Using Core Practice
Helping users with day-to-day Core Practice tasks
Administration
- How to design a new Letter template
- Fee Management
- How to track Sterilisation Cycle
- How to generate Statements
- How to delete a treatment item code
- How to use the Location Performance dashboard
Get Started
Online Booking
Appointment & Calendar
- How to use the Calendar Setup
- Appointments Advanced
- How to use the Waiting/Stand-by List
- How to apply public holidays to your calendars
- How to delete an availability from a calendar template
- How to add a "one-time" availability
Treatment & Planning
- Advanced treatment note templates
- How to customise Treatment Note Templates
- Add sterilisation tracking record to patient profile
- How to link an appointment to a treatment plan visit
- How to enter treatments for a family
- How to add treatments for multiple practitioners
Invoicing & Payments
- How to create a credit note (refund)
- Invoice Advanced
- How to follow up on outstanding accounts
- How to take a claim for multiple providers
- 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
Users & Groups
- How to manage user groups
- How to create/manage users
- How to vote for Feature Requests in our Community
- How to change your password
- How to reset your account password
- How to change your user profile information