Using Core Practice
Helping users with day-to-day Core Practice tasks
Administration
- How to generate Statements
- How to delete a treatment item code
- How to use the Location Performance dashboard
- How to manage user groups
- How to add a map to your appointment reminder emails
- How to edit a treatment item code
Get Started
Online Appointments
Appointment & Calendar
- Appointments Advanced
- How to apply public holidays to your calendars
- How to delete an availability from a calendar template
- How to add a leave period on a calendar
- How to add a "one-time" availability
- Adding and removing events from your calendar
Treatment & Planning
- How to link an appointment to a treatment plan visit
- How to enter treatments for a family
- How to add treatments for multiple practitioners
- How to select planned treatments from a patient's Treatment file
- Advanced treatment note templates
- How to create an Orthodontic Treatment Plan
Invoicing & Payments
- Invoice Advanced
- How to follow up on outstanding accounts
- How to take a claim for multiple providers
- How to create a credit note (refund)
- Managing health funds in a patient's file
- Making a prepayment/deposit for a patient's treatment
Patient Management
- How to set a patient's recall
- How to manage family accounts
- How to use the Marketing feature
- Attaching an image from a mobile device
- How to import media with a different capture date
- How to import media from your clipboard