This article is for practices using Cornerstone. If you use Avimark or Impromed, see the guide for your system.
⚠️ Upgrade to HappyBridge. HappyBridge is our newest Cornerstone connection, built by our own team, and it’s the most stable way to connect. It sends the note itself into Cornerstone every time, so the most common export problem, a note arriving as a link, doesn’t happen. If your practice is still on our older connector, it keeps working and everything below still applies, but we recommend moving over. It takes about fifteen minutes from Settings in HappyDoc: see Cornerstone: Setting Up Your Connection ↔️. Or tell us and we’ll do it with you.
Once your Cornerstone Integration is configured to pull appointments into HappyDoc, you're ready for the next phase of integration which enables HappyDoc to export a record directly into the Enhanced Medical Note in Cornerstone.
In HappyDoc,
Check that your doctors are set up for export. Each doctor has to be linked to their record in your practice system before their notes can be sent across. We do this for you during setup, so there's nothing to configure here. You can see the list under Settings, then Schedule, on the Staff tab, and if a name is missing or a clinician has just joined the practice, tell us and we'll get them added.
2. In Settings > Integrations, Toggle ON the "Enable Export" option.
3. Next, choose how your custom document looks when it's exported.
Navigate to Settings > Documents and select the desired custom document.
Note: If you want to set up HappySOAP for export, simply click Create Custom, choose HappySOAP, rename the document and set it to active. This creates a custom copy of HappySOAP that we can connect for export.
Click the three dots next to the document and choose Edit Document. Click Export Settings at the top, choose your font, layout and record color, then click Save.
Note: The preview image does not reflect font choice or your specific document fields. It simply gives you an idea of the layout of the fields in your export template.
Your export follows the document, so new fields, custom instructions and bold field titles carry across on their own. To change the font or layout later (for example, to center align your Objective section), open Export Settings again and click Save.
If you’re on our older connector:
Setting up for the first time, or ready to upgrade? Use HappyBridge instead: Cornerstone: Setting Up Your Connection ↔️. The steps below are for practices staying on the older connector for now.
These steps are done on your Cornerstone server. Connecting HappyDoc to your Cornerstone server
Export needs HappyBridge running on your Cornerstone server. Setting it up has its own guide: Cornerstone: Setting Up Your Connection ↔️. Work through that first, then come back here.
If your practice was set up a while ago you may still be on our older connector. It still works, but moving to HappyBridge is quick and stops the most common export problem, a note arriving in Cornerstone as a link. You can move over yourself from Settings in HappyDoc using the same guide, or ask us and we'll do it with you. simply start the HappyDoc app from the Start Menu again.
Set up your document with a formatting you are happy with! Detailed instructions about the Document Builder can be found here.
From your Cornerstone server, open a web browser and log in to HappyDoc. Navigate to Settings > Integrations and download the Agent via the Download Cornerstone Agent link. Unzip the installer to a folder (Extract All). Double click setup.exe to install then run HappyDoc from the Start menu. You will see the following Configuration screen once install is successful.
NOTE: this must be done on the server itself. If you get a security warning, click "more info" and then "run anyway"
Click the blue gear icon to automatically populate most of the settings.
Populate the Account ID and API Key which can be found in your Settings page.
Change any of the optional settings, if desired.
Default document status: Changes whether the record is exported to Cornerstone is Draft, Tentative or Final status.
Include visit date: Optionally, include the visit date in the title of the Enhanced Medical Note in Cornerstone. Unfortunately, records that HappyDoc writes into Cornerstone do not allow their date to be changed.
Auto-finalize: Sets the number of default days before a record is auto-finalized in Cornerstone.
Click Save and look for the Successful status. HappyDoc should now be connected to the Cornerstone database which enables us to sync files!
Click Close (X) and the app will continue to run in the background. If you need to return to the settings page simply start the HappyDoc app from the Start Menu again.
Now you're ready to test your HappyDoc <> Cornerstone connection!
From HappyDoc, select a sync’d appointment from a recent day. You'll want to ensure there is a document generated which corresponds to the document selected in step 1 above.
From your icon bar at the top of the document, click Export.
NOTE: The Export button will only show IF: 1) your Export Enabled option is toggled on, 2) There is an export template linked for the document you generated, 3) the assigned doctor is configured for export, and 4) the visit was sync'd from Cornerstone or has a valid Patient ID.
In Cornerstone, open the relevant patient clipboard. Double click on the HappyDoc row!
Troubleshooting / FAQs
Q: I don't see an Export button in HappyDoc?
