Getting started with coreplus | coreplus help centre

New to coreplus? Get started here!

Create a coreplus account

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

Written by Christien Sienes
Updated over a week ago

Import data into coreplus

Easily import your clients, referrers and service type details into coreplus

Written by Diana Younan
Updated over a week ago

Setting up your coreplus account

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

Written by Christien Sienes
Updated over a week ago

Setting up your coreplus account (advanced!)

Take full advantage of coreplus using these settings

Written by Christien Sienes
Updated over a week ago

The coreplus basics!

Setting up a new user

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

Written by Ida
Updated over a week ago

Business Information

Add or edit your business and account information in coreplus

Written by Melissa
Updated over a week ago

Shortcuts and search functions in coreplus

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

Written by Ida
Updated over a week ago

Interface Settings

Defining and understanding your Interface Settings

Written by Lachlan Cox
Updated over a week ago

Log into coreplus

Find your login page and bookmark it

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

Written by Roxanne
Updated over a week ago

Logging into coreplus

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

Written by Roxanne
Updated over a week ago

Get Help - Too many login attempts

Has your account been locked? Find our more information here.

Written by Melissa
Updated over a week ago

Help! I forgot my password

Reset your coreplus password

Written by Matthew O'Carroll
Updated over a week ago

User access and permissions

Add a practitioner or receptionist

Add a newly joined practitioner or receptionist to your coreplus account

Written by Diana Younan
Updated over a week ago

Setting up your Positions and Specialties

Select specific positions for your users to improve support and assistance

Written by Wade Bradshaw
Updated this week

Client sharing

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

Written by Diana Younan
Updated over a week ago

Users and Permissions

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

Written by Matthew O'Carroll
Updated over a week ago

Feature Permissions

Restrict or allow users to access certain features of coreplus

Written by Matthew O'Carroll
Updated over a week ago

User Training

Basic coreplus training video

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

Written by Ida
Updated over a week ago

Training guide for Practitioners or Case Managers

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

Written by Ida
Updated over a week ago

Training guide for Reception or Accounts/Admin staff

Become an expert in appointments, client details and invoicing

Written by Ida
Updated over a week ago

Training manual for Owners, Practice Managers or Supervisors

Learn how to manage templates, permissions and more

Written by Ida
Updated over a week ago

Support & Help

core-y the Resolution Bot

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

Written by Wade Bradshaw
Updated over a week ago

Contacting the Success Team

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

Written by Christien Sienes
Updated over a week ago

Contacting the Support Team

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

Written by Ida
Updated over a week ago

FAQs

FAQs about Getting Started in coreplus!

Frequently asked questions when you are new to coreplus!

Written by Roxanne
Updated over a week ago