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Transcript of IDEXX Cornerstone* What¢â‚¬â„¢s New Note: After installing...

  • IDEXX Cornerstone* What’s New

    8.3 NEXT version 8.3.6

  • Proprietary Rights Notice

    Information in this document is subject to change without notice. Companies, names and data used in examples are fictitious unless otherwise noted. No part of this document may be reproduced or transmitted in any form or by any means, electronic, mechanical or otherwise, for any purpose, without the express written permission of IDEXX Laboratories. IDEXX Laboratories may have patents or pending patent applications, trademarks, copyrights or other intellectual or industrial property rights covering this document or subject matter in this document. The furnishing of this document does not give a license to these property rights except as expressly provided in any written license agreement from IDEXX Laboratories.

    © 2014 IDEXX Laboratories, Inc. All rights reserved. • 06-28487-04

    *Cornerstone, ClearCapture DX, EquiView, IDEXX-CR, IDEXX-DR, IDEXX I-Vision CR, IDEXX I-Vision DR, IDEXX I-Vision Mobile, IDEXX-PACS, IDEXX SmartOrder, IDEXX SmartService, IDEXX VetLab, Image Coach, LaserCyte, Patient Clipboard, Pet Health Network, Petly, ProCyte Dx, SmartLink, SNAP, 4Dx and VetConnect are trademarks or registered trademarks of IDEXX Laboratories, Inc. or its affiliates in the United States and/or other countries.

    Microsoft, Hotmail, Internet Explorer, Outlook and Windows are trademarks or registered trademarks of Microsoft Corporation in the United States and/or other countries. DICOM is the registered trademark of the National Electrical Manufacturers Association for its standards relating to digital communication of medical information. MWI is a registered trademark of MWI Veterinary Supply, Inc. Accelerated Payment Technologies and XCharge are trademarks or registered trademarks of Accelerated Payment Technologies, Inc. LifeLearn and ClientEd Online are trademarks or registered trademarks of VetLearn, Inc. Antech Diagnostics is a registered trademark of Veterinary Centers of America, Inc. Gmail is a trademark of Google, Inc. AnywhereUSB is a trademark or registered trademark of Digi International Inc. in the United States and other countries worldwide. Topaz, ClipGem, SigLite and SignatureGem are trademarks of Topaz Systems, Inc. in the U.S. and/or other countries. FedEx is a registered trademark of Federal Express Corporation. UPS is a registered trademark of United Parcel Service of America, Inc. All other product and company names and logos are trademarks or registered trademarks of their respective holders.

    IDEXX Computer Systems One IDEXX Drive Westbrook, Maine 04092 USA idexx.com/cornerstone

    http://www.idexx.com/cornerstone

  • Contents

    Click within the contents listing below to go directly to a section or page.

    Overview ......................................................................................................................................... 7 About This Document ............................................................................................................................................ 7 Documents to Help You Get Started with Cornerstone 8.3 ................................................................................... 7

    Client Communications ..................................................................................................................... 10 IDEXX Pet Health Network* Pro ................................................................................................. 11

    Setup ......................................................................................................................................... 11 Activate and Set Up IDEXX Pet Health Network Pro ........................................................................................... 11 Set Up Reminders on IDEXX Pet Health Network Pro ......................................................................................... 11 Set Up Appointment Request and Pharmacy Request Options ......................................................................... 11 Set Up Missing Client Email Alert Options .......................................................................................................... 12

    Use ......................................................................................................................................... 12 View Incoming Client Requests and information via the IDEXX Message Center .............................................. 12 Automatic Appointment Confirmations through IDEXX Pet Health Network Pro ................................................ 13 Share Documents with Clients ............................................................................................................................ 14 New Features to Record Client Email Addresses ............................................................................................... 15 Viewing IDEXX Pet Health Network Pro Activities on Reports ............................................................................. 16 Additional IDEXX Pet Health Network Pro Features ............................................................................................ 16

    Communications Management for Email and Fax.................................................................... 17 Overview .............................................................................................................................................................. 17

    Setup ......................................................................................................................................... 18 Email Setup .......................................................................................................................................................... 18 Fax Setup ............................................................................................................................................................. 19 Setting Check-In Report Print Options for Communications ............................................................................... 20

    Use ......................................................................................................................................... 20 Emailing or Faxing Documents from the Cornerstone Editor .............................................................................. 20 Viewing Communications in the Patient Clipboard ............................................................................................. 22 Viewing the Communications Log ....................................................................................................................... 23 Accessing the Communications Log .................................................................................................................. 23

    Next Appointment Scheduling Reminder .................................................................................. 24 Setup ......................................................................................................................................... 24 Use ......................................................................................................................................... 24

    Additional Client Information Enhancements ........................................................................... 26 Setup ......................................................................................................................................... 26

    Set Up Missing Client Email Alert Options .......................................................................................................... 26 Use ......................................................................................................................................... 26

    New Features to Help Record Client Email Addresses ....................................................................................... 26 Appointment confirmations shows staff who entered confirmation .................................................................... 27

    Linking Documents to Diagnosis Codes ................................................................................... 28 Setup ......................................................................................................................................... 28

    Linking Documents to Diagnosis Codes ............................................................................................................. 28

    Cornerstone 8.3 What’s New iii

  • Contents

    Use ......................................................................................................................................... 29 Automatically Printing a Linked “Diagnosis Document” from a Medical Note .................................................... 29

    LifeLearn® ClientEd Online™ Integration with Cornerstone ................................................... 30 Setup ......................................................................................................................................... 30

    Getting Started with LifeLearn ClientEd Online ................................................................................................... 30 Synchronizing LifeLearn ClientEd Online Documents with Cornerstone 8.3 ...................................................... 31

    Use ......................................................................................................................................... 31 Customizing and Editing Your Library of ClientEd Online Documents ..........................