Articles on: Letters & Documents

How do you create a Letter or Document?

To create a Letter or Document for a patient:

Ensure that the patient is the Active Patient and that their name appears in the top right-hand corner.

Click on Create -> Document and you will be taken to the Document Gallery:

Click on the name of your desired document to open it

A certain number of variables will already be filled for you depending on which document template you select (i.e. Patient Name, Date, GP details) - these can be deleted if necessary

Complete the Letter

Click Save

You will be dropped into the Patient Summary where you will be able to view your letter in the Recent Activity stream or the Files tab

If you realise that you have the wrong active patient selected when creating the letter, don't panic! You can use the 'Switch' function to select a different patient. The letter that you have written will be transferred over to your new active patient, but you will need to manually update any variables present in the document with the correct details. These will not auto update if the active patient is changed! Please note, once the letter has been saved, the 'Switch' function will no longer be available.

Updated on: 30/08/2022

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