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WriteUpp Knowledge Base
Patient Summary
Patient Summary
Keep all your patient records up to date and secure in WriteUpp
The Client Summary
Does the patient summary show the age of my client?
Adding a 'title' to the client summary
How do I record a client as deceased?
How do I record my client's gender?
Can I search for a patient's address?
Guide to the Client Summary
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Client Records
What are my Recent Patients?
How do I search by phone number?
How do you search for/find an existing Patient?
How do you register a Patient?
How do I merge duplicate Patients?
How do I open an episode for a patient?
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The Active Client
How can I switch between patients?
Can I deselect an Active Client?
What is an Active Patient/Client?
Custom Fields
Can I choose a default attachment keyword?
Customising Gender options
What fields are customisable in WriteUpp?
Customising Ethnicity options
How do I customise sources?
How do I create my own custom fields in the client summary?
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Third Parties
How do I customise third-party types?
How do I link a third-party to a patient record?
How do I add Third Parties?
Tags
How do I delete a Tag?
What are Tags?
Attachments
How to edit an Attachment after it has been uploaded
How do I scan and attach a document?
How do you attach or upload files to a client record?