Guide to the Client Summary
The Client Summary displays everything that relates to your current active client in a series of tabs:
The Client tab is divided into a number of sections which are used to group together similar information:
Key Information - Demographics including title, name, date of birth, address, source, language and ethnicity
Contact Info - Contact details for the client including home, work and mobile numbers, email address and opt in for automated appointment communications
Custom Fields - Text fields that you create yourself - Read more
Next of Kin - Information on the client's next of kin, including name, relationship and contact details
Tags - Tags that you define yourself for grouping and categorising patients - Read More
Third Parties - Any third parties that you have created and [linked] (https://help.writeupp.com/en/article/how-do-i-link-a-third-party-to-a-patient-record-eyhdp5/) to the client
Lists - An overview of the lists you have created on your site, allowing you to view what lists the client is currently on or add and remove them as needed - Read more
External Links - Links to any other profiles or webpages
Other Information - A space to enter any other relevant information
Latest Activity - A scrollable list of all of the actions undertaken related to the client
Clicking on any of the Edit Details buttons takes you into Edit Mode so that you can add and update information in the record.
Edit Mode
This is a view of the Patient Tab that allows you to modify the demographic information for the Client.
The Notes Tab is separated into two views, the Grid and List views.
Grid View
Displays the Type, Date, Clinician, Episode and Status of each Note in a grid, where you can click on each row to view the individual Note.
List View
Shows all the Notes expanded. You can scroll down and click the "More" link at the bottom of the page to keep showing more entries. Clicking on any entry opens up the Note.
Tip 1: To print all of your Notes together, go to the List View and click the Print icon at the bottom of the page
Tip 2: To search through your Notes quickly, go to the List View, hit "Ctrl" + "F" (Windows) or "Cmnd" + "F" (Mac) and search the page
The Forms/Assessments Tab lists each Assessment in chronological order, with the newest at the top. It lists each Assessment with Type, Date, Completed by, Episode and Status. Clicking on any row takes you through to view the Assessment. As on the Notes tab, you can choose to see your Assessments in either Grid or List view.
The Appointments Tab lists each Appointment in chronological order, with the newest at the top. It lists each Appointment with the Type, Time, Date, Clinician, Episode, Location, Status and whether it's been invoiced. Clicking on any row takes you through to view the Appointment on the relevant Diary day.
If your patient has booked an Appointment through online booking, you will see the following banner in the Appointments tab:
The Tasks Tab lists each task in chronological order, with the newest at the top. It lists each Task with the Subject, Due Date, Completion Date, Owner, Episode and Status. Clicking on any row takes you through to view the Task.
The Files Tab lists each file in chronological order, with the newest at the top. It lists each Document and Attachment with the Name, Date, Type, Clinician, Episode and Status. Clicking on any row takes you through to view the document either in the Viewer (i.e. documents or images) or to a page where you can download the file if it cannot be rendered in the browser (i.e. PDFs or Excel Documents).
Any communications that are sent to the patient are added to the "Messages" tab in the patient summary along with all other SMS/Email confirmations and reminders. To see the details of any of the messages just click on the relevant row.
Episodes
The Episodes Tab lists each Episode in chronological order, with the newest at the top. Episodes are automatically created for Patients and will remain open until they are Discharged. After this, any further interaction will result in a new Episode being automatically opened for them.
This tab lists each Episode with the Title, Date, Date Discharged, Clinician and Status.
The Account Tab lists each Invoice in chronological order, with the newest at the top. It lists each Invoice with the Invoice Date, Invoice Number, Price, Status, who it's been sent to, Payment Date and Comments. Clicking on any row takes you through to view the Invoice.
Any Unpaid Invoice will have a Pay button in the row. Clicking on this will take you through to the Payment Details screen.
The Privacy tab lists any sent consent forms and details on which users have accessed the patient's record. It also shows who created the patient record and when, and who last made changes and when.
