As a supervisor, you have full access to your coreplus account. Only a supervisor can do things like create new users, initiate a data backup, or change your coreplus subscription.
We have outlined the areas in which only a Supervisor can access below, getting familiar with these settings will help you in supporting your team!
Add users and manage permissions
1. Setting up a new user has all the details you need for creating new users and managing their permissions.
Set up your templates
2. Set up a letter template for corresponding with GPs
3. If you'll be sending SMS reminders, set up an SMS reminder template
4. You can also set up an email reminder template for email reminders
β
π‘ Give other users permission to do this task in feature permissions
Set up templates for other users to use
Back up your data
It's good practice to regularly back up your data.
Manage your add ons
Coreplus has a number of add ons that might be right for you.
plus subscribers may like to set up their Medicare and DVA online claiming add on, or our free Secure Messaging add on.
For processing health fund claims and taking payments in person, try our Tyro add on
If you're doing online consultations, check out our Telehealth add on. You can also take payments online with Pin Payments
Allow your clients to book online with Client Portal
β
π‘ Give other users permission to do this task in feature permissions
β
Manage your coreplus subscription
At the start of each month, you'll receive an invoice from coreplus. Make sure you understand your monthly invoice charges.
Find out how to increase your data storage, manually pay an invoice or update your card details in Account Management
If you no longer need our services, you can Cancel your coreplus account
Getting help
coreplus has a number of features, and it can feel like a lot to learn when you're just starting out.
β
β
π‘ If you get stuck with a feature, try searching for an article, in the search bar above or contact the support team for assistance.
Please let us know if you have any questions and don't forget to rate this help article below, so that we can continue to improve our support to you!