How to Add Staff Members to Cornerstone

Like all fields, veterinary medicine has a certain degree of employee turnover. As current staff members leave the practice, it is necessary to hire new ones to replace them. For these new hires to be able to use Cornerstone they must first be entered into the Cornerstone system. This allows their information, such as contact info, to be accessible, as well as allowing their names to be attached to Cornerstone records; this is especially necessary for new veterinarians in regards to medical records, surgery records, examinations, etc. A corollary to this is the need to set access permissions in Cornerstone so the new hires are only capable of viewing, entering, and altering the areas of Cornerstone that you decide are appropriate - See the pute! Unofficial Guide to Cornerstone “How to Set Passwords and Security Settings in Cornerstone”

1.      1.  In Cornerstone, left-click “Lists”, then left-click “Staff”. 

      2. Left-click the “New” button. 

      3. Enter an ID code for the new staff member in the “Staff ID:” field. Use the drop-down arrows to set the new members “Status:” to “Active” and to set their “Classification:” Enter their name and address in the remaining fields. Double left-click in the “Phones” window to enter their phone number, as well what phone it corresponds to (Work, Home, Cellular, etc) 

      4. Left-click the “Prompts/Notes” tab. To enter the “EMERGENCY CONTACT:” information left-click in the white window underneath “Answer”.

      5. If the new staff member is a Doctor you can save an electronic copy of their signature for future use by using an electronic signature pad. Left-click the “New” button and, when prompted, have the Doctor sign their signature. You may also choose to set a password for the use of that signature on documents in the future. Once finished, or if the staff member does not require a saved signature, left-click the “OK” button.       

      6. You will now see the new staff member listed in the “Staff List” window. Left-click the “Close” button. 

      7. You will now need to create a password for this staff member, as well as set their security permissions. See the pute! Unofficial Guide to Cornerstone “How to Set Passwords and Security Settings in Cornerstone”