Linking a user to a clinician

Someone who sees patients has two separate things in Jump: a user (their login) and a clinician (the record that appears on the diary, on letters and against appointments). Linking the two tells Jump they are the same person.

Where to find it

Settings → Users & Teams, then click the person's row. Their details open in a drawer on the right, with a Linked clinician section.

Pick the clinician from the dropdown to link them, or choose Not linked to remove the link. The change saves immediately.

There is no ⋯ menu on the Users page any more. Linking used to be a dropdown inside the table row itself. It now lives in the drawer, along with every other action for that person — resetting their password, signing them out, setting a deputy. If you are looking for a three-dot menu at the end of the row, it is gone on purpose: click the row instead.

You need the Manage users permission to change a link. Without it the dropdown is visible but greyed out, so you can see who is linked without being able to change it.

What linking actually does

Once a user is linked, Jump knows which clinician they are. That drives the things which should quietly default to the right person:

• Letters and documents they write are attributed to that clinician
• Invoices they raise default to that clinician, unless the appointment already names someone else
• Their own diary and their own patients resolve to that clinician's record

Someone who does not see patients — a receptionist, a practice manager, a finance administrator — does not need a link. Leave them Not linked. Linking is only about attribution; it does not grant any additional access, and it is not how you give someone permissions. Roles and permissions are separate, under Settings → Roles & Permissions.

Links are per practice

If someone works in more than one practice on Jump, they are linked separately in each one. Linking them in one practice does not link them in another, and they can be linked to a different clinician record in each.

This catches people out: if a colleague looks correctly linked to you but their work is landing under the wrong clinician, check which practice you are looking at, and check the link in the other one.

When someone looks linked but their work is not attributed

Work through these in order:

1. Confirm you are in the right practice. Links are per practice — see above.
2. Confirm the clinician record is the one you expect. Practices sometimes carry two records for the same person after a migration or a name change. The dropdown shows the clinician's name as it appears on the diary.
3. Check whether the item names its own clinician. An invoice raised against an appointment is attributed to the clinician who saw the patient, not to whoever typed it up. That is deliberate — reception staff routinely raise invoices on someone else's behalf.

If it still looks wrong after all three, contact support with the person's name and one example of the work that was misattributed.