WriteUpp for Desktop
Here you can find guidance on all of the key features within the web-based version of WriteUpp
Desktop FAQ's
- If I pay by Direct Debit what will I see on my bank statement?
- Problems Logging In
- How do you handle death or incapacity in WriteUpp?
- Is it possible to use Apple Pencil with WriteUpp?
- What is included in my WriteUpp subscription?
- What version operating system am I running on my computer? See all 18 articles
Xero Export (Currently in Restricted Beta)
Diary
Patient Summary
- Who can change which user is responsible for a patient?
- What happens to patients assigned to a deactivated user?
- Can I change which user is responsible for a patient?
- Who can assign a user as responsible for a patient?
- Do I need to have each patient assigned to a user?
- Can I configure WriteUpp so that clinicians only access their own patients? See all 22 articles
Notes
Forms & Assessments
Form Builder
Tasks
Documents
Invoicing & Billing
- Changes to SimplyHealth submissions to Healthcode
- Can I add a discount to an invoice I’ve already created?
- Can I change the discount on an invoice?
- How do I apply a discount to an invoice?
- How do I make a VAT rate inactive?
- What’s the difference between active and inactive VAT rates? See all 55 articles
Expenses
Attachments
Discharge
Next Available Appointment
Messaging
- Can I change the number my SMS messages are sent from?
- Can SMS Communications come from my practice name rather than a mobile number?
- How can I view the cover message that was sent with a Direct Message?
- Guide to Direct Messaging (Video)
- How can I resend an access code for a Direct Message?
- What happens to a Direct Message after it's been opened? See all 31 articles
Notifications
Tools
Lists (including Waiting List)
Timetable
Fields
Online Booking
- Guide to Online Booking [Video]
- Can I embed online booking in my website using an iFrame?
- How do I specify which appointment types are available in Online Booking?
- How do my clients cancel or rearrange their online booking appointment?
- How do I block out admin time after online booking appointments?
- How do I enable Online Booking as a subscriber? See all 37 articles
Business Views
Caseload
Reports
Other
- How do I recommend WriteUpp on Facebook?
- How do I find out which version of my browser I'm running?
- How much data can I upload into WriteUpp?
- How do I remove HTML formatting from exported notes?
- What to do when WriteUpp is unavailable due to planned maintenance
- Keyboard shortcuts for Windows and Mac
Settings - My Settings
Settings - General
- What is the Patient Visibility setting?
- Can I change when appointment reminders are sent out?
- How do I send a confirmation or reminder manually?
- How do I handle irregular breaks?
- How do I turn OFF SMS confirmations/reminders for appointments?
- I don't call my clients "patients" - can I change this? See all 9 articles
Settings - Invoice
- How do I add ISC codes to my favourites from the master list?
- How do I decide what fields show or don't show on my invoices?
- What fields can I add to my invoices?
- I don't want to use my practice logo on my invoices. Can I add a different image for my invoices?
- How do I add custom fields to my invoice?
- How do I align my invoice logo?
Settings - Invoice - Stripe
- What is Stripe?
- How do I connect Stripe to WriteUpp so that I can take online payments?
- How do I disconnect my Stripe account from WriteUpp?
- How do I add a payment link or button to my invoices?
- How much does it cost to take online payments?
- Can I take payment from my client when they are in clinic? See all 12 articles
Settings - Organisation
Settings - Users
- How do I change someone's user role?
- How do I change the email address that is associated with my WriteUpp account?
- How do I know if a user has completed the 2FA set up process?
- How do I re-activate 2FA?
- How do I de-activate 2FA on my site?
- Sample Team Briefing About Two-Factor Authentication (2FA) See all 24 articles
Settings - Scheduling
Settings - Third Parties
Settings - Document Templates
Settings - Expenses
Settings - Account
- How do I change the PayPal account I pay for WriteUpp with?
- How do I print a receipt for my monthly subscription?
- How do I change my bank details when I pay by direct debit?
- How do I see my payment history for my subscription?
- How do I switch to Direct Debit?
- How do I unblock my account? See all 14 articles