Crnerstne* 8.5 NEXT Sftware Release Ntes Befre yu upgrade Cmputer requirements Please check yur cmputer specificatins t get the mst ut f this release. Fr wrkstatins and peer-t-peer servers, we recmmend a cmputer that: Is less than 5 years ld Has at least 4 GB f memry Is running Windws * 7 Prfessinal r newer perating system. Fr mre infrmatin, including details n dedicated servers and thin-client wrkstatins, please see the Hardware and Operating System Guidelines. If yur practice uses IDEXX Crnerstne* 8.3 Service Pack 5 r earlier In Crnerstne 8.3 NEXT (versin 8.3.6) the versin after Service Pack 5 the database system was upgraded. If yu are upgrading frm Crnerstne 8.3 Service Pack 5 r earlier, use the Upgrade Time Guide t estimate installatin time at yur practice. What s new Learn mre abut the new features and enhancements: 1. After yu upgrade, click the Help buttn n the tlbar. 2. If any windws are pen in Crnerstne, click Getting Started n the Cntents tab. The Welcme tpic describes all the new features, with links t mre details. IDEXX VetCnnect* PLUS IDEXX VetCnnect PLUS n the Patient Clipbard displays the latest labratry results fr the current patient: A new VetCnnect PLUS tab has been added t the Patient Clipbard fr clinics using IDEXX In-Huse Diagnstics and IDEXX Reference Labratries. Yur VetCnnect PLUS labratry results nw lad mre quickly, withut the need t lcate a specific result. The mst recent results are displayed autmatically. IDEXX VetLab* Statin SmartLink Billing Enhanced integratin with in-huse IDEXX labratry equipment allws yur clinic t minimize lst (billable) and incrrect charges withut manually reslving Nt Requested results. Where multiple items exist fr a prfile, we have selected a default invice item t bill, allwing yu t use the Census List n the IDEXX VetLab Statin. Yu can view and change this default invice item n the Prfile Infrmatin windw. There are fewer Nt Requested results requiring manual reslutin. Yu can use the new Billing Lg t view all charges that were autmatically billed. 1
Crnerstne* 8.5 NEXT Sftware IDEXX SediVue* Dx Analyzer and manual urinalysis entry Crnerstne 8.5 NEXT sftware integrates with: The IDEXX SediVue* Dx analyzer, the latest member f the IDEXX VetLab* Suite. The SediVue Dx analyzer autmatically detects and quantifies micrscpic sediments in urine samples. The manual urinalysis data entry feature nw n the IDEXX VetLab Statin. Enter specific gravity, cllectin methd, clr, and clarity at the IDEXX VetLab Statin t autmatically include the data in yur IDEXX diagnstic results. General Client accunts: The last digit is n lnger cut ff n the Client Accunt screen. Payments are nw displayed n the Client Accunt Histry Reprt after invicing. Yu can chse nt t print cmments n the Client Accunt Histry reprt. Referral management: Includes a view-nly rdvm and Hspital security ptin. System defaults: Tickler file default setting is nw in the Appintment Scheduler. New default setting t autmatically hide Whitebard Ntes n the Patient Clipbard. New ptin t require client email addresses. New ptin t have the time displayed when mving the muse pinter ver an empty appintment slt. New default setting t specify a date range fr the Callback tab f the Daily Planner. Security: New ptin t restrict item deletin frm the Patient Visit List (PVL). Patient Clipbard and Daily Planner: Imprved perfrmance. Crnerstne Inventry and SmartOrder* stabilizatin: Imprved tabbing and default field fcus. Purchasing Wrk List (PWL) shws want items fr multiple stck lcatins. Want items shw the buy Unit f Measure (UOM) n the PWL. Medical Ntes and crrespndence: Yu can nw change the staff ID up until the dcument is finalized. Credit card prcessing setup: PCI safe credit card prcessing settings can be exprted fr safekeeping. Multiple merchant IDs are nw supprted. Credit/Debit buttns have been remved frm the payment windw fr wrk-flw cnsistency. Appintment Scheduler: New ptin t add a rm t all suites when creating a new rm. Appintment windw grid lines are nw darker. New ptin t display the time when yu mve the muse pinter ver an empty appintment slt. Reprt search: Additinal reprt tags are available t imprve searches. Labratry results: Results are displayed in the desired sequence n Medical Ntes. Web Links menu: Nw prvides quick access t staff training tls, IDEXX Online Orders, IDEXX VetCnnect PLUS, IDEXX Pet Health Netwrk* Pr, and live chat. 2
Crnerstne* 8.5 NEXT Sftware Additinal updates and enhancements Invice item Bar-cding: Yu can nw enter a buy bar cde when there is a 1:1 rati. Errr 2 is n lnger displayed when yu create a new invice item. Client accunt Errr 193 is n lnger displayed when yu merge tw clients with balances. Client infrmatin The prvince cde fr New Fundland has been updated. Client crrespndence When yu use Merge frm file, the clumns are nw displayed in the rder f the selected file. IDEXX Reference Labratries and in-huse labratries Errr 2 (null bject) is n lnger displayed when yu quickly click Clse after selecting Print fr requests. Labratry result cmments fr the Detailed Lab Results windw are nw displayed in the apprpriate area. When yu use SmartLink Billing and the PVL, the crrect date is displayed. Yu can nw use the Call Back buttn when viewing results n the VetCnnect PLUS and Lab Reprt tabs. In-huse labratry SmartLink Billing: The SmartLink Billing ptin is autmatically