Linking Notes to Appointments

• Linking notes to appointments

  When creating or editing notes in WriteUpp, you have the ability to add a link to an appointment that you've got booked into your diary for the client. This can help you see at a glance which notes relate to which appointments when reviewing the clients notes summary. To do this, you have the option to add a Linked to appointment in this field here: Clicking on the icon withiFew readers

• Linking notes to a different date

  When creating notes, you might find it useful to indicate that notes created on a particular date actually link to a different date. For example, perhaps you'd like to create a note that relates to a conversation that you had with a client on a day that you didn't see them, or add historic notes to WriteUpp that don't necessarily relate to an appointment that's been booked into the diary. To do this, when creating or editing notes, you have the option to add a Linked to date of your choosiFew readers

• Viewing notes linked to an appointment

  Once notes have been linked to appointments, you'll be view them from the appointment details screen you see when opening an existing appointment in your diary. Clicking on the link icon to the top right of the appointment details: Will open a screen detailing whether anything is currently linked to that appointment. If no linked notes have been created, you'll see this on screeFew readers

• Creating a note from an appointment

  Because you can link notes to appointments in WriteUpp, we've provided a shortcut to creating a note when viewing an appointment in your diary. When viewing appointment details from your diary, click on the link icon at the top right: This will open a screen detailing whether anything is currently linked to that appointment, with a Create Note option at the bottom: ![](https://Few readers

• Can I back-date my notes?

  For compliance reasons we record the exact date/time when you make the note and not when the session took place. Whilst we understand that this might be a little frustrating, we do it this way so that it's not possible to retrospectively enter a note a long-time after a session, say in the event of litigation. However, WriteUpp does have a feature which allows you to link a note to an appointment. This makes it easy to see from first glance what appointment a note relates to. || We have a numFew readers

Creating Notes

• How do I write Notes for a client?

  To write notes for a Patient or Client: Ensure that the patient you wish to write notes for is the Active Patient Then click on Create -> Note: Here you can enter some notes for the patient or use an existing template (read more about managing note templates [here](https://heSome readers

• Can I give my notes a title?

  Yes, when creating notes for a patient you can use the Label field to add a title: This will then be visible in your list of notes within the Notes tab of Patient Summary: This field allows you to add a different title for each note, alongside the keyword used to categorise the note. It should help yFew readers

Editing Notes

• How do I edit notes that have become read-only?

  Once a note has been manually or automatically locked, it becomes read-only and cannot be edited in this state. However, users with the role of Site Administrator have the ability to unlock notes, meaning they can be edited again. This can be done using the key icon at the bottom of a locked note. Pressing this will unlock the note and return it to an editable state. ![](https://storage.crisp.chat/users/helpdesk/website/3bFew readers

• How do I add text to or modify existing notes?

  Any notes with a Draft status can be edited or added to at any time. In order to modify an existing note: Head to the Notes tab of the Patient Summary Click on the Create date of the draft note you'd like to edit The note will open, allowing you to make the necessary changes Click either Save and Continue or Save and Exit to save your changes || If a note has been locked, it will need to be unlocked before any more changes can be made. Site Administrators cFew readers

Managing Notes

• How do I set up Note Templates?

  If you write up your notes in a standard format (e.g. SOAP), you can create a note template, so that you don’t have to keep re-typing the same information. It's a really great way to save yourself time! How to set up notes templates in WriteUpp To set up note templates: Click on Create -> Note Click on the Manage Templates link: Click on **Popular

• How do I manage locking for notes?

  You can choose between two options for managing the locking of notes in WriteUpp: Auto lock ON - Your notes lock automatically after 24 hours Auto lock OFF - No automatic locking of notes (editability is maintained with the protection of version history) Importantly, in both cases, version history has been fully implemented, so you have a full audit trail of changes made to the note. You also have the ability to manually lock a note (thereby rendering it non-editable) if you wish to doSome readers

• Why are my notes, assessments and documents locked after 24 hours?

  If your notes, assessments and documents lock automatically 24 hours after being created, then you will have the 'auto-lock' setting switched on under Settings -> General: If this switch is blue and to the right as shown, WriteUpp will automatically lock all notes, assessments and documents 24 hours after they are created. || Once a note is locked, it can no longer be editFew readers

Note's Editor

• How do I add my signature to my patient notes?

  Option 1: Write your patient note in WriteUpp Press Insert annotation from the formatting tools in the tool bar Select one of the blank images Use the 'pen' tool to write your signature on the blank image Press OK This will insert an electronic signature inFew readers

• What keyboard shortcuts can I use in the Notes editor?

