IDEXX Cornerstone Enhancement Requests
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Status Will be in 9.6 (next release)
Categories Clients and Patients
Created by Guest
Created on Mar 30, 2022

RELATED ENHANCEMENT REQUESTS

Merged enhancement request
This idea has been merged into another idea. To comment or vote on this idea, please visit CS1-I-563 Ability to attach documents to Client and/or Patient file.

Client communication tab for client specific notes, documents Merged

Create a tab in the client information section for communication with clients that need to be documented but are not directly related to patient care. We need a separate area just for client notes not associated with a patient. Currently we are using work arounds but the notes section available is far from usable. I would prefer it to look more like a medical record where staff initials and the date are documented and can be searched by line.

Practice Name Northside Veterinary Hospital
  • Guest
    Reply
    |     Apr 6, 2022

    from Salem Animal Hospital: Cornerstone needs a tab under the client section that allows you to have cornerstone-created documents that are client-specific as well as attach files such as driver's lic., etc. For example, we have a client disclosure form that we created in Cornerstone that explains financial responsibilities, disclosures about after-hour care, and a photo release. These are specific to a client, not a patient. These forms get buried in the patient files.

1 MERGED

Tab under client section that allows us to create client documents, communications, and attach files

Merged
Cornerstone needs a tab under the client section that allows you to have cornerstone-created documents that are client-specific as well as attach files such as driver's lic., etc. For example, we have a client disclosure form that we created in Co...
over 2 years ago in Clients and Patients 0 Will be in 9.6 (next release)