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WriteUpp Knowledge Base
Patient Management
Patient Management
Assign users to a patient, create waiting lists, and more!
Your Lists in WriteUpp
How do I manage my lists?
How do I create a list?
How can I check what patients are on a list?
How do I add a patient to a list?
How do I delete a list?
Guide to the Recall List
How do I edit a list?
How do I remove a patient from a list?
How can I check what lists a patient is on?
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Your Waiting List
How do I add a patient to the waiting list?
Can I keep a Waiting List in WriteUpp?
Guide to the Waiting List [Video]
How do I check my waiting list?
Managing a Client Record
What is the "PII setting"?
Can I rename an episode of care?
How do I delete a Patient?
How do you handle death or incapacity and clinical wills in WriteUpp?
How do I discharge a patient?
Your Caseload
How can I see a list of all my Active Clients (Open Episodes)?
What is the caseload view?
Attaching Files to the Client Record
What file types can I attach to client records?
Managing Patient Appointments
Guide to "List View"
Can I be notified when a patient has arrived for an appointment?
Patient Assignment
Can I automatically assign the responsible user?
What is the Patient Visibility setting?
What happens to patients assigned to a deactivated user?
How do I assign a user as responsible for a patient?
