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Key Measure/ Cornerstone Report &
Benefit Goal Metric Tips
Assessment Question Location
7
>

1 Which patients do not Reports > Patient > After you make sure all
have a birth date entered? Animals without Birthdates you active patients have
birth dates you should set
the Patient Birth date to a
required field.
7
>

2 Which patients do not Reports > Patient > Review Reports > Invoice
have a weight entered? Animals without Weights Item > Invoice Item
Information
(Review invoice items for
Improve special action of update
Medical weight so that staff are being
Records ?
7
alerted to collect and enter)
Required data
7
>

3 How many voided Reports > End of Period A timely review process
prescriptions were there > End of Day > Daily at set intervals should be
last week? Patient Visit List Entries implemented to ensure all
charges are captured and to
Better void prescriptions that were
Medicine not given to the client to
ensure an accurate electronic
medical record.
7
>

4 How many over due Performance Tracker > Proper reminder protocol
reminders did you have Reminder tab > Patients setup is just one way to
last month for patients over 1 year with overdue ensure compliance and
over one year? reminders since: section revenue goals. Improper or
extraneous setups can lead
to confusion, missed revenue
opportunities, and poor client
Improve compliance.
Compliance
5 How many patients do Performance Tracker >
you have that are over Reminder tab > Patients
one year and missing over 1 year with missing
reminders? reminders section
7
>

6 What percentage of my Compliance Assessment Compliance Assessment Tool

wellness exams in a week Tool setup required
included a fecal exam?

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 Key Measure/ Cornerstone Report &
Benefit Goal Metric Tips
Assessment Question Location
7 Which clients are your Top Reports > End of Period
Reward Client
Clients? > End of Year > High/
Loyalty -
Low Client Sales > select
Sales
a range of ‘Top Clients’
Reward Client 8 Which clients referred the Reports > Client >
Loyalty for most new clients YTD? Referral Report
Client Value Referrals
& Loyalty 9 How many clients from Reports > Snapshot (or)
last month, last year have Reports > Performance
Increase come back this year? Tracker
Client
!

10 What percent of my active Reports > Performance You may want to track this on
Retention clients are we seeing from Tracker > Summary tab, a spreadsheet and graph.
month to month? ‘Percentage of active
clients seen’
11 What is current accounts Reports > End of
receivable? Period > End of Month
> Accounts Receivable
Reduce Report
Accounts
Receivable 12 What percentage of Reports > End of Period
Accounts Receivable was > End of Year > Account
written off as a bad debt? write-off report by Client
ID
13 What percentage of new Reports > Client >
clients came from client Referral Report by Date
referrals last month? Range
Healthier (Select dates that reflect
Growth & last months date range to
Profits collect the Total Referrals
for this Period)
and
Increase
Referrals Reports > End of Period
> End of Month > New
Client Report by Client ID
(Collect the # of new
clients on the last page of
the report)
Calculate: Total Referrals /
# of new clients = % new
clients from referrals

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 Key Measure/ Cornerstone Report &
Benefit Goal Metric Tips
Assessment Question Location
14 How many new clients did Reports > End of Period
we have last month? > End of Month > New
Client Report
or
Reports > End of Period
> End of Day > Daily
Summary Report
(using a months range of
dates)
Increase
Number of or
New Clients Reports > Performance
Tracker
or
Reports > Snapshot
15 What percentage of total Reports > Performance
clients seen were new Tracker > Summary tab
clients? > Number of new client
and Number of client with
sales rows
16 What was the comparison Reports > Performance
in net sales for the current Tracker > Summary tab
month/year to the same > Net Sales row
month last year?
!

17 What were total Reports > End of Verify that client adjustments
adjustments last month? Period > End of Month are not being abused
Healthier
> Monthly Adjustment
Growth &
Summary by Client ID
Profits
or
Reports > End of
Period > End of Month
> Monthly Adjustment
Summary by Client Last
Name
18 What areas of your Reports > End of Period
practice generated the > End of Month > Serv.
Increase Net most revenue in a month? And Inv. Sales by Revenue
Sales Center Reports
19 What areas of your Reports > End of Period
practice generated the > End of Month > Serv.
least revenue? And Inv. Sales by Revenue
Center Reports
!

