Cornerstone 8.0 Enhanced Medical Notes Implementation Plan General Release

(1)

Practice Management Software

Cornerstone 8.0

Enhanced Medical Notes Implementation Plan

General Release

(2)

Enhanced Medical Notes Implementation Plan

Overview

Welcome! This Enhanced Medical Notes Implementation Plan provides a quick-start version of the full Release Implementation Plan so you can get up and running quickly with the document features found in the Cornerstone 8.0 release

This plan is applicable for any practice upgrading to Cornerstone 8.0.

Step Overview

Use the steps below to plan your project. Refer to the following pages for detailed instructions.

Note: This assumes your practice has discussed hardware requirements with your Cornerstone Inside Sales

Representative. If not, call 1-800-283-8386, option 2, to speak with your representative.

Step Staff Responsibility Due Date

1. Awareness of Key Functionality and Changes 2. Using Medical Notes and Correspondence Tutorial 3. Cornerstone 8.0 Installation

4. New Feature Setup and Security

Step 1. Awareness of Key Functionality and Changes

Your practice will soon experience a combined window for medical notes and correspondence, providing a feature-rich environment, including more medical note entry room and form field capabilities. Highlights of the new functionality and changes are as follows:

Note: Use the What's New in 8.0 provided on the Cornerstone Resource CD to read more of the improved

efficiencies when creating patient medical notes and correspondence.

New Item or Key Change More Info

1. Common Window and New Terminology

With an improved common window for creating medical notes and correspondence, you’ll now refer to correspondence and medical notes as documents.

2. New correspondence and medical notes Cornerstone workflow and Cornerstone Editor

Your staff will begin to create their correspondence or medical notes from the Cornerstone Editor window. As you continue through this plan, you’ll learn the parts of this window such as the Banner, Editor Pane, and Invoice Items Pane.

If you are upgrading from Cornerstone 7.5 or prior and implementing integrated capabilities such as inventory, imaging, or laboratory, please use the full Cornerstone 8.0 Release Implementation Plan located on your Cornerstone Resource CD so you may be properly prepared.

(3)

New Item or Key Change More Info 3. New document categories and

ability to convert classic medical notes

After you install Cornerstone 8.0, you’ll learn you can convert your old, or ‘classic’ medical notes, one at a time to the new style and functionality. Your staff will notice new document categories they can use for searching documents, including the ‘Classic medical note’ category.

4. Classic medical notes bookmarks to text input fields

After converting your classic medical notes, you can replace your bookmarks with a new feature called text input fields. This allows you to use your medical notes as a form, improving efficiencies with entry work.

5. Ability to keep problems and diagnosis not finalized even when the medical note is finalized

With Cornerstone 7.6 and prior, finalized medical notes also finalized the problems and diagnosis. Now if you need to finalize a medical note that contains a problem or diagnosis but you're not ready to finalize them, you can finalize only the medical notes leaving the problems and diagnoses as tentative.

Note: And now, problems, problems with details, diagnosis and diagnosis with details can be added to document templates.

6. Automatic conversion of 7.6 and prior Standard Client Correspondence with signature bookmarks to a Correspondence document type

In 7.6 or prior, the document types were Medical Notes and Client Correspondence (Standard and Referral). With 8.0, there are now three document types: Medical Notes, Correspondence and Print Only. Your 7.6 documents with signature bookmarks are automatically converted to Correspondence type documents to preserve the integrity of signature captures that should be retained in history.

7. Continue Classic Medical Notes for medical notes where portion of entries were ‘Included in Client Corr.’

Those who had medical notes where some of the line items were marked as ‘Incl as Client Corr’ should continue to use these medical notes in the classic style. This will preserve the ability to take a portion of medical note entry for other correspondence uses.

8. Continue to use Cornerstone Surgery Template and Cornerstone Radiology (Imaging) Template as classic

In order to continue to generate surgery and radiology logs, continue to use these in the classic style

Step 2. Using Medical Notes and Correspondence Tutorial

We've created a tutorial titled using Medical Notes and Correspondence which can be found on the Cornerstone Resource CD and, after installation, in the Cornerstone program group. Any staff member that uses

correspondence or medical notes can use this tutorial to learn about: • New terminology and the Cornerstone Editor window

(4)

Step 3. Cornerstone 8.0 Installation

Using the Cornerstone 8.0 Installation Guide, complete the necessary steps to install Cornerstone 8.0

Step 4. New Feature Setup and Security

Use the New Feature Setup Checklist below to complete new feature setup related to the new enhanced medical notes and correspondence.

New Feature Setup Checklist

New Features

1. Convert Classic Medical Notes to Enhanced Medical Notes

Important: If you are using the Classic Medical Notes with ‘Include in Client Corr’ feature, please be aware that these medical notes cannot be converted to new medical note style with the same functionality. Currently, partial medical notes cannot be inserted into Documents.

