Articles on: Patient Summary

How do I create my own custom fields in the client summary?

In WriteUpp you can add your own text fields to the Client Summary, which can each hold up to 250 characters:



To add custom fields, open the main menu at the top left, then choose Fields within the Settings and Tools section.

Within the Custom Fields tab, you'll see any custom fields you've already set up, as well as options to Add, Edit or Deactivate a field. You can also choose to view deactivated custom fields:



When viewing deactivated fields, you'll also see the option to reactivate these:



Custom fields can be added to anything you compose in WriteUpp (like notes, documents or email templates) using the VAR dropdown. You'll see custom fields listed at the bottom of the VAR list:



You can also add custom fields to your invoice template, which you can read more about here and as "smart fields" to a form template, which is covered here.

Updated on: 21/06/2022

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