PC – Using Core as a PC – How to Guide

HOW TO USE CORE AS A PC

SIGN IN

Type in your locations URL 
Example dentalboutiqueadelaide.corepractice.is

Sign in the below with your details 




VISIBILITY OF BOOK

Location View
Visibility of ALL clinicians calendars


Can change visibility between Day, 2 Days, Week – Best view is Day  


Can click through weeks, days, months 
<< Week behind 
< Week behind
>> Week ahead
> Week ahead
+3 months
+6 months
+ 12 months
Calendar – select specific date


Book View
Visibility of SELECTED clinician calendar
Select drop down of dentist name to change Dentist/OHT






SEARCHING FOR A PATIENT


Select patient then advanced search


Input in patient details and select search (or press enter)


Select Patient 

Input details and select search




CREATING AN APPOINTMENT 

Highlight the space in the appointment book where you are wanting to create the appointment 


Select patient and search for your patient, once found select the patient’s name


Input appointment details ensuring that you fill out Reason, Status (if required) and input Appointment Description details (if required)
Select create appointment 










FINDING PATIENTS APPOINTMENT DETAILS

In the patients profile, select the patients name with the drop down 


Select patients appointments to view future, attended and FTA 



NOTES IN CORE

Select patient profile you’re wanting to enter


Patients profile opens up
Select Treatment on left hand side 



To write a note you need to select start treatment on the right hand side


Input the provider as the clinic location 


Write in the treatment code you’re wanting to input the note for 
PC XX (PC Note)
FIN (Finance Note) 
PR (Patient Rang)
RP (Rang Patient) 
9999 (Note)


The item code will appear under the treatment notes section 
Select the bubble to open note templates


Search for treatment note template relevant to your code 




TREATMENT PLANS

Select treatment plans on left hand side of patients profile 



CREATING A PLAN
Select Create a plan to create a NEW plan 


ADDING ITEM CODES TO A TREATMENT PLAN
ALL codes show you categories where you can find all codes


OPERATION  codes show you categories where you can find all operational treatment plan packages





COMMON  codes shows you common codes that you regularly use/search 



WRITING NOTES ON THE TREATMENT PLAN 
Select the treatment you’re wanting to add a note too 
Select the three dots on that treatment plan 
Write notes and select update plan 




DOWNLOADING OR PRINTING THE TREATMENT PLAN 
Select the treatment you’re wanting to print or download
Select the three dots on that treatment plan 
Printing – Select all treatments 
Download – Select all treatments 






CHANGE VIEW OF ITEMS ON TREATMENT PLAN 
Select more on treatment plan 
Select action you want to change view of for that treatment plan 



EDITING THE TREATMENT PLAN (VISITS, COMPLETION, DELETING)
Select treatment plan 
Select 3 dots and move treatment plan visits 



ATTACHMENTS
Select attachments on the left hand side of the patient’s profile 
To upload a new attachment select upload 


: PC – Using Core as a PC – How to Guide
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