  Copy To copy highlighted text: On Windows - Press "Ctrl" + "C" On Mac - Press "Cmd" + "C" Paste To paste copied text: On Windows - Press "Ctrl" + "V" On Mac - Press "Cmd" + "V" Cut To cut highlighted text: On Windows - Press "Ctrl" + "X" On Mac - Press "Cmd" + "X" Undo On Windows - Press "Ctrl" + "Z" On Mac - Press "Cmd" + "Z" Redo On Windows - Press "Ctrl" + "Y" On Mac - Press "Cmd" + "Y" Single Carriage Return On Windows - Press "Shift" + "RFew readers

• How do I add IPA Phonetic Symbols to my Notes?

  WriteUpp includes a number of phonetic symbols, which can be inserted when composing notes in WriteUpp for clients. To add these to a note: From the formating toolbar, click on the Insert Phonetic Symbol icon: The phonetic symbols available to you will then be displayed: ![](https://storage.crisp.chat/users/helpdesk/website/3bdaa0c7caaa6800/image-2020-09-04-at-4463Few readers

• Does WriteUpp support shorthand symbols?

  Unfortunately not. HCPC guidance set out in its Standards of conduct, performance and ethics states: Keep accurate records 10.1 You must keep full, clear, and accurate records for everyone you care for, treat, or provide other services to. 10.2 You must complete all records promptly and as soon as possible after providing care, treatment or other services. Following consultation with clinical directoFew readers

• Why are my notes double-spaced?

  Throughout WriteUpp, we use an HTML editor. You will most likely see it in the following places: Notes Documents Messages In common with most HTML editors, pressing RETURN gives you a double line space in your document. If you would like a single line space, please hold down the SHIFT key at the same time as pressing RETURN.Few readers

Sending Notes

• How do I print/email all of my case notes for a client/patient?

  To print all notes for a client or save them to a PDF, follow the steps below... Go to the Notes tab of the Client Summary and click on the List view option: Scroll down to the bottom of the page and click on the Print icon: You will be asked whether you want to printSome readers

• How do I send a note via Direct Message?

  Sending a client note via Direct Message adds an extra layer of security, as an access code is required to open it. To send a note in this way, follow the steps below... Go to the ** Notes** tab of the Patient Summary and open the note you would like to send. Click on the Direct Message icon at the bottom of the screen: Select a recipient: ![](https://storage.crisp.cSome readers

• How do I set up an email template for notes?

  If you regularly send copies of notes out via email, you can quickly and easily set up Note Email Templates to save yourself time. To do this: Open an existing note by going to the Notes tab of the Patient Summary and clicking on it Select the Email icon at the bottom of the page: Then click on the Manage Email Templates For Notes link alongside the 'Few readers

• How do I email a Note?

  You can email new and existing notes directly to recipients from within WriteUpp. To do this... Go to the note you wish to email and select the Email icon at the bottom of the screen: This will take you to the Email Note screen where you can specify the recipients (To, Cc and Bcc). The note will already be added as an attachment: ![](https://storage.crisp.chat/users/helFew readers

Note History

• How do I see the version history of a note?

  Once you have created and saved a note, you can view a full version history of it, allowing you to see what changes have been made, who made them and when. To view the version history of a note... Under the Notes tab of the Patient Summary, click on the Created date of a note to open it. At the bottom of the screen, click on the View History icon: You will thenFew readers

• How do I revert back to an earlier version of a note?

  You are able to revert to an earlier version of one of your notes, should you need to, via the View History icon displayed at the bottom of the screen. To revert to a previous version of a note: Click on the View History icon at the bottom of the note: The History table will open displaying all of the saved versions of the note, along with a preview of the content of each one: ![](https://sFew readers

• Are my notes and assessments time/date stamped?

  Yes. All notes & assessments in WriteUpp are time and date stamped. This means you will always have a record of: who made the note or assessment when the note or assessment was saved what keyword was associated with the note or assessment When a Note or Assessment is created it is in a 'Draft' state and the time/date stamp of when it was created will appear at the top of the note/assessment as below: ![](https://storage.crisp.chat/users/helpdesk/website/3bdaa0c7caaa6800/note-last-Few readers

• How can I preview Historic Notes when writing a new one?

