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How to add Sick Leave Templates?

The Sick Leave feature in Helix allows clinics to create and issue sick-leave certificates directly for patients. 

📍Navigation

Control Panel → Templates → Sick-Leave Templates

➕ How to Add a Sick Leave Template

Step 1: Start Template Creation

  1. Click + Add Template (top-right)

Step 2: Fill Header Details

Enter the following:

  • Title
    Name of the certificate
    (e.g., “General Sick Leave”)

  • Branch
    Select one or more branches that can issue this certificate

Step 3: Upload the PDF

  • Upload the PDF file of the sick-leave certificate

  • If the document has multiple pages:

    • Use the blue page arrows (top-left) to navigate between pages

Step 4: Insert Placeholders

  1. Open the Placeholder dropdown

  2. Select a placeholder (for example):

    • Patient Name

    • Date of Birth

    • Physician

    • Director

    • Issue Date

  3. Click directly on the PDF where the placeholder should appear

  4. Repeat for all required placeholders

Additional options

  • Use Undo to remove the last-placed placeholder

Step 5: Save the Template

  • Click Save

The Sick Leave template is now ready for use.

🧾 B. Issuing a Sick-Leave Certificate (Patient File)

Once a template is configured, sick-leave certificates can be issued from the Patient File.

📍 Navigation

Patient File → Sick Leave (button in the ribbon)

📝 Steps to Issue a Sick-Leave Certificate

  1. Open the Patient File

  2. Click Sick Leave

  3. Select a Sick Leave template from the dropdown

  4. Set the Leave Period:

    • Start Date

    • End Date

🔘 Optional Reason Toggles

Enable any applicable reason(s):

  • Follow-up before end of sick leave

  • Referral to medical committee

  • Approval of permanent / partial disability

  • Cannot be treated at this facility

  • Other

    • Enter details in the free-text box

✍️ Enter Required Details

Fill in the following fields:

  • Physician Name

  • Medical Director Name

  • Issue Date

👁️ Preview & Finalize

  1. Click Next to preview the filled certificate

  2. If changes are needed:

    • Click Previous to edit details

  3. Once finalized:

    • Click Print, or

    • Download PDF

✅ Result

The sick-leave certificate is generated and ready to:

  • Hand over to the patient, or

  • Email as a PDF if required

💡 Notes

  • Sick-leave certificates require a configured PDF template

  • Certificates issued are not government-attested

  • Templates can be branch-specific

  • Placeholder placement controls how patient and physician data appears on the certificate