How do I record my client's gender?
Gender is recorded on the client summary under the Key Client Information section. The gender is selected using the Gender dropdown:
To support a wide range of genders within WriteUpp, you can customise the gender options that appear in this dropdown. By default, Male and Female are provided as options. To add more gender options, head to Main Menu -> Fields -> Gender Fields and follow the steps in this article.
If you are in the UK and use Healthcode, the only gender options that Healthcode will accept as part of an invoice submission are Male or Female. This means that if you submit an invoice for a client whose gender is recorded as something other than male or female, you will need to choose one of these on the Healthcode link screen to be able to submit the invoice. This is unfortunately out of our control. Changing the gender to male or female for the purposes of submitting an invoice to Healthcode will not update the gender on the client summary.
To support a wide range of genders within WriteUpp, you can customise the gender options that appear in this dropdown. By default, Male and Female are provided as options. To add more gender options, head to Main Menu -> Fields -> Gender Fields and follow the steps in this article.
If you are in the UK and use Healthcode, the only gender options that Healthcode will accept as part of an invoice submission are Male or Female. This means that if you submit an invoice for a client whose gender is recorded as something other than male or female, you will need to choose one of these on the Healthcode link screen to be able to submit the invoice. This is unfortunately out of our control. Changing the gender to male or female for the purposes of submitting an invoice to Healthcode will not update the gender on the client summary.
Updated on: 16/05/2023
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