Users can easily search for data and information by using the invoice number, phone number, Insurer, client's name etc. using the magnifying glass icon 🔎

To proceed, please follow the below steps:

1. From the Dashboard, go to the bottom right-hand side and click on the magnifying glass icon 🔎

2. For example, enter an invoice number and tab enter. A pop-up window will open with multiple search result options

3. Click on Invoicing and select your required invoice. From here, you will be directed to the client's file

💡 You can also search a client by entering the mobile number in the shortcut field

See similar articles regarding your account set up:

📝Edit an existing practitioner or receptionist user account

📝Your monthly coreplus invoice

📝Getting started in coreplus FAQ's

📝Setting up a new user

📝Training guides for Practitioners or Case Managers

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!

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