How to Create a Document
Jump supports creating documents through multiple providers. The available options depend on which integrations your practice has connected.
How to Get There
Start from any of these entry points:
- Patient sidebar > Create Document button
- Command palette (Ctrl+K / Cmd+K) > search for "Create Document"
- Quick actions in the patient record
Choosing a Provider
If your practice has multiple document providers connected, you will see a selection screen:
- Jump - "Create and edit documents with the built-in editor". Full-featured editor with merge fields, branding, and templates
- Google Drive - "Create documents in Google Drive with templates". Opens in Google Docs
- SharePoint - "Create documents in Microsoft SharePoint". Opens in Microsoft 365
If only one provider is available, you are taken directly to that provider's creation flow.
Creating a Jump Document
- Select a patient (if not already in a patient context)
- Enter document details:
- Document title (required)
- Document type - optionally tag with a SNOMED clinical document type (e.g. Clinical consultation report, Referral letter)
- Clinician - the authoring clinician
- Appointment - link to an appointment for context
- Choose Template or Blank to start
- Edit the document in the built-in editor with formatting, merge fields, and branding
- Save the document
Creating a Letter (Google Drive)
- Select a patient
- Enter letter details and choose a template
- The document opens in Google Docs for editing
- Changes sync back to Jump automatically
Tip: Documents created from within a consultation are automatically linked to that consultation in the patient record.
Note: Documents can be saved to Google Drive or Microsoft SharePoint if either integration is connected. See the Google Drive or Microsoft SharePoint articles in Integrations & Apps for setup.