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• How do I set up Notes 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! To set up note templates: Click on Create -> Note Click Manage Templates: Click on **Add New Template: ![](https://storage.crisp.chat/users/helVery popular

• 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 its not possible to retrospectively enter a note a long-time after a session, say in the event of litigation. If you wish to "back-date" a note we suggest you add a brief opening note at the start of your session notes along the lines of "Relates to dd/mm/yy". You can also use the label fieldPopular

• 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/24e52f350a016000/4fae13a2-3Popular

• How do I manage locking for notes?

  From v2.13.5 (web) you have the ability to choose how notes are locked in WriteUpp. Historically, notes 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 notes could be retrospectively modified. You now have the ability to choose between: Automatically locking your notes after 24 hours No automatic locking and maintaining editability (wiPopular

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

  No problem. If you have already saved the note, do the following: Go to the Patient Summary for Patient 1, click on the Notes tab and find the note that you want to delete. 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) Go to Patient 2's record and click on Create -> Note Paste in the text you just copied and click Save (Where Patient 1 is the incorrect patPopular

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

  All you need to do is go to the Notes tab of the Patient Summary (for the patient whose notes you want to print/email) and click on the List View, shown below: Then scroll down to the bottom of the page and click on the print icon: On a Mac or on Windows 10 you can print directly to PDF (whSome readers

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

  Although you cannot directly insert your signature into patient notes there is a workaround which can be used which is detailed below: Write your signature on a piece of paper and electronically scan it Using the default photo editor software on your computer crop the image Write your patient note in WriteUpp Insert the cropped image of your signature into the note Click save Please note this isn't some which we advocate, by inserting an image of your signature, it is vSome 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 You can see this in action if you go into the Patient Summary and click on the "Notes" tab. You will see a list of all the notes you created, the date they were created and who wrote each one. You'll also see the status of the note, draft or read only. Draft notes can be edited at any time, with a full verSome readers

• How do I upload my paper notes into WriteUpp?

  If you like to upload a digital copy of your paper notes to a patient file, we recommend the use of the app Cam Scanner.  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 Cam Scanner and using the camera takeSome 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 want but you can only associate one keyword with each note. To add, deactivate or edit note keywords click on the menu top left and go to Fields within the Settings and Tools section:Some readers

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

  Any notes which are in a Draft status can be edited or added to at any time. In order to modify an existing note: Click on the Notes tab of the patient summary Choose the draft note you'd like to add to or edit The note will then open, allowing you to make the necessary changes  Click either Save And Continue or Save And Exit to save your changesSome readers

• 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 on the Notes tab in the Patient Summary. You can create as many keywords as you want but you can only associate one keyword with each note. To add extra keywords just click on the menu (top left) and go to Fields and then select Note Keywords and then click on Add: ![](https://storage.crisp.chat/users/helpdesk/website/fa27d3abbdba7800/a2ed6ef7-3a39-4dce-a1be-ea331c_1dkFew readers

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

  Once a note has been saved, you'll be able to see the history of changes made.   Under the Notes tab of the Patient Summary, click on the note to open it: At the bottom of the screen click on View History: You'll then see a modal detailing the history ofFew 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 patient summary: This field allows you to add a different title for each note, alongside the keyword used to categorise tFew readers

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

  To add IPA Phonetic Symbols to your Notes: Click on Create -> Note From the notes editor toolbar, click on the Insert Phonetic Symbols icon:   The Phonetic Symbols dialogue will open   Click on any of the symbols and theyFew readers

• Why are my notes double-spaced?

  Throughout WriteUpp we use an HTML editor. You will most likely come across 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

• How do I send a note via Direct Message?

  Go to Patient Summary -> Notes and select 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.chat/users/helpdesk/website/a1a691e1e5799800/61744514-e5b0-45d0-966Few 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 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 right of the page: Then click Manage Email Templates For Notes alongside the Select Templates droFew readers

• How do you write Notes?

  To write notes for a Patient or Client: Ensure that the patient is the Active Patient so that their name appears in the top right-hand corner. Click on Create -> **Note: Enter some notes for the patient, with the option to select a template, choose a keyword and enter a labFew 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 do notes, assessments and documents go READ ONLY after 24 hours?

  Prior to the release of Web v2.13.5 on 09/07/19, all notes, assessments and documents created in WriteUpp were automatically locked 24 hours after being created to maintain the integrity of your documentation.  Based on long-term feedback from our users, we concluded that this was rather too restrictive and so you now have the ability to manage this yourself. You have the ability to choose between: Automatically locking your notes after 24 hours (If you were an existing user prior to 09/0Few readers

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

  Once a note has become read only, either by being manually or automatically locked, it cannot be reopened to allow changes.  If you need to make a change to a read-only note, you can use the below workaround: Open the note that you'd like to edit, and copy the content of the note Click Create then Note Paste the content from the read-only note Make the relevant changes and additions You could create a new note keyword(https://writeupp.crisp.help/en/article/howFew readers

• Can I choose a default notes keyword?

  Yes you can.  By ordering your keywords you can choose which one will appear at the top of the list, meaning it will automatically populate in the dropdown first. To  choose a default keyword from your existing options: Go to Main Menu -> Fields: Choose Note Keywords: ![](https://storage.crisp.chat/users/helpdesk/website/ff754e7c45d42000/a43f3896-2cad-4637-bfb3-18dc07_176jFew 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 will appear in the Notes Preview window You can toggle back and forth between the New Note aFew readers

• How do your clients 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 scan file to the patient record in 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 established practices and/or NHS Trusts, hence many choose Option 2. Option 2 Create a note keyword called "Case Summary" Write an opening notFew 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: The History table will open displaying all the saved versions of the note along with a preview of the content of each one: ![](https://Few readers

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

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

• How do I email a Note?

  When you either create a new note or view an existing note you can email it directly from within WriteUpp. Click on the 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 intelligence (we hope) than regular email and your note is added as an attachment: ![](https://storage.crisp.chat/users/helpFew 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 its 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 you're writinFew readers

• Guide to Creating a Note [Video]

  Here's a video showing how to create a note:Popular