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Practice management
Set up your coreplus account for success
+4
72 articles in this collection
Written by
Diana Younan,
Andreas Papastergiadis,
Lachlan Cox
and 4 others
COVID-19 Resource Hub
Links & Resources to help navigate your Allied Health practice through the impact from COVID-19
Written by
Lachlan Cox
Updated over a week ago
Clearing Cookies and Cache
Clearing your browsing data helps when troubleshooting and improves the performance of your browser.
Written by
Maeve McNelis
Updated over a week ago
Manage your team
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
Edit an existing practitioner or receptionist user account
Learn how to edit or deactivate a user in your account
Written by
Diana Younan
Updated over a week ago
Add a provider number
Adding a Medicare Provider number to a practitioner/site
Written by
Lachlan Cox
Updated over a week ago
Share your calendar
Enable calendar sharing with other users
Written by
Diana Younan
Updated over a week ago
Client sharing
Enable another practitioner's access to one of or all of your clients
Written by
Diana Younan
Updated over a week ago
Feature Permissions
Restrict or allow users to access certain features of coreplus
Written by
Andreas Papastergiadis
Updated over a week ago
Add a message to your Noticeboard
Share a message with your practice in the noticeboard
Written by
Lachlan Cox
Updated over a week ago
Calendar and appointments
Internal Chat Function
Messaging your colleagues directly or using the calendar to advise that a client has arrived
Written by
Mel Suchy
Updated over a week ago
Calendar views: User, Room, Day and Week
An overview of the different views available in the calendar
Written by
Lachlan Cox
Updated over a week ago
Appointment Types
Categorise and colour code appointment types for your calendar
Written by
Jennifer Barbaza
Updated over a week ago
Change your browser zoom
Having your browser at 100% zoom improves how websites are displayed
Written by
Maeve McNelis
Updated over a week ago
Make an appointment from the calendar
Add an appointment for a client two different ways from a Calendar
Written by
Diana Younan
Updated over a week ago
Scheduling client appointment reminders
Schedule an SMS or email reminder for your client's appointment
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
Written by
Diana Younan
Updated over a week ago
Reschedule an appointment
Reschedule an existing appointment for your client
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
Written by
Lachlan Cox
Updated over a week ago
Cancellation reasons for appointments
Record reasons on why clients are cancelling their appointments
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
Written by
Diana Younan
Updated over a week ago
Colour your schedule
Highlight your calendar availability with allocation blocks
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
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
Written by
Andreas Papastergiadis
Updated over a week ago
Timezone on your calendar
Discrepancies with appointment times on your calendar
Written by
Diana Younan
Updated over a week ago
Add a client to a waiting list
Accommodate your client with the waiting list
Written by
Diana Younan
Updated over a week ago
Setup an iCal sync
Sync your coreplus calendar to a mobile phone or web calendar
Written by
Andreas Papastergiadis
Updated over a week ago
Public holidays within your calendar
View Australian public holidays on your calendar
Written by
Lachlan Cox
Updated over a week ago
Using coreplus with Zoom
How use coreplus and Zoom for telehealth consults
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
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
Written by
Diana Younan
Updated over a week ago
Raising credits and refunds
Managing refunded invoices and raised credits in coreplus
Written by
Ida
Updated over a week ago
Set up an invoice print template
Control the look and feel of your invoice printouts
Written by
Lachlan Cox
Updated over a week ago
Selecting preferred payment methods
Set your preferred payment methods to apply to future invoices
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
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
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
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
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
Written by
Andreas Papastergiadis
Updated over a week ago
Invoicing and payment FAQs
Frequently asked questions related to invoicing and payments
Written by
Lachlan Cox
Updated over a week ago
Admin
Sent E-Mails
Finding your sent E-Mails in coreplus
Written by
Mel Suchy
Updated over a week ago
Referrers and Clinics
Manage the referrer and clinic lists on your account
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
Written by
Lachlan Cox
Updated over a week ago
Cancelling your coreplus account
Back up your data and close your coreplus account
Written by
Ida
Updated over a week ago
Enable Multi-Factor Authentication
Increase security on your account by enabling multi-factor authentication (MFA)
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
Written by
Andreas Papastergiadis
Updated over a week ago
Mailing labels
Export or print your client and referrer email and/or address information
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
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
Written by
Lachlan Cox
Updated over a week ago
Process an Instant Data Backup
Initiate an instant data backup of client details.
Written by
Lachlan Cox
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
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
Written by
Lachlan Cox
Updated over a week ago
Create and loan an asset
Create assets, loan out equipment, and manage your overdue loans
Written by
Lachlan Cox
Updated over a week ago
Customise your account
Interface Settings
Defining and understanding your Interface Settings
Written by
Lachlan Cox
Updated over a week ago
Add your practice locations with sites
Add, edit or delete a site
Written by
Lachlan Cox
Updated over a week ago
Add a room
Add, edit or delete rooms for your practice
Written by
Lachlan Cox
Updated over a week ago
Transferring clients between sites
Manage clients and transfer them between sites
Written by
Lachlan Cox
Updated over a week ago
SMS reminder template
Create an SMS appointment reminder template
Written by
Lachlan Cox
Updated over a week ago
Email reminder template
Setup an email reminder template to notify clients of their upcoming appointment
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
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
Written by
Lachlan Cox
Updated over a week ago
Creating and using a letter template
Create, edit and delete your letter templates
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
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
Written by
Andreas Papastergiadis
Updated over a week ago
What to do with your .PST file
Importing your .PST file into an email program
Written by
Lachlan Cox
Updated over a week ago
Reporting
Reporting - Calendar
Extract useful and actionable information on clients and appointments at your practice
Written by
Lachlan Cox
Updated over a week ago
Reporting - Calendar - Cancellation
Run the appointment cancellation report to get greater insights into why clients are choosing to cancel their appointments
Written by
Diana Younan
Updated over a week ago
Reporting - Client
Get insights into your caseload
Written by
Andreas Papastergiadis
Updated over a week ago
Reporting - Event/SMS
Track your employees or view a log of sent client SMS/email reminders
Written by
Andreas Papastergiadis
Updated over a week ago
Reporting - Financial
​Manage your practice's financials through the various financial reports coreplus has on offer
Written by
Andreas Papastergiadis
Updated over a week ago
Reporting - Medicare
Extract useful information about your practice to help keep track of Medicare and DVA claims lodged through coreplus
Written by
Lachlan Cox
Updated over a week ago
Practice Dashboard Report
A powerful report to help understand your business and look for areas for improvement
Written by
Lachlan Cox
Updated over a week ago
Availability report
Get a detailed insight on your practitioners' availability schedules
Written by
Lachlan Cox
Updated today