2. Require documents to be finalized before patient can be checked out Controls > Defaults > Practice and Workstation > Documents

3. Global Medical Notes Option: ‘Number of days before auto finalize’ Controls > Defaults > Practice and Workstation > Documents

4. Assign "Default setup document templates" which will establish the starting template used for creating new documents

Controls > Defaults > Practice and Workstation > Documents

5. Assign Categories to Medical Note Templates (some categories are new to 8.0). Lists > Documents > Templates > select template > Update > Edit Properties > select a category 6. Complete various improvements to Medical Notes

Add Problems and Diagnosis to Converted Medical Notes Insert Input Text Fields to create form field type medical notes

Add other content elements to document templates: tables pictures, check boxes, page breaks, etc. Create Custom Headers and Footers

Add Invoice Items in Converted Medical Notes and Set Invoice Item Status Options (i.e. Blank, Recommended, Selected, Accepted, Performed)

See What’s New 8.0 for more information

7. Set number of days that a weight update is considered current so that you are alerted through the Cornerstone editor window if the patient weight isn’t current.

Controls > Defaults > Practice and Workstation > Patient

Powered by SmartLink™ Technology

IDEXX Cornerstone®

Practice Management Software

(5)

New Features

8. Use these security setting recommendations to establish accessibility for your staff.

Dialog Tab Access Suggestions Path to Locate

GEN REC DA TECH OM

Correspondence - Finalize X Activities > Correspondence Defaults - Practice X Controls > Practice and Workstation Document Template Category

List X Lists > Documents > Template Categories Document Template Category

Setup X Lists > Documents > Template > Categories > New/Update Document Template List X Lists > Documents > Template Document Template Setup X Lists > Documents > Template > _New/Update Note: Generally, security changes to Cornerstone are implemented immediately; changes

to applicable open windows are implemented after the window is closed. Security changes for inventory functions and inventory reports or menu and toolbar settings are implemented after Cornerstone has been exited and reopened.

(6)

Step 5. Review New Additions relating to Documents and Templates

In addition to the new Template Categories, Cornerstone has added some new sample forms that your practice can immediately begin to use. Review the list of additions below and implement them into your practice.

New Categories Sample Documents Sample Templates

• Case Workups • Client Education • County/State Form • Exams-Routine • Exams-Specialty • Forms-Client • Forms-Clinic • General Form/Letter

• Handouts for Clients

• History Notes

• Hosp. Required Form

• Lab Templates

• Phone calls/Follow ups

• Protocols-Diagnostic • Protocols-Treatment • Radiology • SOAPs • Surgery Notes • Take-home instructions • Telemedicine

• Sample AAHA Anesthesia Form

• Sample California Health Certificate

• Sample Castration Certificate

• Sample Client Label 1

• Sample Dental Letter

• Sample Discharge Instructions Checklist

• Sample Feline Health Certificate

• Sample Heartworm Letter

• Sample ID Card – Clinic Info Only

• Sample ID Card – Pet Info Only

• Sample ID Card – Two Sided

• Sample Items Barcode Labels (Avery 5160)

• Sample Lost Pet Poster

• Sample Mailing Labels (Avery 5160)

• Sample Medication Request Form

• Sample New Client Letter

• Sample Patient ID Card Avery 5362

• Sample Patient Label

• Sample Pet ID Sticker (Eltron)

• Sample PetDetect Collar < 10 inches

• Sample Referral Letter

• Sample Signature Test Document

• Sample Standard Consent Form

• Sample Sympathy Letter

• Sample Treatment Sheet

• Sample Welcome Letter

• Header and Footer (w/ fonts)

• Sample – Anterior Cruciate Ligament Repair

• Sample – Abdominal Exploratory

• Sample – Abdominal Surgery

• Sample – Blank

• Sample – Canine Neuter

• Sample – Client/Patient Info w/o Header

• Sample - Dental Exam/Cleaning Canine

• Sample - Dental Exam/Cleaning Feline

• Sample - Dermatology Diagram - Canine

• Sample - Dermatology Diagram - Feline

• Sample – Discharge Instructions

• Sample – Document Header Clinic Detail

• Sample – Eye Exam

• Sample – Feline Neuter

• Sample – History –Wellness Exam – Canine

• Sample – Hx, Exam, Assesment, Plan (HEAP)

• Sample – Lab-Urinalysis

• Sample – Neurologic Exam

• Sample – Ovariohysterectomy – Routine

• Sample - Physical Exam Comprehensive

• Sample – SOAP

• Sample – Tibial Tuberosity Advancement

• Sample – Vital Signs

Step 6. Downloading from Online Cornerstone Community

In addition to the templates already available in Cornerstone 8.0, you can download additional enhanced medical note templates from the Online Cornerstone Community! To import a template, select the Tool option

(7)

Proprietary Rights Notice

Information in this document is subject to change without notice. Practice names, doctors, staff, patients, clinics,

companies and data used in examples are fictitious unless otherwise noted. No part of this document may be reproduced or transmitted in any form or by any means, electronic, mechanical or otherwise, for any purpose, without the express written permission of IDEXX Laboratories. IDEXX Laboratories retains all rights, title and interest in this document, and any copies thereof, and in all patent or trademark, copyright, trade secret and/or other intellectual or industrial property rights covering this document or subject matter in this document.

Cornerstone and SmartLink are trademarks or registered trademarks of IDEXX Laboratories, Inc. or its affiliates in the United States and/or other countries. All other product and company names and logos are trademarks or registered trademarks of their respective holders.

Published by IDEXX Laboratories, Inc. IDEXX Computer Systems

(8)