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 file in question to their patient record in WriteUpp by entering the URL of the file.PopularHow 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 the name of your desired document to open it 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 can be deleted if necessary CompleteSome readersGuide 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: Please note, some of the on screen elements 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 to 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 wisSome 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 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://heFew readersHow do you create a triggered document?
Firstly, let's 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. 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 any new appFew 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 a Date of Birth (DoB) into a standard letter. To insert a variable, open the note or document and click on the VAR button in the toolbar: You'll then see a list of the available options. The following article is a list of all the variables that can be added to aFew 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 for the first time) Click on the email icon at the bottom right of the screen: (https://storage.crisp.chat/users/helpdesk/website/Some readersHow 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 your document addeFew readers
Printing Documents
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 window after you select the printer icon from WriteUpp. The setting to remove the headers and footers will depend on your operating system and internet browser. You can find information on how to do this for some of the more common browsersPopularPrinting 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 destinatFew readers
Managing Documents
How do I manage locking for documents?
When creating documents in WriteUpp, you have the ability to choose between: Automatically locking your documents after 24 hours No automatic locking and maintaining editability (with the protection of version history) In both cases, version history has been implemented so you have a full audit trail of changes made to the document and you also have the ability to manually lock it (thereby rendering it non-editable) if you wish to do so. If you don't want WriteUpp to automatically loFew readersHow do I customise attachment keywords?
Attachment keywords are used to help your categorise attachments or files that you have uploaded into WriteUpp. Keywords can be anything you would find useful but might be things like: Referral letter Historic notes Scan Images 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:Few 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're using Google Chrome, you can adjust the bordFew readers
Document History
How do I revert back to an earlier version of a document?
You're able to revert 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: Click on the View History icon: The History table will open displaying all the saved versions of the document: To view an earlier version of the document, click on thFew readersHow do I see the version history of a document?
Once a document has been saved, you'll be able to see the history of changes made by clicking on the View History icon at the bottom of the screen: You'll then see a modal detailing the history of the document, with a line containing the date and time of each save. From here, clicking on the eye icon within a line will open up that particular version of the document as it waFew readers