How do I customise third-party types?

In WriteUpp, Third-Parties are any individual or organisation that is involved in the care or wellbeing of a client or patient. For example:

BUPA
St James' Primary School
Dr Peter Stephenson

Third-Party Types are, as the name suggests, groups of third-parties with similar characteristics. For example:

Insurers
Schools
GP's

If you wish to do so, you can create your own Third-Party types.

To add, delete or modify Third-Party types, click on the top left menu and go to Fields:



To add a Third-Party type, click on Add. Alternatively to deactivate or change a type, click on Edit or Deactivate:



When creating a Third-Party type, you have the option to specify fields to be completed when you link a third-party of that type to a client record.

For example, in the screenshot above, if an Insurer is selected, the user will be able to enter information into the following fields:

Policy Number
Authorisation Code
Authorised Sessions

You can see this information in the 'Coding' column

The screenshot below shows how to add two fields to the "Medico-Legal" type. Just click on Edit and in the field labelled "Coding", enter the names of the fields that you would like to be added. Labels should be separated by commas and no spaces.



You will then be able to enter information into these fields when attaching a third party of this type to a client profile:

Updated on: 23/06/2023