1. Click on new
2. Select the document type
3. If you are the nurse select the GP 's name
4. Tick the consent box to proceed

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Import a document from previous plan to a new plan
1. Go to new 2. Select the document type 3. Instead of create new document select import * can't import from TCA to CP but you can import from CP to TCA
How to print a document
1. Document status must be completed. 2. Click the print icon, as shown below, to print any document
Delete a document
Click on the delete icon as shown in the picture If you delete a draft you can't restore. If you deleted a completed document, your practice manager can restore.
Search a document within MGT
1. Click on advanced search 2. Select the provider or select all 3. You can change the date range 4. Select the document type you want to search 5. Select the document status 6. Now click on a search to get the results 7. To search for the patient ...
Create own template
1. Start a plan from new. 2. Then select content from the list / add your own content . 3. Proceed to sign and finish page after the summary 4. Then click on the save to favourite to save See the images below How to use the favourite template 1. Go ...