Creating and managing clinical 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
Create reusable templates with merge fields
Share documents with HCPs and NHS GPs
Use 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.
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.