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20 templates

Documents & Letters Library

Professional correspondence, referrals, formal reports, and administrative letters. From referral letters and consultation reports to school letters and confirmation of care — generated from your recordings or dictation.

Showing 20 of 20 templates

Professional Letter / Correspondence

Unified professional letter template for referrals, GP correspondence, school letters, employer letters, and provider emails. The AI adapts content and confidentiality level based on the recipient.

Structure · 6 sections
Recipient DetailsClient SummaryClinical InformationRecommendations / RequestCollaborationClosing
Built for
General PractitionerPsychologistClinical PsychologistPsychiatrist+29 more

Client Session Summary

Warm, client-friendly summary of the session for the client's reference.

Structure · 5 sections
Session OverviewKey InsightsProgressTakeawaysAction Items
Built for
PsychologistClinical PsychologistCounsellorSocial Worker+16 more

Progress / Insurance Report

Formal progress report for referrers, insurers, or funding bodies. Includes optional insurance-specific sections for clinical necessity, ICD codes, and claim details.

Structure · 7 sections
Client DetailsDiagnosisPresenting IssuesTreatment SummaryProgressClinical NecessityRecommendations
Built for
PsychologistClinical PsychologistSpeech PathologistOccupational Therapist+13 more

Discharge Summary

Discharge summary closing out an episode of care. Captures presenting concerns, treatment delivered, outcomes and current functioning, risk status, recommendations, and follow-up arrangements with other providers. Written in the format GPs, referring clinicians, and external services expect when care is being handed back.

Structure · 6 sections
Client DetailsReason for ReferralTreatment ProvidedOutcomesDischarge PlanFollow-Up
Built for
PsychologistClinical PsychologistPsychiatristSocial Worker+21 more

Treatment Plan Summary

Formal treatment plan document covering diagnoses, biopsychosocial formulation, treatment goals (with measurable indicators), proposed interventions, expected duration, and review points. Designed to share with the client, GP, or third parties (insurers, NDIS, schools) as a clinical roadmap rather than a session note.

Structure · 6 sections
DiagnosesFormulationShort-term GoalsLong-term GoalsInterventionsReview
Built for
PsychologistClinical PsychologistSocial WorkerCounsellor+13 more

Medical / WorkCover Certificate

Certificate of capacity for fitness for work, study, or WorkCover purposes. Includes optional workers compensation fields for claim number, mechanism of injury, and functional limitations.

Structure · 7 sections
Patient DetailsDate of ExaminationDiagnosisFitness StatementWork CapacityTreatment PlanReview Date
Built for
General PractitionerPsychiatristPhysiotherapistPsychologist+11 more

Medico-Legal Report

Independent medico-legal report for court, tribunal, insurer, or workers-compensation purposes. Structured around the referrer's questions: history, examination, diagnosis, causation, prognosis, capacity, and reasoned clinical opinion. Written in the formal, defensible style required for medico-legal use.

Structure · 7 sections
InstructionsBackgroundAssessmentClinical FindingsOpinionPrognosisDeclaration
Built for
PsychiatristPsychologistClinical PsychologistGeneral Practitioner+11 more

Clinical Supervision Record

Record of clinical supervision session documenting case review, skill development, and self-care.

Structure · 6 sections
Session FocusCases DiscussedEthical IssuesSkill DevelopmentWellbeing/Self-CareAction Items
Built for
PsychologistClinical PsychologistSocial WorkerCounsellor+16 more

Peer Supervision Record

Record of peer consultation or group supervision sessions — capturing the cases discussed (de-identified), reflections and feedback received, learning points, and any action items. Useful as evidence for AHPRA CPD requirements and supervision logbooks.

Structure · 5 sections
ParticipantsCase/TopicReflectionsFeedback/RecommendationsLearning Outcomes
Built for
PsychologistClinical PsychologistSocial WorkerCounsellor+9 more

Critical Incident Report

Formal reporting of a serious incident, responding actions, and organisational notification.

Structure · 7 sections
Incident DetailsPeople InvolvedImmediate ResponseWitness AccountsOutcomeNotificationsReview
Built for
Social WorkerNurse PractitionerCase ManagerMental Health Nurse+12 more

Letter of Support for Accommodations

Neuroaffirming letter framing accommodations as environmental modifications, referencing the Disability Discrimination Act 1992.

