Bringing you a wrap-up of product development, improvements, new features, updates, and more. Let's get into it!
😀 Email Confirmation prompt now removed
When sending an email in coreplus, the email confirmation prompt - "Would you like to send this email" is no longer visible. Only the success message will be shown so that you can have a smoother experience.
😀 Client's middle name is shown in the Calendar Appointment
For your clients who have a middle name in the client record, their middle name is now visible in the calendar appointment so that your team can identify your clients accurately.
😀 Client's middle name will now be displayed in the Dashboard Search
You are now able to search your client's middle name from the Dashboard and have it displayed in the dropdown so that you can distinguish between your clients with similar names.
😀 Gender and Pronouns Field in Client Details Update
You are now able to search for categories when entering your client's gender and pronoun so that you can easily enter this information without having to manually browse through the categories. When the keyword is not available in the list of options, it will still accept the text entered as a valid option but will not be saved for future lookup.
😀 Client's payment details are now displayed in the Events Report
When a payment is applied to a client's invoice, the payment details can be captured in the Events section of the client profile so that you can easily interpret the timeline of events.
🌟 What will you find in the Practice Happy community?
The REPLAY VIDEO for our recent live Practice Happy Tute event
Check out the replay of our recent tute event - “Build the Best Website for your Allied Healthcare Practice” in the Replay Library PLUS a supporting Website 101 Checklist in the Marketing clubhouse.
✔️ Tip from the team
Easily add your practice logo to coreplus! This includes adding your logo to invoices, letters, Telehealth, and online booking to have a branded experience for your clients.
☎️ Help from our Customer Support Team
Need help? The Customer Support Team is here to help you practice Happy. You've got a few avenues of support to choose from:
Start a live chat by logging into your coreplus account and click on the '?' button on the bottom left and click 'Live Chat'
Schedule phone support by clicking here (a call from our support team, either 15, 30, or 45 mins)
Schedule an online screen sharing session here (an online session with a support team member, either 15, 30, or 45 mins with a link to join emailed shortly before the session).
🎓 Become a coreplus pro: Basic Training Video
We have transitioned from our weekly training session to this go-to basic training video. This is a great opportunity for new users of coreplus and new members of your practice to understand the basics of coreplus, or for anyone looking to get a bit of a refresh.
