Generate a letter
Create referral letters, patient correspondence, and consent forms in seconds from clinical context or consultation audio.
1. Describe the letter
After you've finished your appointment, click Create in the top right to generate a letter. Use the 'Describe the letter' box to focus the letter: for example, omit certain details, or write a consent form for a specific treatment only.
2. Select a template and a practice profile
Select the most appropriate template. If there isn't a suitable template, choose 'Create a template using the description' to generate a letter based purely on your description. If this is the first time you've generated a letter, you'll need to create a practice profile. Practice profiles are used to customise the displayed name and practice name in letters.
3. Make changes manually or using the AI editing bar
Once your letter is generated, use the AI editing bar to refine wording, adjust sections, or make any other changes. Just describe what you want to change in plain English.
4. Copy or export your letter
When you're happy with your letter, you can copy and paste it onto your own practice letterhead, or export it as a PDF. Exported PDFs are formatted automatically with your practice header, logo, and clinician details from your practice profile. If you want to change a practice profile, go to Settings > Personalisation.
Questions
Can I generate a referral letter from the same audio recording as my note?
Yes. We recommend creating a letter in an appointment with a transcript and clinical record, so that it has context to write about.
Can I customise practice details and letterheads?
Yes. You can edit practice profiles in Settings > Personalisation to change contact information, practice name, your name as you want it displayed, and even add a letterhead with your logo.
What types of letters can I create?
You can generate specialist referral letters (for example, orthodontic, endodontic, oral surgery, or periodontal), patient treatment estimates, explanation letters, and medical GP enquiry letters.