Client Files and Information

Manage your client’s personal and clinical information

Diana Younan avatar Andreas Papastergiadis avatar Lachlan Cox avatar +2
28 articles in this collection
Written by Diana Younan, Andreas Papastergiadis, Lachlan Cox and 2 others
Client file basics

Add a client

Add a new client to your practice through the dashboard, client list or calendar
Lachlan Cox avatar
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
Melissa avatar
Written by Melissa
Updated over a week ago

Client details

Edit, change or adjust client details after a "new client" has been saved
Melissa avatar
Written by Melissa
Updated this week

Updating a client's case status

Mark a client's file as closed, deceased or deleted
Diana Younan avatar
Written by Diana Younan
Updated over a week ago

Transferring clients between sites

Manage clients and transfer them between sites
Lachlan Cox avatar
Written by Lachlan Cox
Updated over a week ago

Close a client file

Set a client's file case status as closed or deceased
Diana Younan avatar
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
Lachlan Cox avatar
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
Lachlan Cox avatar
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
Lachlan Cox avatar
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
Diana Younan avatar
Written by Diana Younan
Updated over a week ago

Merge client records

Merge duplicate client records into one
Ida avatar
Written by Ida
Updated over a week ago