Structure · 6 sections
Recipient DetailsClinician StatementNeurodivergent ProfileFunctional Impact in ContextRecommended AccommodationsReview
Built for
PsychologistClinical PsychologistOccupational TherapistPsychiatrist+7 more

Neuroaffirming School Support Letter

Strengths-based letter for schools describing how a student learns best, classroom adjustments, and communication preferences organised by context.

Structure · 6 sections
Student ProfileLearning StrengthsSupport Needs in School EnvironmentRecommended Classroom AdjustmentsCommunication PreferencesCollaboration
Built for
PsychologistClinical PsychologistOccupational TherapistSpeech Pathologist+6 more

GP Letter (Brief / First Session)

Brief letter to referring GP following initial consultation, confirming attendance, presenting concerns, and initial plan.

Structure · 7 sections
Recipient DetailsRe: ClientAttendance ConfirmationPresenting ConcernsInitial ImpressionTreatment PlanClosing
Built for
PsychologistClinical PsychologistCounsellorSocial Worker+16 more

GP Letter (Progress / MHTP Review)

Progress letter to GP for Mental Health Treatment Plan review, summarising treatment to date, outcomes, and recommendations for further sessions.

Structure · 9 sections
Recipient DetailsRe: ClientSessions AttendedTreatment SummaryOutcome MeasuresCurrent PresentationRiskRecommendationsClosing
Built for
PsychologistClinical PsychologistCounsellorSocial Worker+13 more

Diagnosis Confirmation Letter

Formal letter confirming a clinical diagnosis for GP, school, employer, or other agencies requiring documentation.

Structure · 8 sections
Recipient DetailsRe: ClientAssessment ContextDiagnosisDiagnostic Criteria MetFunctional ImpactRecommendationsClosing
Built for
PsychologistClinical PsychologistPsychiatristPaediatrician+6 more

Disability Support Pension (DSP) Supporting Letter

Supporting letter for Centrelink Disability Support Pension applications documenting diagnosis, functional impact, treatment history, and prognosis.

Structure · 8 sections
Recipient DetailsRe: ClientProfessional RelationshipDiagnosisFunctional ImpactTreatment HistoryPrognosisClosing
Built for
PsychologistClinical PsychologistPsychiatristSocial Worker+6 more

WorkSafe Victoria Psychology Progress Report (PS604)

Structured progress report aligned with WorkSafe Victoria PS604 form requirements for psychological injury claims.

Structure · 9 sections
Worker DetailsClaim DetailsDiagnosisTreatment SummaryCurrent PresentationFunctional CapacityReturn to WorkTreatment PlanCertification
Built for
PsychologistClinical PsychologistCounsellorSocial Worker+1 more

WorkSafe Victoria Initial Psychology Report (PS109)

Initial psychological report for WorkSafe Victoria claims covering assessment, diagnosis, treatment plan, and work capacity.

Structure · 10 sections
Worker DetailsReferralAssessmentHistoryClinical FindingsDiagnosisFunctional ImpactTreatment PlanReturn to WorkCertification
Built for
PsychologistClinical Psychologist

WorkCover Queensland Progress Report

WorkCover Queensland progress report for psychological injury claims. Documents diagnosis, work-related causation, current symptoms and functional impact, treatment provided, response, capacity for work (graduated return-to-work where applicable), and ongoing recommendations. Aligned with WorkCover Queensland reporting expectations.

Structure · 8 sections
Worker DetailsClaim DetailsDiagnosisTreatment ProgressCurrent PresentationWork CapacityOngoing TreatmentDeclaration
Built for
PsychologistClinical PsychologistCounsellorSocial Worker+3 more

NSW SIRA Allied Health Recovery Request

Template aligned with NSW SIRA requirements for allied health treatment requests in workers compensation and CTP claims.

Structure · 7 sections
Claimant DetailsInsurer DetailsDiagnosisTreatment RequestRecovery GoalsWork CapacityDeclaration
Built for
PsychologistClinical PsychologistCounsellorSocial Worker+7 more
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Clinical Letter & Document Templates — Referrals, Reports | Grounded Scribe | Grounded Scribe