June 11, 2019 Referrals & Medical Certificates You can provide your patient with a referral or medical certificate. Follow the instructions below. Head to the last tab in the patient’s Clinical Dashboard – Referral. Enter in the referral doctor’s name, email & fax number. Enter in the the contents of your referral. To provide the patient with a Medical Certificate. Select the date range from the certificate is valid until. Enter in any additional details you would like to include on the certificate.