Appendix
IDEXX Cornerstone • Enhanced Medical Notes and Correspondence Documents • Page 35 •
IDEXX Cornerstone Chartless Setup Checklist
• User Dened Prompts: Consider creating user-dened prompts to create elds for information that does not
already exist in the client or patient record. User-dened prompts can also be set as alerts.
◦ Client Prompts: Preferred Doctor, Client Alert
◦ Patient Prompts: Medical Condition, Patient Alert, Temperament, Special Diet, Vaccine Reactor, Allergic To
• List Top 10 Reasons for Visit: Create a list of your top ten reasons for visit. Use this list to ensure that all
Cornerstone features are setup to support your protocols for the most common visits.
• Review/Modify Reasons for Visit: Review reasons for visit. Create reasons for visit for the top 10 reasons for
visit if not already listed. Attach alerts to remind staff of information they should collect from or provide to the client.
Documents can also be attached to print at check-in or checkout. (Controls > Reasons for Visit)
• Create Smart Groups: Create smart groups for your top 10 reasons for visit. Smart groups will establish your
protocol and ensure charges are not missed. Pick lists may also be used in smart groups. (Lists > Invoice Item)
• Create Document Templates: Create medical notes and documents (correspondence or print only) for each reason
for visit. (Lists > Documents > Templates)
Medical note templates will standardize the information recorded for each visit in the patient’s le. Ensure templates
include elds for SOAP or HEAP notations and links to enter vital signs, problems, and diagnoses.
Documents can be created for consent forms, discharge instructions, and client education, which can be
electronically signed and saved to the patient’s le.
• Review/Modify Problems: Review/modify the problem list. This will ensure the majority of common problems will
be on the list to be added to the patient’s le as needed. Reviewing now will eliminate time entering new problems
during exam time. (Controls > Problems > Problem List)
• Review/Modify Diagnoses: Review/modify the diagnostic code list. This will ensure the majority of common
diagnoses will be on the list to be added to the patient’s le as needed. Reviewing now will eliminate time entering
new diagnoses during exam time. (Lists > Diagnostic Codes)
• Review/Modify Callback Reminders: Review/modify callback reminders attached to invoice items for each reason
for visit to ensure callbacks are performed and documented in the patient’s le. (Lists > Invoice Item)
• Review/Modify and Attach Departing Instructions: Review/modify the departing instructions and attach to invoice
items to ensure consistent information is provided to clients regarding service and inventory items where appropriate.
(Lists > Departing Instructions)
• Review/Modify and Attach Prescription Instructions: Review/modify prescription instructions and attach to
invoice items where appropriate. This will create efciency when creating prescription labels for medications that
have standard dosing instruction. (Lists > Prescription Instructions)
• Review Diagnostic Integration Options: IDEXX SmartLink* technology can advance the standard of medical care
in your practice. It will help you provide better medicine and increase efciency which lead to better business and
increased client loyalty. Lab results and digital radiography can be directly downloaded to the patient’s le. Contact
your IDEXX Computer Systems Representative for more information on integration options for your practice.
• Create Compliance Protocols: Use the Compliance Assessment Tool* to create compliance protocols for your
top reasons for visit to measure compliance rates and review missed revenue-generating opportunities. Use the
compliance results to determine opportunities for staff education. (Reports > Compliance Assessment Tool >
Protocol Setup Wizard)