Idea Request

It's great that referrers and clinics can be added, but can we please have the facility to delete referrers or clinics that we no longer need (or who have retired or shut), and to merge duplicates?

Add in the ability to merge Referrers, the same way we can clients. We have a lot of double ups, and aren't able to delete them as they will be removed from historical and active client files. It will help work flow.

Dear coreplus, It would be beneficial if referrers and clinics have the option to include both a physical address as well as a postal address Thank you!

When booking in a patient beyond their referral validity period, a pop-up will appear reminding that they need to obtain a new referral before attending.

It would be helpful if the email reminder & SMS reminders could pick up referral expiry so that the patient is reminded to get a new referral prior to their upcoming appointment.

It would be great to have the ability to allocate future sessions to a particular referral for a specified number of appointments (e.g. 10 sessions, as per the referral) and for these to appear as counted in the appointments section only when the client attends. An alert that notifies the practitioner that all sessions have now been completed (with attendance) would be useful in promoting a letter back to the referrer is due.

I can never find referrers/contacts in Coreplus. Perhaps move it out of "set up". Perhaps it can have it's own tab or in "Communication"?

Medicare now require Psychologist have a copy of the Mental Health Care Plan on the client's file (not just a copy of the referral) A place on the client's dashboard to record -Yes (it's on File) and the date of the plan - would be so helpful. Something like the COVID-19 Vac which is now obsolete. Thanks

The user would like to be able to download the files attached to the referral for a client. When they go to Details/Referrer > Manage Referrer > Edit Referral, they can see the uploaded file but are unable to download it. They want to be able to download those files.

Looking to create a report that can be run between a selected date range that will show which client/patients have expiring referrals. This is imperative to streamline client experience, reduce stress and avoid debtors. Having the ability to also filter by service provider and clinic location would also be beneficial.