How can I switch between patients?

With Switch you can change your “Active Patient” as and when you’re doing something in WriteUpp.

For example, you’re completing an assessment for Tom Palmer but then you get a phone call from Olivia Bell 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 breaking your workflow you’ll then be able to quickly switch Active Patient by:

  • Quickly searching for Olivia’s record OR
  • Selecting Olivia from your Recent Patient if she’s in there OR
  • Creating a completely new record for Olivia

Once you’re done you will be able to go back to Tom’s patient summary, choose the assessment that you saved before Olivia rang and continue working.

Switch isn’t limited to appointments. You can switch when creating:

  • Notes
  • Assessments
  • Documents
  • Tasks
  • Messages
  • Attachments
  • Expenses
  • Invoices
  • Discharge

In each of these cases the “Switch” icon appears in the grey toolbar, as highlighted below

Please note: Once a piece of work has been saved you will no longer be able to use the 'Switch' function.

Related Article

Switch & Dynamic Content


Need More Help?

We understand that not everything is black and white, so if you need some help, click "Submit A Request" ticket and one of our team will help you out as soon as possible.

Have more questions? Submit a request


Please sign in to leave a comment.
Powered by Zendesk