IDEXX Cornerstone Software
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Don’t let the report name (or report group name) fool you; this is a very handy report when you are wanting to review a specific patient’s invoice history. Whether looking at the total spent, number of invoices, or staff IDs on the invoices themselves, the Treatment Report (Reports > Equine) can provide the information you seek. And when saved to Microsoft Excel, it can provide even more details!
Please provide the information below. Once we receive your request, we’ll contact you to let you know when Cornerstone 9.1 Software has been downloaded to your server.
Once an invoicing or payment entry error is uncovered, the first step is to review the transaction with these details in mind:
- Is the transaction on the correct client but on the wrong patient?
- Was the payment posted using integrated credit card processing? If yes, is the batch open or closed?
- Voiding or entering a return on an integrated credit card payment may ask for the card to be reentered if the batch has been closed
- Are you tracking accounts receivable/payments by staff?
- Are defaults set to have payments applied to an invoice or oldest balance?
What does “integration” mean when it comes to Diagnostic Imaging software and Practice Management software?
Let’s take a look…
The team at Bay Porte Animal Hospital in La Porte, Texas, recently shared their success at using Petly Plans to increase dentals by 78%. Practice manager Stacey Aubin, CVPM, explains how they did it: