Introduction to Documentation in WriteUpp
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 files in question to a patient record in WriteUpp. You do this by entering the URL of the file and linking it to the client record as an attachment.Some readersHow do you create a Letter or Document?
To create a Letter or Document for a patient: Ensure that the patient is the Active Patient, so 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 the name of the desired document template to open itFew readersGuide To Documents [Video]
Here is a video showing how to create a document: And here's another clip showing how to build a document template: Please note, some of the on screen elements may have changed since this video was recorded, but the process is largely the same!Few readers
Creating and Editing Document Templates
How do I create more Document Templates?
In WriteUpp, users with the role of Site Administrator have the ability to create 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. This will take you 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 variablesSome readersWhat variables can be inserted into documents?
The following variables can be added to notes and document templates: Title WUID First Name Surname Name Address Date of Birth Hospital Number NHS Number Postcode City Email Phone Mobile NOK Name NOK Relation NOK Address NOK City NOK Postcode NOK Phone Gender Gender Long Age GP Name GP Address Current Day Logo Practice Name Practice Web Practice Phone Practice Email Practice Address Practice Postcode Next AppSome readersHow do I insert professional registration number into a document template?
Many clinics or practices like to include the professional registration number (for example, the 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? (hFew readersHow do you create a triggered document?
A triggered document would be something like an Appointment Letter, which you always print/email out every time you create or book an appointment. It's not sent or saved automatically, you would need to confirm the details and save the document, and then either print or email it out. Any document can be triggered, but the only "trigger event" that is supported is 'New Appointment'. In essence, when the trigger event occurs (i.e. you create a new appointment manually) the document will open,Few readersHow 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 the 'Date of Birth (DoB)' variable into a standard letter. To insert a variable: Open the note or document and click on the VAR button in the toolbar: You will then see a list of the available variable options. Insert the variables where you woFew readers
Sending Documents
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 if a document does not already exist) When viewing the document, click on the Email icon at the bottom right of the screen:Some readersHow do I email a document?
When creating a new document or while viewing an existing one, you have the option to email it out directly from within WriteUpp. To send a document via email... Open the document you would like to send. Documents are listed under the Files tab of the Patient Summary. Alternatively, head to Create -Document and create a new document to email out. Click on the Email icon at the bottom right of the screen: (https://storage.crisp.chat/users/helpdesk/website/6116a8b87Few readers
Printing Documents
How do I remove headers and footers from printed Documentation?
Sometimes, when printing a letter or document from within WriteUpp, you will see the page title and the URL on the printed document. This is a default setting in your internet browser, which can easily be turned off. These settings are usually found in the print window after you select the Print icon in WriteUpp. The setting to remove the headers and footers will depend on your operating system and internet browser. You can find instructions on how to do this for some of the more common browsePopularPrinting 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 or above, you can print to PDF directly. Simply click print, and then select Save as PDF from the 'Destination' options: However, if you are using an older version of Windows, you will need to install a free download to do it. There are lots to chooFew readers
Managing Documents
How do I manage locking for documents?
The 'Auto-lock' Setting When creating documents in WriteUpp, you can choose between two locking controls: Automatically lock documents after 24 hours (Auto-lock ON) No automatic locking - Editability is maintained, with the protection of version history (Auto-lock OFF) In both cases, version history has been implemented, so you have a full audit trail of changes made to the document. You also have the ability to manually lock documents (thereby rendering them non-editable) if yFew readersHow do I customise Attachment Keywords?
Attachment Keywords are used to help categorise attachments that are being uploaded to patient records in WriteUpp. Keywords can be anything you may find useful to categorise by, such as: Referral letter Historic notes Scan Image To add an Attachment Keyword... Click on the top left menu and go to Fields within 'Settings & Tools': (htFew readersHow 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 limitations. One of these 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. The method for changing the margin of a document depends on which browser you are using. You can find some common examples below: Google Chrome If you are using Google Chrome, you can adjust theFew readers
Document History
How do I revert back to an earlier version of a document?
You are able to revert back to an earlier version of a document, should you need to, via the View History icon displayed at the bottom of the screen. To revert to a previous version of a document... Go to the 'Files' tab of the Patient Summary and view the document you would like to revert Click on the View History icon at the bottom of the screen: TheFew readersHow do I see the version history of a document?
Documents in WriteUpp are protected by version history, allowing you to view all changes made to a document, including who made them and when. To view this... Once a document has been saved, click on the View History icon at the bottom of the screen: You will then see a modal detailing the history of the document, with a line containing the date and time of each save.Few readers