Released on 24th May 2013

Additional Functionality

  1. Introduction of "select+book"
  2. Email and SMS Confirmations & Reminders
  3. Patient Delete
  4. Patient Merge
  5. iCal Integration
  6. Redesigned Appointment Booking
  7. Recurring Appointments
  8. Default View of Diary - Day or Week
  9. Patient Demographics print on Notes, Assessments and Attachments
  10. Next of Kin section added to Patient Summary
  11. Redesigned Settings tabs
  12. "Medico-Legal" Added as Third Party Type
  13. Automate Invoice Number
  14. Patient and Non-Patient Appointment Types
 
 

1. Introduction of "select + book"

select+book is a secure online booking service which allows clients the freedom and flexibility to book Appointments online 24/7. All users of WriteUpp are automatically given access to select+book free of charge.

In order to configure select+book, to your specifications, view our Getting Started Guide.

Once you have configured and turned on select+book, you will be given a unique URL which you can provide to patients on your website, social media or in emails, and they can then book appointments online with one. To see what your clients view of select+book will be, check out the "What your clients see in select+book" Guide.

When you receive an online booking, you will receive a notification in your Referral Inbox and be able to view this information in your Diary. You can view examples of this in our "Receiving Online Appointments from select+book in WriteUpp" Guide.

 

2. Email and SMS Confirmations & Reminders

When booking Appointments, you now have the option to set Confirmations immediately after the Appointment is booked, and Reminders at an interval prior to the Appointment to the Patient's Email Address or Mobile Phone. To configure these:

 

Turn On Confirmations & Reminders

  1. First ensure that if you intend to use SMS Reminders/Confirmations that you have purchased the sufficient amount of SMS Credits
  2. Go to Settings -> General
  3. Expand the Confirmations & Reminders section

    confirmations_reminders.png

  4. Confirmations: Here you have the option to send an Email or SMS Confirmation when Patient Related Appointments are created. Tick the boxes as appropriate
  5. Reminders: Here you have the option to send an Email or SMS Reminders either 1, 2 or 3 days before Appointments. Select the options as appropriate
  6. Once complete, click "Save"
 

Patient Consent

To ensure that you send Confirmations and Reminders to the right people, you can opt-out and opt-in to these on a per client basis. To do this:
 
  1. Go to the Patient Summary
  2. Click the "Edit..." link in the Key Information section
  3. If the Patient has a Mobile Number and you want to send them SMS Confirmations and Reminders, tick the "Consented to SMS Confirmations & Reminders" box
  4. If the Patient has an Email Address and you want to send them Email Confirmations and Reminders, tick the "Consented to Email Confirmations & Reminders" box
  5. Click "Save"
 
Indicators
When you book Appointments, indicators will inform you whether Email and SMS Confirmations can be sent for that Appointment. If they will be sent, the indicators will be green indicators_green.png. If they are unable to be sent, these indicators will be red indicators_red.png.
 

3. Patient Delete

We have added the functionality which allows Administrators of the system to delete Patients. This will remove all of their records from your system, including all Patient Demographics, Notes, Assessments, Appointments, Tasks, Invoices, Documents and Attachments. Please ensure that you think carefully before deleting patients.

For a step-by-step guide to deleting patients, click here.

 

4. Patient Merge

If you have duplicate records for the same patient in WriteUpp, you can now use our Patient Merge functionality to combine the two records. Unlike Patient Delete, this will simply transfer all Patient Demographics, Notes, Assessments, Appointments, Tasks, Invoices, Documents and Attachments onto another patient so none are lost.

For a step-by-step guide to deleting patients, click here.

 

5. iCal Integration

If you use iCal on your Mac or iOS device (iPad, iPhone, iPod Touch), you can integrate this with your WriteUpp Diary to see all of your Appointments. You can view our guide to Setting up iCal Integration for the step-by-step process for doing this.

 

6. Redesigned Appointment Booking

We have redesigned the dialogue that pops up when you book a new Appointment to make it simpler to use and smaller for easier visibility for smaller screen resolutions.

When you click in the Diary to book and Appointment, the dialogue will now appear as follows:

new_appt.png

 

Basic Options

  • Patient Related | Non-patient Related: You can click on either link to make this relate to the Active Patient or not. If "Patient Related" is selected, you will see the "Patient" field with the name of the Active Patient, whereas "Non-patient Related" will present you with a free-text label to fill in
  • When: You can select the Time From, To and the Date. Clicking on any of these will bring up a drop-down list for you to select options from
  • Type: This will present a list of Appointment Types for you to select from. If you select Patient Related, only Patient Related Appointment Types will appear. If you select Non-patient Related, only Non-patient Related Appointment Types will appear
  • Status: Allows you to select the Appointment Status
 
The icons to the top right indicate whether an Email or SMS Confirmation will be sent for this Appointment.
 
