Messaging General
Guide to Messaging
Messaging in WriteUpp is a simple way to create and send the following types of message: Email SMS Internal Message Direct Message To send a message, click on Create -> Message and then click on the type of message that you would like to send: ||| If you are on trial, you won't have access to the SMS and Email messaging tabs. You can still use the InternalFew readersDo I have the option to resend a message to a patient?
Yes, you have the option to quickly and easily resend an email or SMS to a patient in most circumstances. To resend a message: Go to the Messages tab of the Patient Summary and locate the original message. You can use the filters to help do this. Click on the date the message was sent to open it and if it is possible to resend the message, you will see a Resend button at the bottom of the screen. Click it:  you must select a message template to send out following the trigger event (e.g. a new appointment booking). WriteUpp comes with a few predefined templates which you can use and customise to your needs. You can also edit any email templates you have created. To edit your email templates for appointmentSome readersWhat are the default email appointment communication templates?
To help you get started, we have added a number of email templates for appointment communications to your account already. The default email appointment communication templates defined within WriteUpp are: New appointment New recurring appointment Change appointment Delete appointment Delete recurring appointment Appointment reminder New Video Consultation Confirmation New Recurring Video Consultation Confirmation Video Consultation Reminder The default conFew readersHow do I add email templates for appointment communications?
There are a number of default email templates pre-defined within WriteUpp for use with confirmations and reminders, but you can add as many others as you would like. To add a new email template for appointment communications: Go to Settings -> Scheduling -> Appointment Communication Click on the Email Templates button at the bottom of the screen: , you must select a message template to send out following the trigger event (e.g. a new appointment booking). WriteUpp comes with a few predefined templates which you can use and customise to your needs. You can also edit any SMS templates you have created. To edit your SMS templates: Go to **SettingFew readersWhat are the default SMS appointment communication templates?
The default SMS appointment communication templates defined within WriteUpp are: New appointment New recurring appointment Change appointment Delete appointment Delete recurring appointment Appointment reminder New video consultation Recurring video consultation Video consultation reminder The default content of each of these is listed below: New appointment Appointment Confirmation from ##MAINUNIT## for ##FROM## on ##DATE## ** DO NOT REPLY TO THIS TEFew readersManaging SMS templates for appointment communications
There are a number of default SMS templates pre-defined within WriteUpp for use with appointment communications. You can manage these, customise them to suit your practice and add new custom templates as you wish. Here are some articles that might help: You can read how to edit these existing templates here -> [How do I edit SMS templates for appointment communications?](https://helpFew readersHow do I add SMS templates for appointment communications?
There are a number of default SMS templates pre-defined within WriteUpp for use with confirmations and reminders, but you can add as many others as you would like. To add an SMS template: Go to Settings -> Scheduling -> Appointment Communication: Click on SMS Templates at the foot of the screen: , including appointment reminders, to automate the sending of these forms to your clients. There is no need to delete triggers in order to include these in a message; you just need to find the trigger you'd like to include a form in, and edit the template which is linked to it. The next time that message is queued, the updated template will be used, ensuring your clients receive the most up to date informationFew readers
Other Appointment Communications
Can I send different communications out for different appointments?
When sending automatic confirmations and reminders to your patients, you might want to send different information out depending on which appointment type a patient is booked in for. This can be handled for you within WriteUpp by creating custom communication templates containing the information you would like to send, then linking your confirmations and reminders to the specific appointment type. The following [Trigger events](https://help.writeupp.com/en/article/what-are-trigger-events-qliSome readersHow do I let my patients know if their appointment has been cancelled?
By setting up a communication trigger using the trigger event 'Status Change', when you change the status of an appointment to "cancelled" (or similar), your patients will be sent a communication to inform them that their appointment has been cancelled. You will also need to set up a custom template to use, containing the information you'd like to send. || Please note that in order to receive appointment communications, patFew readersHow do I let my patients know if an appointment has been changed?
By setting up a communication trigger using the trigger event 'General change', when you make a change to the details of an appointment, the patient will be sent a communication to inform them that their appointment has been changed. This could be a change to the date or the time, the location of the appointment or the user that the appointment is with. There is a predefined template within WriteUpp called **Change AppointFew readersCan I resend an appointment communication to a patient?
