How To Create a Medical Certificate as a Practitioner?
Step 1
While on the Encounter page, you may click the "Clinical" tab
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_wfsuoz.png)
Step 2
Then, click "Medical Certificate"
You may create the SOAP Notes before, during, or right after the encounter has ended.
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_172dzsa.png)
Step 3
Click "New".
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_123w27z.png)
Step 4
Enter and format the content of the medical certificate.
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_1rddwey.png)
Click "Save"
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_kiounb.png)
By default, the medical certificate will be tagged as a "draft". This means that the patient will not yet be able to see the medical certificate.
Click on this "draft medical certificate".
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_df2zes.png)
You may preview what the medical certificate would look like on the patient's POV by clicking the "Preview" button.
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_1c6np7x.png)
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_1dhpub5.png)
To send the medical certificate to the patient:
Click "Finalize".
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_1es969a.png)
Review medical certificate contents and don't forget to tick the "Send to patient" checkbox.
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_1bw898e.png)
Click "Save".
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_z8squy.png)
The medical certificate will now be issued and available to be viewed by the patient.
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_1h7bq96.png)
Updated on: 05/08/2024
Thank you!