Go to coreplus
All Collections
Getting started with coreplus
Getting started with coreplus
Creating and setting up your coreplus account, training guides and coreplus basics!
+5
25 articles in this collection
Written by
Diana Younan,
Lachlan Cox,
Matthew O'Carroll
and 5 others
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