Quick Guide

1. Click on Document Creation.
2. A box will appear called New Letter options as follows:
   • Encounter – Select current Inpatient encounter that the patient is being discharged from.
   • Department – Default to the department chosen on admission.
   • Clinic (optional) – Default to None for inpatient encounters. If there is information here, you are probably in the wrong encounter for the patient.
   • Letter Type – Select Discharge Hub Referral from the list.
   • Primary Recipient – Select Other
3. Click on the Create button, the system will pull in the data that has been recorded for the patient.
4. Review the letter, check for errors and modify the letter accordingly in accordance with the patient’s record.
5. Select an option from the Lead Clinician, Signing Clinician and Position boxes.
6. Click on the green Save and Finalise.

A green success message should appear to confirm that the letter has been saved in Document Store.

The letter then needs to be saved locally to send on to the external team – see process below.

1. Open Document Store form the Menu on the left of the screen.
2. Document Store may have a default view set to sort documents by Department, change the View by option to View by Document Type to easily find the Discharge Hub Referral letter that has been created.

1. Change the View by option to View by Document Type – as above.
2. Click on the Save View icon, you will receive a message to say your settings have been saved, then the next time you open Document Store View by Document Type will be your default.
3. Open the document from the list and select Email.
4. Enter an nhs.net email address into the Email section.
5. An optional message can be added if the email is to be picked up by another member of the team.
6. Click Send.
7. An email from Document Store with the Document link will be sent to the chosen email address. Open the email and click on the link.