Introducing the WriteUpp App
Does the mobile app have the same functionality as the desktop version?
The WriteUpp App is intended to be a companion to the desktop version and not a like for like replacement. We intend to add more and more functionality to the mobile app but our primary goal is to provide access to features that you can sensibly use on your mobile device. The app enables you to: See your own diary and that of your team See which locations you are working in on any given day Book Appointments Create, View & Complete Tasks Write/Dictate and Notes CreateFew readersWhy don't I have all menu options available on the app?
If you tap on the menu within the app and you can only select Patient, Appointment or Task from the menu options, you won't have an active patient selected: To be able to access the other functionalities, you should first select an active patient. You'll then be able to select any ofFew readersManage Your Clinic On Your Mobile
WriteUpp’s native apps for iOS and Android let you manage your schedule, your way using your mobile device or tablet. Simple and easy to use, you can navigate effortlessly through your diary, colour code diary entries by status, create notes, assessments and tasks so no matter where you are, you’ll always know what’s up next. What can I do while “on the go?” View your diary Eating your cornflakes and want to know what the day has in store for you? It’s really easy to check your scheFew readers
Using the Diary and Managing Appointments in the App
How do I view other user's diaries?
To view other user diaries: Select the Diary icon from the bottom of the screen: By default, you'll see your own diary for the day: Click on your name, which will open a list of all users on your site, then select the user whose diary you'd lFew readersHow do I add an appointment from the diary screen on the app?
You can add both patient and non patient appointments to your diary on the mobile app. If you want to book a patient appointment, you'll first need to have an active patient selected. To add an appointment from your diary screen: Click on Diary at the bottom of the screen to display today's diary: Click the "+" icon at the top right of the screen: !Few readersHow do I view and edit an appointment from my diary?
To view and edit an appointment from your diary: Select Diary from the bottom of the screen: This will display your diary for today, you can swipe left or right to view the past and next day: Find the appointment you'd like to amend, tFew readersHow do I create a non-patient appointment on the app?
To create a non-patient appointment in the WriteUpp app: Tap on the menu in the top left corner of the app and select Appointment from the menu: At the top of the Create Appointment Screen, there is a toggle to specify whether the appointment you're creating relates to the active patient: (https://storage.crisp.chat/users/helpdesk/website/ed2d4ca6771e0000/289f306Few readersWhy can't I select my patient appointment types when booking an appointment?
If you are booking an appointment within the app, and the Type dropdown only contains your non-patient appointments, you won't have selected an active patient: Once you have selected an active patient, you'll see your patient appointment types within the Type dropdown as default: (https://storage.crisp.chat/users/helpdesk/website/361ed24f5b440a00/3a5320c1-7eb9-4ca4Few readersCan I book appointments for other clinicians on the app?
Absolutely. When you create an appointment, you'll see a With option: This dropdown box contains all of the users within your instance of WriteUpp, allowing you to book appointments with other clinicians for your patients. You can download the WriteUpp app from either the Apple App Store or the Google Play Store (httpFew readersHow do I create a patient appointment on the app?
Before booking a patient appointment on the app, you first have to select them as your active patient. To create a patient appointment: Tap on the menu icon on the top left of the screen and select Appointment: Complete the appointment details and select Save: (https://storage.crisp.chat/users/helpdesk/website/d02c5ee1d438f800/d03c1cb3-991c-40fb-bfFew readersHow do I navigate through the diary?
To access the diary on the WriteUpp App, click on the Diary icon at the bottom of the screen: From here you can see all your appointments for today including the following information: The name of the patient/client The start and end time of the appointment The appointment type The appointment status The location of the appointment (https://storage.crisp.Few readersLinking notes to appointments in the app
When using the WriteUpp app on either Apple or Android devices, you can link a note to an appointment date, just as you can when using WriteUpp on a browser via laptop or computer. When creating or editing a note in the app, you'll see a Linked to field herFew readers
Creating and Editing in the App
How do I dictate a note on the app?
If your device has built in dictation software, you can use this to dictate notes into the WriteUpp app. To dictate a note: Select an active patient Tap on the menu at the top left and select Note: The image below shows how to access the inbuilt dictation function on an Apple device. Tap into the Content box then tap on the microphone icon: (https://stoSome readersHow do I complete an assessment on the app?
To complete an assessment on the app: Select an active patient Tap on the menu at the top left and choose Assessment: Select which assessment you'd like to complete:Few readersHow do I edit patient details on the app?
To edit patient details on the app: Select an active patient Tap on the contact card icon within the active patient bar: Tap on Edit Patient: Make the necessary changes then tap Save: (https://storage.crisp.chat/users/hFew readersHow do I add an attachment on the app?
Before you can upload a file for a patient via the mobile app, you must have selected them as your active patient. It's also important to note that only images from either the camera or gallery on your device can be added as attachments via the mobile app. Documents will need attached via the web-based version of WriteUpp. ToFew readersHow do I define an expense item from the app?
An "expense item" is a pre-defined expense that you set up once and use again and again to record: an expense that you wish to charge to a client an item that you sell to clients For example, you may charge mileage for home visits and your standard rate might be 40p/mile. In the WriteUpp mobile app you can define an expense item when you log an expense. To do this: Select an active patient Tap on the menu at the top right and select Expense: (https://storage.crisp.Few readersHow do I complete a task on the app?
