Whichever platform you’re coming from, we’ll help you switch over and import your data for free.
Determine what existing data you'd like to import and use it to populate our templates.
Securely upload completed templates into your coreplus account.
We swiftly process your import at no additional cost, so you can get back to business asap.
Select as many or as few data sets to import for your practice needs.
Demographic, Medicare, NDIS and Hearing Services Program details and more
Appointment info, allocated location and room, set reminder and more
Linked client and appointment, billable items, payment information and more
Linked client and practitioner, medicolegal stamp, case note content and more
Linked client and referrer, start and end date, status, notes and more
Billable service types, stock/product types and levels and more
Linked client, type, dose, prescription, consumption details and more
Contact, provider, associated clinic or organisation details and more
Complete this form to request a data import with coreplus. Our Customer Support team will reach out with the templates and instructions on what you need to do.
We can import your data within 2 business days, provided the formatting requirements are met.
Yes! We do!
It depends on your current provider and the format of your data extraction. Sometimes there are minor adjustments that are required to confirm to the different configuration between systems.
Yes, and they can be linked to past or present practitioners too.
Yes you can still use coreplus however once your data is imported, you will be limited with client based activities you can perform such as creating an appointment or writing a case note.
Importing your data to coreplus is completely optional.
You will need a subscribed account for us to import your data
No, you can import as little or as much as you like within the scope of our templates.
Not at all.
We do not import attachments.
Your own invoice numbers and client ID’s can be imported as part of the invoice or client record as a note, however coreplus has it’s own invoice and client ID numbering system that can’t be overwritten.