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Let’s get you set up on coreplus
Whichever platform you’re coming from, we’ll help you switch over and import your data for free.
How to switch to coreplus
Engineering teams
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Marketing teams
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Design teams
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Tell us your needs
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Match with an expert
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Ready for you
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Prep your data
Determine what existing data you'd like to import and use it to populate our templates.
1. Clients
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Upload it
Securely upload completed templates into your coreplus account.
1. Clients
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Sit back and relax
We swiftly process your import at no additional cost, so you can get back to business asap.
1. Clients
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What we can import
Select as many or as few data sets to import for your practice needs.
Clients
Demographic, Medicare, NDIS and Hearing Services Program details and more
Appointments
Appointment info, allocated location and room, set reminder and more
Invoices
Linked client and appointment, billable items, payment information and more
Case Notes
Linked client and practitioner, medicolegal stamp, case note content and more
Referrals
Linked client and referrer, start and end date, status, notes and more
Service Types
Billable service types, stock/product types and levels and more
Medications
Linked client, type, dose, prescription, consumption details and more
Referrers & Clinics
Contact, provider, associated clinic or organisation details and more
Take the next step
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.
Frequently Asked Questions
How long does it take my data to import?
We can import your data within 2 business days, provided the formatting requirements are met.
Do you import invoices?
Yes! We do!
Do I have to do anything with my data before you import it?
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.
Can I import closed/archived client cases?
Yes, and they can be linked to past or present practitioners too.
Can I still use coreplus while my data is being imported?
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.
Do I need to import my data or can I start fresh?
Importing your data to coreplus is completely optional.
Can I import my data during my free trial?
You will need a subscribed account for us to import your data
Do I need to import ALL of my data?
No, you can import as little or as much as you like within the scope of our templates.
Are there any limitations on the volume of data I can import?
Not at all.
Do you import attachments?
We do not import attachments.
Can I keep my own invoice numbers or client IDs?
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.
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