set t On with the Crnerstne 8.5 NEXT upgrade. Appintment Scheduler Errr 6 is n lnger displayed in the Appintment windw. Cnfirmed by is n lnger Null n the Appintment windw. Referral relatinship management Fixed issue where the referring phne number did nt appear n the Patient Referral windw after changes were made t the referral infrmatin. Successfully resending a failed email n lnger shws as failed in the Patient Histry Reprt. Backup verificatin assistant The verificatin assistant has been updated t Backup4All 5. Inventry IDEXX is nw listed as a vendr n the practice windw. Receipt item details nw display the crrect user-defined lcatin. Want items that are placed n an rder frm the PWL windw are crrectly remved. The UOM is nw displayed crrectly in the "Print receipt" windw. Yu can n lnger place an rder with a duplicate PO frm the PWL windw. Quantity n hand is nw crrectly updated after items are received in inventry. 3
Crnerstne* 8.5 NEXT Sftware Daily Planner There is n lnger a slwdwn when yu select OK n a Reminder callback with the Daily Planner pen. The Diagnstics tab nw prperly filters psted results by the date range specified in the default settings. Printing issues related t the Callback Reminder tab have been crrected. Open callbacks frm the previus days are displayed by default. Yu can nw use the Call Back buttn when viewing results n the VetCnnect PLUS and Lab Reprt tabs. Patient Clipbard Estimates with an ID greater than 32767 can nw be previewed n the Patient Clipbard. There is n lnger a slwdwn n the Patient Clipbard when the patient histry cntains many crrespndence dcuments. T imprve Crnerstne perfrmance, the number f patient clipbards that can be pen per wrkstatin is nw restricted t fur when using the Patient Clipbard icn. Cntrlled substances Cntrlled Substance Exprt - Dsage units are nw added t UOM. Cntrlled Substance Exprt - Can nw use user-defined prmpts fr client birthday and client gender fields. Cntrlled Substance Reprt - Nw includes client birthday and gender. Reprts Daily Payment Register by Cashier ID an errr was crrected that ccurred when filtering by cashier ID. Reprt Search the Sales Tax Summary screensht and the wrding n the Prductivity Reprt Net Sales reprt have been crrected. Daily Payment Register by Practice Reprt an errr is n lnger displayed when yu run this reprt. The reprt can nw be filtered by practice. Lab Request Status Reprt several errrs have been crrected. When yu vid an invice, the number f patients is updated accrdingly n the Statistics by Staff reprt. Whitebard Nw displays a zer preceding the decimal n the Whitebard rder and treatments windw when the quantity is less than zer. Cubex* N lnger requires client infrmatin t be filled in n the cabinet t match in Crnerstne. There is a new default ptin fr dispensing items t apply sales taxes by cabinet. Entering a department n Cubex will default as Revenue Center. QuickBks* Email Yu can nw run QuickBks 2016 n the same wrkstatin as Crnerstne 8.5 NEXT. Supprt fr the transprt layer security (TLS) prtcl addresses a cmpatibility issue that was affecting Gmail* users. 4
Crnerstne* 8.5 NEXT Sftware Mbile cmputing When yu add a prblem t a medical nte, syncing ccurs crrectly. It n lnger creates either an exceptin reprt r a duplicate ID that yu can t delete. In the Imaging default settings (at a wrkstatin r n the server), if yu change the maximum number f image files t a value less than the number f files in the Cstne\Images flder, the Crnerstne sftware n lnger creates a new images flder. If an image is missing when yu synchrnize r create a mbile cmputer, yu can click Skip t cntinue. When yu enter a client email address n a mbile cmputer, it is retained when the cmputer is synchrnized. When using the change given field n an invice: Synchrnizing is successful when a client has a nn-zer balance. The client balance is crrect when a client has a zer balance. Fr credit card transactins that are psted by capturing the signature, the signature icn displays crrectly n the Accunt infrmatin tab in the Patient Clipbard. Fr signed estimates, the signature icn is displayed n the Estimates tab after unding the mbile cmputer. If yu take a payment n a clsed invice n a mbile cmputer, the payment transfers t the live database when yu synchrnize. The reprts search wrks crrectly n mbile cmputers. When yu enter a prescriptin label fr an item with link items bth n a mbile cmputer and n the server, yu n lnger receive the Recrd has already been created by anther user errr message, and the synchrnizatin is successful. Invice Payment windw The ability t delete a payment frm the Invice Payment windw (by pressing Ctrl-D) has been remved t prevent unbalanced client accunts. idexx.cm/crnerstne 2016 IDEXX Labratries, Inc. All rights reserved. 06-0005040-03 *Crnerstne, IDEXX SmartOrder, IDEXX VetLab, Patient Clipbard, Pet Health Netwrk, SediVue, and VetCnnect are trademarks r registered trademarks f IDEXX Labratries, Inc. r its affiliates in the United States and/r ther cuntries. Cubex is a registered trademark f Cubex. Gmail is a trademark f Ggle Inc. QuickBks is a registered trademark f Intuit Inc. Windws is either a trademark r registered trademark f Micrsft Crpratin in the United States and/r ther cuntries. All ther prduct and cmpany names and lgs are trademarks r registered trademarks f their respective hlders. 5