Articles on: Other Integrations

Creating and linking WriteUpp clients to Wibbi

There are two ways you can link your clients in WriteUpp to Wibbi. You can either create them as a new client in Wibbi from WriteUpp, or you can link an existing client in Wibbi to one in WriteUpp. This article will walk you through it!


You must first have informed Wibbi that you wish to integrate with WriteUpp and have connected your account and users to Wibbi. You can read about how to do that here.


Once a user in WriteUpp is set up in Wibbi, they can start linking WriteUpp clients to Wibbi.


How to create a new client in Wibbi from WriteUpp:


If the client does not already exist in Wibbi, then you can create a record of them from within WriteUpp and this will also link them to Wibbi. To do this…


  1. In WriteUpp, select the client you wish to create in Wibbi. Click the arrow icon in the Active Patient button to open the dropdown menu and select Open in Wibbi:



If you do not see the 'Open in Wibbi' option in the dropdown, then you have not finished setting up the integration. Read and complete all the steps in this article before continuing.


  1. This will open the ‘Wibbi clients’ modal. If you have linked multiple Wibbi clinics to WriteUpp, then you will be asked to select which clinic you would like to create the patient in. If you only have one Wibbi clinic linked, then you will not see this step.


  1. A list of all Wibbi clients not linked to WriteUpp will be shown. If the patient does not already exist in Wibbi, then click the Create Wibbi Client button at the top:



  1. Click Yes to confirm:



  1. You will then be directed to your Wibbi site, where the name, email and mobile number will be populated from WriteUpp for a new client in Wibbi. Once you are happy with all the client details in Wibbi, click Save:



  1. The client will now be created in Wibbi and linked to WriteUpp. If you have multiple Wibbi clinics linked to WriteUpp, then the client will be added to the one you selected in step 2.


  1. You can now start syncing programs from Wibbi straight to the Files tab of the client record! Read all about that here.



If the client already exists in Wibbi, then you can link them to the corresponding client in WriteUpp. To do this…


  1. In WriteUpp, select the client you wish to link to Wibbi. Click the arrow icon in the Active Patient button to open the dropdown menu and select Open in Wibbi:



  1. This will open the ‘Wibbi clients’ modal. If you have linked multiple Wibbi clinics to WriteUpp, then you will be asked to select which clinic the existing Wibbi client belongs to. If you only have one Wibbi clinic linked, then you will not see this step.


WARNING: Selecting a clinic here will not return a list of the Wibbi clients in that clinic. It returns a list of all your Wibbi clients, including those from other clinics as well. Therefore, you must make sure you select the correct clinic here to form the link! You can check in Wibbi which clinic list a client is on. If you select the wrong clinic, this will cause issues with the link, and the sync may not work as expected. Again, this is something we have very little control over here at WriteUpp, and would ask that you speak to Wibbi if there is any confusion over clinic and user access.


  1. A list of all Wibbi clients not linked to WriteUpp will be shown, regardless of which clinic you selected in the previous step (if you have multiple clinics linked). Clients from Wibbi are ordered alphabetically by surname. Scroll through and find the client you wish to link:



  1. Click on the client and select Yes to confirm. Before clicking Yes, be absolutely sure you selected the correct clinic for the client in step 2 (if you have multiple clinics linked):



  1. You will be directed to your Wibbi site and the client record you just selected will open. Make any necessary edits and click Save. The client in WriteUp will now be linked to the selected client in Wibbi:



  1. You can now head to the Files tab of the Client Summary in WriteUpp and start syncing programs straight from Wibbi -> learn more here.


If you click on the ‘Open in Wibbi’ option from the Active client dropdown and the client is already linked, you will be taken straight to the linked client record in Wibbi.



It is really easy to remove a Wibbi link from a client record. Here's how:


Warning: if you remove the link, you will no longer be able to sync programs from Wibbi to the client record.


  1. In Writeupp, head to the Patient tab of the Patient Summary of the client you wish to remove the Wibbi link from


  1. Click Edit details:



  1. Scroll down to the Wibbi section and click Remove link:



  1. Select Yes in the modal. The link will be removed and you will no longer see the 'Wibbi sync' button on the Files tabs to sync new Wibbi programs:



Top Tip: You can also create clients and link clients to Wibbi from the Patient tab of the Patient Summary. Click 'Edit details' and scroll down to the Wibbi section. If the client is not already linked, click ‘Add link’ and this will open the ‘Wibbi clients modal’ From here, follow the steps above to either create a new client or link to an existing one!





Wibbi Customer Support:


Website - https://wibbi.com/contact/


Email - support@wibbi.com


Contact number (UK sites) - +44 020 3286 5865


We apologise but we are uable to assist with any set up within your Wibbi site outside of the WriteUpp integration. We kindly ask that you contact the Wibbi support team with questions regarding your Wibbi account.

Updated on: 12/11/2024

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