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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, follow
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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 Perso
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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 Emai
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How do I add a diagram to annotate to an assessment?
When building a form using the form builder, you can use an Annotation field to add a diagram which can then be annotated. To do this when either creating or editing an assessment form: Select the layout of your form, then click Add New Field +. From here, select the Annotation field type: You'll then need to give the field a name and choose the image you'd like to
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How do I create a Smart Form?
Smart forms are created using WriteUpp's Form Builder (just as assessments are), 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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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 of the screen: From here, you can give your assessment a name and an optional description, before starting to add layouts and fields to your form. You can choose between 2 different layout styles: Full width - where the chosen field will cov
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Obtaining an electronic signature
WriteUpp's Form Builder contains a number of different field types to allow you to create custom forms for use with your clients. Amongst these field types is the option to insert a Signature field, designed to help you obtain an electronic signature from a client by having them 'draw' a signature in the available space. This field can then be used when either you or your clients are completing a form to capture the
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How do I send a Smart Form to a client?
Smart Forms are sent via the direct message pathway, so to send a smart form you'll need to have: An email address for the recipient A mobile number for the recipient SMS credits on your account When you send a smart form, the recipient will receive an email containing a link to the online portal, and a SMS containing an access code
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How do I edit an assessment template?
To edit one of your assessment templates: Open Settings -> Assessments Find the assessment that you want to edit, click the 3 dots next to it and select Edit from the menu Make the amendments to the assessment template Click Publish & Exit at the bottom of the page
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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, either Full Width or Split View: Within a section you can then insert the fields that you require. The available fields are:  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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What is the consent portal?
In WriteUpp we're trying to make it as easy and secure as possible to interact with your clients. To do this we are using the concept of a portal. At this stage our portal is fairly rudimentary and its used for just two things: Gaining consent via email Payment of invoices (via Stripe) In both of these scenarios it relies upon a unique link that is either embedded i
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Can I edit a pre-built assessment form?
You're able to make changes to any of the pre-built assessment forms that come supplied with WriteUpp, to customise these to your own specifications. To edit a pre-built assessment, you'll first need to duplicate the original form. To do this, make sure you've added the form to your assessment collection, then click on the three dots at the end of the row and choose Duplicate:  or individual fields within the form builder when editing an assessment form. To move a section of your form, find the section you'd like to move and click down on the Move button. Drag it to where you want it to be, then release:  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 know if a client has completed a smart form?
Once a client has completed a Smart Form, you'll receive a notification within WriteUpp to let you know, accessed by clicking on your username at the top right of the screen. 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 Client Summary and click on the relevant form. Completed Smart Forms will contain the name of the client in the Completed By column:  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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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 of and select **Edit ** from the drop-down Click into the field containing the current name of the assessment, and make the required changes Click the green **Publish & Exit **button at the bottom of the page
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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 and at the bottom of the screen, click on View History. You'll then see a modal detailing the history of the form and the changes made, with multiple entries for each batch of saved changes to the form: ![](https://s
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