Getting started with coreplus: Your essential FAQ guide

Starting your journey with coreplus? You're in the right place. We've gathered the most frequently asked questions from our community to help you navigate your new practice management system with confidence.

Quick Navigation

1. Is it possible to import data into coreplus?
2. I have added a new user and we haven't received the log-on email?
3. How can I find a particular invoice? Can I search a client by his phone number?
4. Do you offer training guides for new staff?
5. I would like to enable quantity invoicing so I can avoid adding multiple service items?
6. I forgot my password. How can I reset it?
7. I added a new user and they can't seem to have access to colleagues' clients or any reports?
8. Can you use coreplus all over Australia?
9. What pricing options does coreplus offer?
10. Is it possible to permanently delete a client file?
11. Is it possible to permanently delete a user?
12. Can I recover an invoice after deleting it?
13. How can I add a new client?
14. How can I upgrade my plan?
15. What type of access should I give to a user so that they have access to everything in the account?
16. Can I scan files directly into coreplus?

Data Import and Migration

Is it possible to import data into coreplus? Yes! We've made data migration simple. Follow our comprehensive guide here: Import data into coreplus

User Management

I have added a new user and we haven't received the log-on email? While activation emails typically arrive within 5 minutes, occasional delays can occur. If you haven't received it, reach out to us via live chat or email at support@coreplus.com.au.

Need more guidance? Check out our detailed guides:

• Add a practitioner or receptionist
• Setting up a new user

Search and Navigation

How can I find a particular invoice? Can I search a client by phone number? Absolutely! Our powerful search function handles both. Learn more about our Shortcuts and search functions in coreplus.

Training Resources

Do you offer training guides for new staff? We provide comprehensive training guides tailored for:

• Practitioners/Case Managers
• Reception/Admin Staff
• Owners/Supervisors/Practice Managers

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Key Features

Can you use coreplus all over Australia? Yes! As a web-based platform, coreplus is accessible nationwide. While we're currently optimized for Australian allied health, we're exploring international expansion. Start your free trial today!

Pricing and Plans

What pricing options does coreplus offer? We offer four flexible pricing tiers to suit different practice needs. View our complete pricing breakdown at coreplus.com.au/pricing

Client and User Management

• Client files are never permanently deleted - they're stored in the Deleted tab under Clients
• Users can be made inactive rather than deleted via My Account > Users
• New clients can be added through Dashboard > Clients > New client
• Learn more about client management

Plan Management

How can I upgrade my plan? Upgrading is simple: My Account > Subscription > Change > select plan > Update Subscription See detailed instructions

Need additional support? Our team is here to help:

• Live chat support
• Email: support@coreplus.com.au
• Help Center

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