Skip to main content

Heidi launches first AI device for clinical work: Remote

Heidi AI
Log inGet Heidi free
Haematologist Template

Referral Letter to Specialist

A professional Haematologist template for healthcare professionals.
Use this templateBrowse more templates
Browse more templates

About this template

Need to refer a patient to a specialist? This Referral Letter to Specialist is designed for healthcare professionals to efficiently communicate patient information to specialists. Ideal for doctors, this template allows for a clear and concise summary of the patient's condition, medical history, medications, and investigation results. With this template, you can ensure specialists have all the necessary information for informed decision-making. This template is designed to be used with Heidi, the AI medical scribe, which will automatically populate the template with information from your patient's visit, saving you time and improving accuracy.

Preview template

Dr. Eleanor Vance Thank you for considering this referral of Sarah, whom I reviewed for persistent fatigue, recurrent infections, and abnormal blood counts requiring further investigation. Sarah has been experiencing increasing fatigue over the past six months, accompanied by frequent upper respiratory tract infections and bruising. Her recent blood tests have revealed a low white blood cell count and thrombocytopenia. She is currently stable but requires further assessment to determine the underlying cause of her symptoms. Medical History: - Appendectomy at age 10 - No known allergies Medication Listing: - Paracetamol 500mg as needed for headaches Investigations: - 15 October 2024: Full Blood Count - White blood cell count 2.8 x10^9/L (low), Platelets 80 x10^9/L (low) - 20 October 2024: Peripheral Blood Smear - Shows atypical lymphocytes and reduced platelets. - 25 October 2024: Bone Marrow Biopsy - Pending Thank you for your assistance with this referral and the ongoing care of the patient. I would appreciate receiving a copy of your correspondence. Please notify my rooms if the patient fails to attend your consultation and/or is unable to be contacted. Patient can be contacted via email at sarah.jones@email.com or by phone at 07700 900000. Sarah requires wheelchair access. I will review Sarah again on 1 December 2024.
[Full name of doctor who has been referred] Thank you for considering this referral of [patient's first name], whom I reviewed for [their condition, symptoms or results requiring further investigation]. [Summarise the patient's current status, including reasons for referral, any new medical illnesses, changes in medication, or resolution of previous conditions, and overall well-being.] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Write in a single paragraph of full sentences.) Medical History: [document patient's medical history, including significant past illnesses, surgeries, and relevant diagnostic results] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Write as bullet points with "-".) [document relevant family medical history] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Write as bullet points with "-".) Medication Listing: [list current and relevant past medications, including dosage and frequency if provided] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Write as bullet points with "-".) Investigations: [list relevant investigation results with corresponding dates and specific findings, including laboratory tests and imaging results] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely. Write as a list. Order chronologically from oldest to most recent. Each entry should begin with the date, followed by test name and findings on subsequent lines.) Thank you for your assistance with this referral and the ongoing care of the patient. I would appreciate receiving a copy of your correspondence. Please notify my rooms if the patient fails to attend your consultation and/or is unable to be contacted. [document how the patient is best contacted] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely.) [note any accessibility requirements the patient may have] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely.) [explain when the patient will be seen next by practicing doctor] (Only include if explicitly mentioned in transcript, context or clinical note, else omit section entirely.) (Never come up with your own patient details, assessment, plan, interventions, evaluation, and plan for continuing care - use only the transcript, contextual notes or clinical note as a reference for the information included in your note. If any information related to a placeholder has not been explicitly mentioned in the transcript, contextual notes or clinical note, you must not state the information has not been explicitly mentioned in your output, just leave the relevant placeholder or omit the placeholder completely. Use as many lines, paragraphs or bullet points, depending on the format, as needed to capture all the relevant information from the transcript.)
Browse more templatesUse this template

How to use this template

Step 1: Download the template
1Step 1

Download the template

Get started by downloading the template to your device

Step 2: Customize to your needs
2Step 2

Customize to your needs

Tailor the template to match your specific requirements

Step 3: Deploy and share
3Step 3

Deploy and share

Implement your customized template and share with your team

Browse more templatesUse this template

Related Templates

Document

132 - GP Letter

Joanna Czerwinski

Haematologist, Australia

Document

116 -**Chemo Review GP Letter

Joanna Czerwinski

Haematologist, Australia

Note

Thrombosis Consult

Jessica Krahn

Haematologist, Canada

Start practicing with a partner

Care is better with Heidi
Use this template

Specialty

Haematologist

Used

14 times

Type

Document

Last edited

13/5/2026

Created by

Joanna Czerwinski

Heidi AI

Heidi. By your side.

© 2026 Heidi. All rights reserved.

Specialties

  • Family Medicine

  • Specialists

  • Nurses

  • Mental Health

  • Allied Health

  • Dentists

  • Veterinarians

  • Trainees

Compliance

  • Safety

  • Trust Center

  • AU/NZ

  • Canada

  • UK

  • GDPR

  • HIPAA

Product

  • Pricing

  • Changelog

  • Downloads

  • Heidi Guides

  • Help Centre

  • System Status

  • System Requirements

About Us

  • Contact Us

  • Company

  • Customer Stories

  • Media

  • Open Roles

    10+
  • People

  • Partnerships

Resources

  • Blog

  • ROI Calculator

  • Resource Centre

  • Template Community

  • FAQs

Legal

  • Privacy Policy

  • Terms of Service

  • Usage Policy

  • UKGDPR Policy

  • Accessibility

Ask AI about Heidi: