Client Files and Information
Manage your client’s personal and clinical information
42 articles
Add a clientAdd a new client to your practice through the dashboard, client list or calendar
Uploading emails to your client filesUpload client emails to the client files
CRN NumberThe CRN number within coreplus allows you to communicate with our support staff without mentioning the clients name
Add profile images to your client filesYou can add profile images to client files
Client detailsEdit, change or adjust client details after a "new client" has been saved
Updating a client's case statusMark a client's file as closed, deceased or deleted
Transferring clients between sitesManage clients and transfer them between sites
Re-open a client fileChanging the case status of a closed, deceased or deleted client file
Upload files to your client's fileAttach files such as consent forms, images or other documents to a client's file
Add a contact to a client fileAdd a family member, employer, insurer or treater to a client file
Merge client recordsMerge duplicate client records into one
Client groupsCreate or delete your client groups within coreplus
COVID-19 Vaccination StatusRecord your clients vaccination status
Accessing contacts listArticle to access Employer, Insurer, Treater, Lawyer list
Lock or unlock filesHow to lock files so they can't be edited, moved or deleted by anyone other than a supervisor
Case notesWrite and save clinical notes for a client's session.
Download/Extract Case notesDownload and extract a copy of your client's case notes.
Case note templatesCreate, edit and delete templates for use when entering case notes.
Saving draft notesWhere to find a saved draft note, and convert it into a finalised case note.
Apply a custom data entry to a client fileAdd or edit extra information for a client which isn't captured by the details section
Fill out a questionnaireFill out a questionnaire for a client's file
Record medicationsAdd, edit or delete a medication record for a client
Document injuries and annotate chartsAdd, edit or delete an injury/illness report or an annotated body chart to a client's file.
Create a questionnaire templateCreate an intake form or set of questions to ask your clients
Create a custom data templateManage or extract your custom data sets to record more information about a client
FAQs Case NotesFAQs about case notes
Add a referral to your client's fileAdd and manage multiple referrers and referrals in a patients record
Referrers and ClinicsManage the referrer and clinic lists on your account
Linking Referrers and ClinicsCoreplus allows for referrers to be created without linking them to a clinic - this article explains how to link referrers to clinics
Set an appointment limitSet a limit to the number of appointments that a client has
Unlink Referrers and ClinicsYou can unlink a referrer from a clinic and also unlink a clinic from a referrer on coreplus
Getting started with SnapformsEnable the Snapforms add-on for your patients to complete forms online.
Linking a Snapform to coreplusIntegrate your Snapform with coreplus, and include it within your appointment reminder & email signature templates.
Redirect your snapform to the Client PortalRedirect your Snapform to the Client Portal