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Improving your workflow with tools
Improving your workflow with tools

Handy tools for easy practice management

Updated over a week ago

coreplus offers a fast and effective tool for managing registration, scheduling, client tracking, client accounting, and reporting through a single workflow across all operations. Utilising tools can make the system more intuitive, saving you time and money.

Once you have set up your account, helpful features can assist with productivity.

This article includes the following:

Interface Settings

Have you ever needed to turn on the SMS replies? Or needed to enable an extra level of security for your account? This setting is where these independent and sometimes unrelated systems meet and act on or communicate with each other.

To adjust these, our Interface Settings article manages all these settings with just a click of a button.

Organisation Tasks

Managing a practice and keeping track of everything you need to do can be tricky. Sometimes you must delegate tasks to yourself or a staff member for optimum productivity. This is where this feature comes in handy, you can allocate tasks as well as track the progress all from one focal area.

To apply these, follow our step-by-step Organisation Tasks guide that will make managing projects a breeze!

Shortcuts and Search Functions

Searching for clients' data in coreplus is a quick and easy process. Occasionally, you may only find an invoice or phone number as a reference. This practical function will allow you to access this with minimal data from the start menu.

Shortcuts and search functions in coreplus utilise the management of your client data.

πŸ’‘ Did you know coreplus offers to create private or public add ons? See more information here: Developing your own integration

See similar articles regarding your account setup:

Please let us know if you have any questions, and don't forget to rate this help article below, so we can continue to improve our support!

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