Live Cornerstone training at VMX

We’re excited to announce that we’re offering live Cornerstone training for intermediate and advanced users at VMX (the conference formerly known as NAVC). Register for one, two or all three classes. Each is a unique opportunity to learn tips and tricks from Cornerstone Software expert Michelle Campoli, CVT, CVPM. As well as network with other users and have fun!

Do you or your team members want to get more familiar with Cornerstone’s core functionality? Register for our intermediate-level course:

Getting the Most Out of Your Cornerstone Practice Management System
Saturday, February 3, 8:30 a.m. – Noon
CE: 3
Register now

For advanced users, we’re offering two new classes:

Mastering Efficiency and Communications with Electronic Medical Records and Whiteboards
Saturday, February 3, 12:30 p.m. – 4 p.m.
CE credits: 3
Register now 

Advancing Your Inventory and Reporting Know How
Sunday, February 4, 1:30 p.m. – 5 p.m.
CE credits: 3
Register now 

No charge to attend. These classes are one more benefit of your Cornerstone support contract. And although they take place during VMX, you don’t need to be registered for the conference to attend.

Hope to see you there!

Understanding End of Year reports

By Michelle Campoli CVT, CVPM

One of the most comprehensive reports is the Yearly Sales Summary. But before you review this report it’s important that you understand the key data points and how they are defined:

  • New Clients: The number of new clients added to the database.
  • Patient Visits: The number of patients invoiced (E.g. if a posted invoice has 2 patients, it counts as 1 invoice and 2 patient visits).
  • Invoice count: the number of posted invoices.
  • Total Sales: Gross service and inventory sales (before any discounts, but does include any manual price changes) from those posted invoices (E.g. if an item was $120, the price changed to $100 and had a 10% discount applied, the gross would be $100 on this report).
  • Service Sales: Gross sales from all service type invoice items.
  • Inventory Sales: Gross sales from all inventory type invoice items.
  • Preset Discounts: Total of all applied discount (from DISC column on the PVL or invoice window).
  • Manual Discounts: Total of all manual discounts (from the DISCOUNT button on the invoice window).

Using the information displayed, you can also do a little math to gain additional insights, like:

  • Average invoice (sales divided by invoices)
  • Average patient transaction (sales divided by patient visits)
  • Net Sales (total sales less all discounts)
  • Net average invoice (net sales divided by invoices)
  • Net average patient transaction (net sales divided by patient visits)

The two End of Year client reports you should be looking at are:

  • The High/Low Client Sales Report = Net sales (post discount, also includes paid sales tax!)
  • The Client Sales Report = Gross sales (pre-discounts/taxes)

The Client Sales Report (above) also separates the gross sales into their service and inventory components and lists last year’s total sales as well. Very fun report! And here’s another cool trick with the Client Sales report: save it to Excel and you can get the service and inventory components of last year’s sales as well!

Don’t forget to check out the end of year training and download the check list!

 

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.

Prepare your practice for adopt-a-dog month

By Michelle Campoli, CVT, CVPM

2 nationally recognized organizations sponsor dog adoption events in October: American Humane and ASPCA. Here are 4 simple ways you can use Cornerstone to get these pets (and their owners) set up for success in your database.

1. Use a specific ‘post adoption’ exam code to track how many of these lucky pets start their new life at your practice.

  • Remember to use a client friendly description as it will print on their invoice.
  • Attach departing instructions to congratulate them on their new addition! (Lists > Departing Instructions)
  • Have the exam generate a call back reminder as well as the appropriate wellness exam for their age.

2. Use a ‘Scan for microchip’ to add value to the visit and more importantly, prompt for a chip number using the ‘microchip special action‘. They don’t have one? Great time to make the recommendation! And don’t forget departing instructions so they can read about microchips on their invoice after the visit. Note: make sure your microchip implantation code also has this valuable special action as well.

3. Take a picture! Who doesn’t love seeing their pet’s picture? Once captured, add it from any window that displays the patient picture field.

