Documents

Creating and managing clinical documents

Creating Documents

Create documents using the Jump editor, Google Drive, or SharePoint

Create a document for a patient using the Jump editor, Google Drive, or SharePoint.

Format text, insert merge fields, use tables, and work with the AI Writing Assistant in the Jump document editor.

Generate a document for an existing patient referral with pre-filled context.

Browse patient documents, preview content, download exports, and manage the document lifecycle.

Customise headers, footers, logos, and page layout

Customise document headers, footers, logos, fonts, and page layout for your practice.

Create reusable templates with merge fields

Build reusable document templates with merge fields, SNOMED coding, and per-template styling overrides.

Learn how merge fields work, which categories are available, and how to use them in documents and templates.

Share documents with HCPs and NHS GPs

Send a document to a healthcare professional by email with a message and optional task assignment.

Send documents to a patient's registered GP via DocMan Connect using the NHS GP Directory.