Practice management

Set up your coreplus account for success

Diana Younan avatar Andreas Papastergiadis avatar Lachlan Cox avatar +1
64 articles in this collection
Written by Diana Younan, Andreas Papastergiadis, Lachlan Cox and 1 other
Calendar and appointments

Calendar views: User, Room, Day and Week

An overview of the different views available in the calendar
Lachlan Cox avatar
Written by Lachlan Cox
Updated over a week ago

Appointment Types

Categorise and colour code appointment types for your calendar
Andreas Papastergiadis avatar
Written by Andreas Papastergiadis
Updated over a week ago

Make an appointment from the calendar

Add an appointment for a client two different ways from a Calendar
Diana Younan avatar
Written by Diana Younan
Updated over a week ago

Scheduling client appointment reminders

Schedule an SMS or email reminder for your client's appointment
Lachlan Cox avatar
Written by Lachlan Cox
Updated over a week ago

Create a recurring appointment

Save time and create a recurring appointment for clients coming in on a regular basis
Diana Younan avatar
Written by Diana Younan
Updated over a week ago

Reschedule an appointment

Reschedule an existing appointment for your client
Diana Younan avatar
Written by Diana Younan
Updated over a week ago

Drag and drop appointments for a client

Reschedule an appointment by dragging and dropping it to a different time within your calendar
Lachlan Cox avatar
Written by Lachlan Cox
Updated over a week ago

Cancellation reasons for appointments

Record reasons on why clients are cancelling their appointments
Lachlan Cox avatar
Written by Lachlan Cox
Updated over a week ago

Your calendar schedule

Set up your calendar schedule and make yourself available to start booking in clients
Diana Younan avatar
Written by Diana Younan
Updated over a week ago

Colour your schedule

Highlight your calendar availability with allocation blocks
Diana Younan avatar
Written by Diana Younan
Updated over a week ago

Block out time in your calendar

Schedule a meeting, or block out a public holiday in your calendar without needing to modify your schedule
Andreas Papastergiadis avatar
Written by Andreas Papastergiadis
Updated over a week ago

Set the look and feel of your calendar

Organise your calendar settings to manage appointment defaults, display times and timezones
Andreas Papastergiadis avatar
Written by Andreas Papastergiadis
Updated over a week ago

Timezone on your calendar

Discrepancies with appointment times on your calendar
Diana Younan avatar
Written by Diana Younan
Updated over a week ago

Add a client to a waiting list

Accommodate your client with the waiting list
Diana Younan avatar
Written by Diana Younan
Updated over a week ago

Setup an iCal sync

Sync your coreplus calendar to a mobile phone or web calendar
Andreas Papastergiadis avatar
Written by Andreas Papastergiadis
Updated over a week ago

Public holidays within your calendar

View Australian public holidays on your calendar
Lachlan Cox avatar
Written by Lachlan Cox
Updated over a week ago

Using coreplus with Zoom

How use coreplus and Zoom for telehealth consults
Lachlan Cox avatar
Written by Lachlan Cox
Updated over a week ago
Managing payments

COVID-19 and Telehealth Item Codes

How to add new COVID-19 and Telehealth item codes into your coreplus account for claiming
Lachlan Cox avatar
Written by Lachlan Cox
Updated over a week ago

Item numbers and service types for invoices

Add, edit and delete service types for your invoices
Diana Younan avatar
Written by Diana Younan
Updated over a week ago

Set up an invoice print template

Control the look and feel of your invoice printouts
Lachlan Cox avatar
Written by Lachlan Cox
Updated over a week ago

Selecting preferred payment methods

Set your preferred payment methods to apply to future invoices
Lachlan Cox avatar
Written by Lachlan Cox
Updated over a week ago

Appointment cancellation rules

Automatically raise an invoice when a client's appointment is marked as no show
Andreas Papastergiadis avatar
Written by Andreas Papastergiadis
Updated over a week ago

Batch invoice payment for multiple clients

Apply a single payment from an insurer or third party to multiple clients
Andreas Papastergiadis avatar
Written by Andreas Papastergiadis
Updated over a week ago

SMS outstanding accounts

This is a useful feature which allows your practise to send out SMS reminders to accounts with outstanding invoices
Lachlan Cox avatar
Written by Lachlan Cox
Updated over a week ago

