IDEXX Cornerstone Enhancement Requests
Welcome to the IDEXX Cornerstone Enhancement Request Portal!
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Clients and Patients

Showing 63

Update credit code option as part of write off process

When an account is written off, users would like option to also update the client's credit code as part of the write off process to a No Service credit code.
over 2 years ago in Clients and Patients 0 Future consideration

Patient icon on clipboard display based on patient species

have the patient information tab on patient clipboard display according to the species of the patient instead of a single display option in Controls>Defaults>Practice and Workstation>Toolbar.
over 2 years ago in Clients and Patients / Patient Clipboard 0 Future consideration

Client picture to display on clipboard

Would like to have a client picture as there is a patient picture that will display on the Patent Clipboard and can be used to further identify clients
over 2 years ago in Clients and Patients / Patient Clipboard 0 Future consideration

Client Status needs additional options

Clients currently are Active or Inactive. I would also like "Inactive for cause" for those that have been fired, etc.
over 2 years ago in Clients and Patients 0 Future consideration

Client email address entry on Communications window writes back to client information

When manually entering an email address to send a client invoice, and the email address field is currently blank from client information, display a message to user if they want the email address added to the client. Clicking yes will write back th...
over 5 years ago in Clients and Patients 0 Future consideration

Client status change report

I need someway to manage total counts of reactivated and inactivated clients on a monthly basis. We can get a report of monthly new clients, however, without looking at number of monthly inactivated clients and number of month re-activated clients...
over 2 years ago in Clients and Patients 0 Future consideration

Add microchip ID to invoices

Having the patient microchip ID display on the client invoice will be helpful for both the practice (patient identification) and client (important information to know).
over 2 years ago in Clients and Patients / Invoicing / PVL 0 Future consideration

Barn information visible when booking appointments

users would like for the barn information to be clearly visible when booking an appointment without the need for creating a user defined prompt that can be clicked through as an alert.
over 2 years ago in Appointments / Clients and Patients 0 Future consideration

Add euthanized as a patient status

I would like to have four patient statuses: active, inactive, deceased and euthanized.Euthanized selection would display in a manner to inactive/deceased on Clipboard (red font)
over 2 years ago in Clients and Patients 0 Future consideration

Option to include secondary name(s) on Client and Patient Report builder

I need a way to get the secondary client name on a top client report for Christmas card list (Client and patient report builder)
over 2 years ago in Clients and Patients / Reporting 0 Future consideration