To complete a task within the WriteUpp app: Tap on the tasks tab from the bottom or the screen, or the bell icon at the top right (if your task is overdue) to open your list of tasks: Select the task you'd like to complete: Tap the tick at theFew readersHow do I log an expense via the app?
The WriteUpp mobile app is the perfect place to log patient-related expenses that you incur when you're out and about, say on home visits. To log an expense: Select an active patient Tap on the menu at the top left and select Expense: Complete the details, using a saved template from the dropdown if you have one available that you'd like to use. Alternatively, complFew readersHow do I add a note on the app?
Before you can upload a file for a patient via the mobile app, you must have selected them as your active patient. Tap on the menu icon at the top left of the screen and select Note: Add the note content, and a keyword and set if you would like the note only to be visible to yourself, then tap Save: (https://storage.crisp.chat/users/helpdesk/websiFew readersHow do I create a new patient on the app?
To create a new record for a patient: Click on the menu icon on the top left of the screen and choose Patient from the menu: Enter your patient details then tap Save: The patient will then save and become your active patienFew readersHow do I create a task on the app?
To create a task for yourself or a member of your team: Click on the menu icon on the top left of the screen and select Task: Enter your task details: Then tap Save: (https://storage.crisp.chat/users/helpdesk/website/3daf634Few readers
Managing your Patients in the App
How do I access my recent patients on the app?
To access a list of your recent patients on the app, you can tap on the Patients tab at the bottom of your screen: You can then tap on a patient to be taken to their latest activity feed, and make them the active patient: You can download the WriteUpp apFew readersHow do I search for a patient on the app?
To search for a patient on mobile: Click the magnifying glass at the top right-hand of the screen: The search bar will open, then enter the patient name and select search on an iPhone keyboard or the magnifying glass on android devices (pictured on iPhone): (https://storage.crisp.chat/users/helpdesk/website/8ef9369f71f2700/49736b4b-d18d-4f66-960b-4db51f18gFew readersHow do I view the patient summary within the app?
If you are using the WriteUpp app and would like to view the patient summary, you first need to ensure that you have the patient as your active patient. Your active patient is displayed in the orange bar across the screen: To access the patient summary, tap on the orange active patient bar. This will take you to the Latest Activity feed for the patient: (https://storage.crFew readersHow do I select an active patient on the app?
Before undertaking any patient based activity within the app, you need to have selected an active patient first. The active patient is indicated in an orange bar towards the top of your app screen: There are three ways in which you can select an active patient: Create a new patient -> How do I create a new patient on the app? (https://help.writeupp.com/en/article/how-do-Few readersHow do I filter my client files on the app?
Firstly, you need to ensure that the patient whose files you'd like to view is your active patient, displayed in the orange bar across the screen: Clicking on the orange bar from any screen within the app will take you to the Latest Activity feed for that patient: Tapping on Filter RecorFew readers
Security and Troubleshooting
iOS and password security messages
Those of you using Apple devices to access WriteUpp might notice a new prompt appearing when you log in to WriteUpp via Safari. The message states: "This password has appeared in a data leak, which puts this account at high risk of compromise. You should change your password immediately." Don't worry, this isn't anything specific to your WriteUpp account and doesn’t indicate that your WriteUpp account has been hacked. The message is part of enhancements released by Apple as part of iOS 14 foFew readersI'm having problems logging into the mobile app, help!
We're sorry you're having problems logging into the app. Here are a few things to check: Are you able to login to your desktop instance of WriteUpp? If so, are you using the same credentials to log into the app? Are you using the latest version of the app? If not, please update it or alternatively uninstall it and re-install it from your preferred app store If you have changed your registered email address in Settings -Users this is now your username and you should use thisFew readersHow do I find out which version of the WriteUpp app I'm on?
On Apple/iOS Go onto the App Store and search for WriteUpp You'll be taken to the below screen: Under What's New it'll tell you the version you're on. If you aren't on the latest version of the app, the button will say update rather than open. On Android Go onto the Google Play Store and search for WriteUpp You'll be taken toFew readersWhat version of the operating system am I running on my phone?
To check which version of mobile operating system you're running, follow the below steps: Apple/iOS Open up Settings Scroll down to General Click on the About section It will display the version you're currently running on your phone If you require an update, you need to go into Settings -> General and click on Software Update and click Download and Install Android Open up Settings Scroll down to SystemFew readersHow do I clear the cache/App data on my Apple Device?
If you're having issues with logging into the WriteUpp App on your Android device it might be worth clearing the cache/App Data. Here's how: Tap Settings General Storage & iCloud Usage. In the top section (Storage), tap Manage Storage. Select an app that's taking up a lot of space. Take a look at the entry for Documents & Data. Tap Delete App, then head to the App Store to re-download it. You can download the WriteUpp app from the Apple App Store. (https://apps.apFew readersHow do I clear the cache/App data on my Android device?
If you're having issues with logging into the WriteUpp App on your Android device it might be worth clearing the cache/App Data. Here's how: Head to the Settings menu. This can be done by tapping the cog icon in your notification shade. Find Apps (or Applications, depending on your device) in the menu, then locate the WriteUpp app Tap on Storage and the buttons for clearing the cache and app data will become available You can download the WriteUpp app from the Google Play StoreFew readers