Need to Prepare a Visit Summary, Work Note, or Referral Letter? Generate Medical Documents with AI

Illustration of a physician using her computer while the AI generates medical documents such as clinical summaries, certificates and referral letters.


The drafting of formal medical documents - clinical summaries for insurance companies, employment certificates, referral letters - often takes time that you don't have. These are procedures that require precision, good formatting, and consistency with the patient's history... but almost always end up being written from scratch, under pressure and in the few minutes between consultations. Now in Itaca there is a faster and safer way to do it.

Generate your first document

  • Select Generate document in the patient profile.
  • Choose clinical summary, certificate o reference letter.
  • Add context (optional).
  • Review the draft and export.

📝 Generate complete documents from the patient's real-life context.

The new automatic document generation feature creates clinical summaries, certificates and reference letters in seconds, using the patient's already recorded information. Without starting from a blank sheet.

No copying and pasting. Without wasting time on formatting or structure.

You retain clinical control; the AI takes care of the initial drafting.

📄 Types of documents you can generate.

1. Clinical summary

A clear and complete document that integrates relevant history, active problems, treatments, recent findings and plan. Ideal for insurance companies, administrative procedures or file requests.

2. Medical certificate

Formal documentation to justify rest, activity restrictions or temporary disability, ready to be given to the patient or employer.

3. Reference letter

Professional communication to another specialist, with reason for referral, key findings and level of urgency, without the need to write from scratch.

🎨 Documents with your header, signature and credentials

Each document is generated with your professional information:

  • Full name and title
  • License number
  • Specialty
  • Contact information
  • Professional logo
  • Digital signature


You maintain a professional and consistent look and feel in every document, without manually formatting anything.

✏️ Customize as needed

If you want to adjust the focus, you can add short instructions, for example:

  • “Emphasize adherence to antihypertensive treatment.”
  • “Certificate for work absenteeism for 48 hours.”
  • “Urgent referral for suspected arrhythmia.”

The content is automatically adapted to the clinical context.

And if something doesn't suit you, you can edit any part of the document before saving or downloading it.

🎯 In summary.

Formal documentation should not take hours.

With automatic document generation, you can produce complete, well-structured clinical summaries, certificates and reference letters , with your professional profile integrated, in just seconds.

Less time writing. More time with your patients.

Save 10 hours per week

More than 10,000 healthcare professionals use Itaca to generate accurate SOAP notes, obtain clinical decision support and answer questions with citations and sources.

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