  • Right click and select Capture from file
  • Navigate to the picture’s file location and select it
  • Crop and rotate as needed using right click and select Update
  • Note: image file size should not exceed 500kb

4. Make sure those big brown eyes show up on your check-in reports, invoices, and rabies certificates.

  • Per workstation, go to Controls > Defaults > Practice and Workstation > Workstation
  • Make your selections and click OK. Repeat at every workstation the selected documents would print from.
  • Note: you can also use the picture as a bookmark in your documents using the File Description for Imaging and the Field Description for Patient Picture

 

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.

IDEXX Expands Portfolio of Cloud Technology Offerings for Veterinary Industry

IDEXX is pleased to announce that rVetLink has joined the IDEXX family. rVetLink is a comprehensive referral management solution for specialty care hospitals that greatly streamlines the referral process between primary care and specialty care veterinarians. This expands IDEXX’s suite of technology applications for the veterinary profession and underscores the company’s commitment to investing in innovations that advance the industry. Learn more now>>

Cornerstone User Conference Roadshow classes during AAHA

The Cornerstone User Conference Roadshow is coming to the American Animal Hospital Association Conference (AAHA) in Nashville, with classes for intermediate and advanced users. Register for one, two or all three. Each class is a unique opportunity to learn tips and tricks from Cornerstone Software expert Michelle Campoli, CVT, CVPM. As well as network with other users and have fun!

Do you or your team members want to get more familiar with Cornerstone’s core functionality? Register for our intermediate-level course:

Getting the Most Out of Your Cornerstone Practice Management System
Thursday, March 30, 8:30 a.m. – Noon CT
CE: 3
Register now 

For advanced users, we’re offering two new classes:

Mastering Efficiency and Communications with Electronic Medical Records and Whiteboards
Thursday, March 30, 1:30 p.m. – 6 p.m. CT
CE: 3
Register now 

Advancing Your Inventory and Reporting Know How
Friday, March 31, 1:30 p.m.– 6 p.m. CT
CE: 3
Register now 

No charge to attend. These classes are one more benefit of your Cornerstone support contract. And although they take place during AAHA, you don’t need to be registered for the conference to attend.

Only 30 seats per session: register today!

Cornerstone User Conference Roadshow classes during WVC

The Cornerstone User Conference Roadshow is coming to the Western Veterinary Conference (WVC) in Las Vegas, with classes for intermediate and advanced users. Register for one, two or all three. Each class is a unique opportunity to learn tips and tricks from Cornerstone Software expert Michelle Campoli, CVT, CVPM. As well as network with other users and have fun!

Do you or your team members want to get more familiar with Cornerstone’s core functionality? Register for our intermediate-level course:

Getting the Most Out of Your Cornerstone Practice Management System
Sunday, March 5, 8:30 a.m. – Noon PT
CE: 3
Register now 

For advanced users, we’re offering two new classes:

Mastering Efficiency and Communications with Electronic Medical Records and Whiteboards
Sunday, March 5, 1:30 p.m. – 6 p.m. PT
CE: 3
Register now 

Advancing Your Inventory and Reporting Know How
Monday, March 6, 1:30 p.m.– 6 p.m. PT
CE: 3
Register now 

No charge to attend. These classes are one more benefit of your Cornerstone support contract. And although they take place during WVC, you don’t need to be registered for the conference to attend.

Only 30 seats per session: register today!

Cornerstone User Conference Roadshow classes during NAVC

The Cornerstone User Conference Roadshow is coming to the North American Veterinary Conference in Orlando, with classes for intermediate and advanced users. Register for one, two or all three. Each class is a unique opportunity to learn tips and tricks from Cornerstone Software expert Michelle Campoli, CVT, CVPM. As well as network with other users and have fun!

Do you or your team members want to get more familiar with Cornerstone’s core functionality? Register for:

Getting the Most Out of Your Cornerstone Practice Management System
Saturday, February 4, 8:30 a.m. – Noon
Register now 

For advanced users, we’re offering two new classes:

Mastering Efficiency and Communications with Electronic Medical Records and Whiteboards
Saturday, February 4, 1:30 p.m. – 6 p.m.
Register now 

Advancing Your Inventory and Reporting Know How
Sunday, February 5, 1:30 p.m.– 6 p.m.
Register now 

No charge to attend. These classes are one more benefit of your Cornerstone support contract. And although they take place during NAVC, you don’t need to be registered for the conference to attend.

Only 30 seats per session: register today!

Request a demo