Getting started with coreplus
Creating and setting up your coreplus account, training guides and coreplus basics!
24 articles
- Setting up your coreplus accountA brief outline of what you need to do to set up your new coreplus account
- Setting up your coreplus account (advanced!)Take full advantage of coreplus using these settings
- Import data into coreplusEasily import your clients, referrers, case notes, appointments, invoices, service type details and more into coreplus
- Setting up a new userEverything you need to do to set up your staff in coreplus
- Business InformationAdd or edit your business and account information in coreplus
- Shortcuts and search functions in coreplusAn easy way of searching information using the shortcuts and search functions in coreplus
- Interface SettingsDefining and understanding your Interface Settings
- Add a logo to your coreplus accountAdd your company's logo to your coreplus account
- Add a practitioner or receptionistAdd a newly joined practitioner or receptionist to your coreplus account
- Setting up your Positions and SpecialtiesSelect specific positions for your users to improve support and assistance
- Client sharingEnable another practitioner's access to one of or all of your clients
- Users and PermissionsDetermine what type of user and level of access you would like to create
- Feature PermissionsRestrict or allow users to access certain features of coreplus
- Basic coreplus training videoIn this video, we will take you through the basics of coreplus, with a few tricks along the way.
- Training guide for Practitioners or Case ManagersLearn how to write case notes, manage your schedule and more
- Training guide for Reception or Accounts/Admin staffBecome an expert in appointments, client details and invoicing
- Training manual for Owners, Practice Managers or SupervisorsLearn how to manage templates, permissions and more
- core-y the Resolution BotIf you have used the Live Chat feature of coreplus, you may have already met core-y!
- Contacting the Success TeamThe Success Team is here to help you achieve your goals, understand your pain points and show you how you can get started on the right foot
- Contacting the Support TeamThe Support Team is here to help you succeed using coreplus’s digital health first platform to provide healthcare services to your clients
- Functions of our support live chatThis article covers sending an attachment via live chat, closing and reopening a chat, and downloading a conversation