WriteUpp for Desktop
Here you can find guidance on all of the key features within the web-based version of WriteUpp
Desktop FAQ's
Xero Export
Diary
Patient Summary
- Can I add a 'title' field to the patient summary?
- Auto Opt-in for Automated Communications (May 2019) - What's changed?
- How do I opt patients out of Email/SMS appointment communications?
- How do I opt-in patients to receive Email/SMS confirmations and reminders?
- Who can change which user is responsible for a patient?
- What happens to patients assigned to a deactivated user? See all 26 articles
Notes
Forms & Assessments
Form Builder
Tasks
Documents
Invoicing & Billing
Expenses
Attachments
Discharge
Next Available Appointment
Messaging
- How do I send a patient a confirmation of an online booking?
- Can I check the status of an SMS sent to a patient?
- Can I resend an appointment communication to a patient?
- Do I have the option to resend a message to a patient?
- Can I check the status of an email sent to a patient?
- Guide to Appointment Communications [Video] See all 52 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
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
- How do I delete a communication trigger?
- How do I remove SMS templates for appointment communications?
- How do I remove email templates for appointment communications?
- How do I add SMS templates for appointment communications?
- How do I add email templates for appointment communications?
- What are communication triggers? See all 19 articles
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 the payment history for my subscription?
- How do I switch to Direct Debit?
- How do I unblock my account? See all 14 articles