coreplus

Christien Sienes

Diana Younan

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

Getting started with coreplus

A guide on how to start a "practice happy" journey with coreplus

Create a coreplus account

Easily import your clients, referrers, case notes, appointments, invoices, service type details and more into coreplus

Import data into coreplus

A brief outline of what you need to do to set up your new coreplus account

Setting up your coreplus account

Take full advantage of coreplus using these settings

Setting up your coreplus account (advanced!)

New to coreplus? Get started here!

Everything you need to do to set up your staff in coreplus

Setting up a new user

Add or edit your business and account information in coreplus

Business Information

An easy way of searching information using the shortcuts and search functions in coreplus

Shortcuts and search functions in coreplus

Defining and understanding your Interface Settings

Interface Settings

Add your company's logo to your coreplus account

Add a logo to your coreplus account

Sadnam Hossain

Lachlan Cox

The coreplus basics!

For a quick and easy access we recommend book marking your log on page

Find your login page and bookmark it

Start your journey with coreplus by easily logging into our integrative system.

Logging into coreplus

Help! I forgot my password

Roxanne

Log into coreplus

Add a newly joined practitioner or receptionist to your coreplus account

Add a practitioner or receptionist

Select specific positions for your users to improve support and assistance

Setting up your Positions and Specialties

Enable another practitioner's access to one of or all of your clients

Client sharing

Determine what type of user and level of access you would like to create

Users and Permissions

Restrict or allow users to access certain features of coreplus

Feature Permissions

Wade Bradshaw

User access and permissions

In this video, we will take you through the basics of coreplus, with a few tricks along the way.

Basic coreplus training video

Learn how to write case notes, manage your schedule and more

Training guide for Practitioners or Case Managers

Become an expert in appointments, client details and invoicing

Training guide for Reception or Accounts/Admin staff

Learn how to manage templates, permissions and more

Training manual for Owners, Practice Managers or Supervisors

User Training

If you have used the Live Chat feature of coreplus, you may have already met core-y!

core-y the Resolution Bot

The Success Team is here to help you achieve your goals, understand your pain points and show you how you can get started on the right foot

Contacting the Success Team

The Support Team is here to help you succeed using coreplus’s digital health first platform to provide healthcare services to your clients

Contacting the Support Team

This article covers sending an attachment via live chat, closing and reopening a chat, and downloading a conversation

New to coreplus? Get started here!

The coreplus basics!

Log into coreplus

User access and permissions

User Training

Support & Help

FAQs