Documents

Creating and managing clinical documents

11 articles

Share an invoice or appointment with a patientVideoUse the Share with patient action in the invoice or appointment drawer to send the patient a pre-filled message with their invoice link or appointment details.Viewing and restoring document versionsVideoSee a document's full version history and roll back to an earlier saved version.How to Set Up Document DesignsVideoCustomise document headers, footers, logos, fonts, and page layout for your practice.How to Create and Manage Document TemplatesVideoBuild reusable document templates with merge fields, SNOMED coding, and per-template styling overrides.How to Create a DocumentVideoCreate a document for a patient using the Jump editor, Google Drive, or SharePoint.How to Share a Document with an HCPVideoSend a document to a healthcare professional by email with a message and optional task assignment.Using the Document EditorFormat text, insert merge fields, use tables, and work with the AI Writing Assistant in the Jump document editor.Understanding Merge FieldsLearn how merge fields work, which categories are available, and how to use them in documents and templates.How to Send a Document to an NHS GPVideoSend documents to a patient's registered GP via DocMan Connect using the NHS GP Directory.How to Create a Referral DocumentVideoGenerate a document for an existing patient referral with pre-filled context.Viewing and Managing DocumentsVideoBrowse patient documents, preview content, download exports, and manage the document lifecycle.

Creating Documents

How to Create a DocumentVideoCreate a document for a patient using the Jump editor, Google Drive, or SharePoint.Using the Document EditorFormat text, insert merge fields, use tables, and work with the AI Writing Assistant in the Jump document editor.How to Create a Referral DocumentVideoGenerate a document for an existing patient referral with pre-filled context.Viewing and Managing DocumentsVideoBrowse patient documents, preview content, download exports, and manage the document lifecycle.

Document Design & Branding

How to Set Up Document DesignsVideoCustomise document headers, footers, logos, fonts, and page layout for your practice.

Document Templates

How to Create and Manage Document TemplatesVideoBuild reusable document templates with merge fields, SNOMED coding, and per-template styling overrides.Understanding Merge FieldsLearn how merge fields work, which categories are available, and how to use them in documents and templates.

Sharing & Distribution

Share an invoice or appointment with a patientVideoUse the Share with patient action in the invoice or appointment drawer to send the patient a pre-filled message with their invoice link or appointment details.How to Share a Document with an HCPVideoSend a document to a healthcare professional by email with a message and optional task assignment.How to Send a Document to an NHS GPVideoSend documents to a patient's registered GP via DocMan Connect using the NHS GP Directory.

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