{"id":6679,"date":"2023-12-13T10:49:45","date_gmt":"2023-12-13T10:49:45","guid":{"rendered":"https:\/\/training.nuth-itt.co.uk\/?page_id=6679"},"modified":"2026-06-23T15:24:36","modified_gmt":"2026-06-23T15:24:36","slug":"document-creation-how-to-create-a-clinic-letter","status":"publish","type":"page","link":"https:\/\/training.nuth-itt.co.uk\/?page_id=6679","title":{"rendered":"How to create a document detailed guide"},"content":{"rendered":"

How to create a document<\/h1>\n
Scenario<\/div>\n

You want to create a new document or letter for a patient.<\/p>\n

Instructions<\/div>\n
    \n
  1. With a patients record open, select Document Creation\u00a0<\/strong>in the blue menu.<\/li>\n
  2. \u00a0The ‘New Letter’ window opens.<\/li>\n
  3. Ensure the Encounter<\/strong> is correct.<\/li>\n
  4. Department<\/strong> auto-populates based on the encounter chosen.<\/li>\n
  5. Select the correct Letter type.<\/strong><\/li>\n
  6. Set the Primary Recipient<\/strong>.<\/li>\n
  7. Click Create<\/strong>. The document creation will open.<\/li>\n<\/ol>\n

    \"\"<\/p>\n

      \n
    1. Within the document, the Pencil icon<\/strong> indicates free text area<\/strong>.<\/li>\n
    2. To add autotext, select the Autotext tab<\/strong><\/a> found on right side of page. Personal autotext can be created, or departmental or Trustwide auto text can be used.<\/li>\n
    3. To add data from the patient’s record select the Data tab<\/strong>. Click an item to insert that piece of data into the document.<\/li>\n
    4. Check<\/strong> that the correct details are displayed in the Details tab<\/strong><\/a> located on the right side of the page.\n