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Letters & Documents
All you need to know about creating and sending letters and documents
Can I link a file to WriteUpp from an external source?
If you have documents or folders in an external storage provider such as Google Drive, OneDrive or Dropbox, you can link the file in question to their patient record in WriteUpp by entering the URL of the file.
How do I insert variables into documents?
You can use variables to insert content into Notes, Document & Message templates. For example, you may wish to insert a Date of Birth (DoB) into a standard letter. To insert a variable open the note or document and click on the button (highlighted below) in the toolbar: The following article is a list of all the variables that can be added to a document/note template: [What Varia
What variables can be inserted into documents?
The following variables can be added to notes and document templates: Title: ##TITLE## WUID: ##WUID## First Name: ##FIRSTNAME## Surname: ##SURNAME## Name: ##NAME## Address: ##ADDRESS## Date of Birth: ##DOB## Hospital Number: ##HOSPITALNUMBER## NHS Number: ##NHSNUMBER## Postcode: ##POSTCODE## City: ##CITY## Email: ##EMAIL## Phone: ##PHONE## Mobile: ##MOBILE## NOK Name: ##NOKNAME## NOK Relation: ##NOKREL## NOK Address: ##NOKADR## NOK City: ##CI
How do you create a Letter or Document?
To create a Letter or Document 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 -> Document and you will be taken to the Document Gallery: Click on your desired document or click on Add New Template to create a new document template A certain number of variables will already be filled for you depending on which document template you select (i.e. Patient Name, Date, GP details) - these c
How do I create more Document Templates?
In WriteUpp, Administrators have the ability to create their own custom Document Templates. In order to do this: Go to Settings -> Docs Click on the Create New Template button at the bottom of the page and you will be taken to the Document Template Builder page Enter a Name and a Description for the Template Enter the details of the document in the editor Select any variables that you wish to insert into the document by clicking on the variables button in the editor.
How do I email a document?
When you either create a new document or view an existing document you can email it directly from within WriteUpp and it will automatically be added to the client's record (in the Messages tab of the Patient Summary). Click on the email icon at the bottom right of the screen. This will open a page that will allow you to specify recipients (To, Cc and Bcc) with slightly more intell
How do I remove headers and footers from printed Documentation?
Sometimes when printing a letter or document from WriteUpp, you will see the page title and the URL on the printed document. This is a default setting in your Internet Browser, but can easily be turned off. These settings can usually be found in the Print or Page set-up dialogs from your Internet Browser toolbar. The method differs depending on your Operating System and Internet Browser. For Google Chrome When you click on print, you need to uncheck Header & Footers, shown below
Guide To Documents [Video]
Here's a video showing how to create a document: And here's another clip showing how to build a document template:
How do you create a triggered document?
Firstly, lets explain what a Triggered Document is. A triggered document would be something like an Appointment Letter which always printed every time you create or book an appointment. Any document can be triggered but at present the only "trigger event" that is supported is "New Appointment". We will be adding more in the future. In essence, when a trigger event occurs (i.e. you create a new appointment) the document will open so that you can print it. To set up triggers on document go to
How do I customise attachment keywords?
Attachment keywords are used to help your categorise attachments or files that you have uploaded into WriteUpp. Typical keywords might be: Referral letter Letter from Insurer Letter from School Letter from GP You can create as many attachment keywords as you want but you can only associate one keyword with each attachment. To add, deactivate or edit attachment keywords click on the menu top left and go to Fields within Settings and Tools: !(https://storage.crisp.cha
How do I alter the margins in documents or letters?
HTML editors like the one we use in WriteUpp are great for preparing simply formatted documents but they do have certain nuances/limitations. One of these nuances is the way borders are handled in documents. These are typically not handled by the editor but by the browser that the editor is running in. In Google Chrome you can adjust the borders when you print by clicking on "More Settings". !(https://storage.crisp.chat/users/helpdesk/website/bfcbdb040d285000/85c9a1cf-886b-4176-8ccc-373d9e_
Video Guide: Building A Document Template
Here's a video showing how to build a document template:
Printing to PDF
Printing to PDF is very straightforward for either PC (running Windows) or Mac. On PC If you are on a PC running Windows 10 you can print to PDF directly but if you are using an older version of Windows you will need to install a free download to do it. There are lots around (just Google "print to PDF") - we use CutePDF on older PCs that we have and it works well. When you've installed the software you just select the CutePDFWriter as your printer and it will save it to whatever destinat
How do I manage locking for documents?
From v2.13.5 (web) you have the ability to choose how documents are locked in WriteUpp. Historically, documents were 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 documents could be retrospectively modified. You now have the ability to choose between: Automatically locking your documents after 24 hours No automatic locking and maintaining
How do I insert professional registration number into a document template?
Many clinics or practices like to include the professional registration number (for example HCPC number) in document templates so that when a user opens a document template their professional registration number is automatically populated. Before you get started you need to make sure that you have associated a professional registration number with your users' profile. To do this follow the steps in the article below: How do I record the professional registration number for a user?(https://wr
How do I set up an email template for documents?
If you regularly send copies of documents out via email, you can quickly and easily set up email templates to save yourself time. Open an existing document by going to the Files tab of the Patient Summary and clicking on any file with the type Document (or create one for the first time) Click on the email icon at the bottom right of the screen: !(https://storage.crisp.chat/users/helpdesk/website/