Go to coreplus
All Collections
Communications
Communications
Communicate with your clients, your team and your referrers
+3
32 articles in this collection
Written by
Diana Younan,
Lachlan Cox,
Matthew O'Carroll
and 3 others
Communicate with your clients
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
Communicate with your team
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
Communicate with your referrers
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
Secure Messaging
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
Cliniqapps
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
Clinivid
Getting started with Clinivid
Enable your Clinivid Add On
Written by
Diana Younan
Updated over a week ago