Yes, you have the option to resend some messages sent from WriteUpp at just the click of a button. If a patient contacts you to advise that they have not received an appointment communication, but you can see the message listed on the Messages tab of the Patient Summary, then you can quickly and easily resend it to them from here. To do this... Find the patient in question within WriteUpp and navigate to the Messages tab of the Patient Summary. Locate the message you would like tFew readersCan I send an automatic message to a patient who did not attend an appointment?
Yes, you can! You can use an automated appointment communication to send a message to a patient who does not attend an appointment, meaning you don't have to manually compose and send the message yourself. This can be done by using the trigger event 'Status Change' and specifying that the message should be sent when an appointment status is changed to Did Not Attend (or the status you use to indicate a missed appointment). To set this up: Open the Main Menu and select SettingsFew readersHow do I let my patients know that an appointment has been removed from the diary?
If you cancel an appointment for a patient by completely removing it from the diary (as opposed to changing the status), you can set up a communication trigger using the trigger event 'Deletion - Single' to inform them of this. With this trigger, if you use the delete icon to completely remove an appointment from your diary, the patient will be sent a communication to advise that their appointment has been removed. ![]Few readersHow do I let my patients know that a recurring appointment has been removed from the diary?
If you cancel all recurring appointments for a patient by completely removing them from the diary, you can set up a communication trigger using the trigger event 'Delete Appointment - This and Future' to inform them of this. With this trigger, if you use the delete icon to completely remove a recurring appointment from your diary, by choosing 'All Future' when prompted, your patient will be sent a communication to adviFew readers
Managing Emails
How do I add the consent link to my consent email template?
When emailing a consent form from WriteUpp, you will need to include the link to the consent form in your email to the patient. The easiest way to do this is to set up email templates for each of your consent forms, each containing the variable 'Consent link'. To add the 'consent link' to an email template for consent: Go to Create -> Consent (ensure you have an Active Patient selected who has an email address recorded): . When you go to Create -> Email, you will see a blue 'Manage Attachments' button. When you click this, you will only see general files from the File Storage arFew readersHow do I insert a professional registration number variable into a message template?
Many clinics/practices like to include the user's professional registration number (for example HCPC number) in email templates, so that when they use a message template, their professional registration number is automatically populated. Before you get started, you need to make sure that the professional registration numbers are added to your user's profiles. To do this, follow the steps in the article below: [How do I record the professional registration number for a user?](https://help.writeFew readersHow much do emails cost?
Sending emails is FREE in WriteUpp. They can be used for: Email appointment communications (confirmations, reminder etc) Sending documents Sending notes Sending email messages Sending invoices Sending attachments Sending assessment/consent forms Sending access codes for Smart Forms Security verification in Online BookingFew readersHow do I provide a client with a copy of a completed consent form?
Once a client has completed a consent form and it's been saved to the 'Privacy' tab of the Client Summary, you can quickly and easily send a copy of the completed consent back to them for their records. To do this: Navigate to the Privacy tab of the Client Summary: Click on the line containing the consent form you'd like to send out. Click on the email icon at the bFew readers
Sending Emails
Sending emails from WriteUpp
When it comes to sending emails from WriteUpp, whether it’s an automated appointment reminder, an invoice sent by email or a simple "How are you?" to a client, you have a couple of options available to you. The easiest way to manage your outbound emails, is to let us handle it for you using the default WriteUpp settings, which is covered in more detail below. Alternatively, if you have an email account hosted by Google, you can choose to authenticate your Gmail account for use with WriteUpp.PopularHow do I manually export contacts to Mailchimp (or other email marketing platforms)?
