Bringing you a wrap-up of product development, improvements, new features, updates, and more.
Let's get into it.
😀 New lawyer contact list for easy 'Lawyer' contact management
You can now easily add existing insurer contacts from a list to a client record.
😀 Manage your treater list for easy 'Treater' contact management
You are now able to manage a list of treaters across your account so that you do not have to repeatedly enter this information.
✔️ Tip of the week
Have you ever wished you could just send a friendly reminder to your clients for their outstanding invoices? If so, we've got you! Check out our SMS outstanding accounts feature. This useful feature allows your practice to send out SMS reminders to clients with outstanding invoices in bulk.
☎️ Schedule a Phone Support with the coreplus support team: You can now book a support session with our team with options from 15 minutes up to 1 hour providing you with the time you need to go through your questions. Scheduled phone support means no hold time, no waiting for call-backs, or being stuck in our call queue! So what are you waiting for? Book a time and date here!
🎓 Become a coreplus pro: Free weekly online training
Our weekly training session is open to all coreplus customers! This is a great opportunity for new users of coreplus and new members of your practice to understand the basics of coreplus, or for anyone looking to get a bit of a refresh. Hurry now and book these two remaining slots in September or book an appointment ahead on November now!