Communications

Email reminder template

Setup an email reminder template to notify clients of their upcoming appointment

Written by Lachlan Cox
Updated over a week ago

SMS reminder template

Create an SMS appointment reminder template

Written by Lachlan Cox
Updated over a week ago

Scheduling client appointment reminders

Schedule an SMS or email reminder for your client's appointment

Written by Lachlan Cox
Updated over a week ago

SMS a client

Send a manual SMS to a client or other contact within your account.

Written by Andreas Papastergiadis
Updated over a week ago

Email a client

Send an email to a client or other contact within your account.

Written by Lachlan Cox
Updated over a week ago

Sent E-Mails

Finding your sent E-Mails in coreplus

Written by Melissa
Updated over a week ago

Email or SMS all clients

The easiest way to send a mass email or text to your clients

Written by Lachlan Cox
Updated over a week ago

Set send/reply to email address

Nominate an email address that your clients will see when receiving emails sent from your coreplus account

Written by Lachlan Cox
Updated over a week ago

Setting up your email signature

Create an email signature that is part of an email sent via coreplus

Written by Lachlan Cox
Updated over a week ago

Mailing labels

Export or print your client and referrer email and/or address information

Written by Lachlan Cox
Updated over a week ago

Wish your clients a Happy Birthday!

Setup and schedule a SMS birthday reminder

Written by Andreas Papastergiadis
Updated over a week ago

Marketing Consent

Set the Marketing Consent for your clients and export these lists for use in communications

Written by Lachlan Cox
Updated over a week ago

Admin notes

Add, edit, or delete Admin Notes for clients.

Written by Lachlan Cox
Updated over a week ago

Dashboard Overview

A summary of the important details that you don't want to miss when you first log in to your account.

Written by Ida
Updated over a week ago

Internal Chat Function

Messaging your colleagues directly or using the calendar to advise that a client has arrived

Written by Melissa
Updated over a week ago

Add a message to your Noticeboard

Share a message with your practice in the noticeboard

Written by Lachlan Cox
Updated over a week ago

Create an appointment alert

Set a note or reminder next time you book an appointment for a client

Written by Diana Younan
Updated over a week ago

Create a client file reminder

Create, Edit, Delete or Dismiss a client reminder

Written by Diana Younan
Updated over a week ago

Organisation Tasks

A great way to keep track on tasks for your team!

Written by Melissa
Updated over a week ago

Add case notes to a letter

Save time by adding your case notes directly into a letter

Written by Maeve McNelis
Updated over a week ago

Creating and using a letter template

Create, edit and delete your letter templates

Written by Lachlan Cox
Updated over a week ago

Generate a letter

Write a letter or report to send back to a referrer or other contact

Written by Lachlan Cox
Updated over a week ago

Getting started with Clinivid

Enable your Clinivid Add On

Written by Diana Younan
Updated over a week ago

What is Secure Message Delivery?

Understanding secure messaging, how it works with coreplus and why you need it

Written by Diana Younan
Updated over a week ago

Register for Secure Messaging

Complete your secure messaging add on application

Written by Diana Younan
Updated over a week ago

What to do with a secure message

View details, editing and viewing attachment, assign and finalise a secure message

Written by Diana Younan
Updated over a week ago

Initiating a secure message

How to send a brand new message via the secure messaging add on

Written by Lachlan Cox
Updated over a week ago

Send to and Reply to a secure message

Send a response with an attachment to a received secure message

Written by Diana Younan
Updated over a week ago

Getting started with Cliniq Apps

Enable your Cliniq Apps Add On

Written by Diana Younan
Updated over a week ago

Setting up your account for Cliniq Apps

Setup your coreplus for use with Cliniq Apps

Written by Andreas Papastergiadis
Updated over a week ago