CopyDenial appeal
A draft appeal written in the payer's language.
← Jobs
Referral letter
The referral letter should contain what the next clinician needs, not every fact you can remember while staring at a blank document. Your Assistant drafts it from the chart.
Ask your Assistant
Therapy referral letter, drafted from the full chart
Draft a referral letter for this client using the chart. Include the reason for referral, relevant history, current treatment, risk considerations, and the specific question for the receiving provider, while keeping unnecessary sensitive details out.
See it work
Upheal Assistant
Example
Referral letter
Alex · Tue 2:00 PM · Session 14
Referral draft:
I am referring Alex for psychiatric evaluation due to persistent anxiety and sleep disruption despite ongoing psychotherapy. Treatment has focused on avoidance, assertive communication, and sleep-related routines, with partial improvement. Please evaluate current symptoms, medication options, and any additional recommendations relevant to care coordination.
Fictional example · No real client data.
How it works
It gathers the relevant story
Reason for referral, course of treatment, current concerns, risk, progress, and other information you choose to share are pulled together.
It writes for the receiving clinician
The draft prioritizes continuity of care over chart archaeology.
You control the disclosure
Review accuracy, authorization, and minimum necessary information before sending the letter.
Your most popular FAQs
What should a therapy referral letter include?
The reason for referral, relevant diagnosis and history, treatment to date and response, current risk, what you are asking the receiving clinician to do, and your contact details. Include only what the next clinician needs, with the client's consent.
How do you write a referral letter to another clinician?
Lead with the ask, then give the context that supports it. Two or three focused paragraphs beat a full history. Confirm the client has signed a release before sending anything.
How does Upheal Assistant draft the referral letter?
From the client's chart, so it contains what the next clinician needs rather than what you can recall while staring at a blank page. You review it before it is sent.
Does it send the letter?
No. You review it, confirm the client has signed a release, and send it yourself. The Assistant drafts from the chart; the decision to share stays with you.
More jobs like this
Your practice just gained a colleague.
Every job on this page is free to try today. Bring your calendar, your notes, and the admin you're tired of doing alone.
100% HIPAA compliant
Nothing leaves your EHR
Never used to train models