20 Which of my clients are
setup to receive a specific
client discount?
21 How much did my
practice lose last month in
fee overrides?
22 Set appropriate Markup
Reports > Client > To ensure that correct
Client Discount discounts are given to
the appropriate clients,
a review of the Invoice
Item Information Report is
recommended.
Reports > End of Period
> End of Day > Standard
Fee Exception Report
Reports > Inventory >
Inventory Cost Report >
Markup/Margin column

Finding Reports and Answers with IDEXX Cornerstone* ‡3DJH‡

 Key Measure/ Cornerstone Report &
Benefit Goal Metric Tips
Assessment Question Location
23 Are invoice items set up Reports > Invoice Item
to be given the correct > Invoice Item Information
discounts? Report
!

24 Is your staff providing Reports > End of Period It is recommended to remind

discounts appropriately > End of Month > your staff to enter a discount
and labeling them Monthly Manual Discount description when using
correctly? Report - by staff manual discounts. This
description will print on the
client’s invoice, as well as,
Reduce the the Monthly Discount Report
Number of and will ensure there is never
Discounts a question about why the
discount was given.
25 How much did my Reports > End of Period
practice give in discounts > End of Month >
last month? Monthly Discount Reports
26 What was your highest Reports > End of Period
costing discount last > End of Month >
month? Monthly Discount Reports
- By Discount
27 How many missed Reports > End of Period
Healthier charges were there last > End of Day > Daily Inv.
Growth & Reduce week? & PVL Entries Reports
Profits Charge
Mistakes 28 Set appropriate Reports > Invoice Item
Dispensing Fees & > Invoice Item Setup
minimum prices Report
!

29 Controlled Substance Log Reports > Invoice Item Compare this report against
> Controlled Substance manual log
Report
30 What is your top selling Reports > End of
inventory item? Period > End of Month
> Inventory Sales by
Revenue Center Reports
31 What is the cost of your Reports > Inventory >
Improve
inventory? Inventory Cost Report
Inventory
Control 32 What is your inventory Reports > Inventory >
turnover rate for each Inventory Turnover Report
Class ID? by Class ID
!

33 Which vaccines expire Reports > Inventory > Tip: You should set the report
before they are used? Inventory Expiration Date range to expiration date
Report and enter in a date range 2
weeks in the future to review
the vaccines that are set to
expire in 2 weeks.

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 Key Measure/ Cornerstone Report &
Benefit Goal Metric Tips
Assessment Question Location
34 How many clients are Reports > End of Period
seen per Doctor? > End of Year > Statistics
by Staff Report
or
Reports > Performance
Tracker > Doctor tab > #
of Invoices column
!

35 What is the length of an Reports > Patient > Save as XLS, sort visit types,
average patient visit? Census Report and use Average function for
Increase each type.
Doctor
Productivity 36 What is the average Reports > End of Period
Transaction per Doctor? > End of Year > Statistics
by Staff Report
or
Reports > Performance
Tracker > Doctor tab >
Avg Invoice column
!

37 What is the aged accounts Reports > End of Period Setup required.
Staff receivable for each > End of Month > Aged
Productivity doctor? Accounts Receivable by
& Efficiency Staff
!

38 How many voided Reports > End of Period Review for reoccurring voids
invoices were there last > End of Month > to see if there’s a need to
month? Monthly Voided Invoices make changes to various
Report setups within Cornerstone,
such as invoice item
descriptions. Transaction
errors should be monitored
to ensure there are not
embezzlement attempts.
Only Enter !

39 How many of your staff Reports > End of Period Review to see that Smart
Data Once
used Smart Groups for > End of Day > Daily Inv. Group are being used and
PVL and Invoice charges? & PVL Entries Report by maybe should be modified
Staff for improved transaction
entry efficiencies and entry
deletions.
40 Login/log out compliance Reports > End of Period
> End of Day > Daily Inv.
& PVL Entries Report by
Staff

Finding Reports and Answers with IDEXX Cornerstone* ‡3DJH‡