Your Lists in WriteUpp
How do I create a list?
Lists are a simple way to organise your patients/clients into groups. First and foremost, we envisage this being used for Waiting or Cancellation lists (which is pre-set within WriteUpp), but you have complete control over what lists you set up, so the possibilities are endless! To create a new list: Go to Settings -More -Lists: Click on Create New LisSome readersGuide to Managing your Lists [Video]
Here's a short video looking at the Lists functionality in WriteUpp; covering how to create a new list, how to add patients to an existing list and how you can manage the patients on your lists: Please note that some on screen elements may have changed since this video was recorded but the process is largely the same!Few readersGuide to the Recall List
The Recall list will help you to identify clients that have not attended an appointment during a defined period of time. If a client has not attended during a certain period of time, they could be a missed income opportunity and should, if appropriate, be re-contacted to see if they need further treatment or a follow-up. To access the Recall List, open the main menu and select Recall List. At the top of the list is a date filter, where you can select a From and To date. Appointment TypeFew readersHow can I check what patients are on a list?
You can access your lists and the patients they contain by going to Main Menu -Lists: Here, you'll see all the lists you have created. The 'Add New List' button at the bottom of the page can be used to create a new list, if required: Clicking on a list willFew readersHow do I delete a list?
To delete a list: 1. Go to Settings -More -Lists: The lists page will open: Click on the 3 dots next to the list you'd like to delete and choose Delete from the menu: (https://storage.crisp.chat/users/helpdesk/website/9bcdb8ef7dcd880/dFew readersHow can I check what lists a patient is on?
You can easily see which lists a patient is on from... the Lists section of the Patient Summary the Active Patient button dropdown menuFew readersHow do I edit a list?
To edit the title or description of a list: 1. Go to Settings -More -Lists: Your lists page will open: Click on the 3 dots next to the list you'd like to modify and choose Edit: (https://storage.crisp.chat/users/helpdesk/website/8e373f8Few readersHow do I manage my lists?
To help you manage your lists, and the patients on them, you have the ability to undertake several actions directly from an entry on a list. To start, go to Main Menu -Lists: Then choose which list you'd like to manage: The full list will then open and youFew readersHow do I remove a patient from a list?
You can remove a patient from a list in two places: From the Patient tab of the Patient Summary From the list itself under Main Menu -Lists Patient Summary In the Patient tab of the Patient Summary, click on Edit Details to open the record in an editable state: Scroll to the Lists section, where you'll see the lists you have deFew readersHow do I add a patient to a list?
Patients can be added to a list from two places: The Patient tab of the Patient Summary The dropdown menu of the Active Patient button Patient Summary In the Patient tab of the Patient Summary, click on Edit Details to open the record in an editable state: Scroll to the Lists section, where you'll see the names of all the lists you hFew readers
Your Waiting List
How do I add a patient to the waiting list?
WriteUpp provides a pre-defined 'Waiting List', which you can add patients to who are waiting for an appointment. You can also create and manage your own custom lists. Patients can be added to the Waiting List from two places: The Patient tab of the Patient Summary TheFew readersCan I keep a Waiting List in WriteUpp?
Yes, you can. If you'd like to keep a note of patients who are, for example, waiting for an earlier appointment, WriteUpp contains a predefined Waiting List that you can start adding to straight away. To learn more about adding patients to your Waiting List, click here. To learn about howFew readersGuide to the Waiting List [Video]
Here's a short video looking at the Waiting List functionality in WriteUpp, including where to find it and how to use it: Please note that some on screen elements may have changed since this video was recorded but the process is largely the same!Few readersHow do I check my waiting list?
To check your waiting list: Go to Main Menu -Lists: If you have more than one list, click on the Waiting List to open it: Or if you haven't created any custom lists, you'll be taken straight to your Waiting List: (https://storage.crisp.chat/usersFew readers
Managing a Client Record
How do I delete a Patient?
Site Administrators have the ability to delete Patients, which will remove all of their records from your system, including Patient Demographics, Notes, Assessments, Appointments, Tasks, Invoices, Documents and Attachments. Please think carefully before deleting a Patient. To Delete a Patient: First ensure that the patient you want to delete from WriteUpp is the Active Patient Click on the menu (top-left) and select Tools (NOTE: This option is available to Site Administrators onlyPopularHow do you discharge a patient?
