Getting started with coreplus
Creating and setting up your coreplus account, training guides and coreplus basics!
24 articles
Setting up your coreplus accountA brief outline of what you need to do to set up your new coreplus account
Setting up your coreplus account (advanced!)Take full advantage of coreplus using these settings
Import data into coreplusEasily import your clients, referrers, case notes, appointments, invoices, service type details and more into coreplus
Setting up a new userEverything you need to do to set up your staff in coreplus
Business InformationAdd or edit your business and account information in coreplus
Shortcuts and search functions in coreplusAn easy way of searching information using the shortcuts and search functions in coreplus
Interface SettingsDefining and understanding your Interface Settings
Add a logo to your coreplus accountAdd your company's logo to your coreplus account
Add a practitioner or receptionistAdd a newly joined practitioner or receptionist to your coreplus account
Setting up your Positions and SpecialtiesSelect specific positions for your users to improve support and assistance
Client sharingEnable another practitioner's access to one of or all of your clients
Users and PermissionsDetermine what type of user and level of access you would like to create
Feature PermissionsRestrict or allow users to access certain features of coreplus
Basic coreplus training videoIn this video, we will take you through the basics of coreplus, with a few tricks along the way.
Training guide for Practitioners or Case ManagersLearn how to write case notes, manage your schedule and more
Training guide for Reception or Accounts/Admin staffBecome an expert in appointments, client details and invoicing
Training manual for Owners, Practice Managers or SupervisorsLearn how to manage templates, permissions and more
core-y the Resolution BotIf you have used the Live Chat feature of coreplus, you may have already met core-y!
Contacting the Success TeamThe 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 Support TeamThe Support Team is here to help you succeed using coreplus’s digital health first platform to provide healthcare services to your clients
Chat with the support staffThis article covers sending an attachment via live chat, closing and reopening a chat, and downloading a conversation