Articles on: Diary and Scheduling

Why should I create patient-related appointments?

In WriteUpp, you can create two types of appointment - Patient and Non-Patient related appointments. 

A patient related appointment, for example, would be a consultation with a patient, whereas a non-patient appointment would be something like a meeting, a holiday or something that is totally unrelated to a client.

For any appointments where you are seeing/treating a patient, you should ONLY use a patient related appointment. 

A non-patient related appointment will NOT be associated with a patient record and consequently will not be seen in the Appointments tab of the Patient Summary. However, you can see a summary of all appointments (including Non-Patient related appointments) by going to the Activity view from the main menu (top left).

You can specify whether an appointment type is patient-related or non patient-related when either creating a new appointment type or editing an existing one. Appointment types are managed from the Appointment Types tab under Settings -> Scheduling.

Within the details of each appointment, accessed via the Edit link at the end of a row, you can specify whether an appointment is a patient or non-patient related appointment, or both, using the Type dropdown.

You can define an appointment to be both patient and non-patient related but when you book it, you must select which one you would like that particular appointment to be using the toggle at the top of the appointment modal:

Updated on: 26/06/2023

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