Practice management

Set up your coreplus account for success

Diana Younan avatar Andreas Papastergiadis avatar Adrian Gauci avatar +2
54 articles in this collection
Written by Diana Younan, Andreas Papastergiadis, Adrian Gauci and 2 others
Admin

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

Add a purchase

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

Data backup on a PC

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

Data backup on a Mac

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

Create and loan an asset

Create assets, loan out equipment, and manage your overdue loans
Christopher Thomas avatar
Written by Christopher Thomas
Updated over a week ago

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
Christopher Thomas avatar
Written by Christopher Thomas
Updated over a week ago
Customise your account

Setting up your email signature

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

Guide to activating email using a 3rd party email provider

Enter new email settings within coreplus application and migrate your email history to the new email service provider
Lachlan Cox avatar
Written by Lachlan Cox
Updated over a week ago

Guide to switching your coreplus email to a 3rd party email provider

Setup email forwarding and ensure you maintain a copy of your emails
Diana Younan avatar
Written by Diana Younan
Updated over a week ago

Guide to exporting your emails out of coreplus

Take action now to ensure you maintain a copy of your emails
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

What to do with your .PST file

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

Creating and using a letter template

Create, edit and delete your letter templates
Christopher Thomas avatar
Written by Christopher Thomas
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

Add your practice locations with sites

Add, edit or delete a site
Adrian Gauci avatar
Written by Adrian Gauci
Updated over a week ago

Transferring clients between sites

Manage clients and transfer them between sites
Christopher Thomas avatar
Written by Christopher Thomas
Updated over a week ago

Add a room

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

Email reminder template

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

SMS reminder template

Create an SMS appointment reminder template
Adrian Gauci avatar
Written by Adrian Gauci
Updated over a week ago