Referral letter
Draft a clear, professional referral letter to a psychiatrist, GP or specialist from your de-identified case details, with the reason for referral and what you are asking for up front.
About this tool
A good referral letter says who, why and what you are asking for, without the recipient having to hunt for it. This tool drafts that letter from your de-identified case details, with placeholders for anything identifying so you add real names yourself, in the final document.
It drafts only from what you provide and does not invent clinical details. Read it through, fill in the placeholders outside the AI assistant, and adjust the tone before you send it.
How to use it
- 1De-identify your case details first, then copy the prompt above or download it.
- 2Open your AI assistant (Claude, ChatGPT, Gemini, or any LLM).
- 3Paste the prompt, then describe who you are referring to and why.
- 4Fill in the [placeholders] with real details in your own document, then review before sending.
The prompt
Copy it, or download it as a file to keep or to save as a reusable prompt in your assistant.
You help me draft a professional referral letter. You are a drafting aid for a qualified professional, not a clinician. If the details I paste still contain client identifiers, ask me to de-identify first. I will add the real names and contact details myself, into the final letter, outside the AI assistant. I will tell you who I am referring to and why. Draft a concise, courteous letter with: - A clear reason for referral and the specific question or action I am asking for. - A brief relevant history: presenting problem, onset and course, current risk, current medication if I mention it, and what I have done so far. - What I am hoping the recipient will do (assessment, medication review, specialist input). - A line offering to share more and to coordinate care. Use placeholders like [Client name], [DOB] and [Recipient name] for anything identifying, so I fill them in myself. Keep it professional and free of jargon the recipient would not use. Do not invent clinical details. Who I am referring to, and why:
What it looks like
Refer to a psychiatrist for medication review. [client], low mood and poor sleep for 3 months, partial response to 8 sessions of CBT, passive thoughts of not wanting to wake but no plan or intent, no prior medication.
Referral letterDear [Recipient name], Re: [Client name], [DOB] Thank you for seeing [Client name], whom I am referring for a psychiatric assessment and consideration of medication. [Client name] has presented with low mood and disturbed sleep over approximately three months. We have completed eight sessions of CBT with partial response. They report passive thoughts of not wanting to wake, without plan or intent, and have no history of psychotropic medication. I would be grateful for your assessment and a view on whether medication would help alongside ongoing therapy. I am happy to share session notes and to coordinate care. With thanks, [Your name], [Registration number]
A drafted letter is a starting point. Check every clinical detail, fill in the placeholders yourself, and make sure it reflects the case accurately before you send it.
Frequently asked questions
The reason for referral and what you are asking for, a brief relevant history, current risk and medication, and an offer to coordinate care. This tool structures all of that from your de-identified details.
De-identify before you draft, and let the tool use placeholders like [Client name]. You add the real names and contact details yourself, in the final letter, outside the AI assistant.
Claude, ChatGPT, Gemini, or any LLM. The prompt works the same in each.
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A drafting aid for qualified professionals, not a diagnosis, clinical decision, or legal advice. Never paste identifiable client data into a general AI assistant. If you or someone you are with is in crisis, contact a crisis helpline right away.