Generating Referral Letters

# Generating Referral Letters

A well-crafted referral letter communicates the patient's history concisely to the receiving specialist. ClinIT's AI assistant drafts the letter from session data — the doctor reviews and finalises.

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From within a Session

1. In the active session, click AI → Generate Referral Letter.
2. Fill in the Referral Form:

- Refer To — specialist name/hospital (free text or from contacts).

- Specialty — destination specialty.

- Urgency — Routine / Urgent / Emergency.

- Reason for Referral — brief clinical reason.

1. Click Generate.

The AI composes a structured letter containing:

• Patient demographics and contact
• Current complaint and relevant history
• Examination findings from today's session
• Diagnosis / Impression
• Reason for referral
• Current medications
• Requesting doctor's name, license, stamp

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Reviewing and Editing

The draft appears in a rich-text editor. Edit any section freely. When satisfied:

1. Click Approve & Save — the letter is saved to the patient's chart.
2. Click Print to generate a PDF.
3. Click Share via WhatsApp to send the PDF to the receiving doctor's phone.

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From Outside a Session

1. Go to Referrals in the sidebar.
2. Click + New Referral Letter.
3. Select the patient and complete the form as above.

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Referral Letter Fields (Database)

The ReferralLetter model stores:

• patientId, clinicId, doctorId
• referredTo — destination specialist / clinic
• specialty — receiving specialty
• urgency — ROUTINE / URGENT / EMERGENCY
• clinicalSummary — the full letter body
• diagnosis, reason, currentMeds, notes
• letterDate
• Referral attribution link (source tracking)

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Referral Analytics

Go to Analytics → Referral Sources to see:

• Number of outgoing referrals by specialty.
• Incoming referral attribution (which source referred patients to you).