The Client Summary
Guide to the Client Summary
The Client Summary displays everything that relates to your current active client in a series of tabs: | You can change how you refer to your clients under Settings -> General -> What do you call your customers? The Client Tab The Client tab is divided into a number of sections which group togeSome readersCan I search for a patient's address?
When entering a patient's address in the Patient Summary, you have the option to use the Address Lookup box to find the address: This box uses a free Google service, and isn't guaranteed to find absolutely every address, but should help in most cases. It isn't a postcode lookup, so to use it, just start typing your patient's address into the box:  of your client into the Key Client Information section of the patient summary and the age will automatically be calculated. It will then be displayed in brackets next to the DoB on the saved patient profile, see below:Few readers
Client Records
How do I open an episode for a patient?
In WriteUpp, the opening of episodes is taken care of for you. When you register a new patient, the Active Patient button will be grey for them, indicating there is no open episode of care yet: When you go to create an [assessment](https://help.writeupp.com/en/article/guide-to-completing-an-assessment-PopularHow do I merge duplicate Patients?
If you have duplicate records for the same Patient in WriteUpp, you can use the Patient Merge functionality to combine the two records. Unlike Patient Delete, this will transfer all Patient Demographics, Notes, Assessments, Appointments, Tasks, Invoices, Documents and Attachments onto another Patient, so none are lost. How to merge a patient record in WriteUpp To Merge Duplicate Patients: First ensure that your Active Patient is the patient that you want to mergeSome readersHow do you register a Patient?
Using Create -> Patient to Create a New Record for a Patient of Client Click on Create -> Patient Enter the Patient details (Note: First Name and Surname are mandatory fields): Once you are done, click Save Changes Your new patient will become the Active Patient. You can then book Appointments, write Notes, complete Assessments, attach Files and create Letters/Invoices for the Patient. Using the 'Switch' Icon to Create a Patient ![](https://storage.crisp.Few readersHow do I search by phone number?
If you'd like to search for a client by a phone number, you can enter the number into the search bar at the top of WriteUpp. If the phone number matches that of one of your clients, you will be taken to the client summary. For multiple matches, you'll see a list of results. When entering a mobile number into the search bar, remove the 0 at the beginning of the phone number and don't include anyFew readersHow do you search for/find an existing Patient?
To find an existing Patient in WriteUpp, simply enter their name, date of birth, postcode or email into the Search field at the top of the screen and press enter or click on the search button: You will then be presented with a list of patients who match these results. Clicking on a patient from this list will make them the Active Patient. Alternatively, if you start writing a note and realise youFew readersWhat are my Recent Patients?
Your Recent Patients is a list of the last 30 patients you have interacted with. You can view this list by going to the Main Menu -> Business Views -> Patients: By default, you will be taken to the Recent Patients tab, where you will see the last 30 patients that you have interacted with. The following information about each patient is displayed: Episode Status, WUID, NFew readers
The Active Client
What is an Active Patient/Client?
WriteUpp works on the basis that you are consistently working with an Active Patient, for whom all notes, assessments, appointments, letters, attachments, documents and invoices are created for. You can only work with one Active Patient at a time. The name of the Active Patient is displayed in the Active Patient button in the top right-hand corner of the page. The colour of the button indicates the status of the episode: Grey = No Episodes ![](https://storage.crisp.chat/users/helpdesk/wFew readersHow can I switch between patients?
With 'Switch', you can change the Active Patient as and when you need to in WriteUpp. For example, say you’re completing an assessment for Tom Palmer but then you get a phone call from Olivia Bell wanting to book an appointment. With 'Switch' you can save your assessment for Tom Palmer, click on the diary, choose a slot and then hit the 'Switch' icon, highlighted below: Without breakinFew readersCan I deselect an Active Client?
As most clinical activities, such as writing up a note or completing an assessment, are client-related, WriteUpp has been designed to be almost completely client-centric. We use something called the Active Client model. to do this. If you do wish to 'de-select' the Active Patient, it's likely you're wanting to do one of two things: Record an activity against another client - in which case you can use the 'SwiFew readers
Custom Fields
How do I create my own custom fields in the client summary?
In WriteUpp, you can choose to add your own text fields to the Client Summary. || These text fields hold up to 250 characters each! To add custom fields, open the main menu at the top left, then select Fields from the Settings and Tools section. Within the Custom Fields tab, you'll see a list of the custom fields you have set up. You will find the options to Edit or DeactPopularHow do I customise sources?
