Client file basics
15 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