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 left-hand side and click on the magnifying glass icon 🔎

2. For example, enter an invoice number and tap 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 for 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