  When writing a Note for a client, you can quickly view all of the previously written Notes by following these steps: Make sure you have the correct Active Patient, then click on Create -> **Note ** Click on the Existing Notes tab: Click on a Note in the Existing Notes column, and the contents of the note will appear in the 'Notes Preview' window You can then toggle back and forthFew readers

Annotations in Notes

• How to annotate images in notes and assessments

  When creating both notes and assessments in WriteUpp, you have the option to add an image, which can be annotated. In this article, we'll have a look at how you can use the annotation tools available and what each option looks like. The toolbar used for annotations in both notes and assessments is the same, allowing you to add the same types of markings or text to each one. You can read more about how to add an annotation to a note [here](https://help.writeupp.com/en/article/adding-an-annotFew readers

• Adding an annotation to a note

  When creating notes in WriteUpp, you have the option to add an image to your note that you can add markings and text to (perhaps to illustrate where a client is experiencing symptoms, for example). To add an annotatable image to a note: When creating or editing a note, select the Insert annotation option from the toolbar: Choose an image from those included in the library, or presFew readers

Note Keywords

• How do I add a note keyword?

  Note keywords are used to add categories and/or structure to your notes. The keyword appears in the 'Type' column of the Notes tab in the Patient Summary: || Note keywords are completely customisable and you can create as many keywords as you want, but you can only associate one keyword with each note. To add extra keywords... Click on the main menu (top left) and go to **FieldFew readers

• How do I customise Note keywords?

  Note keywords are used to help your categorise your notes in WriteUpp. For example, many organisations want to distinguish between notes that have been written by clinical staff and the Admin team. Typical keywords might be: Admin Clinical Student You can create as many note keywords as you wish, but you can only associate one keyword with each note. To add, deactivate or edit note keywords, click on the main menu and go to Fields within the Settings and Tools section:Few readers

• Can I choose a default Note Keyword?

  Yes, you can. By ordering your keywords, you can choose which keyword appears at the top of the list. The keyword at the top will then automatically populate the Keyword dropdown when creating a note. To  choose a default keyword... Go to Main Menu -> Fields: Select the Note Keywords tab: ![](https://storage.crisp.chat/users/helpdesk/website/3bdaa0c7caaa6800/screenshFew readers

Handling Paper Notes

• How do I upload my paper notes into WriteUpp?

  If you would like to upload digital copies of your paper notes to a Patient Record in WriteUpp, we recommend using the Cam Scanner app. To scan your paper notes and convert them into PDFs, simply follow the steps below: Download the Cam Scanner app on either the Google Play Store or the App Store Launch the Cam Scanner apPopular

• How to deal with historic paper-based notes?

  There are a couple of answers to this question and they really depend on how much time, money and patience you have. Option 1 Scan each record Attach the scanned files to the Patient Record in WriteUpp How do I upload my paper notes into WriteUpp? ||| This option is optimal, but in many cases it is cost prohibitive given the volume of paper notes that accumulate in large or long establisFew readers

Notes FAQs

• I've written notes against the wrong client - how do I resolve?

  If you have already saved the note, do the following (where Patient 1 is the incorrect patient and Patient 2 is the correct patient): Go to the Patient Summary for Patient 1, click on the Notes tab and find the note that you wrote wrongly against this client. Copy the text (so that you can paste it into a new Note for Patient 2) Scroll down to the bottom of the page and click on the dustbin (bottom right) to delete the note from the wrong patient's profile. Go to Patient 2'sFew readers

• Is there an auto-recover feature when I'm writing Notes?

  Yes. When creating notes, if your internet connection is slow or drops, the 'Save' function can fail and your notes may be lost. This is largely out of our control but we realise it's very frustrating, particularly if you've been writing a long note, and so we've implemented an auto-recover feature. ||| To be clear, auto-recover is not an auto-save feature, so its important that you continue to use the Save and Exit and Save and Continue buttons to make sure you save your notes as youFew readers

• How do I countersign my Notes in WriteUpp?

  Counter-signing notes in WriteUpp is automated and fully compliant with HCPC best practice. Notes are electronically and automatically: Time and date stamped Stamped with your Name When you go to the Patient Summary and click on the Notes tab, you will see a list of all the notes that have been created for that patient, the date they were created and who wrote each one. You will also see the status of the note - draft or read-only (locked). Draft notes can be edited at any time,Few readers

• Can I use AI in WriteUpp to generate notes?

  WriteUpp does not currently have its own AI tool to help you write client notes. However, we have partnered with Yung Sidekick to offer you an exclusive benefit! As a WriteUpp user, you can enjoy 15% off a Yung Sidekick subscription. | Log into your WriteUpp account and visit the Marketplace to unlock your exclusive discount code. Yung Sidekick is a powerful tool that streamlines the process of creating therapy notes, tFew readers