reason:

1. On the Controls menu, select Controlled Substance > Controlled Substance Reasons. The

Controlled Substance Reason List dialog box appears.

2. Click New to add a new reason or double-click an existing reason to update it. The Controlled

Substance Reason Information dialog box appears.

3. In the Description text box, type an identifying name to indicate the reason a controlled substance

would be used.

4. From the Status drop-down list, select Active or Inactive. (Change the status to Inactive only if you

no longer want to use this controlled substance reason.)

5. Click OK, and then click Close.

Chapter 2: Setting Up Cornerstone* Controls

Note: After you create a list of reasons for the use of controlled substances, you must select the Use

controlled substance reasons check box in Invoice defaults to display the controlled substance

reasons in invoicing. See “Invoice Defaults” on page 112.

For a list of controlled substances that are invoiced in Cornerstone, print a Controlled Substance

Report. (See “Controlled Substance Report” on page 247 for more information.)

Problem List

The Problem List provides a list of common medical ailments and issues. You can use this list when

you enter medical notes on the patient record.

To add or edit a problem category:

1. On the Controls menu, select Problems > Problem Categories.

2. Click New to add a new category, or double-click an existing category to update it. The Problem

Category Information dialog box appears.

3. In the Description text box, type an identifying name for this problem category.

4. Click OK, and then click Close.

To add or edit a problem on the Problems List:

1. On the Controls menu, select Problems > Problem List. The Problem List dialog box appears.

2. Click New to add a new problem, or double-click an existing problem to update it. The Problem

Information dialog box appears.

Problem Information dialog box

3. In the ID text box, type the ID to use for this problem (for example, an abbreviation of the problem).

4. In the Description text box, type the description of the problem.

5. From the Severity drop-down list, select the severity (Major or Minor) that would most commonly

be assigned for this problem. You can change the severity when recording the problem in the

patient record.

6. From the State drop-down list, select the state (Active, Acute, Chronic, Resolved or Verified

incorrect) that would most commonly be assigned for this problem. You can change the state when

recording the problem in the patient record.

Chapter 2: Setting Up Cornerstone* Controls

7. From the Status drop-down list, select Active or Inactive. (Change the status to Inactive only if you

no longer want to use this problem.)

8. Click OK, and then click Close.

Initial Setup Reports

Cornerstone includes several reports that show you how the system is currently set up. Reviewing these

reports will help you maintain your system.

Note: You must have your practice information entered to see data in the initial setup reports. See

“Practice Information” on page 41.

Initial Client Setup Report (Report Group: Client)

Use the Initial Client Setup Report to review your Cornerstone system settings.

Initial Patient Setup Report (Report Group: Patient)

Print the Initial Patient Setup Report before setting up species and breeds. To see the species prompts

currently set up in your Cornerstone system, select the Species Prompt sort order.

Chapter 2: Setting Up Cornerstone* Controls

Initial Practice Setup Report By Billing Messages (Report Group: Practice)

This report shows all the billing messages that you have set up for your practice.

Initial Practice Setup Report By Credit Codes (Report Group: Practice)

This report shows all the credit codes that you have set up for your practice.

Initial Practice Setup Report By Estimate Messages (Report Group: Practice)

This report shows all the estimate messages that you have set up for your practice.

Problem List Setup Report (Report Group: Practice)

This report provides a list of problems and shows severity and status.

Chapter 3: Setting Up Lists and Information

Overview

List information in the IDEXX Cornerstone* Practice Management System is generally associated with

some type of ID (such as client ID, patient ID, species ID, or staff ID)that you set up based on the needs

of your practice using the Lists menu. After you have entered your List information, you can press F2 (or

double-click) in certain fields to search for and select the needed information.

Updating List Items

To update a List item’s information:

1. On the Lists menu, select the type of list item you want to change.

2. From the List, select the item to update and click Update (or double-click the item). The appropriate

window appears.

