{"id":25634,"date":"2026-10-08T08:42:58","date_gmt":"2026-10-08T08:42:58","guid":{"rendered":"https:\/\/training.nuth-itt.co.uk\/?page_id=25634"},"modified":"2026-10-08T09:47:13","modified_gmt":"2026-10-08T09:47:13","slug":"recipient-management-detailed-guide","status":"publish","type":"page","link":"https:\/\/training.nuth-itt.co.uk\/?page_id=25634","title":{"rendered":"Recipient Management – Detailed guide"},"content":{"rendered":"

Recipient Management<\/h1>\n
Scenario<\/div>\n

This guide shows how to change the primary recipient and how to add additional recipients to a document in Document Creation.<\/p>\n

New Letter Window<\/div>\n

You have opened a patient record and clicked on document creation.<\/p>\n

    \n
  • In the New Letter window, select the primary recipient<\/strong>. This is the person you are writing to.<\/li>\n<\/ul>\n

    \"\"<\/p>\n

    Document Creation Screen<\/div>\n

    After clicking Create<\/strong> the recipients can be managed in the top left area of the screen:<\/p>\n

    \"\"<\/p>\n

      \n
    • The primary recipient, the person you are writing to, is highlighted with a yellow<\/strong> border.<\/li>\n
    • Any other recipients are shown with a blue<\/strong> border.<\/li>\n
    • You can change primary recipient<\/strong> by clicking and dragging another recipient into its place.<\/li>\n
    • Recipients can be removed by clicking on the X<\/strong>.<\/li>\n
    • Use the Add recipients<\/strong> button to add others.<\/li>\n<\/ul>\n
      Recipients search<\/div>\n

      When you select the Add Recipients<\/strong> button the the following screen displays:<\/p>\n

      \"\"<\/p>\n

        \n
      1. Last letter<\/strong> – displays the recipients of the last letter.<\/li>\n
      2. My Favourites<\/strong> – displays any of your saved contacts.<\/li>\n
      3. Internal People<\/strong> – you can search for people within the Trust. If added to a letter, internal recipient will receive an email with a link to PowerChart and the document.<\/em><\/li>\n
      4. Internal Referrals<\/strong> – search by department, not individual.<\/li>\n
      5. External Contacts<\/strong> – allows for searching of a directory of other organisations such as hospitals, GPs, etc.\u00a0 Once organisation is found, can add all or a selected member of staff.<\/li>\n<\/ol>\n
        Add a recipient<\/div>\n
          \n
        1. Find the recipient<\/strong> you want to add by selecting\/searching then click the Add<\/strong> button.<\/li>\n
        2. At the bottom, the following functions are displayed:\n
            \n
          • Add patient<\/li>\n
          • Add GP<\/li>\n
          • Add Notes<\/li>\n
          • Create New Recipient – if the recipient is not found when searching, they can be added here.<\/li>\n<\/ul>\n<\/li>\n
          • Click the star icon<\/strong> to the left of the Add button to save this recipient to your My Favourites tab.<\/li>\n<\/ol>\n

            \"\"<\/p>\n","protected":false},"excerpt":{"rendered":"

            Recipient Management This guide shows how to change the primary recipient and how to add additional recipients to a document in Document Creation. You have opened a patient record and clicked on document creation. In the New Letter window, select the primary recipient. This is the person you are writing to. After clicking Create the […]<\/p>\n","protected":false},"author":15,"featured_media":0,"parent":6631,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"detailed-guide.php","meta":{"inline_featured_image":false,"footnotes":""},"categories":[427,14],"tags":[],"class_list":["post-25634","page","type-page","status-publish","hentry","category-document-store","category-erecord"],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/pages\/25634","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/users\/15"}],"replies":[{"embeddable":true,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=25634"}],"version-history":[{"count":5,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/pages\/25634\/revisions"}],"predecessor-version":[{"id":25647,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/pages\/25634\/revisions\/25647"}],"up":[{"embeddable":true,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/pages\/6631"}],"wp:attachment":[{"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=25634"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=25634"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=25634"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}