Getting the most out of WriteUpp during your free 30 day trial
Keep Everything in One GDPR-Ready Place
Many of our clients tell us how much they value the peace of mind they gain from knowing that their data is stored securely all in one place, where they can get a consistent and complete view of every piece of information that relates to their client’s treatments.
To get started and see how easy it is when you have everything in one place just follow the steps below:
Create a few notes – Watch a Video Guide
Complete an assessment or two – Watch a Video Guide
Book some appointments – Watch a Video Guide
Create some letters to referrers or insurers – Watch a Video Guide
Then just click on the Active Patient button in the top right corner of WriteUpp:
You’ll then see the Patient Summary with everything neatly organised into easily accessible tabs:
Stay On Top of your Performance
Running a business, seeing clients, keeping up with professional developments and juggling everything else that you do is tough. The WriteUpp Dashboard provides you with a simple snapshot of how your business is performing, so that you're constantly assured that your business is on track.
To find out more about the Dashboard or to start using it as your default homepage in WriteUpp, check out the following article:
Using the WriteUpp Dashboard
The combination of SMS/Email Reminders and pre-payment for client’s booking online will dramatically reduce your no-shows.
SMS/Email Reminders are easy to set up. To get started all you need to do is:
Buy some SMS Credits – How do I purchase SMS Credits?
Follow the steps in the Guide to SMS and email appointment communications article
If you’d like to start taking pre-payments from clients that book online you should:
Turn on online booking, if you haven’t already (please be aware that this costs £4.95/month + VAT) – Getting Started with Online Booking
Connect Stripe or Square (for UK sites) to your WriteUpp account so that you can take card payments – How do I connect Stripe to WriteUpp so that I can take online payments? or Connect WriteUpp to Square
Activate pre-payment in online booking – How do I take pre-payments via Online Booking?
Save Time on Billing
No one likes paperwork, especially billing. Keeping on top of billing is simple with WriteUpp. You can quickly create invoices based on appointments attended, keep track of payments and improve cashflow.
"It offers me peace of mind regarding the security of my patient notes but also has lots of other features that are easy to use and are great time savers, such as producing invoices and keeping track of payments." Angeli Degardin - Hampstead Children's Clinic
The following articles explain how to get started:
How do I create an Invoice?
Creating an Invoice Video guide
Streamline Payment with Stripe/Square
Chasing clients for payment is time consuming and often very frustrating. Eradicate the hassle for you and your clients by including a Stripe/Square pay link/button in your invoices:
How do I add a payment link or button to my invoices?
Spend Less Time Booking Appointments & Make Life Easier for Your Clients
If you're running a busy practice, you can spend a lot of time either answering the phone or dealing with appointment related admin. Online Booking saves this time for you and gives your clients the freedom and flexibility to book appointments online 24/7.
The following article explains how to get started:
Getting Started with Online Booking
Spend Less Time Writing Letters
Letters to insurers, medico-legal, referrers and patients all take time. WriteUpp takes the hassle out producing professional clinical documentation by providing you with customisable document templates.
To get started with Document Templates the following articles should help:
How do I create more Document Templates
How to build Document Templates Video
Create Your Own Forms
Forms provide a great way to employ rigour and structure and that's especially true in a busy healthcare practice where "due process" and compliance are critical.
The WriteUpp Form Builder enables you to build your own customised assessment forms, screening questionnaires and checklists. Better still, you can use them on your desktop, tablet or mobile.
The following article explains more:
Getting Started with Form Builder
Stay Productive on the Go
We all live busy lives these days and we all want to make the most of our free time, so we've developed the WriteUpp iOS and Android apps to help you make the most of your downtime. Whether you're between appointments, on the bus or grabbing a cheeky latte, you'll be able to use WriteUpp quickly and easily on your mobile.
Note: The WriteUpp app is intended to be a companion to the desktop version and not a like for like replacement. The app does not have the same level of functionality as desktop.
Download WriteUpp now from your preferred app store and log in with your regular WriteUpp credentials.
Apple App Store
Google Play Store
To learn more about the mobile app you may want to check out the mobile section of the WriteUpp Help Centre:
WriteUpp for iOS & Android
Oh, and by the way. Did you know that we are ISO27001 Registered?
You can find more about this here
Updated on: 21/02/2023