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Get Idexx Cornerstone Templates
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How to fill out the Idexx Cornerstone Templates online
Filling out the Idexx Cornerstone Templates online is a straightforward process that can enhance your practice management. This guide provides step-by-step instructions to help you effectively complete medical notes using the Cornerstone templates.
Follow the steps to fill out the Idexx Cornerstone Templates correctly.
- Click the ‘Get Form’ button to acquire the template and open it for editing.
- Access the 'Start a New Document' window, where you can choose a document template suitable for your needs. This can be done by utilizing the Patient Clipboard, selecting Medical Note from the Activities menu, or using the Medical Notes button in the toolbar.
- Utilize the options in the 'Find template' area to search for the template that fits your requirements. Once located, the template list will display relevant matches, and a preview pane will show a preview of your selected template.
- Upon selecting the desired template, click 'OK' to enter the Cornerstone Editor window. Here, you may need to update the patient's weight or vital signs as prompted.
- Use the Status drop-down list to define the status of your medical note as Draft, Tentative, or Final, ensuring it reflects your current progress.
- In the Editor pane, fill in the template with the necessary text, images, and patient data. Employ the menu bar, Editor toolbar, or right-click menus for additional functionalities.
- To add invoice items to your medical note, go to the Invoice tab and enter an invoice item ID or press F2 to search. Complete the information and update the status accordingly.
- If you need to attach documents or URLs, navigate to the Attachments tab. You can browse for files or paste URLs from your browser.
- To finalize your medical note, click the Email/Fax button, making any necessary changes to the email subject, recipients, and message before sending.
- Once finished, remember to save your changes, and you can download, print, or share the completed form according to your needs.
Start using the Idexx Cornerstone Templates online today to streamline your practice management and documentation.
Select the client and patient on the Patient Clipboard, and then right-click the patient name in the Patient list area and select Correspondence. The next step varies depending on your Cornerstone* settings. 2. If a submenu of templates appears, select a template and enter your staff ID when prompted.
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