Idea Request

Adding in >6 months and >12 months when searching for inactive clients. This is particularly useful for our physicians.

We are seeking to use AI to aid in generating progress reports to give to clients. It would be incredibly useful for this to be part of Coreplus as the data to be used is there in various places in the client file.

I would like to know if there is a way to create a report generating patients who have attended/billed for 1 session only with no follow-up or other session attended during a certain time-frame. I have a few ways to do it in excel but it never seems to capture true one-offs and requires a fair bit of manual searching.

Creating a report for Newly added Clients to include Admin notes

Be able to filter the debtors report by client type/group rather than have them all lumped together and not be able to distinguish which is an NDIS plan managed client and which is a private client.

could we generate a report downloadable to excel including client names, GP details, funding stream

Can you include a coreplus report for Business Activity Statement (BAS) reporting for the ATO? I believe the data needed is already collected/collectible in coreplus, but needs to be in a format similar to MYOB.

Does anybody have any help re Basic reports? - Clients as per case manager? A simple list is not helpful and waiting 24 hrs for a backup that has to be amended is not efficient. Client/employer client report? Better account summary?

Reports need to be in a larger font in order to be able to be read more easily.

Reports need a larger font in order to be read