Managing client 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
Mel Suchy avatar
Written by Mel Suchy
Updated over a week ago

Client details

Edit, change or adjust client details after a "new client" has been saved
Mel Suchy avatar
Written by Mel Suchy
Updated over a week ago

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