Our FAQs are based on the most commonly asked questions by our coreplus community. This section focuses on questions asked about invoicing, payments and purchases. Each collection has its own FAQ article, simply navigate to the collection to find each article for our most frequently asked questions!

This article covers:

1. I can't find a client's file?

2. Can I have a reminder pop up on the client file if there is an old invoice needing payment or I need to get an updated Medicare card when they're next in?

3. How do I restrict client access from a certain practitioner or admin?

4. I can't edit the Client Details when I'm in the client file?

5. How do I Edit/Remove case notes?

6. An Invoice/Admin Note is missing from a Client File. How do I work out what happened?

7. One of our practitioners can't see her client's file?

8. Where can I upload PDF's and other documents to?



I can't find a clients' file?

Often a client's file can get moved or deleted unknowingly. Check the Deleted, Closed, and Deceased tabs. If deleted you can simply click on the file and confirm you want to re-open it.



Can I have a reminder pop up on the client file if there is an old invoice needing payment or do I need to get an updated Medicare card when they're next in?

Yes, From Client File > Reminders > Create Reminder > Select where you want this to appear; On the dashboard or when the client's file is next opened, Who can see it and what date do you want it to appear as well as what the reminder says.
You can find a help guide here.



How do I restrict client access from a certain practitioner or admin?

In Setup > Settings > Client Sharing, you can manage the access of other practitioners to your client list. You can also adjust access per client by going into Client File > Client Access.


I can't edit the Client Details when I'm in the client file?

Make sure you are in Client File > Details/Referrers when wanting to edit client details.



How do I Edit/Remove case notes?

Due to Medico legal standards case notes are unable to be deleted or re-assigned.
💡You can create a note above expressing that it was created in error.


An Invoice/Admin Note is missing from a Client File. How do I work out what happened?

Client File > Events. This is a log of all changes made to the Client File.



One of our practitioners can't see her client's file?

If the "Case manager" field is blank in the client's file, only admins and supervisors will be able to see the client. Case managers will not be able to view clients even if all case managers are sharing clients. Select the case manager.



Where can I upload PDFs and other documents to?

Dashboard > Client File > Files is where I would recommend uploading client-specific files.



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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