Quick Guide

How to use Document Creation to create a new document.

1. With the patient record open, select Document Creation from the dark blue menu.
2. Check the Department and Encounter are correct.
3. Select a Letter Type.
4. Set the primary recipient.
5. Click Create.
6. Add any additional recipients if required.
7. Complete the main body of the document.
8. Check that the correct Lead Clinician and Signing Clinician are displayed in the panel on the right.
9. Click Sign and Send, Save and Finalise or Save as Draft as appropriate.