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Psy

Referral & pre-intake

Referral letter drafter

Draft a professional referral letter to a GP, psychiatrist, or specialist with region-appropriate conventions.

Standard tool; account and usage limits apply. Review the current offer in the app before paying.

The task

When this tool helps

You need to explain a focused referral question without sending a whole case record.

Why use a dedicated tool?

The dedicated form keeps region, client age band, referral details in one task-specific starting point. You supply the context, review the draft, and decide what to use.

Pro access covers the settings marked Pro. Check the offer, usage limits, and renewal terms shown in your app before paying.

From input to draft

A concrete example

Fictional material

Sample input

What you bring

Fictional adult client A consents to a GP referral about persistent sleep difficulty. Four sessions have focused on a regular evening routine. Ask the GP to consider medical contributors. Include only this information.

Illustrative draft

Reason for referral: persistent sleep difficulty. Work to date: four sessions addressing the evening routine. Request: please consider whether medical contributors warrant assessment. Consent: the client has agreed to this referral.

Written to illustrate the task; this is not a captured Psy output. It is a draft for professional review.

In the application

Inputs and customization

Current fields for Referral letter drafter
InputChoices or guidanceAccess
RegionRequired
3 available choices
  • United States (DSM-5-TR / HIPAA) Default
  • United Kingdom (ICD-11 / GDPR)
  • Western Europe (ICD-11 / GDPR)
Standard
Client age bandOptional
4 available choices
  • Child
  • Adolescent
  • Adult Default
  • Older adult
Standard
Referral detailsRequiredReason for referral, relevant history, question for the recipient…Standard

Region labels describe available settings, not legal or regulatory certification. Experimental options may change.

From context to a reviewed draft

  1. Open the tool. Use your existing account or the access options shown in Psy.
  2. Add the relevant context. Complete the required inputs and select the settings available to your plan.
  3. Generate and review. Check facts, omissions, wording, and suitability before saving or sharing.
Open Referral letter drafter

Before you begin

Questions about this tool

What do I need to provide?

Region, Referral details The current fields and available settings are listed above.

Does this need Pro access?

This is a standard tool with account and usage limits. Check current access and payment terms in the app.

What must I check before using the result?

Confirm the recipient, consent, factual history, and professional scope before sending. The tool does not send a letter or arrange a referral.

Can I enter identifiable client information?

Check your professional obligations and the product's documented data handling first. Remove direct and indirect identifiers and avoid unnecessary sensitive information. Review data handling and current policies.