Travel Certificate

The main purpose of the travel certificate issued by a Medical Practice or Hospital is to facilitate the movement of individual patients across international boundaries or nationally following government agreements. The Practice will issue a travel certificate for 'TO' the Practice and 'FROM' the Practice giving the Patient permission to travel to seek Medical Treatment.

  • Settings Configuration - Entity Settings: You need to first set up the TWO Travel certificate templates
    • On the diary screen select Settings >> Entity Settings >> Workflow Event templates >> Add Template >> Select SICK NOTE >> Do the set up for the Templates >> Save. (Follow the link to see in detail how to set up the Templates)


  • There need to be two Templates:
    • Travel TO Practice - the Dr will issue/email the Travel to certificate BEFORE the appointment for the Patient to travel to the Practice.
    • Travel FROM Practice - the Dr will issue/email the Travel from certificate AFTER the appointment for the Patient to travel back home.
  • Save when done in Settings


  • To access the Travel Certificate:
    • Click on the Diary Booking and click on the Clinical Button on the Side Panel


  • The Clinical Case screen will open from where you will be able to choose the Sick Note from an easy event or from the Forms Library as indicated below.
  • There will be two templates if you click on the drop-down menu next to the Sick Note. The Dr will do the 'Travel Certificate - To Practice' first, followed by the 'Travel Certificate - From Practice'


TRAVEL CERTIFICATE - TO PRACTICE:

  • Generate Reason to Travel Certificate: If this option is ticked a Travel Certificate will be generated with the Patients details and the Doctor/Practice's details for the Patient to get to the Practice as displayed below: 


  • Prepare Family Responsibility Certificate for Family Member: If this option is ticked a section of the Travel Certificate will open where you will be able to add a family member or person responsible for the Patient to get to the Practice and back as displayed below: 


  • The Travel Certificate will look as follow:


  • The Family Travel Certificate will look as follow:


  • Once the Travel Certificate to the Practice is done and emailed, the Doctor can click on Complete, the colour of the event will change to green.


TRAVEL CERTIFICATE - FROM PRACTICE: (All the above steps will be followed for the Travel Certificate - From Practice) 

  • Generate Reason to Travel Certificate: If this option is ticked a Travel Certificate will be generated with the Patients details and the Doctor/Practice's details for the Patient to get back home after treatment displayed below.
  • Prepare Family Responsibility Certificate for Family Member: If this option is ticked a section of the Travel Certificate will open where you will be able to add a family member or person responsible for the Patient to get back home after treatment as displayed below.


  • The Travel Certificate to get back home will look as follow:


  • When both Certificates was done and completed, both forms will display green.
  • Remember to Save and Close when done to save all changes on the Patient Account.


Last modified: Sunday, 5 July 2020, 1:36 PM