3. Update the information, as applicable.

4. Click OK, and then click Close.

Note: Making certain changes may lead to meaningless information.

Deleting Unused List Items

Note: When you delete a specific item from a Lists menu, it no longer appears as a choice in dialog

boxes or in F2 searches.

You can delete any item in a List if the item is not linked to a patient, client or invoice item record.

Deleting items you’ll never use saves you time when you select information from windows.

Some information dialog boxes contain subsets of information that you may want to remove. (For

example, you may want to remove an invoice item subclass from an invoice item classification or an

owner from a patient.) To do this, follow the instructions in the “To delete information from within

Information dialog boxes” section below.

Note: You cannot delete the postal code that is set up in Client defaults and you cannot delete a VPI^®

(Veterinary Pet Insurance) diagnostic code.

To delete items set up through the Lists menu:

1. On the Lists menu, select the type of List item you want to delete.

2. In the list, select the item to remove and click Delete. You are prompted to confirm the deletion.

Click Yes.

To delete information from within Information dialog boxes:

1. From the list, select the item to remove information from and click Update (or double-click the item).

2. Select the row with the information to delete.

3. Press the DELETE key to delete.

Chapter 3: Setting Up Lists and Information

Practice Information

Practice information includes the practice name, address, phone number, and other practice-specific

settings. Enter this information exactly as you want it to appear on invoices, statements, and estimates.

Include only practice phone numbers that you want your clients to use.

Note: You must have your practice information entered to see data in the initial setup reports.

Setting Up Practice Information for a Single Location Configuration (Standard)

The Single Location configuration is the standard (default) practice setup in Cornerstone. With this type

of setup, a single practice name, practice ID, and practice address is configured, and no additional

setup is required.

To enter practice information for a Single Location configuration:

1. On the Lists menu, select Practice. The Practice List dialog box appears.

2. With your practice name selected, click Update (or double-click the practice). The Practice

Information dialog box appears.

Note: With a standard Single Location configuration, there can be only one practice set up in the

Practice List. If you click New, a “Please call Cornerstone Support to set up multiple practices”

message appears.

Practice Information dialog box

3. In the Practice Information area, edit the practice name and address information, if necessary.

4. In the Settings area, edit the following information, if necessary:

• Revenue Center-If you want to specify the revenue center to use for the practice when adding

an item to an invoice, type the revenue center ID or press F2 to use the Revenue Center List.

When adding an item to an invoice, Cornerstone checks for an assigned revenue center in this

order: 1) the individual invoice item, 2) the invoice item classification, 3) the staff member’s

defaults, and 4) the practice default revenue center.

Chapter 3: Setting Up Lists and Information

Note: Cornerstone does not use the revenue center that’s assigned to the practice unless you

remove the revenue center from the Staff defaults (or from the individual invoice item or invoice

item classification).

• Practice ID-Type up to three alphanumeric characters to use as the abbreviated practice name

throughout Cornerstone.

• LabREXX ID-If applicable, type the IDEXX LabREXX* ID for the practice (all practices may use

the same ID or each practice may have its own ID). This is the ID that identifies this practice to

IDEXX Reference Laboratories when printing LabREXX forms. You must enter this ID before the

LabREXX feature can be turned on in the Lab Information setup.

• Practice Color-You can select a color to use as the identifying color for the practice throughout

Cornerstone and on the status bar at the bottom of the main Cornerstone application window.

Note: This color identifier is used with a Multi-Location/Single Database configuration and is not

necessary for a Single Location configuration.

In the Login/Password Management area, set up login and password information for the following

features:

•

Antech Reference Lab Results - The Antech Diagnostics^® laboratory module allows you to

order tests online and automatically download results. Contact your IDEXX Cornerstone Sales

Representative at 1-800-283-8386 for information about purchasing and activating the Antech

Diagnostics laboratory module. For detailed information on setting up and using the Antech

Laboratory module, see the help within Cornerstone.

