coreplus

Lachlan Cox

Melissa

Communicate with your clients, your team and your referrers

Communications

Send a bulk SMS to all clients with an appointment on a particular day.

SMS all clients with an appointment on a particular calendar day

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

Email reminder template

Create an SMS appointment reminder template

SMS reminder template

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

Scheduling client appointment reminders

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

SMS a client

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

Email a client

Finding your sent E-Mails or SMS in coreplus

Sent E-Mails and SMS

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

Email or SMS all clients

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

Set send/reply to email address

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

Setting up your email signature

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

Mailing labels

Setup and schedule a SMS birthday reminder

Wish your clients a Happy Birthday!

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

Marketing Consent

Communicate with your clients

Add, edit, or delete Admin Notes for clients.

Admin notes

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

Dashboard Overview

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

Internal Chat Function

Share a message with your practice in the noticeboard

Add a message to your Noticeboard

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

Create an appointment alert

Create, Edit, Delete or Dismiss a client reminder

Create a client file reminder

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

Organisation Tasks

Diana Younan

Communicate with your team

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

Generate a letter

Save time by adding your case notes directly into a letter

Add case notes to a letter

Create, edit and delete your letter templates

Creating and using a letter template

If an image is no longer required for your letter writer, you can remove it

Remove Letter Images

Communicate with your referrers

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

What is Secure Message Delivery?

Complete your secure messaging add on application

Register for Secure Messaging

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

What to do with a secure message

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

Initiating a secure message

Send a response with an attachment to a received secure message

Send to and Reply to a secure message

Secure Messaging

Getting started with Cliniq Apps

Setup your coreplus for use with Cliniq Apps

Setting up your account for Cliniq Apps

Cliniqapps

Getting started with Clinivid

Clinivid

Frequently asked Questions about Communications within coreplus

FAQs about Communications

Roxanne

FAQs

coreplus.com.au

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company

Tickets portal

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