Docyment Quickstart Guide: From Registration to Your First Letter

Last updated: April 2026

Docyment connects booking and patient records with AI clinical documents. Clinical documents are currently produced in English. This guide walks you through the four steps from registration to your first finished letter: create an account, add a patient, choose a template, and generate.

Screenshots and videos illustrate an earlier interface. Current screen labels may differ. Follow the prompts in the app and check your patient and template selection.

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Step 1 — How Do You Register for Docyment?

Register with a supported sign-in method or email and password. No credit card is required. Email-and-password accounts must set up two-step verification before accessing patient data.

1. Go to docyment.com and click Try free.
2. At the login screen, select Sign Up.
3. Register using your Google account or enter your name, email, and password.

1. Check your inbox for the confirmation email and click the link to activate.
2. On your first login, follow the account setup prompts and check your specialty. Clinical documents are currently produced in English.
3. You land on the Dashboard, ready to add patients.

Video walkthrough: How to Register

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Step 2 — How Do You Add a Patient?

Adding a patient requires only a first name and last name. Date of birth and contact information are optional. Patients persist across sessions, so you only add them once.

1. From the Patients Dashboard, click Add Patient (top right). Or from the Main Dashboard, click the + in the patient panel.
2. Enter at least the First Name and Last Name.

1. Optionally add Date of Birth or Contact Information.
2. Click Create Patient — the patient is saved and auto-selected.
3. Use the patient menu to edit details or archive a patient at any time.

Video walkthrough: How to Add a Patient

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Step 3 — How Do Templates Work in Docyment?

Templates define the structure of your clinic letters — headings, sections, sign-off format. You can use Docyment's pre-built templates for common specialties or create your own. The AI generates the letter content within whatever structure the template defines.

1. Go to the Templates Dashboard.
2. Choose from two options:
   • Template Library — browse the available clinical templates.
   • Create Template — build your own from scratch.

1. In the library, click a template to preview it. Press Add to My Templates to use it.

1. To create your own: click Create Template, enter a name, add your preferred structure, and use the AI Assistant to generate a draft template from a description. Edit as needed, then Save.

Video walkthrough: How to Use Templates

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Step 4 — How Do You Generate Your First Letter?

Select a patient, choose a template and supply your clinical findings. Docyment prepares a draft for AI review and clinician approval.

1. From the Main Dashboard, select your Patient.
   • For returning patients, Docyment automatically references past letters for context.
2. Choose a Template (clinic letter, operative note, report, or your custom format).

1. Add your clinical findings using one of four input modes:
   • Dictate — speak your findings directly into the template
   • Record — capture the consultation with the patient's consent
   • Write — type or paste existing notes
   • Scan — photograph or upload handwritten notes, referral letters, or discharge summaries

1. Press Process Letter. An AI reviewer checks the generated draft. Review, correct and approve it before use.
2. Review your draft in Text View (editable) or Formatted Preview. Edits save automatically.
3. Click Next Patient to reset and continue your clinic.

Video walkthrough: How to Make a Letter

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Frequently Asked Questions

How long does it take to set up Docyment?

Setup time depends on your account security, patient records and templates. Follow the in-app prompts and check the configuration your clinic needs.

Is Docyment free to try?

Yes. Free is for one person and includes 20 document generations a month, 100 patients and 10 templates. No credit card is required. See current pricing.

What specialties does Docyment support?

Use stock templates or create your own clinical formats. We can help set up the templates your clinic uses. Check the configuration needed for a particular document type.

Do I need to record my consultations?

Recording the patient is optional. Dictate your own findings, Write your notes or Scan a document instead. If you choose Record, tell the patient and obtain their consent.

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Related Reading

• Clinical Letter Software for UK Consultants: What's Actually Worth Using — the full landscape of clinical letter tools
• AI Medical Letters UK: What Consultants Need to Know Before Choosing a Tool — privacy, tools, and how to evaluate them
• The Hidden Cost of Clinical Documentation — why deferred letters cost more than you think

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Try Docyment free — no credit card required, and Free is for one person, with 20 document generations a month.