Letters & Documents, Drafted For You

Clinical Letters in Seconds.

Documents AI drafts referral letters, treatment summaries, prior authorizations, and more — straight from your clinical notes, on your letterhead, with your signature. You review and sign; the busywork is gone.

Try free — no credit card required • Pro plan: $39/month (billed annually)

Documents AI template library — referral, treatment summary, prior authorization, insurance appeal, accommodation, and ESA letter templates

HOW IT WORKS

From note to signed letter in three steps

1

Pick a Template

Choose a document — referral, treatment summary, prior authorization, ESA, accommodation, and more — or create your own with custom instructions.

2

Generate from Your Notes

AI drafts the document from your clinical notes — this session or the full patient history — and applies your letterhead, signature, and saved details automatically.

3

Review, Sign, Send

Edit anything, fill in any bracketed placeholders, then copy or download a signable PDF. Nothing is stored beyond your record.

Frequently Asked Questions

Referral letters, treatment summaries, prior authorization and appeal letters, return-to-work and accommodation letters, ESA letters, termination summaries, client recaps, and any custom document you define with your own template instructions.

Documents are generated from your finalized clinical notes — never the raw transcript. You choose whether to draw from just the current session or the patient’s full session history.

Yes. Your letterhead, logo, signature, and reusable details (clinician name, credentials, practice, NPI, license) are stored in Document Settings and applied automatically. Anything still missing is left as a clearly marked placeholder for you to complete.

No. Per-document context you add at generation time (recipient, claim number, the patient’s full legal name) is used only for that document and never stored. The clinician reviews and signs every document — AI output is always a draft.

Yes. Document generation counts against your 5 free AI generations per month on the free plan, and is unlimited on the Pro plan.

Ready to Stop Writing Letters by Hand?

Join mental health practitioners using Documents AI to turn finished notes into signed, send-ready letters in seconds.