10 min read
Intermediate
Medical Document Generation
Creating sick notes, referrals, and clinic documents.
Access templates
- From the assistant or admin menu, open Forms / Templates (sick note, referral, etc.).
- Templates use clinic and patient data where available to reduce retyping.
Generate a sick note or referral
- Using the nurse's completed paper form, select the patient and capture the supplied dates, diagnosis summary, restrictions, and authorized signatory nurse.
- The assistant or administrator captures the document on behalf of the nurse; the system records both the logged-in operator and the selected authorized nurse.
- Preview the document and print or save according to your clinic process.
Tip: Ensure the consulting nurse is correctly recorded on consultations — documents may reference visit details.
Video tutorials
Step-by-step video walkthroughs for this guide are not available yet.
Logged-in staff can also use Guides & SOP in the app for clinic-specific procedures.