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Training manual for Owners, Practice Managers or Supervisors
Training manual for Owners, Practice Managers or Supervisors

Learn how to manage templates, permissions and more

Updated over a week ago

As a supervisor, you have full access to your coreplus account. Only a supervisor can do things like create new users, initiate a data backup, or change your coreplus subscription.

This guide covers:

Add users and manage permissions

1. Setting up a new user has all the details you need for creating new users and managing their permissions.

Set up your templates

2. Set up a letter template for corresponding with GPs

3. If you'll be sending SMS reminders, set up an SMS reminder template

4. You can also set up an email reminder template for email reminders
πŸ’‘ Give other users permission to do this task in feature permissions

Set up templates for other users to use

Back up your data

It's good practice to regularly back up your data.

Manage your add ons

Coreplus has a number of add ons that might be right for you.

  • plus subscribers may like to set up their Medicare and DVA online claiming add on, or our free Secure Messaging add on.

  • For processing health fund claims and taking payments in person, try our Tyro add on

  • If you're doing online consultations, check out our Telehealth add on. You can also take payments online with Pin Payments

  • Allow your clients to book online with Client Portal

πŸ’‘ Give other users permission to do this task in feature permissions

Manage your coreplus subscription

  • At the start of each month, you'll receive an invoice from coreplus. Make sure you understand your monthly invoice charges.

  • Find out how to increase your data storage, manually pay an invoice or update your card details in Account Management

  • If you no longer need our services, you can Cancel your coreplus account

Getting help

coreplus has a number of features, and it can feel like a lot to learn when you're just starting out.

πŸ’‘ If you get stuck with a feature, try searching for an article, in the search bar above or contact the support team for assistance.

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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