Cornerstone

how to set up mybalto foundation please reach out to our team at foundation\@mybalto com or message us through the chat widget in the mybalto foundation platform if you run into any issues or have any qeustions! how to add the mybalto foundation donation as a line item step 1 from your hospital's home page in cornerstone, select "lists" > invoice item from the toolbar at the top when the new window opens, select "new" and another window will open step 2 at this window, change the "id" number at the upper left to "9999" then enter the following information into the "info" tab hospital description mybalto foundation donation client description mybalto foundation donation primary miscellaneous minimum price 1 00 dispensing fee 0 estimate mark up 0 status active miscellaneous item check this box step 3 in the "tax/disc" tab, please de select any taxes in either column as a donation is not a taxable item step 4 before you click "ok", click the " service " bubble located at the top of the window once this is selected, you can click "ok" step 5 you have now successfully added the mybalto foundation donation to your pims! head back over to the mybalto foundation platform to verify your product please note that it may take until the next day for our system to be able to verify the product has been added if for some reason you have added your product, and you are still not seeing donations coming through, then verify the product name in your system matches " mybalto foundation donation " exactly, no extra spaces at the end verify you've added the product in the mybalto platform in your settings reach out to our team via email or by chat and we will gladly work with you to get it working! how to add mybalto foundation donation to invoice step 1 go to your "patient visit list" or invoice for the owner that wishes to round up add an item step 2 as the "invoice item list" window opens, search for mybalto and select it step 3 based on the client's selection of a $1, $3, or $5 donation, adjust the "amount" of the mybalto foundation donation to $1, $3, or $5, respectively (or if doing exact round up, $1 33 for $1 33 donation) quantity remains one step 4 click "ok" and the donation is officially added to the invoice!