Keep all your client's important contacts directly in your client's file. Add an emergency contact, a family member for a minor client (including for medicare purposes), insurers, lawyers, and employers for your third-party invoicing purposes. Treaters are useful for any clinical interaction your client has had with another practitioner, other than a referrer.

1. Add a family member

2. Add an employer

3. Add an insurer

4. Add a Treater

5. Add a Lawyer


Add a family member/emergency contact

1. From the client's file, click on Contacts and select Family/Emergency

2. Click on Add Family/Emergency

3. Populate the fields and click Save Entry

πŸ’Ž Select Set as Emergency Contact to make the family member the Emergency Contact for the client!

πŸ’‘When adding a family member, you can Set as Invoice Recipient. When creating an invoice, select Family Member as the Invoice Recipient. You will only be able to set one Family Member as the invoice recipient.


Add an employerΒ 

1. From the client's file, click on Contacts and select Employer. Skip to Step 4 if the employer contact is already visible within the Employer List.

2. You will need to add an employer to the Employer List before applying it to the client. Click on Employer List and then select Add New.

3. Populate the fields and click Save. Close the Employer List to go back to the Employer Details page

4. On the Employer Details page, click Add Employer, this will open a list of all pre-populated employers you have previously entered into coreplus.

5. Select the Employer you wish to add and click Add to client

πŸ’‘ Adding an employer to the Employer List starts a collection of employer contacts that you can apply to the current client you are in, as well as other clients who may work for the same employer.


Add an insurer

1. From the client's file, click on Contacts and select Insurer from the drop-down menu. Skip to Step 3 if you have already created the Insurer contact previously

2. Click on Insurer List to add an insurer. Click on Add, populate the fields and click either Add & Save to Client or Add to Insurer List

3. On the Insurer Details page, click on Insurer List and then select from one of the pre-populated insurers that you have previously entered and click Add to Client

πŸ’‘ Adding an insurer to the Insurer List starts a collection of insurer contacts that you can apply to the current client you are in, as well as other clients who may use the same insurer.


Add a Treater

1. From the client's file, click on Contacts and select Treaters

2. Click on Add New, populate the fields and then click Save. Alternatively, if you already have the Treater available within the Treater List, simply select Add to Client

πŸ’‘ Adding a treater to the Treater List starts a collection of treater contacts that you can apply to the current client you are in, as well as other clients!


Add a Lawyer

1. From the client's file, click on Contacts and select Lawyer. Skip to Step 3 the lawyer contact is already visible within the Lawyer List.

2. Click on Lawyer List to add a lawyer. Click on Add, populate the fields, and click Save. Close the Manage Lawyers to go back to the Insurer Details page

3. On the Lawyer Details page, type the Lawyer's name in the Company Name field. You will be presented with a drop-down menu where you can select from the lawyer list. Click on the relevant lawyer

4. The Lawyers details will auto-populate the relevant fields. Click Save to finish

πŸ’‘ Adding a lawyer to the Lawyer List starts a collection of Lawyer contacts that you can apply to the current client you are in, as well as other clients who have the same Lawyer contact.


See similar articles regarding client files and information:

πŸ“Upload files to your client's file

πŸ“Client details

πŸ“Updating a client's case status

πŸ“Transferring clients between sites

πŸ“Merge client records

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