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
Lock or unlock filesHow to lock files so they can't be edited, moved or deleted by anyone other than a supervisor
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