How to Create a Document

Last updated: 13 July 2026

Jump supports creating documents through multiple providers. The available options depend on which integrations your practice has connected.

How to Get There

Start from any of these entry points:

  • Patient sidebar > Create Document button
  • Command palette (Ctrl+K / Cmd+K) > search for "Create Document"
  • Quick actions in the patient record

Choosing a Provider

If your practice has multiple document providers connected, you will see a selection screen:

  • Jump - "Create and edit documents with the built-in editor". Full-featured editor with merge fields, branding, and templates
  • Google Drive - "Create documents in Google Drive with templates". Opens in Google Docs
  • SharePoint - "Create documents in Microsoft SharePoint". Opens in Microsoft 365

If only one provider is available, you are taken directly to that provider's creation flow.

Creating a Jump Document

  1. Select a patient (if not already in a patient context)
  2. Enter document details:
    • Document title (required)
    • Document type - optionally tag with a SNOMED clinical document type (e.g. Clinical consultation report, Referral letter)
    • Clinician - the authoring clinician
    • Appointment - link to an appointment for context
    • Choose Template or Blank to start
  3. Edit the document in the built-in editor with formatting, merge fields, and branding
  4. Save the document

Creating a Letter (Google Drive)

  1. Select a patient
  2. Enter letter details and choose a template
  3. The document opens in Google Docs for editing
  4. Changes sync back to Jump automatically

Tip: Documents created from within a consultation are automatically linked to that consultation in the patient record.

Note: Documents can be saved to Google Drive or Microsoft SharePoint if either integration is connected. See the Google Drive or Microsoft SharePoint articles in Integrations & Apps for setup.