Before you get started

Welcome to WriteUpp!

Whether you’re starting a free 30 day trial or a new subscriber, we’ve created this guide to help you get the most out of WriteUpp. We hope you find it useful but if you can’t find what you need or if you have any questions you can Live Chat with us at writeupp.com or email us at support@WriteUpp.com and we’ll be delighted to help. 

With thousands of users in over 25 countries, we understand that everyone has different motivations for using a practice management system. So, we’ve organised this guide around four key themes. Just click on the theme that your interested in and you’ll be directed to videos and articles that will get you up and running fast!

  1. Streamline Your Practice
  2. Save Time
  3. Improve Client Experience
  4. GDPR, compliance and security

Streamline Your Practice

WriteUpp provides all the tools you need to streamline the management of your practice. Here are some useful guides to get you up and running quickly:

Registering a patient

or read our Help Centre article on registering a patient

Searching for a patient

or read our Help Centre article on searching for a patient

Attaching a file

or read our Help Centre article on adding a file to a client record

Creating a clinical note

or read our Help Centre article on how to write a clinical note

Completing an assessment form

or read our Help Centre article on how to complete an assessment

Generating an invoice

or read our Help Centre article about creating an invoice

Keeping track of your performance

or read our Help Centre article on keeping track of your performance


Save Time

WriteUpp provides a whole host of features that will save you time and reduce the monotony of repetitive tasks like sending appointment reminders, getting pre-treatment forms completed. Here are some useful guides to help you begin automating your admin:

Address Look-Up & Auto Opt-in

or read our Help Centre article on address look-up and auto opt-in

Automated Appointment Communications

or read our Help Centre article on setting up email/SMS confirmations and reminders

Creating your own custom notes templates

Read our Help Centre article on creating your own notes templates

Creating you own custom forms

or read our Help Centre article on creating your own custom forms

Smart Forms for Pre-treatment Questionnaires

or read our Help Centre article on creating smart forms

GDPR Consent via Email

Read our Help Centre article on gaining GDPR consent via email

Invoice Payment via stripe

our read our Help Centre article on setting up Stripe to allow you patients to pay you faster

Managing your practice on-the-go

or check out our Help Centre for details on how to use the WriteUpp apps for iOS and Android


Improve Client Experience

During your trial, you can try out all the goodies that we have that will help you delight your clients, generate more income and differentiate you from your competitors. Here are some useful guides to get you started:

24*7 Online Booking

Setting up Online Booking

Customising Online Booking

Online Booking in Action – this is what your client’s see when they book online

or check out our Online Booking Getting Started Guide

Invoice Payment via stripe

our read our Help Centre article on setting up Stripe to allow you patients to pay you faster

Smart Forms for Pre-treatment Questionnaires

or read our Help Centre article on creating smart forms

Using Smart Forms

or read our Help Centre articles on creating smart forms and what your client’s see when the complete a smart form

GDPR Consent via Email

Read our Help Centre article on gaining GDPR consent via email


GDPR, Compliance and Security

WriteUpp provides the GDPR tools you require as a data controller along with the features you need to help meet your professional record keeping requirements. Here are some useful Help Centre articles to help you try out our capabilities and give you the peace of mind that WriteUpp is the right solution for you.

We hope our guide has been useful. If you have any questions don’t hesitate to get in touch via Live Chat at www.writeupp.com or via email at support@writeupp.com. Alternatively, check out our webinar schedule to see upcoming events. 

Em, Jen & Ellie

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