It lists each event with the Date, the Event and the User involved.
The Client tab is divided into a number of sections which are used to group together similar information:
Key Information - Demographics including title, name, date of birth, address, source, language and ethnicity
Contact Info - Contact details for the client including home, work and mobile numbers, email address and opt in for automated appointment communications
Custom Fields - Text fields that you create yourself - Read more
Next of Kin - Information on the client's next of kin, including name, relationship and contact details
Tags - Tags that you define yourself for grouping and categorising patients - Read More
Third Parties - Any third parties that you have created and [linked] (https://help.writeupp.com/en/article/how-do-i-link-a-third-party-to-a-patient-record-eyhdp5/) to the client
Lists - An overview of the lists you have created on your site, allowing you to view what lists the client is currently on or add and remove them as needed - Read more
External Links - Links to any other profiles or webpages
Other Information - A space to enter any other relevant information
Latest Activity - A scrollable list of all of the actions undertaken related to the client
Clicking on any of the Edit Details buttons takes you into Edit Mode so that you can add and update information in the record.
Edit Mode
This is a view of the Patient Tab that allows you to modify the demographic information for the Client.
The Notes Tab is separated into two views, the Grid and List views.
Grid View
Displays the Type, Date, Clinician, Episode and Status of each Note in a grid, where you can click on each row to view the individual Note.
List View
Shows all the Notes expanded. You can scroll down and click the "More" link at the bottom of the page to keep showing more entries. Clicking on any entry opens up the Note.
Tip 1: To print all of your Notes together, go to the List View and click the Print icon at the bottom of the page
Tip 2: To search through your Notes quickly, go to the List View, hit "Ctrl" + "F" (Windows) or "Cmnd" + "F" (Mac) and search the page
The Forms/Assessments Tab lists each Assessment in chronological order, with the newest at the top. It lists each Assessment with Type, Date, Completed by, Episode and Status. Clicking on any row takes you through to view the Assessment. As on the Notes tab, you can choose to see your Assessments in either Grid or List view.
The Appointments Tab lists each Appointment in chronological order, with the newest at the top. It lists each Appointment with the Type, Time, Date, Clinician, Episode, Location, Status and whether it's been invoiced. Clicking on any row takes you through to view the Appointment on the relevant Diary day.
If your patient has booked an Appointment through online booking, you will see the following banner in the Appointments tab:
The Tasks Tab lists each task in chronological order, with the newest at the top. It lists each Task with the Subject, Due Date, Completion Date, Owner, Episode and Status. Clicking on any row takes you through to view the Task.
The Files Tab lists each file in chronological order, with the newest at the top. It lists each Document and Attachment with the Name, Date, Type, Clinician, Episode and Status. Clicking on any row takes you through to view the document either in the Viewer (i.e. documents or images) or to a page where you can download the file if it cannot be rendered in the browser (i.e. PDFs or Excel Documents).
Any communications that are sent to the patient are added to the "Messages" tab in the patient summary along with all other SMS/Email confirmations and reminders. To see the details of any of the messages just click on the relevant row.
Episodes
The Episodes Tab lists each Episode in chronological order, with the newest at the top. Episodes are automatically created for Patients and will remain open until they are Discharged. After this, any further interaction will result in a new Episode being automatically opened for them.
This tab lists each Episode with the Title, Date, Date Discharged, Clinician and Status.
The Account Tab lists each Invoice in chronological order, with the newest at the top. It lists each Invoice with the Invoice Date, Invoice Number, Price, Status, who it's been sent to, Payment Date and Comments. Clicking on any row takes you through to view the Invoice.
Any Unpaid Invoice will have a Pay button in the row. Clicking on this will take you through to the Payment Details screen.
The Privacy tab lists any sent consent forms and details on which users have accessed the patient's record. It also shows who created the patient record and when, and who last made changes and when.
It lists each event with the Date, the Event and the User involved.
Updated on: 21/06/2022
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