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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.

Generate this note from a recording or dictation

Free — 10 sessions per month, no credit card required.

Template structure

The professional letter / correspondence template captures these sections automatically from your recording.

  1. 1Recipient Details
  2. 2Client Summary
  3. 3Clinical Information
  4. 4Recommendations / Request
  5. 5Collaboration
  6. 6Closing

Built for

General PractitionerPsychologistClinical PsychologistPsychiatristCounsellorSocial WorkerPhysiotherapistSpeech PathologistOccupational TherapistSchool CounsellorRehabilitation CounsellorDietitianNurse PractitionerMental Health NursePsychotherapistExercise PhysiologistChiropractorOsteopathPaediatricianNeuropsychologistEducational PsychologistForensic PsychologistAudiologistPodiatristDentistGeriatricianNeurologistObstetricianOrthopaedic SurgeonSleep SpecialistMidwifeClinical Nurse SpecialistRadiologist

How it works

  1. 1

    Record or dictate the session

    In-person, telehealth, or hybrid. Audio is deleted immediately after transcription — never stored.

  2. 2

    Pick the Professional Letter / Correspondence template

    Or set it as your default for this session type so future recordings use it automatically.

  3. 3

    Review and finalise

    Your note is generated in the structure above. Edit anything you want — your practice, your voice — then save to the client record.

More document templates

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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.

No credit card required

Try the Professional Letter / Correspondence template free

10 sessions per month on the free tier. Upgrade anytime from $19/month + GST for more sessions, longer recordings, and unlimited dictations.

Professional Letter / Correspondence Template — AI Note Template | Grounded Scribe | Grounded Scribe