To activate the Antech Diagnostics Laboratory Module:

a. From the Account information for drop-down list, select Antech Reference Lab

Results.

b. If you already have Antech set up in Cornerstone, click Apply Primary Practice Settings.

The account information boxes are automatically completed.

c. If you don’t already have existing Antech account information, enter the information

provided when you set up your account.

d. Click Test. Then, when the Login Settings Passed message appears, click OK.

•

Communications - Email - Use IDEXX Email Service to email medical notes, correspondence

documents, and estimates directly from the Cornerstone Editor (this service must be activated

in Cornerstone). To activate Communications Management email features, you may need to

perform a one-time setup to specify your account information. If you are already using

Microsoft^® Outlook^® for email, this setup is not necessary.

To activate IDEXX Email Service and set login/password settings:

a. From the Account Information for drop-down list, select Communications - Email.

b. Select the email service you prefer to use:

o My Desktop email client—Select this option if you plan to use your existing email

software.

Note: This will already be selected if you are using your existing email software. You

must have properly configured software to use this option.

o Cornerstone Imaging SMTP email settings—Select this option if you want to use the

SMTP (web-based mail, such as Gmail™and Hotmail^®) set up in Imaging defaults. To

Chapter 3: Setting Up Lists and Information

view and edit current settings, click the edit imaging SMTP settings link to open the

Configuration window and click Email to view the default settings. For more information,

see “Image Email Defaults” on page 158.

•

Communication - Fax - Use IDEXX Faxing Service to fax medical notes, correspondence

documents, and estimates directly from the Cornerstone Editor (this service must be activated

in Cornerstone). To activate IDEXX Faxing Service, you must be an administrator or be provided

administrative rights and complete the activation setup process below. For more information on

the IDEXX Faxing Service, contact Cornerstone Support at 1-800-695-2877.

To activate IDEXX Faxing Service and set login/password settings:

a. From the Account information for drop-down list, select Communication - Fax.

b. Select the Use IDEXX Faxing Service check box. A pop-up box displays the terms and

conditions of use.

c. Review the terms and click Accept to activate the service.

Upon successful activation, the system will log the user who enrolled the IDEXX Faxing

Service. In the Practice Information window, the name, time/date stamp, and a link to the

IDEXX Faxing terms and conditions are displayed. Note that all practices in a Multi-

Location/Single Database configuration must accept the terms and conditions.

To terminate IDEXX Faxing Services:

a. On the menu bar, select Lists > Practice. The Practice List dialog box appears.

b. With your practice name selected, click Update (or double-click the practice). The

Practice Information dialog box appears.

c. On the Practice Information window, in the Login/Password Management area, select

Communications - Fax from the Account information for drop-down list.

d. Clear the Use IDEXX Faxing Service check box.

e. Click OK when you are prompted to confirm your intent to terminate the service.

To reactivate IDEXX Faxing Services:

¾ If you have previously activated and then terminated the IDEXX Faxing Service, follow the

instructions for initial activation and enrollment, select the Use IDEXX Faxing Service

check box, and follow the same steps involved in the initial activation.

Note: You must agree to the terms and conditions again and will be subject to the

activation setup fees agreed to in the terms and conditions.

•

Vendor - MWI Veterinary Supply - IDEXX SmartOrder* electronic inventory ordering in

Cornerstone allows for a more efficient inventory work flow with real-time online inventory

ordering through MWI^® Veterinary Supply. For additional information, see the “Electronic

Inventory Ordering” help topic in Cornerstone.

IDEXX SmartOrder service requires the following:

• Have or establish an account with MWI at mwivet.com. If you do not have an account,

contact your MWI representative.

o New MWI customers must contact MWI to set up your account and activate online

ordering with mwivet.com. If you do not have an account set up, contact your MWI

representative.

Chapter 3: Setting Up Lists and Information

o Existing MWI customers can use their current MWI customer number to activate

electronic inventory ordering in Cornerstone, but you must also contact MWI to enable

online ordering through MWI.