The Source field can be used as a way of identifying where a client has come from, in both a clinical or non-clinical sense. For example, you may wish to identify clients that have learnt about your practice as a result of a Google AdWords campaign or via a Referral program. Alternatively, you may wish to use this field to record who referred the patient, for example, their GP. As the source field options are completely customisable, it is up to you how you wish to use this field. You can speFew readersCustomising Ethnicity options
The options within the Ethnicity dropdown of the Client Summary can be customised by a Site Administrator within Main Menu -> Fields -> Ethnicity Fields: New Ethnicity options can be added via the +Add button at the top of the list, or existing options can be edited by clicking on the Pencil icon at the end of a row. When editing an option, you'll be able to mFew readersCustomising Gender options
The options available to you within the Gender dropdown on the Client Summary can be customised by a Site Administrator within Main Menu -> Fields -> Gender Fields: New gender options can be added via the +Add button at the top of the list, or existing options can be edited by clicking on the pencil icon at the end of a row. When editing an option, you'll be ablFew readersWhat fields are customisable in WriteUpp?
In WriteUpp, you can create your own text fields to appear on the Patient tab of the Patient Summary. You can then add these Custom Fields to your Document Templates as variables. To find out more about adding your own text fields to the Patient tab of the Patient summary, click here. You can also customise a number of the dropdown menus that appear throughout the WriteUpp application.Few readersCan I choose a default attachment keyword?
Yes, you can. By ordering your keywords, you can choose which one will appear at the top of the list. The keyword at position 1 will appear in the dropdown first. To choose a default keyword from your existing options: Go to Main Menu -> Fields: 2. Choose Attachment Keywords: ![](https://storage.crisp.chat/users/helpdesk/website/a8846cacbcd43800/d222b452-370d-43Few readers
Third Parties
How do I add Third Parties?
Site Administrators have the ability to create Third Parties, such as consultants, insurers and schools, which can then be attached to a Patient Summary. To do this: Go to Settings -> Third Parties Click on the Add Third Party Organisation button at the bottom of the page Select the Third Party type from the "Type" drop-down list - you have the default options of Insurer, School, GP, Specialist/Consultant, Care Worker or Equipment Supplier | If you'd like to add anotherSome readersHow do I link a third-party to a patient record?
In WriteUpp, you can link a third-party (i.e. any organisation or individual with an interest in your client's care) to the client record. Typical third-parties are: Insurers Schools GP's etc Linking a third-party to a client means that they can be: Referenced in documentation Invoiced for treatment Contacted from the Messages tab To link a Third-Party to a client record you should first set up the third-party - [read more](https://help.writeupp.com/en/article/how-do-Few readersHow do I customise third-party types?
In WriteUpp, Third-Parties are any individual or organisation that is involved in the care or wellbeing of a client or patient. For example: BUPA St James' Primary School Dr Peter Stephenson Third-Party Types are, as the name suggests, groups of third-parties with similar characteristics. For example: Insurers Schools GP's If you wish to do so, you can create your own Third-Party types. To add, delete or modify Third-Party types... Click on the top left meFew readers
Tags
What are Tags?
Tags can be used to group clients together. For example, you might tag all Paediatric patients or all clients with Elbow injuries. You can add as many tags as you want to a client record and you can view all of the clients associated with a tag by going to the main menu -> Patients -> By Tag. To add a tag to a client record: Select an Active Patient Go to their Patient Summary and click on Edit Details: Scroll down the page until you reach the section called "Tags"Some readersHow do I delete a Tag?
You might find that you need to delete old or mis-spelt tags to avoid having a large number of redundant tags within WriteUpp. To delete a tag: 1. Go to the Main Menu -> Settings & Tools -> Fields: Select the Patient Tags tab: 3 . You will sFew readers
Attachments
How do you attach or upload files to a client record?
As well as creating documentation like notes and assessments for a client, you also have the option to upload files to their record. Perhaps you've got a referral letter for them that you'd like to attach, or notes that relate to a previous episode of care. You can upload as many files for a client as you'd like. There is no limit placed on the number of files that you can have within WriteUpp, but the maximum size of an individual file that can be uploaded is 16MB. You can select up a 10PopularHow do I scan and attach a document?
You can scan documents and then easily attach the scanned copy to a client record in WriteUpp. As WriteUpp is a cloud-based application, we can't interact directly with devices on your computer, such as an external scanner, but nonetheless its still very straightforward: To physically scan the document, we recommend using an app such as CamScanner on your phone or tablet. With this you can scan any referral letters/notes/documents and email yourself a PDF copy of the document.Some readersHow to edit an Attachment after it has been uploaded
It is possible, after you have uploaded an Attachment via Create -> Attachment, to edit some of the details of it, including the Description, Keyword and Visibility setting. To edit an uploaded attachment: Head to the Files tab of the Patient Summary and locate the attachment you wish to edit Click on the Name of the attachment to open it At the bottom of the screen, click on the Pencil icon: ![](https://storage.crisp.chat/users/helpdesk/website/3bdaa0c7caaa6800/scrFew readers