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 your Coreplus account.
- Got a new client? No problem! Once they submit an intake, registration, or referral form, a new client file is automatically created in your Coreplus account 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.
- Log into your Coreplus account.
- In the menu, click Setup > Add Ons.
- Select the Snapforms tile, then enable the Snapforms add on.
- 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.
Configure the form integration settings
- Open your form in edit mode and select the Form Settings tab.
- Select Integrations > Coreplus.
- If this is the first connection, click the click here link to display the API Key field.
- Copy/paste the access token into the API key field and click Save. This API key is now saved and can be used across different forms.
- Enable the integration actions you require.
- In the Field Mapping section, select the form fields that correspond with each of the Coreplus fields. 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.
- To add more field mappings, click Add Another Field, then select the form field from the list and map to the corresponding Coreplus field.
- Once complete, scroll to the top and click Save.
Coreplus integration actions explained
Action | Enable this if you want to… |
Create a new Coreplus client from form response if one doesn’t already exist | Create new client files in Coreplus using the mapped fields from the form responses. |
If a client exists in Coreplus update their details with the answers from this form | Update existing client files in Coreplus using the mapped fields from the form responses. |
Attach a PDF document to the Coreplus client file | Attach a PDF document that looks exactly like your online form (including the responses populated within the fields) to the client file in Coreplus.
If you prefer to design your own PDF template or use a pre-made fillable PDF, click Add/edit PDF templates for this form (blue link) and follow the instructions in the PDF templates guide. |
Populating two form fields into one Coreplus client field
If you need to populate two pieces of data into a single field in Coreplus, you can achieve this by mapping the two form fields to the same Coreplus field (e.g. Notes 1), in the order you want the data to appear. See example below:
Troubleshooting
If the integration fails to create or update a file in your patient management system, you can check the integration result and logs in the form’s responses.
- In the Forms List, on the form click Actions > View Responses.
- For more details, click View/Download.
- Scroll to the bottom of the response details to the integration logs.
If you’re unable to resolve any issues, please feel free to get in touch with us for assistance.