How do I work with couples in WriteUpp?
There are a number of features in WriteUpp that will help when you are working with couples.
You have a number of ways to indicate that an individual is part of a couple:
Tags - Use a tag like "Couple" to indicate that the client is part of a couple
Next of Kin (NoK) - Use the NoK fields to specify the name of the partner
Custom Fields - If you don't want to use the NoK option, you could use a Custom Field to specify the name of the person's partner - How do I create my own custom fields
Other Info - If you don't want to use the NoK or Custom Field options, you could specify the partner's details in the "Other Info" field
All of these options are visible on the Patient Summary, so it is very easy to see if a client is part of a couple.
In WriteUpp, it's not possible to create an appointment with multiple clients. Instead, you should book two appointments side by side.
Before you go ahead and book the appointment there's some "one-time only" set-up that you need to do, if you haven't already done it:
Create an appointment type called something like "Couple's Counselling". The following article explains how you do this -> How do I add an appointment type?
Add a new appointment status called something like "No Charge". The following article explains how to do this -> How do I add an appointment status?
IMPORTANT: The settings for the "No Charge" status should be as follows:
Once you have completed the set-up, book in the appointments side-by-side, as shown below. Set the appointment status of the appointment for the bill payer to "Booked" and the status for the other appointment to "No Charge".
This article explains how you book in two appointments at the same time alongside each other - Does WriteUpp support group/class bookings?
You have a couple of options here:
Copy the notes from one partner to the other
Refer to partner x's notes in the notes for partner y
This approach assumes that one of the partners will be invoiced for the joint session and pay for it. It also assumes that you have created individual records (as described above) for each partner.
When you are ready to raise the invoice, select the record for the bill payer and raise an invoice as normal. If you need help with this please take a look at this article - How do I create an invoice?
The upshot of this approach is:
A record of attendance for each client
An (invoiceable) session on the invoice for the person paying the bill
Nothing to invoice for the person not paying the bill
A client record for each individual, that you can refer to when/if they attend separately
Identifying the Couple
You have a number of ways to indicate that an individual is part of a couple:
Tags - Use a tag like "Couple" to indicate that the client is part of a couple
Next of Kin (NoK) - Use the NoK fields to specify the name of the partner
Custom Fields - If you don't want to use the NoK option, you could use a Custom Field to specify the name of the person's partner - How do I create my own custom fields
Other Info - If you don't want to use the NoK or Custom Field options, you could specify the partner's details in the "Other Info" field
All of these options are visible on the Patient Summary, so it is very easy to see if a client is part of a couple.
Scheduling a Session
In WriteUpp, it's not possible to create an appointment with multiple clients. Instead, you should book two appointments side by side.
Before you go ahead and book the appointment there's some "one-time only" set-up that you need to do, if you haven't already done it:
Create an appointment type called something like "Couple's Counselling". The following article explains how you do this -> How do I add an appointment type?
Add a new appointment status called something like "No Charge". The following article explains how to do this -> How do I add an appointment status?
IMPORTANT: The settings for the "No Charge" status should be as follows:
Once you have completed the set-up, book in the appointments side-by-side, as shown below. Set the appointment status of the appointment for the bill payer to "Booked" and the status for the other appointment to "No Charge".
This article explains how you book in two appointments at the same time alongside each other - Does WriteUpp support group/class bookings?
Session Notes For a Couple
You have a couple of options here:
Copy the notes from one partner to the other
Refer to partner x's notes in the notes for partner y
Billing a Couple
This approach assumes that one of the partners will be invoiced for the joint session and pay for it. It also assumes that you have created individual records (as described above) for each partner.
When you are ready to raise the invoice, select the record for the bill payer and raise an invoice as normal. If you need help with this please take a look at this article - How do I create an invoice?
The upshot of this approach is:
A record of attendance for each client
An (invoiceable) session on the invoice for the person paying the bill
Nothing to invoice for the person not paying the bill
A client record for each individual, that you can refer to when/if they attend separately
Updated on: 06/09/2023
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