Mapping a template tells CoVet exactly where to place information from your template when it is sent to Cornerstone.
There are multiple articles that will help you with different aspects of the Cornerstone connection.
Use these links to jump between these articles quickly.
Important to read before using the connection
How to use the connection following set-up
Mapping a template for use with the Cornerstone connection ensures that when you use the Export to PMS button in CoVet, all your notes and details are automatically transferred into the correct way.
Proper mapping streamlines your workflow and helps ensure that all information is organized accurately on the Cornerstone side.
1. Open the template you want to map
Click on Templates in the left-hand navigation bar. Then, select the specific template you want to map. For this example, choose the Advanced SOAP template.
2. Choose whichever template you like to start the mapping process
3. Start PMS mapping from the template screen
Once you're on the template screen, locate the purple Setup PMS Mapping button near the top left corner. Click this button to begin mapping the template.
4. Select the Cornerstone template
After CoVet processes for a moment, a new window will appear prompting you to select a practice management software template.
For the Cornerstone connection, there will only be one option: Medical Note. Click Select and Continue to proceed.
5. Configure mapping options
On the next screen, you'll see several mapping options. For the Cornerstone connection, always choose Exact Match.
In the CoVet Section Mapping drop-down menu, select the name of your template — it will display as a list of sections, with the last option being the [template name] (All Sections). Choose this last option to ensure your entire document is mapped, or you can select a specific section if you only want to export content from one particular part of your document.
Once you’ve made your selections, click Save Mapping to complete the process.
5.1 Choose [Template Name] (all sections) in this step
6. Your template is now ready to use!
That's it — your template is now mapped and ready to use with the Cornerstone connection.
If you ever need to update the mapping settings, simply return to the template page and click Manage PMS Mapping.
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