When a new staff member starts, how you set them up will depend on their role in your practice. Below is a step by step guide for all the set up and permissions needed. This article includes:

1. Set up a receptionist or admin staff member

2. Set up a practitioner or case manager

3. Set up an account owner or supervisor


Set up a receptionist or admin staff member

A Receptionist or admin staff member is someone in your practice who does not treats clients, and should not have unlimited access to your coreplus account. See Users and Permissions for full details on the different access levels in coreplus.

Tasks for you, the supervisor, to complete

  • Create a new user in coreplus with Accounts Admin access level

  • Set up the users feature permissions, depending on what they will need to access in coreplus. For admin staff we recommend setting the Case Notes access to No, to protect your client's privacy

Tasks for the new user to complete

  • Have the new user set up their calendar view and appointment defaults.

    • If you're using SMS or Email reminders, make sure to set these defaults to Yes in the Calendar Setting Defaults tab

    • In the Other tab, make sure to selected the correct timezone

Tasks for other staff members to complete


Setting up a practitioner or case manager

A Practitioner or Case manager is someone in your practice who treats clients, but should not have unlimited access to your coreplus account. See Users and Permissions for full details on the different access levels in coreplus.

Tasks for you, the supervisor, to complete

  • Create a new user in coreplus with Case Manager access level

  • Set up the users feature permissions. For a practitioners we recommend setting the Case Notes access to Yes - My clients only or Yes - My and shared clients, so your case manager can view and write case notes for their clients

  • By default, case managers can only see their own clients in coreplus. If you want your case managers to be able to see each others clients in coreplus you'll need to Share Clients between case managers.

  • If you're making Medicare claims, add the case managers provider number

Tasks for the new user to complete

Tasks for other staff members to complete

  • If your case manager will need to see other practitioners calendar, each Case Manager or Supervisor will need to share their calendar with the new staff member.


Set up an account owner or Supervisor

The account owner or supervisor is someone who needs unlimited access to view and make changes in coreplus account, this includes editing the permissions of others and cancelling your coreplus account. See Users and Permissions for full details on the different access levels in coreplus.

Tasks for you, the supervisor, to complete

Tasks for the new user to complete


📝 Find more information on Setting up your coreplus account

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