Cornerstone Software Resources

Browse our collection of quick reference guides, user guides, and snippets. You can also find a complete library of Cornerstone knowledge on the Cornerstone Help Hub.

Visit the Help Hub

End of Period Resources

End of Period Activities
End of Year Checklist
End of Year Quick Guide
Five Secrets for End of Year (archived webinar)
Updating Prices with Mass Markup
Review your Cornerstone End of Year Process

Cornerstone 9.5

Key Resources
Installation overview
Hardware systems
Release notes
Firewall configuration guide
Windows 11 IDEXX required and recommended settings
Default and security settings guide
Train Your Staff
Cornerstone 9.5 video tour
Cornerstone Online Payment Guide

Previous Cornerstone Versions

Cornerstone 9.3
Default and security settings guide
Cornerstone 9.2
Default and security settings guide
Cornerstone 9.1
Default and security settings guide

Resources by Topic

Cornerstone Reports
Reporting in Cornerstone - Learning Journey
Reports quick reference guide
What report should I run?
How to create a statistics by staff—closed invoices report
How to create a list of overdue reminders of callbacks
How to create a list of top clients
How to create an accounts receivable report—sorted by client
How to create an invoice item list (price list) report
How to create an invoice item sales information report
How to set up the compliance assessment tool for a wellness protocol
Compliance assessment tool primer (Cornerstone coach workbook)
Cornerstone reports
Inventory
Multi-location inventory guide
SmartOrder inventory solution guide
Initiating inventory management (Cornerstone coach workbook)
Improving inventory management performance (Cornerstone coach workbook)
Laboratories
IDEXX Laboratory Integration with Cornerstone - Learning Journey
SDMA In-House Testing
Progesterone in-house testing
Cornerstone IDEXX VetLab setup guide
Cornerstone IDEXX VetLab user guide
Cornerstone laboratory daily checklist
Cornerstone IDEXX Reference Laboratories setup guide
Cornerstone IDEXX Reference Laboratories user guide
Cornerstone IDEXX Reference Laboratories directory of services update instructions
Abaxis VetScan analyzers quick reference guide
Antech Diagnostics Laboratory quick reference guide
IDEXX Diagnostic Imaging
User's guide
Cornerstone DICOM conformance statement
Medical notes and correspondence
Medical notes quick reference guide
Enhanced medical notes and correspondence (Cornerstone Coach workbook)
Electronic medical records and whiteboard setup (Cornerstone Coach workbook)
Electronic medical records and whiteboard usage (Cornerstone Coach workbook)
Medical notes and correspondence snippets (brief training videos)
Setting up templates that speak to your clients (archived webinar)
Chartless patient visit
Medical notes
Guide to becoming paperless or paper-light
Electronic medical record and whiteboard usage (Cornerstone Coach workbook)
Get ready, get set, go chartless part 1 (archived webinar)
Get ready, get set, go chartless part 2 (archived webinar)
Prescriptions and Pharmacy
Prescriptions quick reference guide
Veterinary pharmacy formulary setup and user guide
Controlled substance export file with the ASAP 4.1 format
Controlled substance export file with the ASAP 4.2 format (for Cornerstone 8.5 NEXT or earlier)
Controlled substance export file with ASAP 4.2 format (for Cornerstone 8.6 NEXT)
Appointment Scheduler
Appointment scheduler snippets (brief training videos)

Hardware & Computer Systems

Hardware
Cornerstone hardware and operating system guidelines
IDEXX firewall configuration guide
IDEXX computer maintenance routines
Dymo label printer configuration
Zebra label printer configuration
Zebra ZD410/ZD411 label printer configuration
Backup
Backup configuration
Backup verification instructions
IDEXX recommended data backup solution
Security
General security guidelines
Password policy
Environment
IP address configuration IDEXX recommended settings
Domain environment IDEXX recommended settings
Peer to peer environment IDEXX recommended settings
IDEXX redundant server environment
Cornerstone server swap
Operating Systems
Windows 11 IDEXX required and recommended settings
Windows 10 IDEXX required and recommended settings
Windows 10 compatibility guide
Windows Server 2022 IDEXX recommended settings
Windows Server 2019 IDEXX recommended settings
Windows Server 2016 IDEXX recommended settings

Other Resources

Quick Guides
Cornerstone basics quick reference guide
Patient clipboard quick reference guide
Daily planner quick reference guide
Appointment scheduler quick reference guide
Check-in and census list quick reference guide
Client account-payments quick reference guide
Patient visit list quick reference guide
Time clock quick reference guide
Boarding and grooming quick reference guide
Referral communication and management quick reference guide
Rabies tags and certifications quick reference guide
Estimates quick reference guide
Invoicing quick reference guide
Medical team quick reference guide
Reception quick reference guide
Printing quick reference guide
Frequently used tools and daily tasks quick reference guide
User Guides
Central and remote user guide
Boarding and grooming user guide
Patient advisor user guide
Practice explorer user guide
Default and security settings guide
Multi-location Single Database
Requirements for multi-location/single database system
Working with a multi-location/single database system