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Client Files and Information
Client Files and Information
Manage your client’s personal and clinical information
+3
32 articles in this collection
Written by
Diana Younan,
Lachlan Cox,
Matthew O'Carroll
and 3 others
Client file basics
Add a client
Add a new client to your practice through the dashboard, client list or calendar
Written by
Lachlan Cox
Updated over a week ago
CRN Number
The CRN number within coreplus allows you to communicate with our support staff without mentioning the clients name
Written by
Melissa
Updated over a week ago
Client details
Edit, change or adjust client details after a "new client" has been saved
Written by
Melissa
Updated over a week ago
Updating a client's case status
Mark a client's file as closed, deceased or deleted
Written by
Diana Younan
Updated over a week ago
Transferring clients between sites
Manage clients and transfer them between sites
Written by
Lachlan Cox
Updated over a week ago
Close a client file
Set a client's file case status as closed or deceased
Written by
Diana Younan
Updated over a week ago
Re-open a client file
Changing the case status of a closed, deceased or deleted client file
Written by
Lachlan Cox
Updated over a week ago
Upload files to your client's file
Attach files such as consent forms, images or other documents to a client's file
Written by
Lachlan Cox
Updated over a week ago
Lock or unlock files
How to lock files so they can't be edited, moved or deleted by anyone other than a supervisor
Written by
Lachlan Cox
Updated over a week ago
Add a contact to a client file
Add a family member, employer, insurer or treater to a client file
Written by
Diana Younan
Updated over a week ago
Merge client records
Merge duplicate client records into one
Written by
Ida
Updated over a week ago
Client groups
Create or delete your client groups within coreplus
Written by
Melissa
Updated over a week ago
COVID-19 Vaccination Status
Record your clients vaccination status
Written by
Ida
Updated over a week ago
Clinical file
Case notes
Write and save clinical notes for a client's session.
Written by
Matthew O'Carroll
Updated over a week ago
Case note templates
Create, edit and delete templates for use when entering case notes.
Written by
Matthew O'Carroll
Updated over a week ago
Saving draft notes
Where to find a saved draft note, and convert it into a finalised case note.
Written by
Melissa
Updated over a week ago
Apply a custom data entry to a client file
Add or edit extra information for a client which isn't captured by the details section
Written by
Matthew O'Carroll
Updated over a week ago
Fill out a questionnaire
Fill out a questionnaire for a client's file
Written by
Matthew O'Carroll
Updated over a week ago
Record medications
Add, edit or delete a medication record for a client
Written by
Matthew O'Carroll
Updated over a week ago
Document injuries and annotate charts
Add, edit or delete an injury/illness report or an annotated body chart to a client's file.
Written by
Matthew O'Carroll
Updated over a week ago
Create a questionnaire template
Create an intake form or set of questions to ask your clients
Written by
Matthew O'Carroll
Updated over a week ago
Create a custom data template
Manage or extract your custom data sets to record more information about a client
Written by
Matthew O'Carroll
Updated over a week ago
Manage referrals
Add a referral to your client's file
Add and manage multiple referrers and referrals in a patients record
Written by
Lachlan Cox
Updated over a week ago
Referrers and Clinics
Manage the referrer and clinic lists on your account
Written by
Lachlan Cox
Updated over a week ago
Linking Referrers and Clinics
Coreplus allows for referrers to be created without linking them to a clinic - this article explains how to link referrers to clinics
Written by
Lachlan Cox
Updated over a week ago
Set an appointment limit
Set a limit to the number of appointments that a client has
Written by
Diana Younan
Updated over a week ago
Snapforms
Getting started with Snapforms
Enable the Snapforms add-on for your patients to complete forms online.
Written by
Lachlan Cox
Updated over a week ago
Linking a Snapform to coreplus
Integrate your Snapform with coreplus, and include it within your appointment reminder & email signature templates.
Written by
Lachlan Cox
Updated over a week ago
Rehab Guru
Getting started with Rehab Guru
Enable your Rehab Guru Add On
Written by
Diana Younan
Updated over a week ago
Physitrack
Getting started with Physitrack
Enable your Physitrack Add On
Written by
Diana Younan
Updated over a week ago
SimpleSet
Getting started with SimpleSet
Enable your SimpleSet Add On
Written by
Melissa
Updated over a week ago
FAQs
FAQs about Client File and Information
Frequently asked Questions about Client File and Information
Written by
Wade Bradshaw
Updated over a week ago