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A doctor referral letter sets out the reason for referral, relevant history and clinical findings, so the receiving doctor has what they need. It's drafted from the visit itself, ready for your approval before the next patient walks in.
Your patient doesn't have to repeat their history from scratch at the specialist's office. Take care of your patients while Heidi takes care of the desk work.
The patient session you just finished already contains the referral: history, findings, plan. The doctor referral letter generator turns it into a letter the receiving specialist can act on, without a rewrite.
Start with a sample visit or paste your own clinician-patient dialogue; a typed transcript of the encounter works fine. The generator reads the encounter and pulls the history, findings and reason for referral into a structured letter.
Check the draft letter. Try swapping in the template for the specialist you're referring to, then adjust the voice and structure until it reads the way you write. You can choose from Brief, Goldilocks, Detailed and Super Detailed to change the tone, or better yet, match to your own style using My Voice.
A free Heidi account lets you save your go-to referral templates, make final edits and download the letter ready for your letterhead. The next referral starts from the format you already trust.
Heidi works from what was actually said in the room. History, findings and the reason for referral carry across automatically, so nothing gets left out or retyped from memory at the end of the day.
A single encounter produces your clinical note, the referral letter and any patient summary or discharge note you need. You place the information once. The succeeding documents go wherever they should land.
Don’t spend hours generating letters in the format receiving specialists expect: presenting complaint, relevant history and a specific reason for referral. Referring somewhere new? Change the template without starting the letter over.
Every letter is a draft until you say otherwise. You review, edit and approve the content before it goes out, so each referral reflects your clinical judgment, not just an AI summary of the visit.
Dr Tony Fernando
Dr Slushna Weeramuni
Tatiana Lowe
Dr Michael Mills
Common questions doctors ask before using an AI referral letter generator.
Yes. Heidi’s generator works from the transcript of the encounter, so it doesn't matter whether the visit happened in a room, over video or on the phone. If there's a documented conversation, there's a referral letter in it.