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Reporting & Data
Get more information with reports, and find out how to manage your data
How do I export data out of WriteUpp?
You can export data out of WriteUpp for your records or for further analysis using our Data Export Tool. The data you can export using this tool is as follows: Patient Demographics Appointments Notes Invoice details When using the data export tool, the formats available are: Patient Demographics - Excel or CSV file Appointments - Excel or CSV file Notes - PDF Invoice details - CSV file
Can I see examples of the reports/charts?
Please see below for examples of the reports currently available within WriteUpp. Finance Appointment income by Month Displays income derived from appointments by month: Appointment income by Type Displays income derived from appointments by appointment type and by month !(https://storage.crisp.chat/users/helpdesk/website/b3b98862bee36800/6889856b-fd8f-4
How do I import data into WriteUpp?
What can I import? The Data Import tool allows you to self-import the following information: First Name Last Name Address 1 Address 2 Address 3 City Postcode Date of Birth Email Address Phone Number Mobile Number Source - where the data came from - this is for GDPR (General Data Protection Regulation) purposes For security and performance reasons you can import 500 records at a time. If you have multiple thousands of records you will nee
What activity/performance information is available?
To view activity or performance data from across your practice, open the Main Menu top left and choose Activity. From here you can view information on both attended and non-attended activity: For both tabs, you can choose a date range and filter by both appointment type and clinician, and choose if you'd like to see non-patient appointments. The attended activity t
How do I set KPI targets?
KPI targets are set within your Settings. Go to **Settings **-> General and scroll to the bottom of the page. Here you will find 'Business Targets' where your Monthly Target Income can be set. Once you have specified your target we will derive a number of other KPI's for you and display these alongside your actual performance in the Dashboard, which you can access from the mai
What financial reporting is available?
To analyse, report on or export financial information click on the menu in the toolbar: and select Finance: Use the tabbed interface to select the information that you require: !(https://storage.crisp.chat/users/helpdesk/website/b868511063f5e000/dfbf534a-190f-44
Are more reports available?
The reports function is a relatively new feature so we are expanding the library of reports based on user demand. If you would like us to add a specific report, simply log into WriteUpp and click on the icon immediately to the right of your username, and click Visit Portal: Using the feature request portal will not only provide you with a level of transparency over the requests we receive, it’ll also mak
What patient/client related reporting is available?
To analyse, report on or export patient-related information from across your practice click on the menu in the toolbar: and select patients Use the tabbed interface to select the information that you require: !(https://storage.crisp.chat/users/helpdesk/website/2
Can I use Google Analytics with Online Booking?
Yes, just follow the steps below: Login to the Online Booking Admin Area Go to Settings either in the menu bar at the top or from the quick navigation block at the bottom of the page: Scroll to the bottom of the page and add your Google Analytics tracking code: !(https://storage.crisp.chat/users/helpdesk/website/659270181c508c00/5aebf828-6350-4c1f-9
How much data can I upload into WriteUpp?
Within WriteUpp, there is no limit to the amount the amount of data you can store within your instance. As we are a cloud based service everything is upload to our hosting platform, Microsoft Azure, who don't limit us in the amount of data. However we do place a restriction on the size of the attachments which you can upload into WriteUpp which is **8mb. **You can upload as many as you like, but each one must be smaller than 8mb in size. If you have larger files that you'd like to link to
What happens to my data if I decide to leave WriteUpp?
We hope this doesn’t happen but if you decide to stop using WriteUpp you can export your client details, appointments, notes and invoice history from within the application. If you would like to find out more about how data export works in WriteUpp click here
How do I access Reports?
To access Reports open the main menu at the top left of your screen and select Reports from the listed options. You'll then be taken to the reports available listed across 4 different tabs:
How do I find old records in WriteUpp?
If you need to locate old patient records that you have in WriteUpp, you can use the Data Hygiene tool: Go to Tools under "Settings & Tools" in the burger menu Select "Data Hygiene" From here you can search for patients based on the length of time since you last made a material change to their record (i.e wrote a note, created an appointment or completed a
How do I see the underlying data in a report?
To access the underlying data in a report just click on the "Grid" toggle at the top-right of the chart You will then see your data presented in grid/table form: At any point your can export the data in a report by clicking on the "Export to CSV" button at the bottom
Guide to exporting data [Video]
Here's a video showing how to export data out of WriteUpp:
How do I quickly enter a few records?
As well as being useful for bulk imports (of up to 500 records) the data import tool also provides a neat way to enter a small number of records VERY quickly Just open up the Data Import tool. Type in your data making sure to tab in between each data element and then map the data to the appropriate field in WriteUpp, see below: Once, you've completed the mapping click on IMPORT,
What happens to my data if I stop using WriteUpp?
If you unsubscribe from WriteUpp your account will remain accessible until the expiry date of your subscription. You can see when this date is by going into the account section in settings - see below: If you stop using WriteUpp for whatever reason you can export your data until the expiry date. Thereafter, your account will be closed. Your data will be held for 45 days from this e
What task related reporting can I see?
To see a view or report of your individual tasks or practice wide tasks click on the menu in the toolbar: and select Tasks: From here you will be able to see both Active tasks and Completed tasks. You also have the option to expand the view so that you can see all tas