Client Files and Information
Manage your client’s personal and clinical information
42 articles
- Add a clientAdd a new client to your practice through the dashboard, client list or calendar
- Uploading emails to your client filesUpload client emails to the client files
- CRN NumberThe CRN number within coreplus allows you to communicate with our support staff without mentioning the clients name
- Add profile images to your client filesYou can add profile images to client files
- Client detailsEdit, change or adjust client details after a "new client" has been saved
- Updating a client's case statusMark a client's file as closed, deceased or deleted
- Transferring clients between sitesManage clients and transfer them between sites
- Re-open a client fileChanging the case status of a closed, deceased or deleted client file
- Upload files to your client's fileAttach files such as consent forms, images or other documents to a client's file
- Add a contact to a client fileAdd a family member, employer, insurer or treater to a client file
- Merge client recordsMerge duplicate client records into one
- Client groupsCreate or delete your client groups within coreplus
- COVID-19 Vaccination StatusRecord your clients vaccination status
- Accessing contacts listArticle to access Employer, Insurer, Treater, Lawyer list
- Lock or unlock filesHow to lock files so they can't be edited, moved or deleted by anyone other than a supervisor
- Case notesWrite and save clinical notes for a client's session.
- Download/Extract Case notesDownload and extract a copy of your client's case notes.
- Case note templatesCreate, edit and delete templates for use when entering case notes.
- Saving draft notesWhere to find a saved draft note, and convert it into a finalised case note.
- Apply a custom data entry to a client fileAdd or edit extra information for a client which isn't captured by the details section
- Fill out a questionnaireFill out a questionnaire for a client's file
- Record medicationsAdd, edit or delete a medication record for a client
- Document injuries and annotate chartsAdd, edit or delete an injury/illness report or an annotated body chart to a client's file.
- Create a questionnaire templateCreate an intake form or set of questions to ask your clients
- Create a custom data templateManage or extract your custom data sets to record more information about a client
- FAQs Case NotesFAQs about case notes
- Add a referral to your client's fileAdd and manage multiple referrers and referrals in a patients record
- Referrers and ClinicsManage the referrer and clinic lists on your account
- Linking Referrers and ClinicsCoreplus allows for referrers to be created without linking them to a clinic - this article explains how to link referrers to clinics
- Set an appointment limitSet a limit to the number of appointments that a client has
- Unlink Referrers and ClinicsYou can unlink a referrer from a clinic and also unlink a clinic from a referrer on coreplus
- Getting started with SnapformsEnable the Snapforms add-on for your patients to complete forms online.
- Linking a Snapform to coreplusIntegrate your Snapform with coreplus, and include it within your appointment reminder & email signature templates.
- Redirect your snapform to the Client PortalRedirect your Snapform to the Client Portal