To discharge a patient: Ensure the patient you wish to discharge is the Active Patient, then go to Create -Discharge: Review the Discharge Summary. NOTE: Check that all completed appointments have been invoiced. If you've got the wrong patient as your Active Patient, you can use the 'Switch icon' to switch to the correct patient: (https://storage.cPopularHow do you handle death or incapacity and clinical wills in WriteUpp?
We recognise that many clients will be depending heavily on you and your expertise, as well as the insight you have gained into their condition. So, what happens in the event of your death or incapacity? It's not the most pleasant topic to consider but a number of clients have asked us this question. The following article attempts to address it. Most businesses need to implement some level of continuity planning and healthcare practitioners, particularly sole practitioners, are no different.Few readersGuide to Discharging a Patient [Video]
Here's a video showing how to discharge a patient: Please note that some on screen elements may have changed since this video was recorded but the process is largely the same!Few readersCan I rename an episode of care?
Yes, you can. In WriteUpp, when an episode of care is opened, it will be numbered, by default, depending on how many episodes already exist for that patient. For example, if you previously treated a patient for one condition through to discharge, this would be Episode 1. If that patient then returned after being discharged for either the same or a different problem, and you open a new episode for them,Few readersHow to delete a patient [Video]
Here's a video showing how to delete a patient in WriteUpp: Please note that some on screen elements may have changed since this video was recorded but the process is largely the same!Few readersWhat is the "PII setting"?
The PII setting defines what patient information is displayed outside of WriteUpp, on things like exported notes and assessments, and on any external calendar feeds you have set up. This setting can be found under the General tab in Settings: Full Name (PII) will display the patieFew readersGuide to Merging Patients [Video]
Here's a video showing how to merge two patients in WriteUpp: Please note that some on screen elements may have changed since this video was recorded but the process is largely the same!Few readers
Your Caseload
How can I see a list of all my Active Clients (Open Episodes)?
A list of all your Active patients can be found in the Caseload view, which you can access from the top-left menu: Select the 'Open Episodes' tab to see a list of all your clients with an open episode of care: Should you wish to do so, you can also export your Caseload to CSV for fuFew readersWhat is the caseload view?
The caseload view is designed to provide you with a quick way to view your entire caseload, organised by: All Episodes - A view of all client episodes Open Episodes - A view of open episodes with a filter by episode created date Closed Episodes - A view of closed episodes with a filter by discharge date New Episodes - A view of client episodes created in the past 24 hours with a filter by client created date No Episode - A view of clients who have been created but have had no action unFew readers
Managing Patient Appointments
Can I be notified when a patient has arrived for an appointment?
Yes, a patient arriving for an appointment is one of the events that you can choose to receive a notification about. To receive the notification you'll need to: Have an Appointment Status called Arrived set up (You'll need to set this up yourself if you signed up before 02/10/18. If you signed up after this, an Arrived status will already be set up for you) Choose how you'd like to be notified Setting Up the Arrived Appointment Status (if needed): Go to SettingsFew readersGuide to "List View"
As well as the Day and Week diary views, you also have an agenda style List View. From here you can: Quickly change the status of appointments: Create a "Quick Invoice" -Guide to "Quick Invoicing" Book an appointment -> How do I book an appointment when I'm in "list" View? (https://help.Few readers
Patient Assignment
What is the Patient Visibility setting?
The Patient Visibility setting is a site wide setting that allows you to choose between one of two visibility models: Visible to all users (default) Visible to responsible user Site Administrators will always be able to see all patients regardless of the visibility setting. The 'Visible to rPopularHow do I assign a user as responsible for a patient?
How you do this is dependant on two things: What Patient Visibility setting you have selected in Settings -General -How do you manage your customers? Your user role The responsibFew readersWhat happens to patients assigned to a deactivated user?
If a user is deactivated, they will remain "responsible" for any patients they were assigned to until the responsiblity is changed for each patient within each individual record. If a user has been deactivated, this will be highlighted within the responsible box on the Patient tab of the Patient Summary: If Patient Visibility (https://writeupp.crisp.help/en/article/whaFew readers