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 readers

• Guide 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 readers

• How 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 readers

• How 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 readers

• How 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 readers

• How 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 readers

• How 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 readers

• How 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 readers

• How 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. | You can edit the name and description of the pre-defined waiting list, should you wish to, by going to Settings -> More -> Lists. Patients can be added to the Waiting List from two places: The Patient tab of the Patient Summary TheFew readers

• Guide 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: Guide to the Waiting List Please note that some on screen elements may have changed since this video was recorded but the process is largely the same!Few readers

• Can 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. | You can also create your own custom lists - the ways in which you can use this functionality are endless! To learn more about adding patients to your Waiting List, click here. To learn about howFew readers

• How 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. How to delete a patient in WriteUpp 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 **ToolPopular

• How do you discharge a patient?

  How to discharge a patient in WriteUpp 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 'SwiPopular

• How 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 readers

• Can 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 readers

• What 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 readers

Your Caseload

• What 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

• 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 readers

Attaching Files to the Client Record

• What file types can I attach to client records?

  The following file types can be attached to client records: Video Files: .avi .mp4 .wmv Audio Files: .wav Image Files: .bmp .gif .jpg .jpeg .png .heic Word Documents: .doc .docx Document Files: .pdf .rtf Powerpoint Files: .ppt .pptx Text Files: .txt Spreadsheet Files: .xlsx .xls .csv Compressed File .ZIP Additional file types .ods .odp .odt The maximum size of an indiviFew 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 readers

• Guide 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 ||| We strongly advise you to read the whole of this article and ensure that you fully understand the implications of changing this setting before you choose “Visible to responsible user” Site Administrators will always be able to see all patients regardless of the visibility setting. The 'Visible to rPopular

• How 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? ** || This must be set to 'Visible to responsible user' if you wish to hide patient information from users who are not responsible for them Your user role The responsibFew readers

• What 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

• Can I automatically assign the responsible user?

  Yes, you can choose to automatically assign new client records to the user who creates the record. This ensures that newly created clients are never visible to anyone other than the user who creates them and Site Administrators. Under the Settings -> General -> How do you manage your customers?, below the visibility setting, you will see an ‘Assign new Client records to the user who creates the record’ checkbox: ![](https://storage.crisp.chat/users/helpdesk/website/3bdaa0c7caaa6800Few readers