PDF guide for medical secretaries and healthcare administrative staff
1 min read·1 April 2027
Medical secretaries process discharge letters, outpatient clinic reports, referral letters, and patient administration. With PDFrust all these medical documents can be safely compiled and professionally distributed.
Compile discharge and outpatient letters
A discharge letter consists of the hospital stay summary, medication list, aftercare advice, and follow-up appointments. Merge the individual components into one letter. Before sending, verify that all attachments (lab results, ECG) are included using the Merge tool.
Process referral letters from GPs
Referral letters from GPs arrive as PDF or scans. Make scanned letters searchable using the OCR tool. Archive the referral in the patient file. Stamp the letter on receipt with date and specialism.
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Protect patient files
Patient data falls under GDPR and medical confidentiality. Always save patient files as protected PDFs — password mandatory. Restrict printing to authorised users. Never manually delete patient files; follow the institution's retention policy.
Archive scanned documents
Paper requests, consent forms, and registration cards are scanned and archived as PDF. Use the OCR tool to make them searchable by name, date of birth, or ID number. Add the scanned documents to the digital patient file.
Anonymise reports for quality audits
In quality audits, case reports are reviewed. Use the Redact tool to remove patient-identifying data (name, date of birth, place of residence) before supplying reports to the audit committee.
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