 Indicator icons will appear green when all of the following conditions are met: indicators_green.png
  • If Email and SMS Confirmations are turned on in the Settings
  • This patient has a recorded Email Address along with their consent recorded
  • This patient has a recorded Mobile Number along with their consent recorded
  • You have sufficient SMS Credits (SMS Only)
Indicator icons will appear red when any of the following conditions are met:indicators_red.png
  • If Email and SMS Confirmations are turned off in the Settings
  • This patient has no recorded Email Address
  • The patient has an Email Address, but consent is not recorded
  • This patient has no recorded Mobile Number
  • The patient has a Mobile, but consent is not recorded
  • You do not have sufficient SMS Credits (SMS Only)
 
NOTE: These are not connected, so you could have one green and one red indicator based on your conditions
 

More Options

To edit an existing or new Appointment further, you can click on the "More Options..." link

 

new_appt_more.png

 

The dialogue will expand to show you the additional fields:

  • Recurrence: Allows you to create recurring appointments
  • Repeat until: Indicates when the recurrence ends
  • Comments: Add any additional comments
 
As before, when you are satisfied with your Appointment, click "Save" and it will be saved to the Diary
 

7. Recurring Appointments

When booking Appointments in the Diary, you now have the option to make them recur to your specifications. To do this:

  1. Click in the Diary where you want to book your Appointment
  2. Click on the "More Options..." link in the Appointment dialogue
  3. Select an option from the "Recurrence" drop-down list - either Daily, Weekly or Monthly
  4. Select a date when you wish the recurrence to end in the "Repeat until" field
  5. Click on the "Save" button
 

8. Default View of Diary - Day or Week

You now have the option to specify whether your Default view of the Diary is a Daily or a Weekly one. To change this:

  1. Go to Settings -> My Settings
  2. In the Visible Hours section, select either Day View or Week View from the "Default Diary View" drop-down
  3. Click "Save"
 

9. Patient Demographics print on Notes, Assessments and Attachments

When printing a Note, Assessment or Attachment for a Patient, key demographics now appear at the top of the printed sheet. These include the Patient Name, Date of Birth and your Practice Name

 

notes_header.png

 

You can also print all Notes for a Patient with these headers. To do this:

  1. Go to the Patient Summary
  2. Click on the Notes tab
  3. Select the "List" View
  4. Click on the Print icon at the bottom of the page print.png

 

10. Next of Kin section added to Patient Summary

An additional section has been added to the Patient Summary which allows you to record details for a Patients Next of Kin - i.e. Parent, Guardian or Carer. To add these details:

  1. Go to the Patient Summary
  2. Expand the Next of Kin section
  3. Click on the "Edit..." link in that section
  4. Enter any Next of Kin information

    next_of_kin.png
     
  5. Once complete, click "Save"
 

11. Redesigned Settings tabs

The Settings tabs have been redesigned with the following changes:

 

My Settings

This tab has been reorganised into accordion sections which you can expand and contract. The Visible Hours section now also contains the Default Diary View option. The Working Hours section allows you to specify the days available for select+book.

General

A new accordion section has been added to the bottom to allow you to control Email and SMS Reminders and Confirmations. The Billing tab has also been removed and the content moved to an accordion section within this page.

Site

This section has also been placed into accordions. When uploading a logo, this is automatically saved. Two new sections have also been added for "Directions" and "Terms & Conditions", which appear in select+book.

Scheduling

This section has also been placed into accordions. The Appointment Types also now include information on whether they are Patient or Non-Patient Related, and whether they are available for select+book

Data Export

This has been moved into the Tools section of the Settings

Account Details

This now contains a counter of the number of SMS Credits you have, along with a link to purchase more

select+book

A new tab which gives you an overview of the configuration required for select+book

 

12. "Medico-Legal" Added as Third Party Type

When creating new Third Parties, you have the option to create those with the type of "Medico-Legal"

 

13. Automate Invoice Number

Invoices now have an automatically generated Invoice Number which increments up as they are created. You can set a starting number for these Invoices, so to do so:

 

  1. Go to Settings -> General
  2. Expand the Invoicing section
  3. Enter a number into the "Invoice Number" field
  4. Click "Save"

14. Patient and Non-Patient Appointment Types

Appointment Types can now be classified into two categories, Patient Related and Non-patient Related. To set these:

  1. Go to Settings -> Scheduling
  2. Edit an existing Appointment Type or create a new one
  3. From the "Type" drop-down list, select "Patient Appointments only" or "Non Patient Appointments only"
 

Bug Fixes

  1. Fixed a bug where Phonetic Symbols were previously being held when the Insert Phonetic Symbol dialog was opened multiple times
  2. Fixed a bug where only 5 Attachments were allowed to be viewed in the Attachment Summary

 

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Need More Help?

We understand that not everything is black and white, so if you need some help, click "Submit A Request" ticket and one of our team will help you out as soon as possible.

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