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Referral Letter Generator

A referral that says "please evaluate" wastes everyone’s time. This one states the functional concern, what you have already tried, and the specific question you want answered.

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Works with OT · PT · SLP · BCBA credentials · Insurance, Medicare, Medicaid and school settings · 50-state formats How compliance works
1Who you are
2This session
3Your note
REFERRAL LETTER2026-09-15 · 30 min
Reason for Referral
Current Function
Clinical Concern
Requested Action

Fill the form above and press Generate note to see your record here.

How this works

State the question you want answered

The most common failure in a referral is not saying what you are asking for. "Please evaluate" leaves the receiving clinician guessing. "Please evaluate for retained reflexes given the plateau in handwriting despite eight weeks of graded intervention" tells them exactly what to look for and why the referral exists now.

Say what you already tried

A referral that omits prior intervention invites the receiving provider to repeat work you have completed. Listing the interventions you delivered and the response you observed is the fastest way to make the referral credible — and it is exactly what this tool extracts from your selections.

Plateau is a legitimate reason to refer

When progress stops despite consistent skilled intervention, something changed or something was missed. Documenting the plateau with the interventions already tried makes a strong case for a second opinion. The plateau response setting produces that framing automatically.

Questions

Common questions

Is this the same as a physician referral?
No. A physician referral authorizes services; this is a clinical handoff letter asking another provider to evaluate or co-manage. Use it for the latter.
Should I include the full history?
Include what is relevant to your question. A referring clinician who receives three pages will read the first paragraph. Keep it to what supports your ask.