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, so 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 the desired document template to open it

You can create a new document template by clicking on the 'Add New Template' button at the bottom of this screen. You can also manage document templates under Settings -> Docs. NOTE: Only users with the role of Site Administrator can create document templates.

Some variables may already be filled in for you, depending on which document template you have selected (i.e. Patient Name, Date, GP details) - these can be deleted if necessary

Complete the Letter/Document

Click Save

You will be directed back to the Patient Summary, where you will be able to view your letter in 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 the new Active Patient. However, you will need to manually update any variables present in the document with the correct details, as these will not auto update if the Active Patient is changed! Please also note, once the letter has been saved, the 'Switch' function will no longer be available.

Updated on: 01/05/2024

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