Articles on: Patient Summary

Can I deselect an Active Client?

As most clinical activities, such as writing up a note or completing an assessment, are client-related, WriteUpp has been designed to be almost completely client-centric. We use something called the Active Client model. to do this.

If you do wish to 'de-select' the active patient, it's likely you're wanting 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 the Active Client. You can read more here -> How can I switch between patients?

Undertake a non-client related activity such as:

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 Internal Message:

If you wish to relate a task or internal message to the Active Client, simply tick the checkbox highlighted above! If not, leave it unchecked.

Non-Patient Related Appointment:

You can switch between Patient and Non-patient related appointments using the toggle at the top of the appointment model, as highlighted above. Any Non-patient appointments booked will not be related to the Active Patient.

Updated on: 22/05/2023

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