Streamline your practice: coreplus workflow tools you'll be glad to know about

Managing a thriving healthcare practice demands efficiency at every level. coreplus provides a comprehensive suite of tools designed to streamline your workflow across registration, scheduling, client tracking, accounting, and reporting. Let's explore how these powerful features can enhance your practice management experience.

Smart interface settings for better control

Need to activate SMS replies or boost your account security? Our interface settings serve as your command centre, where various systems connect and communicate. Customise your practice management experience with just a few clicks through our Interface Settings panel.

Keeping track of tasks and client communications

coreplus offers two powerful ways to manage your practice tasks and communications:

Admin notes: Your client communication hub

Admin notes provide a structured way to document and track client interactions:

• Create notes directly from client files or your dashboard
• Track appointment reminders and communications automatically
• Manage TO DO, IN PROGRESS, and DONE statuses
• Access client-specific notes directly from their files

💡 Pro Tip: SMS and email appointment reminders are automatically added as DONE admin notes, keeping your client communication history complete.

Organisation tasks: Project management made simple

For broader practice management needs, our Organization Tasks feature helps you:

• Delegate tasks efficiently to team members
• Track progress from a central dashboard
• Maintain clear oversight of practice projects

Get started with our detailed Organisation Tasks guide and transform how you manage your practice projects.

Quick access with smart search

Finding client information shouldn't be a treasure hunt. Whether you have an invoice number or just a phone number, our smart search function helps you locate what you need instantly. Learn how to maximise efficiency with our Shortcuts and search functions in coreplus guide.

Extend your capabilities

💡 Did you know? coreplus supports both private and public add-ons to extend your practice management capabilities. Interested in creating your own integration? Discover more about Developing your own integration.

By leveraging these tools effectively, you can create a more intuitive workflow that saves both time and money while enhancing your practice management experience. Ready to take your practice efficiency to the next level? Start exploring these features today!

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