Can I deselect an Active Client?
As most clinical activities, like writing up a note or completing an assessment, are client-related WriteUpp has been built from the ground to be client-centric using something we call the Active Client model.
If you want to "de-select" the active patient its likely that you want to do one of two things:
Record an activity against another client - in which case you can use the Switch functionality in WriteUpp to quickly and easily change active client. You can read more here -> How can I switch between patients?
Undertake a genuinely non client-related activity like:
creating a task
sending a message
booking a non-patient related appointment
In these scenarios, rather than de-selecting the active patient we give you the ability to specify that the activity is non-client related:
Non Patient Related Task:
Non Patient Related Message:
Non Patient Related Appointment:
If you want to "de-select" the active patient its likely that you want to do one of two things:
Record an activity against another client - in which case you can use the Switch functionality in WriteUpp to quickly and easily change active client. You can read more here -> How can I switch between patients?
Undertake a genuinely non client-related activity like:
creating a task
sending a message
booking a non-patient related appointment
In these scenarios, rather than de-selecting the active patient we give you the ability to specify that the activity is non-client related:
Non Patient Related Task:
Non Patient Related Message:
Non Patient Related Appointment:
Updated on: 21/06/2022
Thank you!