A: There are 4 requirements in order for the Export button to show: 1) your account is set up for export (HappyBridge is installed and Enable Export is switched on in Settings, then Integrations), 2) the appointment must be sync'd into HappyDoc from Cornerstone OR have a valid Patient ID that matches an ID in Cornerstone. 3) the Doctor must be configured for export and 4) the document you are trying to export must have an associated export template.
Q: An appointment booked today isn't in HappyDoc yet.
A: HappyDoc syncs your schedule for today and the next seven days on its own, but an appointment booked or changed in the last few minutes may need a manual sync. Press the sync button in HappyDoc, wait about 30 seconds, then refresh the page.
Q: I see a URL in Cornerstone when I export instead of a document.
A: Try these in order.
Restart the service. On the Cornerstone server, open the connector, go to the Configuration tab and click Save. That restarts the service. Try the export again. This clears it in some cases.
The connector needs updating. In HappyDoc, go to Settings, then Integrations, and download the connector. Run the installer over your existing installation, on the Cornerstone server itself and not a workstation. When it finishes, check that the database and the service both show as connected, then export again.
To stop it happening again, move to HappyBridge, our newer connection, which doesn't have this problem. You can do it yourself from Settings in HappyDoc: see Cornerstone: Setting Up Your Connection ↔️. Or tell us and we'll do it with you.
At any point you can send us a screenshot of the connector screen on the server and we will tell you which rung you are on.
Q: Can I export a visit with more than one pet on it?
A: Not in one click. Export sends a note to a single patient record, so a visit covering two pets needs each note exported separately. Record the visit as normal with both names entered, and HappyDoc will generate a document for each pet. Export the first pet's document as usual. For the second, change the Patient ID on the visit to that pet's ID, click Export, then set the ID back.
The full walkthrough is in Multi-Pet Visits: Recording Two Patients at Once.
Q: Can the row in Cornerstone be colored so that my HappyDoc record stands out from the other rows?
A: A: Yes. Open Settings, then Integrations, and under Cornerstone choose a Default Record Color. You can also give one document its own color in the Document Builder, under Export Settings.
Q: Can I change the date associated with the record in Cornerstone after export?
A: No, not at this time. However, in the connector settings on your Cornerstone server, you can choose to include visit date in the title of the document upon export which will display in Cornerstone.
Q: Which of my Cornerstone templates does HappyDoc populate?
A: HappyDoc's export uses its own template which is derived from your custom document created in the Document Builder: Create a Custom Note 🛠️. You cannot see or edit this template in Cornerstone. To add or remove fields, change them in the Document Builder and click Save. Your export follows the document, so there's nothing else to update. If a field doesn't come across after that, tell us.
Q: Why is my font size large or out of proportion when viewing the medical note in Cornerstone?
A: This might mean you need to adjust your printer settings. If, say, your device is set up for printing labels, this might cause the medical note display to render that way and make it difficult to read. Be sure your printer settings are set to standard paper size.
Q: I do not see my records under the Medical Notes tab OR they are showing up as a non-medical note under Summary. How can I view HappyDoc records under Medical Notes?
A: Follow these steps to fix:
In Cornerstone, select Controls > Defaults > Practice and Workstation
Select Documents, then in the Default Templates section, go to "For Medical Note Quick Text documents use:"
Type in an ID for a text only template that is used for medical notes
Apply, then close
To find a text only medical note template ID:
Select Lists > Documents > Templates
Deselect the checkboxes that don't have "text only" in it (Refer to screenshot below). In the list, there should be text only templates as seen under the Type column.
Use one of the IDs under the ID column where the type is "Medical Note(Text Only)"
Q: My record isn't exporting into Cornerstone. What can I do?
A: First, if you click "Export" in HappyDoc and we get an error, that error is shown in a red message in the top right of your screen, for example, if the patient can't be found. Hint: Check the PatientID in this case. If you don't see an error in HappyDoc, check that both the Database and Service checkboxes are checked in HappyDoc Setup (found in the Start Menu on the Cornerstone server). If not, click Restart.
Lastly, if you're still having trouble, copy any errors from this screen in a message to Support via our in-app chat.
Q: HappyDoc won't work properly on our Cornerstone server.
A: Use Google Chrome on the server, not Microsoft Edge. If Chrome isn't installed there, install it, sign in to HappyDoc in Chrome, and try again.
Q: How long do notes stay Tentative in Cornerstone?
A: Open Settings, then Integrations. Under Cornerstone, turn on Auto-finalize notes in Cornerstone and set Finalize after to the number of days you want. Notes arrive in Cornerstone as Tentative and finalize after that many days. Notes that are already in Cornerstone don't change.
Q: Can patients checked in on the Daily Planner show up in HappyDoc?
A: Yes. In Settings, then Integrations, turn on Sync checked-in patients. They appear as visits in a room called Checked-In.