Communications

SMS all clients with an appointment on a particular calendar day

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

Written by Wade Bradshaw
Updated over a week ago

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 contacts within your coreplus account.

Written by Matthew O'Carroll
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 and SMS

Finding your sent E-Mails or SMS 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 Matthew O'Carroll
Updated over a week ago

Marketing Consent

Set the Marketing Consent status 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 this week

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 this week

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 this week

Organisation Tasks

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

Written by Melissa
Updated this week

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

Add case notes to a letter

Save time by adding your case notes directly into a letter

Written by Ida
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

Remove Letter Images

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

Written by Melissa
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 this week

Setting up your account for Cliniq Apps

Setup your coreplus for use with Cliniq Apps

Written by Matthew O'Carroll
Updated over a week ago

Getting started with Clinivid

Enable your Clinivid Add On

Written by Diana Younan
Updated over a week ago