Getting started with Katina

Enable the Katina add-on for your referral management

Updated over a week ago

Katina is a cutting edge referral management software designed exclusively for psychologists and mental health clinicians.

To enable the Katina integration please follow the below steps:
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πŸ’‘ You will need to have an account with Katina set up for the integration to work, click here to sign up.


Enable Katina

From coreplus:

  1. From the Dashboard go to Set Up > Add Ons

  2. Select Katina Online

  3. Accept the Terms & Conditions and click "I agree"
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From Katina:

  1. Copy and paste the coreplus Access Token from Set Up > Add Ons > Katina

  2. Navigate to the Account section within Katina

  3. Locate the coreplus button and click on Manage

  4. Select YES to Enable coreplus Integration


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