Using Core Practice
Helping users with day-to-day Core Practice tasks
Administration
- Live Training Session
- Fee Management
- How to delete Business Profile
- How to Unarchive/Delete a Fee Level
- How to determine the fee level types
- How to remove referral contact from the online medical history form
Get Started
- System Requirements for Running Core Practice
- Basics Articles - Intro
- Appointment Basics
- Treatment Basics
- Invoice Basics
- Treatment Note Basics
Online Booking
- Notice and health alert for online booking
- How to approve online appointments
- Getting invalid suburb or health insurance when completing the online form
- Online booking widget installation instructions
- How to manage your services
- How to activate Online Bookings for your location
Appointment & Calendar
- How to Activate Birdeye
- How to use the Calendar Setup
- Appointments Advanced
- How to activate Hotdoc
- How to delete a one-time availability
- How to restrict users to view their own calendars
Treatment & Planning
- Advanced treatment note templates
- How to Customise Treatment Note Templates
- How to chart mixed dentition
- How to download treatment notes
- How to update the treatment plan details
- How to send Treatment Plans to patients
Invoicing & Payments
- How to create a credit note (refund)
- Invoice Advanced
- How to create a sales item
- How to generate report for treatment that is not yet invoiced
- How to generate Business Payment Summary Report
- How to run Location GST Detail Cash Report
Patient Management
- How to use the new Automated Marketing Feature
- How to view Letter's audit logs
- How to reassign the family organiser
- Creating a parent's account as the family organiser
- What is a Referral Summary Report?
- How to track a patient's past Medical History
Users & Groups
- Restrict user IP address
- Set up two-step authentication
- How to manage user groups
- How to create/manage users
- How to block a user's sign-in access
- How to send an invite to new users
Templates
- How to design a new Letter template
- How to insert an image to your template?
- How to add templates for marketing recall campaigns
- Customising the location details on the appointment confirmation email
- How to use the automatic communication through SMS and Email
- Default Appointment Complete Email Template
Online Forms
- How to use the New Online Consent Letter
- How to view Online Forms history
- Approving Patient's Online Medical History Forms
- How To Send Online Forms
- How to download Patient's Signed Forms
- How to add a referral contact on the online Medical History form