1. Start from a client profile
Navigate to the client you’re referring from
Click “New Document” and select “Referral Letter”
2. Choose a template or start from scratch
Pick from pre-built templates based on referral type (e.g., GP, psychiatrist, NDIS)
Or start with a blank document and use smart prompts to guide writing
3. Let AI draft your referral
AI will pull relevant details from past notes, assessments, or uploaded files
Review, edit, and personalise before sending
4. Export or share securely
Download as a PDF or Word document
Send directly via secure link or upload to a practice management system