Appointment to invoice creator

This is a useful function in coreplus which allows users to create batches of invoices based on client appointments
Lachlan Cox avatar
Written by Lachlan Cox
Updated over a week ago

Export service types

Download and export a list of your service types with fees and stock levels
Andreas Papastergiadis avatar
Written by Andreas Papastergiadis
Updated over a week ago

Invoicing and payment FAQs

Frequently asked questions related to invoicing and payments
Lachlan Cox avatar
Written by Lachlan Cox
Updated over a week ago
Admin

Referrers and Clinics

Manage the referrer and clinic lists on your account
Lachlan Cox avatar
Written by Lachlan Cox
Updated over a week ago

Linking Referrers and Clinics

Coreplus allows for referrers to be created without linking them to a clinic - this article explains how to link referrers to clinics
Lachlan Cox avatar
Written by Lachlan Cox
Updated over a week ago

Enable Two Factor authentication

Increase security on your account by enabling two factor authentication
Lachlan Cox avatar
Written by Lachlan Cox
Updated over a week ago

Uploading files to shared and personal files

Attach files such as training manuals, images or other documents to share with all users, or only yourself
Andreas Papastergiadis avatar
Written by Andreas Papastergiadis
Updated over a week ago

Mailing labels

Export or print your client and referrer email and/or address information
Lachlan Cox avatar
Written by Lachlan Cox
Updated over a week ago

Data backup on a PC

Download a copy of your data stored in coreplus to your Windows PC
Lachlan Cox avatar
Written by Lachlan Cox
Updated over a week ago

Data backup on a Mac

Download a copy of your data stored in coreplus to your Apple Mac
Lachlan Cox avatar
Written by Lachlan Cox
Updated over a week ago

Process an Instant Data Backup

Initiate an instant data backup of client details.
Lewis McCormack avatar
Written by Lewis McCormack
Updated over a week ago

Create a purchase category

Purchase categories are used to group together different purchases based on the needs of the practice
Lachlan Cox avatar
Written by Lachlan Cox
Updated over a week ago

Add a purchase

Purchases made for the practice can be recorded and categorised to help with organising inventory, finances or taxes
Lachlan Cox avatar
Written by Lachlan Cox
Updated over a week ago

Create and loan an asset

Create assets, loan out equipment, and manage your overdue loans
Lachlan Cox avatar
Written by Lachlan Cox
Updated over a week ago
Customise your account

Interface Settings

Defining and understanding your Interface Settings
Lachlan Cox avatar
Written by Lachlan Cox
Updated over a week ago

Add your practice locations with sites

Add, edit or delete a site
Lachlan Cox avatar
Written by Lachlan Cox
Updated over a week ago

Add a room

Add, edit or delete rooms for your practice
Lachlan Cox avatar
Written by Lachlan Cox
Updated over a week ago

Transferring clients between sites

Manage clients and transfer them between sites
Lachlan Cox avatar
Written by Lachlan Cox
Updated over a week ago

SMS reminder template

Create an SMS appointment reminder template
Lachlan Cox avatar
Written by Lachlan Cox
Updated over a week ago

Email reminder template

Setup an email reminder template to notify clients of their upcoming appointment
Lachlan Cox avatar
Written by Lachlan Cox
Updated over a week ago

Setting up your email signature

Create an email signature that is part of an email sent via coreplus
Lachlan Cox avatar
Written by Lachlan Cox
Updated over a week ago

Set send/reply to email address

Nominate an email address that your clients will see when receiving emails sent from your coreplus account
Lachlan Cox avatar
Written by Lachlan Cox
Updated over a week ago

Creating and using a letter template

Create, edit and delete your letter templates
Lachlan Cox avatar
Written by Lachlan Cox
Updated over a week ago

Create a questionnaire template

Create an intake form or set of questions to ask your clients
Andreas Papastergiadis avatar
Written by Andreas Papastergiadis
Updated over a week ago

Create a custom data template

Manage or extract your custom data sets to record more information about a client
Andreas Papastergiadis avatar
Written by Andreas Papastergiadis
Updated over a week ago

What to do with your .PST file

Importing your .PST file into an email program
Lachlan Cox avatar
Written by Lachlan Cox
Updated over a week ago