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Forms & Assessments
Create, send and store responsive forms & assessments
How do I create a consent form?
A consent form is used to capture agreement from your client (or client's next of kin/legal guardian/power of attorney) to a pre-defined set of conditions. If you would like to know more about how this feature might be used in relation to GDPR (General Data Protection Regulation) please take a look at the article below: What should the consent feature be used for? To create your own consent form, fol
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How do I get consent via email?
Before you can use the consent feature you need to make sure that you have created a consent form. The following article explains how you do this: How do I create a consent form? Once you have created a consent form its very straightforward to get consent via email. Choose an active patient Click on Create -> Consent Select the consent form that you want to use Click on "Consent via Em
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What is a Smart Form?
A Smart Form provides clinicians with the ability to send forms to patients to self complete before, during or after treatment. These forms are created within WriteUpp using the Form Builder, a tool that allows you to create your own custom forms using a variety of different fields. You can also use the free pre-built responsive assessment forms within the Assessment Store(https://writeupp.crisp.help/en/article/wha
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Getting Started with the Form Builder
To access the Form Builder go to Settings -> Assessments and click on the green Create New Assessment Form button at the bottom left of the screen: This will take you to the all new Form Builder. The video below shows you how you can use the Form Builder to create your own Custom Forms: Forms/Assessments that you create in the F
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How do I record an electronic signature?
If you'd like to include a signature field on your custom forms, you can do this by adding an annotation field and using a blank image which your patients can then 'sign'. This field can then be used when either you or your patients are completing a form to capture their signature. The signature can be obtained on a touch screen device such as an iPad or a mobile phone using your finger or a stylus and can also be obtained on a desktop computer using the cursor/mouse. To record an electron
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What is the Assessment Store?
The Assessment Store is accessed by going to Settings -> Assessments and clicking on the shopping cart icon at the bottom right of the screen It's a free repository of pre-built assessment forms that you can use in your business.  In both of these scenarios it relies upon a unique link that is either embedded i
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What is the Form Builder?
The Form Builder is a simple tool in WriteUpp that enables you to create your own custom assessments forms. Forms built using the form builder can contain multiple sections and each section can have one of two layouts Within a section you can then insert the fields that you require. The available fields are shown below: ![](https://storage.crisp.chat/users/helpdesk/website/6e7d4
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How do I create a Smart Form?
Smart forms are created using WriteUpp's Form Builder just like assessments, so you'll be able to use any current favourited responsive or custom assessment as a smart form. Please note that if you still use the old style Classic Assessments, these can't be sent as a smart form. If you'd like to create a new smart form to send to your patients, you would use the form builder to create this. You can find more information on building your form here: [Getting started with the Form Bui
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How do I get consent in person?
Before you can use the consent feature you need to make sure that you have created a consent form. The following article explains how you do this: How do I create a consent form? Once you have created a consent form its very straightforward to get consent in person. Choose an active patient Click on Create -> Consent Select the consent form that you want to use Click on "Consent in Per
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How do I send a questionnaire to be completed by my client/patient?
You can send forms to your patients to be completed by creating a Smart Form in WriteUpp using the Form Builder. The sent form is completed by the patient on an online portal, and once saved it is automatically saved to their Patient Summary for you to review.
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How do I edit an assessment template?
To edit an assessment template simply follow the steps below: Open Settings Click on the Assessments tab Find the assessment that you want to edit and click the 3 dots next to it Select Edit from the drop-down menu: Make the amendments to the assessment template Click Publish & Save at the bottom of the page
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Do you have any suggested text for the consent email template?
If you're sending out a GDPR consent email something along the following lines should work: Suggested text: --------------------START Dear xyz, GDPR (General Data Protection Regulation) is the most significant piece of privacy and data protection in twenty years. It takes effect on 25th May 2018 and from that date we are required to ensure that we gain a new data protection and privacy consent from all clients. In it (amongst other things) we confirm what information we hold about you and ho
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How do I manage locking for assessments & forms?
From v2.13.5 (web) you have the ability to choose how assessments are locked in WriteUpp. Historically, assessments automatically locked after 24 hours and displayed with the status of "Read Only". This was a compliance precaution to ensure that there was no possibility (or inference if it went to court) that assessments could be retrospectively modified. You now have the ability to choose between: Automatically locking your assessments after 24 hours No automatic locking and maintain
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How do I add some explanatory text when I send out the consent via email?
It might be useful to add some explanatory text which will appear at the top of the patient consent portal. To add this text follow the steps below: Go to Settings, click on More and select Privacy from the drop-down: Either create a new consent form or click the 3 dots next to a pre-existing consent form and click edit fro
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How do I add a diagram to annotate to an assessment?
To add a diagram into an assessment form, in order to annotate it, simply follow the steps below: Open the form builder by going into Settings, clicking the Assessments tab then click the green Create New Assessment Form button at the bottom of the page Select the layout of your form Click Add New Field + and select Annotation Give your field a name then click the Choose Image (Max 4MB) button and select the image you'd like to upload Click **Fin
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How do my patients complete a Smart Form?
When you send a Smart Form, the recipient will receive two things as the form is sent via direct message: An email containing a link to the online portal An SMS containing an access code As with a direct message, the email sent is simple and non-customisable and contains a Click here link to access the online portal: ![](https://storage.crisp.chat/users/helpdesk/websit
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Guide to completing an Assessment [Video]
Here's a video showing how to complete an assessment:
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Why is my sent Smart Form read only?
