Skip to main content

Writing Referrals with PractaLuma

Need to generate a referral letter or supporting documentation? PractaLuma can help you create clear, professional referrals in minutes.

A
Written by Andrew Hargitay
Updated over 3 months ago

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

Did this answer your question?