• A consistent, high-speed Internet connection.

To activate IDEXX SmartOrder service and set login/password settings for MWI

Veterinary Supply:

a. From the Account Information for drop-down list, select Vendor - MWI Veterinary

Supply.

b. From the Associated Cornerstone Vendor drop-down list, select the practice-specific

vendor associated with MWI to use for this service.

c. In the Customer Number text box, enter your practice’s MWI customer number. You can

find this information on your mwivet.com account.

d. Select the Enable Online Ordering check box.

e. A pop-up box displays the terms and agreement. Review the terms and click Accept to

activate the service.

When you are notified that activation was successful, click OK.

Click Test to verify that you have a working Internet connection and valid login information

for accessing the vendor’s online ordering system.

In the Practice Information window, the user acceptance, date/time stamp, and a link to

the MWI terms and agreement is displayed when online ordering is enabled.

Note: You have now setup Cornerstone for online ordering. If you have not contacted

MWI E-Commerce Support to activate online ordering with MWI, you must do so before

you can begin placing orders. If you have not activated online ordering and place an

order through Cornerstone, it will not be processed and you will not receive your order.

To disable electronic inventory ordering with MWI Veterinary Supply:

a. On the Lists menu, select Practice. The Practice List dialog box appears.

b. With your practice name selected, click Update (or double-click the practice). The

Practice Information dialog box appears.

c. On the Practice Information window, in the Login/Password Management area, select

Vendor-MWI Veterinary Supply from the drop-down list.

d. Clear the Enable Online Ordering check box.

Note: If you have open orders, a message indicating that you cannot disable online

ordering until all orders are closed appears.

e. If you have no open orders, click Yes when the message confirming your intent to disable

online ordering appears.

A message informing you that you have disabled online ordering in Cornerstone appears.

To complete your MWI unenrollment, you must contact MWI E-Commerce Support.

To reactivate electronic inventory ordering with MWI Veterinary Supply:

¾ If you have disabled your enrollment with MWI, you must first contact MWI E-Commerce

Support (see above) to establish or reactivate your account. Then, follow the setup

instructions above to reactivate online ordering within Cornerstone.

Chapter 3: Setting Up Lists and Information

•

VetConnect* PLUS - VetConnect PLUS is a web-based tool that lets you view and compare

IDEXX in-house diagnostics and IDEXX Reference Laboratories data side by side.

Your practice must have:

• Internet access at the workstation where you want to view VetConnect PLUS.

• Windows^®Internet Explorer^® 7 or later must be installed on each Cornerstone workstation. It

does not have to be the default Internet browser.

• If you want to view in-house results, you must have IDEXX SmartLink* technology to provide

bidirectional flow between Cornerstone and your IDEXX VetLab* Station. In addition, IDEXX

SmartService* Solutions must be set up for the IDEXX VetLab Station. Call your IDEXX

Connectivity Consultant at 1-877-256-8457 to order IDEXX SmartLink for your IDEXX VetLab

Station if your practice does not already have it.

• If you want to view IDEXX Reference Laboratories results, you must have IDEXX SmartLink*

technology to provide bidirectional flow between Cornerstone and the IDEXX Reference

Laboratories. Call your IDEXX Connectivity Consultant at 1-877-256-8457 to order IDEXX

SmartLink if your practice does not already have it.

• A VetConnect* account with administrator user name and password. Call VetConnect PLUS

Client Services at 1-888-433-9987 to request an account if your practice does not already

have one.

Note: This must be your primary practice if you are a Multi-Location/Single Database user.

To activate VetConnect PLUS and set login/password settings:

You can activate VetConnect PLUS immediately following installation of Cornerstone 8.3

software or anytime after that. After you activate VetConnect PLUS from within Cornerstone,

activate VetConnect PLUS from your IDEXX VetLab Station (if applicable).

a. From the Account information for drop-down list, select VetConnect PLUS.

b. If you are a new IDEXX Reference Laboratories user, select the VetConnect option, enter

your practice’s VetConnect administrator user name and password, and then click

Submit to Activate VetConnect PLUS.

