Client Files and Information

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

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

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

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

Getting started with Rehab Guru

Enable your Rehab Guru Add On

Written by Diana Younan
Updated over a week ago

Getting started with Physitrack

Enable your Physitrack Add On

Written by Diana Younan
Updated over a week ago

Getting started with SimpleSet

Enable your SimpleSet Add On

Written by Melissa
Updated over a week ago

FAQs about Client File and Information

Frequently asked Questions about Client File and Information

Written by Wade Bradshaw
Updated over a week ago