Enhanced Medical Notes Setup for Paper Chart Practices

Jennifer MouldsTeam member of

Escanaba Veterinary Clinic for 2 yearsCornerstone Team

Leader

Holly Thomma Practice Manager of

Escanaba Veterinary Clinic for 5 yearsBS in Business

Administration from LSSUMember of WVPMA for 5

years

Escanaba Veterinary Clinic Small animal practice 2.5 FTE Doctors/14 Staff membersCornerstone® user for over 10 years Paper-light since September 15, 2010!Cornerstone version installed: 8.1 Full Integration IDEXX Digital Imaging IDEXX In-House Laboratory

Learning objectives

Create high quality patient records and correspondence in Cornerstone® Perform basic setup Navigate the Cornerstone® Editor Develop an enhanced medical notes work flow for your practice Put your medical record-keeping plan in to action

Evaluating your clinic’s work flow What will be the structure of the template? Who will be entering the data into the template? When will the data be entered into the template? Do you need to finalize the template prior to patient checkout?

Before getting started

Document defaults and template types Converting classic medical notes

• Require medical notes to be finalized before patient can be checked out

• Number of days before auto finalize• Include invoice items when printing

Medical Notes and/or Correspondence

Document defaults

Converting classic medical notes

Create a document template

Header and footer (with fonts) template update Cornerstone® Editor overview Bookmarks, text input fields and much more Start a New Document window Template properties

• Medical notes versus correspondence documents• Document status• Save options

Template Update- Header and Footer

Cornerstone® Editor Toolbar

Charting with Enhanced Medical Notes

Starting point Creating what you chart today

– Authorization forms, medication requests, discharge instructions

– Certificates: health, spay/neuter, vaccination, puppy/kitten class, preventative care programs

– Client education– Labels – Letters to clients

Viewing and updating enhanced medical notes

Daily Planner What and how to update?

Staff initials, addendum notes, time stamp, saved to history

Common cases for enhanced medical notes use

Conclusion Navigate the Cornerstone® Editor Perform basic setup Create high quality patient records and correspondence using

Cornerstone® Develop an enhanced medical note work flow for your practice Conduct a staff training on implementing enhanced medical notes Identify and troubleshoot potential roadblocks in the work flow Put your medical record-keeping plan into action

Questions?

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