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First clinical document

Goal and time target​

Finalize the first clinical document in under 15 minutes.

You need​

  • Role: Practitioner or Doctor with clinical.document.create and clinical.document.sign.
  • Route: Clinical Documents (/app/clinical-documents) or /app/clinical-documents/new.
  • A patient and at least one active clinical template.

Steps​

  1. Open Clinical Documents and click New document.
  2. Under Choose the patient, search Name, phone or patient ID and select the patient.
  3. Under Choose a template, search Template name, code or specialty and choose the template.
  4. Tick Mark as restricted (sensitive document) only when needed.
  5. Fill the editor. Use All normal, smart phrases and copy-forward carefully.
  6. Click Sign or press Ctrl+Enter.
  7. Click Print. Use Share or Download PDF from the print/share page when needed.

Done when...​

The document status is Final or In review if co-signature is required, and it has a document number once signed.

Tips​

  • Drafts autosave; wait for All changes saved before leaving.
  • Use Add addendum or Amend for corrections after signing.
  • Restricted documents should be rare and justified.

If something goes wrong​

If signing fails, fix the highlighted required fields or reload if the document changed elsewhere.

Full guide​