How to Create a Work or School Note for a Patient

SigmaMD makes it easy to generate official work or school notes directly from the patient chart. These notes are created as clinical notes, signed by the clinician, and downloaded as a PDF ready to print.

How to Generate a Work or School Note

  1. Create a clinical note

    Open the patient chart and create a new clinical note for the encounter. Add the appropriate details needed for the work or school note.

  2. Sign the clinical note

    Review the content and sign the note. Only signed clinical notes can be downloaded as official documents.

  3. Download as PDF

    Once signed, download the note as a PDF. The file will automatically be generated using your practice letterhead.

Important Notes

  • Only signed clinical notes can be downloaded as PDFs.
  • The downloaded document reflects your practice’s configured letterhead and branding.
  • The PDF can be shared with the patient electronically or printed, depending on your workflow.

To learn more about how to create and manage patient notes, access other articles here: Clinical Notes.

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