{"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":"2026-10-08T16:51:32","modified_gmt":"2026-10-08T16:51:32","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

New letter window<\/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. Ensure the correct patient details<\/strong> display at the top.<\/li>\n
  3. Ensure the Encounter<\/strong>, Department<\/strong> and Clinic<\/strong> is selected.<\/li>\n
  4. Select the required Letter type.<\/strong><\/li>\n
  5. Set the Primary Recipient.<\/strong><\/li>\n
  6. Click Create<\/strong>. The document creation screen will open.<\/li>\n<\/ol>\n

    \"\"<\/p>\n

    Document Creation Screen<\/div>\n
      \n
    1. After clicking Create, the letter template<\/strong> for the selected Letter Type will display.<\/li>\n
    2. The pencil icon<\/strong> indicates free text areas. These areas can be typed or dictated into. Information can also be added using the Autotext or Data tabs.<\/li>\n
    3. Recipients<\/a><\/strong> can be added or the primary recipient can be changed in the top left.<\/li>\n
    4. Carefully check <\/strong>that the correct details are displayed in the Details tab<\/strong><\/a><\/li>\n<\/ol>\n
      <\/i> It is very important that all information in the Details Tab is correct.<\/div>\n

      \"\"<\/p>\n

        \n
      1. At the bottom right the following options will display. Select the appropriate option:\n