If you are an existing IDEXX Reference Laboratories user, the VCAgent option should be

selected and your VetConnect user name and password should be completed. Click

Submit to Activate VetConnect PLUS.

c. Read the agreement, and then click Accept.

A message states that IDEXX Reference Laboratories historical data will be uploaded.

d. Click Next.

e. IDEXX VetLab Station only: A message giving you the option to print instructions on

uploading data displays. Click Yes to open the printable message or No to continue.

Click Finish.

g. A message states that activation is complete and that data upload will continue. Close the

message window.

The upload of IDEXX Reference Laboratories historical data that began during activation will

continue, with the most recent results uploaded first. Upload can take up to 24 hours,

Chapter 3: Setting Up Lists and Information

depending on the number of results being uploaded. You can continue to use Cornerstone

software during the upload; Cornerstone performance will not be affected.

To upload data from your IDEXX VetLab Station:

a. On the IDEXX VetLab Station, tap Settings, and then select the VetConnect PLUS tab.

b. Tap Activate VetConnect PLUS.

c. Accept the VetConnect PLUS user agreement.

d. Enter your VetConnect user name and password.

e. Tap Next. A confirmation message is displayed. Close the message. Data is uploaded in

reverse order, starting with your most recent results. You can continue to use the IDEXX

VetLab Station during the upload.

If you prefer to use the standard Cornerstone work flow for viewing results, you do not need to

deactivate VetConnect PLUS. All your test results are always available in standard

Cornerstone windows. However, if you want to disable access to VetConnect PLUS, you can

do so in Cornerstone.

To disable access to VetConnect PLUS:

a. From the Account information for drop-down list, select VetConnect PLUS.

b. Select Disable VetConnect PLUS online services, and then click OK.

In the Phones area, click Add to enter a new practice phone number, or select an existing phone

number, and then click Update to edit the information. The Practice Phone Setup dialog box

appears.

Practice Phone Setup dialog box

7. In the Practice Phone Setup dialog box, do the following:

a. In the Phone information area, enter the phone number, extension (if applicable), and the phone

number description.

b. In the Notes area, type any notes pertaining to this phone number.

Tip: If a phone number has a note, type “see notes” (or an asterisk * to indicate a note exists) in

the Description text box. Phone notes do not appear in the Practice Information dialog box.

c. If this is the main phone number for your practice, select the Primary phone check box.

Chapter 3: Setting Up Lists and Information

Setting Up Practice Information for a Multi-Location/Single Database Configuration

(Advanced)

The Multi-Location/Single Database configuration option is available for those practices running multiple

businesses or sites that need to use a single shared Cornerstone database. A Multi-Location/Single

Database configuration allows you to view and separate specific areas of Cornerstone by practice. This

allows for practice-specific workstation logins, letterhead information on client documents, invoices,

estimates, and more.

Note: The staff member who configures the Multi-Location/Single Database settings must have

appropriate security permissions to access the associated screens in Cornerstone.

Step 1-Activate Multi-Location/Single Database

To ensure a smooth transition of your Cornerstone software to a Multi-Location/Single Database

configuration, your practice’s Cornerstone Administrator must contact Cornerstone Support at 1-800-

695-2877 for activation instructions. Upon activation of a Multi-Location/Single Database configuration,

you can then begin to add the additional practices and separate clients by practice.

Notes:

• After you convert to a Multi-Location/Single Database configuration, to convert back to your

previous Single-Location (single practice) configuration, you must inactivate the unwanted

practices and have your practice’s Cornerstone Administrator contact Cornerstone Support for

further assistance.

• Many of the features described in this section are not available until a Multi-Location/Single

Database configuration is activated and more than one practice exists in your Practice List.