If you have sent a form to a patient intending it to be used as a Smart Form, but the patient receives it in a non-editable state, it is most likely that you have opened the form first, and then sent it via Direct Message. Smart Forms must be sent directly from the favourite forms page by clicking on the DM icon at the end of the row of the form you wish to send: If you click
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Can I edit the 'consent link' text?
When you insert the "consent link" variable into an email for consent, the text inserted reads Review Consent Form: If you are using the consent portal to record digital consent for something like a privacy statement or a therapy agreement, you can quickly and easily edit the text that displays in the link. This can be done after the variable has been inserted into the body o
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What is the difference between "classic" and "responsive" assessment forms?
Classic assessments are the forms that were originally shipped with WriteUpp when it was launched in 2013. In 2015 we introduced the Form Builder because the existing "classic" forms Weren't printable Couldn't be customised by users Couldn't be used or viewed on a mobile device When we introduced the Form Builder we analysed which classic forms were used most frequently and we reproduced the most popular f
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Can a patient make changes once a Smart Form is saved?
Put simply, no. Once a patient hits Save at the bottom of a Smart Form, the form is then saved to the Forms/Assessments tab of the Patient Summary and the patient cannot make any further changes from their end. If the patient clicks the link within their email after they have already completed and saved the Smart Form, they'll be taken to the confirmation screen:
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Can I send a Smart Form to a third party?
Yes, you can also send a Smart Form to a third party, or a next of kin, as long as: they are linked to the patient within WriteUpp you have both a mobile number and an email address for the intended recipient Next of Kin and Third party details are both added to the Patient tab of the Patient Summary page. Click on Edit Details to view and change the information:  a log entry will be made in the privacy tab of their patient summary, as below. It shows the name of the form that has been consented, the way they have consented, who has consented and the relationship of the consenter to the client. If you click on the row you will be taken through to the EXACT details of the consen
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Can I edit a Smart Form that has been completed by a patient?
Yes, you can. Once a patient has completed a Smart Form in the portal and hit Save, the completed Smart Form will be saved to the Forms/Assessments tab of the Patient Summary. You'll be able to identify a form completed by a patient as their name will appear in the Completed By column: Click on the name of the form in the Type column to open it, complete with the data entered by th
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How do I know if a patient has completed a smart form?
Once a patient has completed a Smart Form, you'll receive a notification within WriteUpp to let you know: By clicking Go to Form within the notification, you'll be able to go straight to the completed form: You'll also be able to go to the Forms/Assessments tab within the **Patient Su
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Can I create a duplicate copy of a custom assessment form?
Yes, you can. To save you time, you have the option to create a duplicate copy of a custom form, which allows you to then change the duplicate form while maintaining the integrity and layout of your existing form. For example, you might already have set up an initial appointment form and you'd now like to create a review appointment form which contains some of the same or similar fields but is less comprehensive. You can create a duplicate of your existing initial assessment form layout,
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How do I edit an existing assessment?
You can only edit assessments that have been created by you using the Form Builder. These are referred to as "Custom" assessments. To edit a custom assessment please follow these steps: Click on Settings -> Assessments Find the assessment that you wish to edit and click on the three dots at the end of the row and choose edit:
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How do I move a field in the Form Builder?
To move a field within the Form Builder, make sure you are in Build view of your form: Then find the field you wish to move, click and hold the mouse down over the eight dots at the top left of the field: and drag the field to where you want it to sit on your form.
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How do I change the title of an assessment?
To change the title of an assessment, simply follow the steps listed below: Open Settings Click on the Assessments tab Click the 3 dots next to the assessment you'd like to change the name and select Edit from the drop-down Click on the current name of the assessment, you can now change the assessment title Click the green Publish & Exit button at the bottom of the page
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I can't see the old style assessments
When we introduced the Form Builder we also made some changes to the way you navigate to and manage assessments. The "old" assessments in the very long list that you used to see have now been discontinued because they: Aren't printable Can't be edited Can't be used or viewed on a mobile device However, if you want to use them on desktop devices you can still access them and add them to your li
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How do you record consent?
We adopt the same approach in WriteUpp as we do with our NHS products. There are two places where consent can be recorded: Assessments When you create an assessment in the Form Builder you should add a checkbox at the start or end of the form saying something like "Patient Consent Granted". This can the be checked as and when the patient gives you consent during the assessment Notes Its some
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How do I see the version history of a Smart Form?
Once a Smart Form has been saved on the portal and therefore saved to the Forms/Assessments tab, you'll be able to see the history of changes made. From the Forms/Assessments tab of the Patient Summary page, click on the name of the form under Type to open it: At the bottom of the screen, click on View History: ![](https://storage.crisp.chat/users/helpdesk/
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How do I edit the description of an Assessment that I have created?
To edit the description of an assessment that you have created: Select the Three dots at the end of the row of the Assessment you wish to change Select "Edit" Click into the Title of the assessment If there is already an Assessment description for this Assessment, this will appear in Grey. This is editable. Just click on it to change it: If there is no descript
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How do you complete an Assessment?
To complete an Assessment for a patient: Ensure that the patient is the Active Patient and that their name appears in the top right hand corner Click on Create -> Assessment You will be taken to the Favourite Assessments page where you can choose the assessment that you wish to use:
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How do you favourite an assessment?
Favourited assessments appear when you click on Create and then Assessment. These are the assessments that you have chosen to make available to you and your team. If you don't see any assessments in your list don't worry. All you need to do is: Go to Settings -> Assessments From here you have one of two options: 