Documents & Reports

Finish every visit. Understand every part of the clinic.

Create MCs, referrals, visit summaries, lab and screening reports and custom documents, then turn data from every Relify module into reports you can filter by date and export.

Book a demo Explore the workflow
  • Editable clinic templates
  • Lab & screening reports
  • Drafts, preview & PDF
  • Patient Files library
  • Reports for every module
  • Any date range, exportable
Documents built into care

Start with the record. Finish with a document that’s ready to use.

Templates, editing, lab reporting and patient files in one workflow, so staff stop copying information between forms and folders.

  1. 01Choose templateClinic-approved formats for common documents.
  2. 02Pull visit detailsPatient and consultation information fills in.
  3. 03Edit & reviewChange any field and preview before issue.
  4. 04Save or generate PDFKeep a draft, or issue the final document.
  5. 05Keep in Patient FilesStored with the date and source visit.
Templates that stay editable

Generate fast, then edit before anything becomes final.

Use saved clinic templates while keeping every field editable. Save a draft, come back later, preview, and generate the PDF only when it’s ready.

  • Reuse clinic-approved templatesConsistent wording, branding and structure, without locking staff into one form.
  • Edit every document before issuePatient details, findings, advice or free text.
  • Draft, preview and generateSave unfinished work safely and issue the PDF when complete.
Laboratory and health screening report builder
Laboratory & screening

Build lab reports and screening results with the same workflow.

Report templates for investigations and health screenings: enter results, add findings and impressions, save drafts and issue a polished report linked to the patient.

  • Reusable lab report templatesSet up common panels once, reuse them for every patient.
  • Health screening reportsVitals, results, findings, recommendations and follow-up in one report.
  • Edit and save before releaseKeep drafts while results are pending, then generate the PDF.
One document system

More than MCs and referrals.

Everyday clinical paperwork, laboratory outputs and patient-facing reports together, instead of scattered across separate tools.

Everything the consultation needs to produce

Generate, edit and issue what patients, employers and other providers need, directly from the visit.

Medical certificatesVisit summariesReferral lettersRefusal formsE-prescriptionsCustom forms

Results and investigation reports stay clinical

Structured lab, screening and investigation outputs with findings, impressions and follow-up linked to the patient.

Lab reportsInvestigationsHealth screeningCustom panelsFindings

Generated and uploaded files together

Clinic documents beside external reports, scanned letters and images, with the source visit and date visible.

Generated PDFsUploadsImagesExternal reportsPatient-linked
Reports across Relify

Ask for the period you need, not the one the software gives you.

Run a report for today, a custom range or a management period. Narrow it by module, branch or people, then export it when it needs to leave Relify.

  1. 01
    Custom reporting periodsThe exact range for management, reconciliation or performance review.
  2. 02
    Connected to source activityMove from totals back to the records that produced them.
  3. 03
    Export when neededManagement packs and reviews without rebuilding the report.
Relify reports overview showing total visits
Every module

Every module becomes decision-ready data.

Pick the part of the clinic you want to understand, set the dates and review. Reports for owners, managers, doctors, finance and HQ.

  • Appointments & queueBooking activity, attendance, waiting flow and day-to-day patient movement.
  • Visits & clinical activityConsultation activity and the clinical workload recorded across the period.
  • Lab & investigationsInvestigation activity, reporting volume and work completed in the period.
Relify doctor incentives and employee performance report
Doctors & employees

Performance reports tied back to actual work.

Doctor incentives and employee performance across the date range that matters: not another scorecard, but a clearer view of activity for reviews and staffing decisions.

  • Doctor incentive reportingThe result together with the underlying activity for each doctor and period.
  • Employee performanceCompare staff activity over the same range, not across separate modules.
  • Branch and HQ visibilityThe same reporting layer locally or across the group, within each user’s access.
Relify supplier comparison and inventory report
Inventory & suppliers

Use purchasing history to make the next purchasing decision.

What are we buying, how much are we using, who from, and how do suppliers compare over the period we care about?

  1. 01
    Supplier comparisonUsing purchasing history and item-level procurement data.
  2. 02
    Usage and movementConnect what was bought with what moved through stock.
  3. 03
    Export the evidenceInto a purchasing meeting without rebuilding the comparison.
Files during the visit

Upload supporting material without leaving the consultation.

Attach external lab reports, scans, images and letters while the clinical context is clear. Generated and uploaded files then sit in one patient-level library.

  • Upload at the point of careExternal evidence stays connected to the visit that introduced it.
  • Find it again from Patient FilesClear dates, file types and source visits.
Patient-level file library

Every finished report stays easy to find.

Generated documents, lab reports, screening outputs and uploaded files live together, with their date and clinical source still visible.

Patient files4 files
Executive Health Screening Report28 Aug 2026 · Generated PDF · Visit #3184
Screening
Full Blood Count28 Aug 2026 · Laboratory report
Lab
Referral Letter — Cardiology17 Aug 2026 · Generated PDF · Visit #3062
Referral
External Imaging Report11 Aug 2026 · Uploaded PDF
Upload
Template-basedReusable clinic formats.
EditableReview everything before finalising.
Any date, every moduleReports for the period that matches the decision.
ExportableInto management and review workflows.
Questions & answers

Documents and reports, explained.

Still have a question? Talk to our team.

Which clinical documents can I create?

Medical certificates, referral letters, refusal forms, visit summaries, e-prescriptions and custom clinical documents. Laboratory, investigation and health-screening reports are also part of the document workflow.

Can I reuse templates and edit the document?

Yes. Saved clinic-approved templates keep wording, branding and structure consistent; edit patient-specific details, findings, advice and free text before issuing.

Can I save a draft and preview it before generating the PDF?

Yes. Save unfinished documents as drafts, return later and review the preview. Generate the final PDF once it’s complete and ready to issue.

Can I create laboratory and health-screening reports?

Yes. Use reusable report templates, enter or edit results and add findings, impressions, recommendations and follow-up. Reports can stay as drafts while information is being completed and remain linked to the patient.

Where do generated documents and uploaded files go?

Generated PDFs and uploaded external reports, scans, images and letters are reviewed together in Patient Files, with dates, file types and source visits to help staff find them again.

Can I download or export clinic reports?

Yes. Review and export reports across clinical, operational and financial modules, including appointments, pharmacy, inventory, suppliers, billing, claims and accounting, plus doctor incentive, employee performance and eligible branch or HQ reports. Available options depend on your module access and plan.

Can I choose my own reporting dates and filters?

Yes. Set the period you need, including a custom date range, and narrow the report by module, branch and record filters.

Can branch and HQ users access the same reports?

Reporting follows each user’s authorised access. Branch users work within their scope; eligible HQ users can compare the branches they’re authorised for. See the pricing page for plan inclusions or contact us for a demo.

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