· Health & care practices · Automation

Referral and insurance letters from your notes

Referral letters, insurance reports and GP updates drafted from your session notes in your layout, for a read and a signature.

Word. A template from 2017 called Referral_letter_FINAL_v3.docx, and you type into it after the last patient has gone. Patient name, date of birth, GP practice, what you found, what you did, what you want the consultant to look at. Twenty minutes if you are fresh. Longer at seven in the evening.

Insurance reports are worse. Each insurer has a layout they like, a code they want, a word count they will bounce you over. You have written the same paragraph about range of movement a hundred times.

The draft comes from your notes. After you finish the session notes in Cliniko, Jane or Semble, the system reads them, picks the right template for the recipient, and writes the letter in your layout and your voice. Your letterhead, your sign-off, your way of saying the patient was advised. The GP update is a shorter version of the same thing. The insurance report uses the insurer's headings and the codes you have told it to use.

It lands as a draft. In Gmail or Outlook, addressed, attached as PDF, with the subject line you always use. Or in a folder on your drive if you post them. It does not send. Nothing with a clinical opinion in it leaves the practice without a practitioner reading it and putting their name to it.

What the draft does is get the typing out of the way. The findings and the recommendation are yours. The system has only arranged them. If your notes are thin, the draft is thin, and it tells you which section it had nothing for rather than inventing something.

Most letters take a read and a signature. The ones that need changing, you change in the draft like any other email.

This is the kind of thing we build. It runs in your own accounts. How many letters are waiting in your evening?

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