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Getting started with coreplus
Getting started with coreplus

Creating and setting up your coreplus account, training guides and coreplus basics!

Christien Sienes avatarDiana Younan avatarIda avatar
By Christien and 7 others8 authors26 articles

New to coreplus? Get started here!


Create a coreplus account
Import data into coreplus
Setting up your coreplus account
Setting up your coreplus account (advanced!)

The coreplus basics!


Setting up a new user
Business Information
Shortcuts and search functions in coreplus
Interface Settings
Add a logo to your coreplus account

Log into coreplus


Find your login page and bookmark it
Logging into coreplus
Help! I forgot my password

User access and permissions


Add a practitioner or receptionist
Setting up your Positions and Specialties
Client sharing
Users and Permissions
Feature Permissions

User Training


Basic coreplus training video
Training guide for Practitioners or Case Managers
Training guide for Reception or Accounts/Admin staff
Training manual for Owners, Practice Managers or Supervisors

Support & Help


core-y the Resolution Bot
Contacting the Success Team
Contacting the Support Team
Chat with the support staff

FAQs


FAQs about Getting Started in coreplus!
coreplus help centre
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