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.




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 who 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 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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