Letters and documents from your notes
Clinical letters drafted from your notes.
Documents AI drafts referral letters, treatment summaries, prior authorizations, and more from your clinical notes. It goes on your letterhead with your signature. You review it, fill in anything left blank, and sign.
Free to start, no credit card • Pro is $49/month
HOW IT WORKS
From note to signed letter
Pick a template
Referral, treatment summary, prior authorization, ESA, accommodation, and more. Or write your own with custom instructions.
Generate from your notes
Draw on this session or the full patient history. Your letterhead, signature, and saved details are filled in for you.
Review, sign, send
Edit anything, fill in any bracketed placeholders, then copy the text or download a signable PDF.
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.
From your finalized clinical notes, never the raw transcript. You choose whether to draw on 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) live in Document Settings and are applied to every document. Anything still missing is left as a clearly marked placeholder for you to fill in.
No. Details you add for one document (recipient, claim number, the patient’s full legal name) are used for that document only and never stored. You review and sign every document. AI output is always a draft.
Yes. On the free plan, each document counts toward your 5 free AI generations per month. On Pro it is unlimited.
Want to know what a strong prior authorization, referral, or treatment summary needs to include? Read our guide to clinical letters in mental health.