Using Core Practice
Helping users with day-to-day Core Practice tasks
Administration
- How to design a new Letter template
- Fee Management
- Creating Email / SMS templates
- Adding a location IP address
- How to refund a prepayment
- How to add my logo as a letterhead
Get Started
Online Booking
- Notice and health alert for online booking
- How to embed our Online Bookings on your site
- How to approve online appointments
- How to manage your services
- How to activate Online Bookings for your location
- How to activate Online Bookings for a calendar
Appointment & Calendar
- How to use the Calendar Setup
- Appointments Advanced
- Adding a provider to the appointment book / calendar
- Rearranging Calendar order
- How to add a leave period on a calendar?
- How to use the Waiting/Stand-by List
Treatment & Planning
- Advanced treatment note templates
- How to customise Treatment Note Templates
- Adding a device
- Add sterilisation tracking record to patient profile
- How to link an appointment to a treatment plan visit
- How to enter treatments for a family
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 merge duplicate profiles
- 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
Users & Groups
- Restrict user IP address
- Set up two-step authentication
- How to manage user groups
- How to create/manage users
- Restrict user location access
- Restrict user access time