How do I record my client's gender?
Gender can be recorded on the client summary using the Gender dropdown within the Key Client Information section when creating or editing a client:
To support a wide range of genders within WriteUpp, you are able to customise what appears in this dropdown to suit your client demographics. By default, Male and Female are provided as options, with the ability to add any others required under Main Menu -> Fields -> Gender Fields by following the steps here.
If you are in the UK and use Healthcode, the only gender options that Healthcode will accept as part of an invoice submission are Male or Female. This means that if you submit an invoice for a client whose gender is recorded as something other than male or female, you will need to choose one of these on the Healthcode link screen to be able to submit the invoice. This is unfortunately out of our control. Changing the gender to male or female for the purposes of submitting an invoice to Healthcode will not then update the gender on the client summary to ensure the recorded gender is retained.
To support a wide range of genders within WriteUpp, you are able to customise what appears in this dropdown to suit your client demographics. By default, Male and Female are provided as options, with the ability to add any others required under Main Menu -> Fields -> Gender Fields by following the steps here.
If you are in the UK and use Healthcode, the only gender options that Healthcode will accept as part of an invoice submission are Male or Female. This means that if you submit an invoice for a client whose gender is recorded as something other than male or female, you will need to choose one of these on the Healthcode link screen to be able to submit the invoice. This is unfortunately out of our control. Changing the gender to male or female for the purposes of submitting an invoice to Healthcode will not then update the gender on the client summary to ensure the recorded gender is retained.
Updated on: 21/06/2022
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