With Switch you can change your “Active Patient” as and when you’re doing something in WriteUpp.

For example, you’re completing an assessment for Tom Palmer but then you get a phone call from Olivia Bell to book an appointment.

With “Switch” you can save your assessment for Tom Palmer, click on the diary, choose a slot and then hit the “Switch” icon, highlighted below:



Without breaking your workflow you’ll then be able to quickly switch Active Patient by:

Quickly searching for Olivia’s record OR
Selecting Olivia from your Recent Patient if she’s in there OR
Creating a completely new record for Olivia



Once you’re done you will be able to go back to Tom’s patient summary, choose the assessment that you saved before Olivia rang and continue working.

Switch isn’t limited to appointments. You can switch when creating:

Notes
Assessments
Documents
Tasks
Messages
Attachments
Expenses
Invoices
Discharge

In each of these cases the “Switch” icon appears in the grey toolbar, as highlighted below



Once a piece of work has been saved you will no longer be able to use the 'Switch' function.

Updated on: 21 / 06 / 2022