How do I link a third-party to a patient record?

In WriteUpp you can link a third-party (i.e. any organisation or individual with an interest in your client's care) to the client record. Typical third-parties are:

  • Insurers
  • Schools
  • GP's etc

Linking a third-party to a client means that they can be:

  • Referenced in documentation
  • Invoiced for treatment

To link a Third-Party to a client record you should firstly set up the third-party - read more. Having set up the third-party just follow these steps:

  1. Select the client that you wish to link the third-party to
  2. Go to the Patient tab, shown below:



  3. Click on "Edit Details" and scroll down to the Third-Parties section, shown below:



  4. Click on "Select Third Party" and choose the Third-Party that you wish to link to the client.
  5. Click on "Save"

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