Step 2-Add Practices to the Practice List

Once a Multi-Location/Single Database configuration is activated, the Practice Information dialog box

allows you to add as many practices as necessary, with one practice designated as the primary

practice.

To add a new practice with a Multi-Location/Single Database configuration:

1. On the Lists menu, select Practice. The Practice List dialog box appears.

2. Click New. The Practice Information dialog box appears.

Note: If a “Please call Cornerstone Software Support to enable multiple practices” message

appears, you must complete Step 1-Activate Multi-Location/Single Database (earlier in this section)

before continuing.

Chapter 3: Setting Up Lists and Information

Practice Information dialog box

To designate this practice as the primary practice, select the Primary check box. (Note that the

primary practice cannot be flagged as inactive.)

Note: If a practice is flagged as inactive, things such as saved invoices and reprints continue to use

the practice that was used when they were originally created, even if that practice is now inactive.

In the Practice Information area, enter the practice name and address information.

In the Settings area, enter the following practice-specific information:

• Revenue Center-If you want to specify the revenue center to use for the practice when adding

an item to an invoice, type the revenue center ID or press F2 to use the Revenue Center List.

When adding an item to an invoice, Cornerstone checks for an assigned revenue center in this

order: 1) the individual invoice item, 2) the invoice item classification, 3) the staff member’s

defaults, 4) the practice default revenue center.

• Note: Cornerstone does not use the revenue center that’s assigned to the practice unless you

remove the revenue center from the Staff defaults (or from the individual invoice item or invoice

item classification).

• Practice ID-Type up to three alphanumeric characters to use as the abbreviated practice name

throughout Cornerstone.

• LabREXX ID-If applicable, type the IDEXX LabREXX* ID for the practice (all practices may use

the same ID or each practice may have its own ID). This is the ID that identifies this practice to

IDEXX Reference Laboratories when printing LabREXX forms. You must enter this ID before the

LabREXX feature can be turned on in the Lab Information setup.

• Practice Color-You can select a color to use as the identifying color for the practice throughout

Cornerstone and on the status bar at the bottom of the main Cornerstone application window.

Note: This color identifier is used with a Multi-Location/Single Database configuration and is not

necessary for a Single Location configuration.

Chapter 3: Setting Up Lists and Information

In the Login/Password Management area, set up login and password information for the following

features:

•

Antech Reference Lab Results - The Antech Diagnostics^® laboratory module allows you to

order tests online and automatically download results. Contact your IDEXX Cornerstone Sales

Representative at 1-800-283-8386 for information about purchasing and activating the Antech

Diagnostics laboratory module. For detailed information on using the Antech Laboratory

module, see the help within Cornerstone.

To activate the Antech Diagnostics Laboratory Module:

a. From the Account information for drop-down list, select Antech Reference Lab

Results.

b. If you already have Antech set up in Cornerstone, click Apply Primary Practice Settings.

The account information boxes are automatically completed.

c. If you don’t already have existing Antech account information, enter the information

provided when you set up your account.

d. Click Test. Then, when the Login Settings Passed message appears, click OK.

•

Communications - Email - Use IDEXX Email Service to email medical notes, correspondence

documents, and estimates directly from the Cornerstone Editor (this service must be activated

in Cornerstone). To activate Communications Management email features, you may need to

perform a one-time setup to specify your account information. If you are already using

Microsoft^® Outlook^® for email, this setup is not necessary.

To activate IDEXX Email Service and set login/password settings:

a. From the Account Information for drop-down list, select Communications - Email.

b. Select the email service you prefer to use:

o My Desktop email client—Select this option if you plan to use your existing email

software.

Note: This will already be selected if you are using your existing email software. You

must have properly configured software to use this option.

o Cornerstone Imaging SMTP email settings—Select this option if you want to use the

SMTP (web-based mail, such as Gmail and Hotmail) set up in Imaging defaults. To view

and edit current settings, click the edit imaging SMTP settings link to open the