What’s new

Letters created in Accurx Scribe can now be checked, edited, addressed and sent in a document editor, without leaving Accurx. This replaces the old Save and send button with a single Preview document button, which opens your letter in the editor:

Clinicians preview a letter from their Scribe consultation, check the clinical content, and edit or send it themselves
Secretaries and admin staff pick letters up from Consultation activity or Send to colleague, then add recipients, format the letter and send it

Please note: The document editor is available to select NHS Trusts on Accurx Web. If you can’t see it and are expecting to, speak to your Accurx account manager. The Accurx mobile app keeps the current Save and send flow.

Open a document in the editor

From an ad-hoc Scribe consultation

Finish your consultation and generate your letter in Scribe
Click Preview document
Link a patient by searching for them by Hospital Number or NHS Number and select them from the results.
You will then have the option to edit or save and send your document.

Please note that you're unable to edit the document in Scribe; any edits need to be made in the document editor by selecting 'View document' 👇

From a Clinic List

If you start your Scribe from a Clinic List, the patient is already linked, so the Preview document button opens the editor straight away, with no patient search needed. Read Accurx Scribe in Web: How to use Clinic Lists for how to start a consultation this way 👇

Please note: If a consultation has no patient to link, you’ll see an error message and no document is created.

Edit the document

Click Edit to make changes to the body, recipients and formatting. A Contents panel on the right lists each part of the letter:

Consultation details 🔒
Recipient address
Return address
Date
Salutation
Document body — shows “AI generated clinical content has been reviewed”
Signatures
Distribution list
Page footer 🔒

🔒 marks sections that can’t be edited as these stay consistent with your trust’s template. Recipient address and salutation are filled in automatically, and you can always override them.

How saving works

Changes save automatically, about 3 seconds after you stop typing. An indicator shows when the document is saving, saved, or if a save has failed.
Finish editing saves any last changes before you leave edit mode. If that save fails, you’ll stay in edit mode so you can try again

Please note: If you lose editing access, for example, after 15 minutes away, once someone else has started editing, anything typed since the last automatic save is discarded. Because saving is automatic, that’s a few seconds of typing at most, and you’ll see the latest saved version.

Accessing a document from Consultation activity

Consultation activity lists every document created from your Scribe consultations in your workspace, with tags showing what’s happened to each one — Saved to record, Sent to patient, Sent to GP and Sent to colleague.

Click a row to open its Document details, where you can:

View document — opens the letter in the editor
View patient conversation / View colleague conversation — opens the message it was sent in
View consultation — opens the original Scribe consultation 👇

Once a letter has been opened in the editor, the button in Scribe changes to View document. Clicking it always reopens the same letter; it never creates a duplicate, and the letter becomes read-only in Scribe, with a message pointing you to View document.

Copy stays available as a separate button next to Preview document / View document, for anyone who needs to paste the letter elsewhere.

Save and send

From the editor, click Save and send
Tick Save PDF letter to record (via your trust system) if the letter should be saved to the patient’s record
Under Choose recipients, tick who the letter goes to:
- GP (via your trust system) — the letter must also be saved to record for this option
- Patient (via Accurx)
- Colleague (via Accurx) — forwards the document to another team or person for onward action
Click Preview PDF to check the letter before sending
Click Confirm

The onward actions available to your organisation are unchanged.

Collaborate on a document

Only one person can edit a letter at a time. You become the editor when you click Edit; just opening the letter doesn’t count.

Everyone else can read the letter but not change it. They’ll see “[Name] is currently editing”, and Save and send / Preview PDF stay unavailable until the editor is done
This also applies to you in a second tab, only the tab where you clicked Edit can make changes.

Please note: A letter frees up for others straight away when the editor clicks Finish editing, after about 15 minutes of inactivity, or about 2 minutes after their tab closes or their computer sleeps.

So the longest anyone waits is around 17 minutes. Others can then click Edit within about 30 seconds, without needing to refresh, though they won’t be notified when it happens.

Share a link

Copy a link to the document straight from the editor, so you can share it with a colleague or paste it elsewhere.

FAQs

Can I download the letter as a PDF, or see earlier versions?

The document editor doesn’t have a PDF download or version history. Use Preview PDF in Save and send to check how the letter will look 👇

Who can open, edit and send a document?

Anyone in the same workspace can open, edit and send a document. There are no role-based controls or approval steps. Every edit and send is attributed to the named clinician or admin, so there’s always a record of who made each change. If a service needs restricted visibility, it should have its own workspace, or stay on its current route for now.

What happens if I edit the letter in Scribe after it’s already been opened in the document editor?

Once a letter has been opened in the editor, it becomes read-only in Scribe. Any further edits need to be made in the document editor, which you can open from Scribe with View document.

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 👉

Accurx Scribe: How to use the document editor