I.D. 557 V2.0 14/04/2021
Quick Reference Guide (QRG)
Create and Print a Medical Certificate
This QRG will show you how to create and print medical certificates.
How to create the certificate
1. Navigate to Documentation in the Table of
Contents menu.
Alternatively, on the Workflow page, under
Create Note, choose to select other note.
2. Under Type, select the appropriate option
– Carer’s Certif icate, Certificate of
Attendance or Medical Certificate.
3. Under Template, select Medical
Certificate.
4. Choose Ok
5. This will bring up the Medical / Carers
certificate template.
6. If you need to create a medical certificate,
delete the Carers section by clicking the X
beside the heading, or vice versa.
7. You will need to update the text as
appropriate.
8. When complete, choose to Save or Sign
and Submit.
To print the certificate
1. From the Workflow page, navigate to
Documents. Select the document and
then click print.
