Coreplus Integration Setup

Snapforms allows clinics and allied health practitioners to create secure digital forms for client registration, intake, referrals, signed consent, assessments and more.

With the Coreplus practice management integration, Snapforms can automatically add and update client files in Coreplus using the information provided in your clients’ form responses.

How does the Coreplus integration work?

• When a client submits a completed form, it’s automatically synced to their file in Coreplus. 
• Got a new client? No problem! Once they submit an intake, registration, or referral form, a new client file is automatically created in Coreplus with all their details filled in.
• Existing client files can also be automatically updated via forms that are connected to Coreplus.
• For both new and existing client files, a PDF copy of the form is saved in their Coreplus client file.

How to set up the Coreplus integration

Before you start

This guide assumes you’ve already created your online form using the drag-and-drop form builder. Please ensure your form has all the fields required for adding and updating client files in Coreplus.

If you’re new to Snapforms, we recommend you check out our 10-minute getting started video or have a look through our help guides to learn how to set up your form.

Obtain a Coreplus access token

Before you can connect Snapforms to Coreplus, you will need to obtain an access token via your Coreplus account. 

1. Log into your Coreplus account.
2. In the menu, click Setup > Add Ons.
3. Select the Snapforms tile, then enable the Snapforms add on.
4. Copy the access token displayed near the top of the page. 

Once you’ve obtained the access token, log into Snapforms and configure the following integration settings on your form.

Enable Coreplus integration and link account

1. Open your form edit mode.
2. Navigate to the Form Settings tab > Integrations.
3. Select the Coreplus checkbox.
4. If this is the first connection, click the click here link to display the API Key field.
5. Paste your Coreplus access token into the API key field, then click Save. This API key is now saved and can be used across different forms.
6. Enable the integration actions you require:

Set up basic field mapping

1. In the Field Mapping section, select the form fields that correspond with each of the Coreplus fields. For example, link your ‘First Name’ field to ‘First Name’, ‘Last Name’ to ‘Last Name’, and so on. Note: First Name, Last Name, and at least one of DOB, Email, Phone or Mobile are the minimum required mappings. For greater accuracy of data matching, you can add more field mappings.
2. To add more field mappings, click Add Another Field, then select the form field from the list and map to the corresponding Coreplus field.
3. To start syncing all submissions to Coreplus, scroll to the top and click Save.

Advanced customisation

Syncing two form field responses to one Coreplus client field

To sync two form field responses into one Coreplus field, map the desired form fields to the same Coreplus destination, as shown in the example below:

Using conditional logic to run the integration

Instead of syncing every submission, you can apply conditional logic that triggers the integration only when specific criteria are met. This allows you to filter syncs based on responses or completion of workflow steps.

To control when the integration runs:

1. Tick the Run only when responses match these conditions.
2. Choose to run the integration if All or Any conditions match.
3. Select a form field, or a workflow step (if configured).
4. Select an operator, e.g. is, is blank, greater than, etc. Note: This list will vary depending on the selected field type.
5. Enter a specific answer required to trigger the integration.

Troubleshooting

If your data isn’t appearing in Coreplus as expected, check the Response Activity Logs for errors and retrigger the sync.