With the Mailchimp integration, you can easily export your client list into Mailchimp. You can also export tags from various views across WriteUpp. Furthermore, once connected, new clients created in WriteUpp sync straight to your chosen Mailchimp audience. You can check out all you need to know about the Mailchimp integration here. However, if you do not wish to connect to Mailchimp for whatever reason, or you usSome readersHow to bulk send emails to your clients
There are a number of ways you can bulk send emails to your clients with the help of WriteUpp: The easiest way is through the Mailchimp integration. If you already have a Mailchimp account, then the process couldn't be easier. Head to the 'Integrations & Add ons' screen in WriteUpp and connect your account to start exporting contacts and syncing new clients to Mailchimp straight away. Find out everything you need to know about the Mailchimp integration [here](https://help.writeupp.com/en/caSome readersSending emails via the internal service in WriteUpp
In WriteUpp, you can send outbound emails via the internal email service provided by WriteUpp. The benefits of using the internal email service in WriteUpp: there’s no set-up or technical knowledge required your messages are encrypted in flight via SSL your messages benefit from enhanced deliverability, so there’s less chance of them ending up in spam or junk folders your messages will appear From: “Your Practice Name”, so that your clients know who the sender is you’ll nevFew readersAn email failed to send, what do I do?
Occasionally, you may encounter a problem when sending emails from within WriteUpp, including: A 'triggered email' - emails relating to appointment communications An email manually generated, such as when sending an invoice to a patient A direct message or smart form Quite often, these issues are related to the email address that you are trying to contact, causing the message to be rejected by WriteUpp's email server. This generally happens if you've already attempted to send a meFew readersAdding consent and smart form links to emails sent from WriteUpp
Both consent and Smart form links can be added to emails you send manually from within WriteUpp, whether that's from Create -> Email when a new client registers with you, or when sending an invoice at the end of their treatment. To add a form link to an email sent from WriteUpp: Navigate to the email page you'd like to send from. In this example, we'll use Create -> Email. Complete the To field with who you'd like to send the email to (the patient, the Next Of Kin, a thirdFew readersGuide to sending an email in WriteUpp [Video]
Here's a video guide showing how to send an email in WriteUpp: How to send an email in WriteUppFew readersCan I check the status of an email sent to a patient?
If we have received information on the delivery status of an email sent to a patient, you'll be able to see this on the Messages tab of the Patient Summary: It's important to note that status information is not guaranteed to be present (or updated) for all messages, and there are certain situations where we won't be able to display that information: If the destinationFew readersHow do I send an email from WriteUpp?
||| Warning: Sites on trial do not have access to standalone email messaging. This is an important security precaution. Once subscribed, you will gain full access to messaging in WriteUpp. To send a standalone email from within WriteUpp: Click on Create -> Message: The Message screen will open already on the 'Email tab':  from WriteUpp?
Before sending any SMS messages, you must ensure that you have some text credits. If you don't, you can find out how to purchase them here. ||| Warning: Sites on trial do not have access to standalone SMS messaging. This is an important security precaution. Once subscribed, you will gain full access to messaging in WriteUpp. To send a standalone SMS from WriteUpp: Click on Create -> Message: !Few readersCan I check the status of an SMS sent to a patient?
If we have received information on the delivery status of an SMS sent to a patient, you'll be able to see this on the Messages tab of the Patient Summary: It's important to note that status information is not guaranteed to be present for all messages, and there are certain situations where we won't be able to display this information. For example, not all carriers return dFew readersGuide to sending an SMS [Video]
Here's a video showing how to send an SMS message in WriteUpp: How to send a text message (SMS) in WriteUppFew readers
Internal Messaging
How do I send an Internal Message from WriteUpp?
WriteUpp's internal messaging service allows you to communicate with other members of your team from within WriteUpp. Here are a few examples of how internal messages could be used: Patient-related – Message to Admin or your Virtual Administrator – “Please book follow-up for this client” Patient-related – Secure internal communication with a colleague about a particular client – “How do you feel about referring xyz to a Maxillo-facial consultant?” Non Patient-related – MesFew readersWhat information can I see about internal messages?
To see a summary of your sent and received internal messages, open the main menu and select Messages: You'll see tabs containing Received and Sent internal messages. Clicking on a line containing a message will open it and allow you to see the content. || Note: This tab only contains internal messages sent and received from your colleagues. Sent patient messages are aFew readers
Managing Direct Messages
Why do I need text credits to send a Direct Message?
