News & Information

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!

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.

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!

Cornerstone End of Year FAQs

By Michelle Campoli, CVT, CVPM

For many of us, the end of December means end of year processing. While attending to both personal and practice needs, end of year often becomes a scramble and some of the details can slip past us. To lend a helping hand, here are some EOY FAQs to help you stay on track.

When should I run end of year?

End of year should be processed on the last business day of the year. Most practices run it December 31st. We recommend consulting with your accountant to determine if a calendar or fiscal end of year is best for your practice.

Note: end of year should be processed at the same time each year (Ex: every Dec 31) in order to create meaningful year-year comparisons. Be sure to check out our recommended processing steps in the EOY tutorial.

What about my end of year backup?

We recommend two backups:

  1. Before you begin your end of period processing (in the event of an error during processing)
  2. After processing EOD, EOM and EOY. Make sure to store this in a secure location!

Note: during the EOY process, you are prompted to make another database copy. This copy is optional. Review the backup section of the EOY tutorial for additional details.

There are so many reports. Which ones should I be looking at?

We recommend the following reports for your annual reporting:

  • Account Write Off
  • High/Low Client Sales
  • Inventory Sales
  • Sales Tax Summary/Income Reconciliation
  • Service Sales
  • Statistics by Staff and Species reports
  • Yearly Sales summary

Note: these reports can be run at any time once EOY has been processed.To help remember which ones to run, set them as default EOY reports under: Controls > Defaults > Practice & Workstation > End of Period

I forgot to run my year-end inventory reports!

It happens. Luckily, a copy of your year-end Inventory Cost and Cost Totals reports are saved in pdf format under the Cstone/Share/EOYInvCost folder. Another helpful report that should be run before you start your EOP processing for the year is the Inventory Item Profit Analysis report. The following reports are also recommended and can be run at any time as well as for past periods:

  1. Inventory Sales
  2. Cost of Goods Sold

Note: The EOY tutorial includes recommended steps to help ensure your EOY inventory is accurate!

Recommended end of year resources:

Interactive End of Year tutorial
End of Year Checklist

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.

Request Cornerstone 8.5 NEXT now

Please provide the information below. Once we receive your request, we’ll contact you to let you know when Cornerstone 8.5 NEXT has been downloaded to your server.



With over 100 user-requested improvements and brand-new features, your Cornerstone Software is now more versatile than ever.

Here are just five of the new ways you can improve everyday work flows and deliver high-quality care:

  1. View and share diagnostic results faster: We’ve put VetConnect PLUS right on the Patient Clipboard.
  2. Order IDEXX diagnostic supplies directly through your software.
  3. Spend less time resolving “Not Requested” test results.
  4. Schedule appointments more easily: Users wanted darker grid lines and improved hovering, and we delivered.
  5. Set a new standard for urine sediment analysis with the SediVue Dx Urine Sediment Analyzer—and reduce lost and incorrect charges.

Plan your installation today! 
Cornerstone 8.5 NEXT is rolling out now and may already be sitting on your server. Here’s how you can tell when a new version is ready to install. You can also visit the Cornerstone resources page for release notes, installation tips, and more.

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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