Last updated: 5 July 2026
The document editor lets you create clinical letters, reports, and other documents with rich formatting, merge fields, and reusable templates.
Open a patient record and choose Create Letter from the quick actions, or start a document from the Documents area.
The toolbar provides standard rich-text formatting: bold, italic, underline, headings, lists, alignment, links, and tables. Use these to structure your document.
Merge fields automatically pull in patient and practice data. Insert a merge field and it will be replaced with the actual value (patient name, date of birth, address, etc.) when the document is generated.
Skip, Jump's AI assistant, can draft document content for you using the patient context. When Skip drafts or edits a document, the document shows a "Drafted by Skip" banner so it's clear which content was AI-assisted. Always review Skip's content before sending.
Documents are saved automatically as you work. When ready, use the Send dropdown to deliver the document via the appropriate channel (print, email, SMS, or patient portal).
Tip: Build a library of templates for your most common letters to save time. Templates can include merge fields and pre-written content.
Once a document is saved, click the PDF button next to Share in the editor's top bar to download it as a PDF. The downloaded file matches the on-screen preview exactly — including your practice branding, headers, footers and fonts.
You can also download a PDF from the document's side panel (Download PDF) or from the document preview.