How do I bulk add codes?

Modified on Tue, 2 Sep at 4:42 PM

Sometimes you will want to add a Read code to all the patients in a report at the same time.  


For example some of the Welby Innovate reports suggest that you add a Read code when sending invites or tasks, as for the report below ...


1a) SEND - Letter Template "Annual Review Invite Letter 1 (ARL1)" - add code XabEf


To add a Read code to all the patients in a report follow these steps ...


  • Make sure you have recently run the report so the results are up to date.


  • Right click on the report and choose Actions.


  • From the list of Actions, choose Add Read Code.


  • You can type in the code stated in the report name in the Read code box, or click on the Read code icon to search for a code using the Read Code Browser.  If you use the TAB key after entering the code you will see the description of the code which can be useful to check you have the correct code.


  • When you have confirmed you have the correct code, click OK to add the code to all patients in the report.

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