IDEXX Cornerstone Software
News and information
Classifications are a great way to organize your clients and patients within Cornerstone. Perfect for defining client/patient “types”, setting alerts, building reports, and sending client communications. Getting started is easy:
Go to Controls > Classifications > Client
![](https://www.idexx.com/media/filer_public/ab/7d/ab7d8c6d-7361-44bd-9e1a-ccd0660bf91b/how-to-start-classifications.gif)
Go to Controls > Classifications > Patient
![](https://www.idexx.com/media/filer_public/11/6f/116fd902-19d4-42f4-b1a5-ea2291cdc8ee/how-to-classify-patients.gif)
Then update existing clients and patients and assign accordingly when adding new:
Update existing client:
![](https://www.idexx.com/media/filer_public/47/e2/47e263a6-d949-43a6-b9a3-c6d4ab14b181/how-to-update-existing-client.gif)
Assign new patient:
![](https://www.idexx.com/media/filer_public/59/90/59909fcc-aa2c-4a8c-9094-3b2958a0a370/how-to-assign-new-patient.gif)
Classifications will also come in handy as a report filter when using the Client Master Report or for marketing to a specific group of clients/patients – like sending invites for an open house event. And use the Client Patient Report Builder to quickly generate mailing labels.
Client Master Report:
![](https://www.idexx.com/media/filer_public/c7/75/c775219e-0afa-444d-9dea-472e309ba941/client-master-report.gif)
Client Patient Report Builder:
![](https://www.idexx.com/media/filer_public/4e/02/4e029941-1207-46e2-8d55-26609e29f0fd/client-patient-report-builder.gif)