Idea Request

It would save a lot of double handling if we could scan directly from our scanner into Coreplus - so referrals from doctors, new patient forms

Hi, I would like to know if it's possible to add a delete all option to the sent emails part of the "Personal Files" to free up storage space.

Need single client full back up including files and notes instantly. Waiting 24 hours for a full back in a legal and clinical environment is too long. Especially when the back up fails and you have to wait an additional 24 hours to run another one. Clients files are way to big to download each document one by one.

Hello, Sometimes we have to download all the patient's files. It is a tedious job if there are many files. It would be great if we can chose (checkbox) which files we want to download and download them as a ZIP archive.

The client would like to upload documents to client files which only she would have access to, but she wants the users to have access to other files for that client. In simple words, they want to be able to make a singular file restricted in client files.

Our OT's create drawings for home modifications and currently we store them on microsoft sharepoint, however one of the reasons we moved to your solution was that we thought we would be able to store all client files in the one location. It would help to be able to upload and store these files in the clients file.

An option to auto create folders in a client's File section. We create the same 5 or 6 folders in a clients file every time the account is created. It would streamline our work flow if there was an option to have these auto-created.

Can there be an option for closed files to search by CRN. We communicate with each other using the client CRN so they're not identified in emails etc but, when a file is closed it doesn't appear we can select or find the client using their CRN#

It would be very time saving if there was a function like there is in Windows File Explorer, to be able to preview a document in files. So when in "Files" a box would appear on the right hand side of the screen with a preview of the document that your mouse is on.

As an organisation using coreplus, it would be helpful to have somewhere to save master files where all users can access them.