When you send a Direct Message, WriteUpp will send an SMS as well as an email to the recipient. The SMS is sent when the access link in the email is clicked, and contains an access code which must be used to open the message. This provides an extra layer of authentication to anything you send via Direct Message, just like two-factor authentication. If you try to send a Direct Message and you don't have any text credits, you'll see this message: , will 'kick in'. The expiry limits available are: Never 1 hour 1 day 1 week The recipient will always be able to access the contents of a Direct Message sent with an expiry of 'Never'. However, if an expiry limit is selected, the message and any documents it contains will not be available to the recipient after the set period. The expiry limit is set within the Direct Messages modelFew readersHow do I add a template for a Direct Message?
Adding a template for Direct Messages is a great way to save yourself time, if you repeatedly send the same kind of messages! This might be particularly useful when sending a Smart Form to patients for completion. To add a DM template: 1. Go to Create -> Message: Select the **DireFew readers
Sending Direct Messages
How do I send a Direct Message?
A Direct Message (DM) allows you to send a message to a patient from within WriteUpp, with an access code required for extra security. It uses an email containing a link to the message, and then an SMS containing an access code to 'unlock' it. There are a few things you will need to have in place in order to send a Direct Message: An email address for the recipient A mobile number for the recipient SMS credits - [How do I purchase SMS Credits?](https://writeupp.crisp.help/en/article/hoFew readersHow can I resend an access code for a Direct Message?
If a recipient advises that they haven't received the SMS containing the access code for their Direct Message, it can be resent from within WriteUpp. Please note that it can only be resent by the user who sent the original message. ||| If the message has expired, a new Direct Message will have to be created. To resend an access code: Go to the Patient Summary -> Messages tab and open the message by clicking on the date:  to add an extra layer of security. This works similarly to standard 2FA methods. Your recipient will receive: An email with a secure link to the message portal An SMS with a six-digit access code (sent after they click the email link) The email sent to the patient is simple and non-customisable, and contains no PII (Patient Identifiable Information):  To see the full message details, including whether the recipient has read it, simply click on the dateFew readers
Text Credits
How do I purchase SMS Credits?
SMS Credits are required for: SMS Appointment communications (confirmations, reminders etc) Direct Messages Smart Forms Security Verification for Online Booking 2FA || Only Site Administrators are able to purchase text credits. To buy more SMS credits: Go to Settings -> Account Click on Buy More next to the SMS counter: ChPopularHow much do text credits cost?
You can purchase text credits for: SMS Appointment communications (confirmations, reminders etc) Direct Messages Smart Forms Security Verification for Online Booking 2FA In most situations, a single text credit is required to send a single message. Texts can be purchased in the following volume bundles: 50 credits - £3.00 + VAT 500 credits - £30.00 + VAT 1000 credits - £55.00 + VAT 2000 credits - £105.00 + VAT 5000 credits - £250.00 + VAT 1PopularWhat happens if I run out of text credits?
If your SMS credit balance reaches zero: SMS confirmations and reminders will no longer be sent to clients Direct Messages and Smart Forms (with SMS access codes) cannot be sent Online Booking identity verification via SMS will be disabled Low Credit Warning When your balance drops below 50 SMS credits, you'll receive a low credit notification. To view this alert, simply click on your username in the top-right corner of WriteUpp:  Text verification in Online Booking (optional extra layer of client identity security) Text messages to clients Text messages to colleagues Direct Messaging Smart Forms How SMS Credits Work 1 SMS credit = approx. 160 characters. Most texts will use one credit, but longer messages may use more.Few readersHow can I see my text credits balance?
You can check your remaining SMS credits in two places: Option 1: From Settings Go to Settings -> Account Details Your current SMS balance will be displayed here: || Only Site Administrators have access to the Account screen. Option 2: From the Message Screen Go to Create -> Message -> SMS Your SMS balance will appear just below tFew readersWhy do I need text credits?
There’s no requirement to purchase SMS credits, unless you want to use features in WriteUpp that rely on SMS technology. The following features use SMS credits: Appointment communications (e.g. confirmations, reminders) Text verification in Online Booking (optional security feature) Messages to clients Messages to colleagues Direct Messaging Smart Forms Two-Factor Authentication (2FA) - required during setup and as a backup login method How SMS Credits Work 1 SMS credFew readers
