Using the Document Writer

This article explains how to use the Document writer to create correspondence in Bp Omni.

Open the Document writer

1. From the clinical record of the Patient or Client that you wish to create correspondence about, click Correspondence (the envelope icon) on the right-hand side of the screen. The Correspondence section will open.
2. Click Create document. The New document screen will appear.



3. If you wish to use a template to create the document, select a template from the options available. These options are:
   • Letter
   • Referral Letter
   • Discharge Letter
   • Outcome Measure
   • Medical Certificate.

   Click Use template.

   If you do not wish to use a template, click Create blank document.

4. Depending on the option you select, the next screen will ask you for some extra details (for example a recipient, or a date range). You can also Indicate if the document should display on the Patient or Client's timeline in the clinical record. Enter the required information and click Generate. The document writer will open.

Use the Document writer

Click Edit details in the top-left of the screen to change the document details.

If you select Edit details, you will have the option to change the document's Subject, which changes the Title of the document in the Correspondence screen.

If you change a subject of a document during a consultation, the new subject will appear in the Today's notes.

If you change the subject of a document after the consultation has been finalised, the updated name will not appear in Today's notes.

Format the document using the options at the top of the screen.

To change margins, paper and layout options, click Page Setup.

Use the options to the right of the document to format the document text.

Merge fields

You can add a database value to a document, for example, the patient's name, or the practice's phone number. To add a value, place your cursor where you want the value to display in the document, then select from the options available in Merge fields to the right of the screen.

Finalise the document

If you have finished editing your document but you still have further changes to make, click Save draft. The document will be saved to Correspondence with the status of Draft, and an action will be added to Today's Notes.

To view a document's status in the Correspondence section, maximise the right hand-section of the clinical record by clicking the left arrow at the bottom of the screen.

Click the draft document's title in Correspondence to continue editing, or click the ellipsis next to the document for the following options:

• Print: Print a copy of the draft document.
• Preview: View the draft document's contents.
• Continue editing: return to the document writer to continue working on the document.
• Download: Download a copy of the document in .DOCX format.
• Move to another patient: Move the document into a different Patient or Client's clinical record.
• Delete: Delete the document.

If you are ready to finalise your document, click the down arrow next to Save draft and select Done. The document will be saved to Correspondence with the status of Done. Once a document is finalised, you will no longer be able to edit its contents.

Click the finalised document's title in Correspondence to view a preview of it, or click the ellipsis next to the document for the following options:

• Print: Print a copy of the draft document.
• Preview: View the document's contents
• Download: Download a copy of the document in .DOCX format.
• Edit details: Change details about the document such as the file name and date.
• Move to another patient: Move the document into a different Patient or Client's clinical record.
• Delete: Move the document into a different Patient or Client's clinical record.

Last updated 23 January 2023