How to issue refferals, certificates and other documents?

Modified on Thu, 04 Jul 2024 at 02:33 PM

Templates of referrals or certificates can be defined in the system so that they have specific content.

so you can quickly issue the necessary document.



1. Open your patient's visit by clicking on visit name (see how to -> How to enter a visit?)


2. Select:  "Created documents" and click on "+" icon to add new.


3. You can select a ready-made certificate or refferal template 

     You can also create a new document

 4. If You decide to create a new document, complete "Name", "Category", "Paper format"

5. After pressing: Save, the system will create your document in PDF format, which you can download and print

Issued documents are entered in the form of a list

By clicking on three dots to the right of the document you can:

  • see the history of changes (by clicking on the clock)
  • preview the document (by clicking the magnifying glass)
  • edit the document (by clicking on the pencil)
  • revoke the file (by selecting the trash can symbol)

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