Record attendance at NAVC, WVC and AAHA Cornerstone Roadshows!

Here’s a shout-out to everyone who joined us for Cornerstone Roadshow courses at NAVC, WVC and AAHA. Attendance topped 220, and we’ll award 687 CE credits!

Among those was Stacey Hamilton, practice manager at AAHA’s 2017 Hospital of the Year, Loving Family Animal Hospital, Aurora, Colorado. “This class is going to make me more efficient as a manager,” she said. “I’ll have a system that will free me up so I can dedicate more time to helping my staff reach their goals.”

Click here to find Cornerstone Roadshow classes coming to your area.

Tip of the month: 3 ways to set your practice up for success in 2017

By Michelle Campoli, CVT, CVPM

Now that 2016 end-of-year reporting is behind us, its a good time to get started on some recommended tasks that can set your practice up for success in 2017. Here are 3 things you can do right now:

1. Review client files for re-engagement or inactivation

For paper chart practices, this can be accomplished by physically pulling charts with the “year label” from 2 or 3 years ago (depending on your practice’s criteria). For chartless practices, you can do this within your Cornerstone Software. In the example below, we are creating a list of clients who have not been invoiced in the past 3 years:

Step 1: Use the Client Patient Report Builder under the Reports menu to create the report.

lapse-client-report

Step 2: Once the report is run, you can see how many clients are included in the top right corner of the report preview and print as a call list or print mailing labels.

lapse-client-report-results

Step 3: Reach out to these client. Once you have identified clients that are not returning, you can change their status to Inactive. And now your number of active clients and patients will be accurate! Note: This step will inactivate all the patients for that client when using Cornerstone version 8.2 or higher.

2. Review and modify your inventory reorder information based on last years sales

This is a great way to improve your inventory performance and can be completed in 2 simple steps.

Step 1: Use the Yearly Inventory Sales Report to review annual quantity sold and calculate a monthly average*.

Step 2: Find the Invoice Item Setup Tool located in the Tools menu to adjust the reorder points for tracking quantity items accordingly. In the example below, we are selecting items within the Nutritional classification. Tip: Click the Item ID or Description column headers to sort the list of items.

reorder-points

*You can also check your inventory Internal Usage report for quantities used in house and factor into your monthly average.

3. Update your fee structure for 2017

Please note that the following process requires exclusive use of Cornerstone and all other users need to be logged out. In the example below, we are increasing all services by 5%.

Step 1: Make sure you have a current backup in place

Step 2: Under the Tools menu, select Mass Markup

Step 3: Click Yes on the Mass Markup backup message

Step 4: On the Price tab, make the appropriate selections (item class, item type, base price)

Step 5: Click Select All

Step 6: Click Calculate

Step 7: Review changes in the window. If you do not want to apply the calculated change to a particular item(s), hold the CTRL key and deselect

Step 8: Click Apply to update your prices

massmarkup

Tip: Pressing F1 will open the Cornerstone Help menu. You can do this at any time while the Mass Markup window is open.

mass-markup-f1

 

Michelle
Michelle Campoli loves teaching people how they can do more with Cornerstone. When she’s not sharing her favorite tips and tricks in one of our Cornerstone user group meetings, Michelle enjoys spending time with her husband, cat, and three retired greyhounds; playing in her kitchen and volunteering for her local greyhound adoption group.

Welcome to the new Cornerstone website

Introducing your one-stop shop for all things Cornerstone: IdexxCornerstone.com

Now you can quickly find:

  • Free education, training, and technical tips
  • Dates and locations for free, CE-certified Cornerstone user-group meetings and local dinner meetings
  • Integrated services that help you do more for clients, pets and your practice
  • The right support plan to keep your software cutting edge and your practice running smoothly
  • Practice supplies and hardware

Set IdexxCornerstone.com as your home page today and never miss out on important news and information.

We’re taking the Cornerstone User Conference on the road

The Cornerstone User Conference Road Show will include CE-certified user group meetings and master classes for advanced users, local Cornerstone dinners, and lots of peer-to-peer networking opportunities. We will hit over 70 North American cities next year – and it’s all free!

And taking it all on the road makes it easier for you and your colleagues to attend. In fact, we expect to reach 8 times the number of practices and users that typically participate in the conference.

Taking the conference on the road and making it free is one way we’re investing in improving your Cornerstone Software experience. We’ve also:

  • Delivered more software upgrades in the past two years than all other server-based software suppliers combined.
  • Improved the installation experience so you can minimize downtime
  • Beefed up customer support so you can get faster access to expert help
  • Provided 22 hours of free Cornerstone core training at idexx.com/cstraining

Watch for events coming to your area. We hope to see you on the road!

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