View Consult Summaries in the Patient Record - Cornerstone

This article is on how to view an Anipanion Post Consult Summary Report from the patient's record in Cornerstone.

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Make sure the client and patient are linked before attempting to write back the case summary into Cornerstone.

 

Clients and patients that are linked will be marked with a green check mark and labeled Linked.

 

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Clients and patients that are not linked will be marked as Not Linked. To link them, click on the Link Client to PIMS button.

 

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For more information on linking a clients and patients, please refer to the support article on Linking a Client to PIMS.

 

Step by Step Instructions:

 

First, log in to the Anipanion Web App.

 

From the Chats section:

Step 1: Select the consultation that you would like to have written back into Cornerstone.

Step 2: Close out the case by clicking on the X icon in the top right corner of the chat.

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Step 3: Enter the Case Title and any Final Notes you'd like to relay to your client then click Send.

 

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Step 4: A pop-up modal will appear asking if you want to send the case summary to Cornerstone. Click Yes.

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Step 5: A confirmation message will appear letting you know that the case summary has been successfully written back into the patient's medical record in Cornerstone.

 

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From the Cases section:

 

Step 1: Select the Closed Cases tab under the Cases section.

 

Step 2: Search for the consultation that you would like to have written back into Cornerstone.

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Step 3: Under the Actions column, click on the upward facing arrow icon on the right.

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Viewing Summaries in Cornerstone:

 

Step 1: Log in to Cornerstone.

Step 2: Select the Patient Clipboard tab at the top of the screen.

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Step 3: Search for the client by Name or Client ID.

Step 4: Select the pet.

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Step 5: Find the date the virtual visit took place.

Step 6: Double click on the entry in the patient record with the same Case Title as on Anipanion.

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Step 7: Select the Attachments tab near the bottom of the record.

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Step 8: Double click on the attachment titled Anipanion Telehealth Consult with the correct date of the consult.

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Need some extra support? We're here for you and can't wait to help!

📞/💬 : Phone: ( 858) 208-0018
📩 : Email: support@anipanion.com
👩‍💻 : Hours: Monday - Friday 9am - 5pm PST