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Send a document to a patient's GP

Find out how to send a discharge summary or letter to a patient's GP electronically from Rio

Written by Connor Baeza

Rio allows you to send finalised documents such as discharge summaries and clinic letters directly to a patient's GP electronically. This article explains how to do this and what conditions must be met before the option becomes available.


Before you begin

The Send to GP option is only available when all of the following conditions are met:

  • The patient has an NHS Number recorded in Rio.

  • The document has been marked as a Final Version (not a draft).

  • The document type is configured to allow Send to GP. If you are unsure, contact your system administrator.


Send to GP via the Document List View

This method applies to all documents, including those uploaded using the Microsoft 365 method.

  1. Go to the patient's Document List View in Rio.

  2. Locate the discharge summary or letter you want to send.

  3. Ensure the document is marked as Final Version.

  4. Click the Send to GP hyperlink.

  5. Confirm the send action.
    The document is submitted for electronic transmission to the patient's GP.


Send to GP via Rio Drop Zone (Desktop Word method only)

If you are using the Desktop Word method, you can also choose to send to GP at the point of uploading the document.

  1. When completing the Rio Drop Zone, Document Details pop up, tick the Send to GP checkbox.

  2. Click OK to upload and submit the document for transmission.

📌Note: The Send to GP checkbox in Drop Zone is only visible when the document is being uploaded as a Final Version, the patient has an NHS Number, and the document type allows it.


What happens after you send

Once submitted, the document is processed and sent to the patient's GP electronically. If the transmission fails, your system administrator will be notified and the document will be reprocessed automatically. If all attempts fail, you may receive a notification asking you to take manual action.

⚠️Important: If you receive a notification that Send to GP has failed, contact your system administrator or medical secretary to arrange an alternative method of sending the document.

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