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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.

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Professional Letter / Correspondence

  1. 1
    Recipient Details
  2. 2
    Client Summary
  3. 3
    Clinical Information
  4. 4
    Recommendations / Request
  5. 5
    Collaboration

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
    1. Recipient Details
    2. Client Summary
    3. Clinical Information
    4. Recommendations / Request
    5. Collaboration
    6. Closing
    Built for
    • General Practitioner
    • Psychologist
    • Clinical Psychologist
    • Psychiatrist
    • +29 more
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  • Client Session Summary

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

    Structure · 5 sections
    1. Session Overview
    2. Key Insights
    3. Progress
    4. Takeaways
    5. Action Items
    Built for
    • Psychologist
    • Clinical Psychologist
    • Counsellor
    • Social Worker
    • +16 more
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  • 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
    1. Client Details
    2. Diagnosis
    3. Presenting Issues
    4. Treatment Summary
    5. Progress
    6. Clinical Necessity
    7. Recommendations
    Built for
    • Psychologist
    • Clinical Psychologist
    • Speech Pathologist
    • Occupational Therapist
    • +13 more
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  • 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
    1. Client Details
    2. Reason for Referral
    3. Treatment Provided
    4. Outcomes
    5. Discharge Plan
    6. Follow-Up
    Built for
    • Psychologist
    • Clinical Psychologist
    • Psychiatrist
    • Social Worker
    • +20 more
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  • 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
    1. Diagnoses
    2. Formulation
    3. Short-term Goals
    4. Long-term Goals
    5. Interventions
    6. Review
    Built for
    • Psychologist
    • Clinical Psychologist
    • Social Worker
    • Counsellor
    • +13 more
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  • 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
    1. Patient Details
    2. Date of Examination
    3. Diagnosis
    4. Fitness Statement
    5. Work Capacity
    6. Treatment Plan
    7. Review Date
    Built for
    • General Practitioner
    • Psychiatrist
    • Physiotherapist
    • Psychologist
    • +11 more
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  • 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
    1. Instructions
    2. Background
    3. Assessment
    4. Clinical Findings
    5. Opinion
    6. Prognosis
    7. Declaration
    Built for
    • Psychiatrist
    • Psychologist
    • Clinical Psychologist
    • General Practitioner
    • +11 more
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  • Clinical Supervision Record

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

    Structure · 6 sections
    1. Session Focus
    2. Cases Discussed
    3. Ethical Issues
    4. Skill Development
    5. Wellbeing/Self-Care
    6. Action Items
    Built for
    • Psychologist
    • Clinical Psychologist
    • Social Worker
    • Counsellor
    • +16 more
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  • 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
    1. Participants
    2. Case/Topic
    3. Reflections
    4. Feedback/Recommendations
    5. Learning Outcomes
    Built for
    • Psychologist
    • Clinical Psychologist
    • Social Worker
    • Counsellor
    • +9 more
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  • Critical Incident Report

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

    Structure · 7 sections
    1. Incident Details
    2. People Involved
    3. Immediate Response
    4. Witness Accounts
    5. Outcome
    6. Notifications
    7. Review
    Built for
    • Social Worker
    • Nurse Practitioner
    • Case Manager
    • Mental Health Nurse
    • +12 more
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  • Letter of Support for Accommodations

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

    Structure · 6 sections
    1. Recipient Details
    2. Clinician Statement
    3. Neurodivergent Profile
    4. Functional Impact in Context
    5. Recommended Accommodations
    6. Review
    Built for
    • Psychologist
    • Clinical Psychologist
    • Occupational Therapist
    • Psychiatrist
    • +7 more
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  • 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
    1. Student Profile
    2. Learning Strengths
    3. Support Needs in School Environment
    4. Recommended Classroom Adjustments
    5. Communication Preferences
    6. Collaboration
    Built for
    • Psychologist
    • Clinical Psychologist
    • Occupational Therapist
    • Speech Pathologist
    • +6 more
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  • GP Letter (Brief / First Session)

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

    Structure · 7 sections
    1. Recipient Details
    2. Re: Client
    3. Attendance Confirmation
    4. Presenting Concerns
    5. Initial Impression
    6. Treatment Plan
    7. Closing
    Built for
    • Psychologist
    • Clinical Psychologist
    • Counsellor
    • Social Worker
    • +16 more
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  • 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
    1. Recipient Details
    2. Re: Client
    3. Sessions Attended
    4. Treatment Summary
    5. Outcome Measures
    6. Current Presentation
    7. Risk
    8. Recommendations
    9. Closing
    Built for
    • Psychologist
    • Clinical Psychologist
    • Counsellor
    • Social Worker
    • +13 more
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  • Diagnosis Confirmation Letter

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

    Structure · 8 sections
    1. Recipient Details
    2. Re: Client
    3. Assessment Context
    4. Diagnosis
    5. Diagnostic Criteria Met
    6. Functional Impact
    7. Recommendations
    8. Closing
    Built for
    • Psychologist
    • Clinical Psychologist
    • Psychiatrist
    • Paediatrician
    • +6 more
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  • 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
    1. Recipient Details
    2. Re: Client
    3. Professional Relationship
    4. Diagnosis
    5. Functional Impact
    6. Treatment History
    7. Prognosis
    8. Closing
    Built for
    • Psychologist
    • Clinical Psychologist
    • Psychiatrist
    • Social Worker
    • +6 more
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  • WorkSafe Victoria Psychology Progress Report (PS604)

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

    Structure · 9 sections
    1. Worker Details
    2. Claim Details
    3. Diagnosis
    4. Treatment Summary
    5. Current Presentation
    6. Functional Capacity
    7. Return to Work
    8. Treatment Plan
    9. Certification
    Built for
    • Psychologist
    • Clinical Psychologist
    • Counsellor
    • Social Worker
    • +1 more
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  • WorkSafe Victoria Initial Psychology Report (PS109)

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

    Structure · 10 sections
    1. Worker Details
    2. Referral
    3. Assessment
    4. History
    5. Clinical Findings
    6. Diagnosis
    7. Functional Impact
    8. Treatment Plan
    9. Return to Work
    10. Certification
    Built for
    • Psychologist
    • Clinical Psychologist
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  • 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
    1. Worker Details
    2. Claim Details
    3. Diagnosis
    4. Treatment Progress
    5. Current Presentation
    6. Work Capacity
    7. Ongoing Treatment
    8. Declaration
    Built for
    • Psychologist
    • Clinical Psychologist
    • Counsellor
    • Social Worker
    • +3 more
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  • 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
    1. Claimant Details
    2. Insurer Details
    3. Diagnosis
    4. Treatment Request
    5. Recovery Goals
    6. Work Capacity
    7. Declaration
    Built for
    • Psychologist
    • Clinical Psychologist
    • Counsellor
    • Social Worker
    • +7 more
    View template → Try free

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