Once you're happy with your clinical note:
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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.
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2️⃣ Review the letter for accuracy and make any adjustments needed.
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3️⃣ When you're happy, click 'Save and send', and the PDF letter is automatically saved to your EPR system.
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💡 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:

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💡 Copying a letter or note manually
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If you copy a note or letter using the 'Copy' button, this only places the content on your clipboard — it won't mark the item as transferred. To mark it as transferred, click the chevron (˅) next to the primary button after copying and select the option to mark it as transferred.
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Transferred status applies to each note or letter separately. A note and a letter from the same consultation can be marked independently and can sit in different states — you can check each item's status from the consultation header or the sidebar.

You can send the letter to a colleague or your admin team with an instruction or note.
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1️⃣ Type your message in the text field (e.g. "Book an appointment in 6 months")
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2️⃣ Select the colleague you want to send it to
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3️⃣ Click 'Send'
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Your colleague will receive the message in their Accurx inbox. Unread messages are shown with a red bubble. From there, they can:

💡 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.
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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 👉