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.
Client Session Summary
Warm, client-friendly summary of the session for the client's reference.
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.
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.
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.
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.
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.
Clinical Supervision Record
Record of clinical supervision session documenting case review, skill development, and self-care.
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.
Critical Incident Report
Formal reporting of a serious incident, responding actions, and organisational notification.
Letter of Support for Accommodations
Neuroaffirming letter framing accommodations as environmental modifications, referencing the Disability Discrimination Act 1992.
Neuroaffirming School Support Letter
Strengths-based letter for schools describing how a student learns best, classroom adjustments, and communication preferences organised by context.
GP Letter (Brief / First Session)
Brief letter to referring GP following initial consultation, confirming attendance, presenting concerns, and initial plan.
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.
Diagnosis Confirmation Letter
Formal letter confirming a clinical diagnosis for GP, school, employer, or other agencies requiring documentation.
Disability Support Pension (DSP) Supporting Letter
Supporting letter for Centrelink Disability Support Pension applications documenting diagnosis, functional impact, treatment history, and prognosis.
WorkSafe Victoria Psychology Progress Report (PS604)
Structured progress report aligned with WorkSafe Victoria PS604 form requirements for psychological injury claims.
WorkSafe Victoria Initial Psychology Report (PS109)
Initial psychological report for WorkSafe Victoria claims covering assessment, diagnosis, treatment plan, and work capacity.
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.
NSW SIRA Allied Health Recovery Request
Template aligned with NSW SIRA requirements for allied health treatment requests in workers compensation and CTP claims.
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185 templates across 8 categories. Pick the one that matches your workflow.
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