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10 min read
Intermediate

Medical Document Generation

Creating sick notes, referrals, and clinic documents.

Access templates

  1. From the assistant or admin menu, open Forms / Templates (sick note, referral, etc.).
  2. Templates use clinic and patient data where available to reduce retyping.

Generate a sick note or referral

  1. Using the nurse's completed paper form, select the patient and capture the supplied dates, diagnosis summary, restrictions, and authorized signatory nurse.
  2. 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.
  3. 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.