📄 How to generate a patient letter
Once you're happy with your clinical note:
1️⃣ Click 'Create document' and select the letter template you'd like to use.
💡 Any template with 'PDF' in the title will generate a PDF letter that can be saved to your EPR.
2️⃣ Review the letter for accuracy and make any adjustments needed.
3️⃣ When you're happy, click 'Save and send', and the PDF letter is automatically saved to your EPR system.
💡 The letter is also automatically sent to the patient's GP via MESH in the background - no action is needed from you for this.
There are three things that happen at this stage:
The letter is saved to your EPR
The letter is automatically sent to the patient's GP via MESH
You send the letter to a colleague and/or the patient
📄 Sending to a colleague
You can send the letter to a colleague or your admin team with an instruction or note.
1️⃣ Type your message in the text field (e.g. "Book an appointment in 6 months")
2️⃣ Select the colleague you want to send it to
3️⃣ Click 'Send'
Your colleague will receive the message in their Accurx inbox. Unread messages are shown with a red bubble. From there, they can:
View the content of the letter
Download the PDF
Print or email it if needed
Add a reply or note back to you
Mark the message as done once actioned
💡 To confirm the message has been sent, go to your Accurx inbox and search for the colleague's name under the 'Colleagues' folder. Unread messages are shown with a red bubble.
If you have any further questions or feedback, please get in touch with our support team using the message bubble in the bottom right-hand corner of this page 👉