Occupational therapy

One client, several people to answer to

A single client might mean a parent to update, a plan manager to invoice, a GP waiting on a report and an insurer asking for progress notes. Each one needs something slightly different from you. coreplus keeps it all in one place, so nothing falls between the cracks.

Reports and letters without starting from scratch

Build templates for the reports and letters you write most, and start each one with the client's details already filled in. Every report is saved to the client's record, ready to send when you are.

Bill whoever is paying

Invoice the client, a parent or guardian, a plan manager, an insurer or a workers' compensation provider from the same appointment. NDIS-funded clients sit alongside the rest of your caseload, and Medicare and DVA claim processing is included on the plus plan.

A calendar for a day on the road

Set up each place you work as a location, from clinics to homes, schools and community settings, with SMS and email reminders sent automatically. For follow-ups that don't need a visit, run a telehealth session from the same calendar.

A team working from the same record

Everyone involved in a client's care works from one shared record, with permissions that control who can see what. When a colleague covers a session, they have the full picture before they arrive.

How it works

Step 1: Start your free trial. Sign up in a few minutes. Your trial is untimed, and no credit card is needed.

Step 2: Set up your practice. Add your services, practitioners and locations, and connect the add-ons you need. The help centre and our support team are there if you get stuck.

Step 3: Bring your data across. We'll import your clients, appointments, invoices and case notes from your current system for free.

Step 4: Go live. Start seeing clients in coreplus, with our support team on hand whenever you need them.

Want hands-on help getting set up? Premium onboarding is available, priced on application.

"It's the first platform that truly feels like it was designed for allied health. My whole team uses it every day."

Meera, Occupational Therapist

FAQs

Does coreplus support NDIS clients? Yes. coreplus includes NDIS features, so you can manage NDIS-funded clients alongside the rest of your caseload and invoice their sessions, including to plan managers.

Can I invoice insurers and workers' compensation providers? Yes. Third-party billing is included on every plan, so you can invoice whoever is paying for a client's care.

Can I claim Medicare and DVA? Yes. Medicare and DVA claim processing is included on the plus plan at no extra cost.

Can I see clients by telehealth? Yes. Telehealth is built into coreplus and runs from your calendar, so the session link and the client's record are in the same place.

Can I bring my data across from my current system? Yes. Data import is free on every plan and covers clients, appointments, invoices and case notes.

How much does coreplus cost? Plans start from $35 per practitioner per month, plus GST. Medicare and DVA claiming is included on the plus plan, at $49 per practitioner per month, plus GST. Admin users are free.