⚠️ Important: This is currently a beta feature, available to a few CHR beta users in order to test and provide feedback. It will be available to more users once the beta period is complete.
The referral letter AI agent streamlines one of healthcare's most time-consuming administrative tasks of creating patient referral letters. This AI-powered feature recognizes when a referral may be required during a clinical encounter, automatically drafts detailed referral letters using existing encounter data, and alerts providers through an intuitive AI suggestion badge. By automating this workflow, this agent standardizes referral quality, and keeps care moving without the administrative drag, enabling providers to dedicate more time to patient care.
Steps
Start or access an encounter from your schedule, from the Visits dashboard, or from the patient's chart. Refer to Starting an encounter.
Begin writing your notes in the History, Examination and Assessment and Plan sections of the encounter. The AI analyzing spinner appears at the bottom of the window, beside the Sign button.
📌 Note: A yellow banner appears if the AI agent is temporarily unavailable. This indicates that you should manually review and enter social history information.
3. AI suggestions appear as distinct badges below the Referrals section after autosave or you navigate away from the encounter.
4. Two counters help you track your suggestions:
a. The AI suggestions counter above the suggestion badges includes both pending and accepted items.
📌 Note: The suggestion count remains constant even as you accept items, helping you track your overall progress.
b. The pending counter, located beside the Sign button, shows only suggestions awaiting your review.
5. Hover over any suggestion badge to preview the proposed addition and its source from the encounter note. This preview helps you quickly assess the relevance of each suggestion.
6. You can quickly handle suggestions either individually or in bulk.
a. Click the checkmark to accept individual suggestions or the X to dismiss them.
b. For multiple suggestions, click Accept all or Dismiss all.
📌 Note: Suggestion badges show a green checkmark once accepted. When you accept multiple suggestions, badges turn grey to indicate processing. If you dismiss all suggestions while one remains open, it closes automatically if you haven't made changes; otherwise, it asks you to confirm. When one provider accepts a suggestion, all providers see the update in real time.
7. Click the AI icon on any suggestion badge to launch the AI copilot, a patient and encounter-specific chat interface where you can request changes to suggestions, for example.
📌 Note: Multiple providers can access the AI copilot simultaneously. Your messages appear in blue and other providers' messages in grey. For more information, refer to Using the AI Agent Copilot.
8. The referral letter agent automatically includes a header and footer pulled from the clinic's settings template. You cannot disable the header and footer. For more information, refer to Configuring CHR AI-powered features settings.
9. When you click a suggestion badge, a detailed new referral letter opens, and a purple AI icon appears next to AI-prefilled fields. The AI automatically suggests the letter title and content using available encounter data. If you change the letter body or title, the AI icon (suggestion indicator) disappears.
10. Review and edit the pre-filled information as needed. You can manually fill any fields left blank by the AI Agent.
11. Click Save. The suggestion is marked as accepted and the new letter is added to the Referrals section of the encounter.
12. Once you sign the encounter, the suggestion badges disappear. If you unlock the encounter, the suggestion badges reappear.
Updated February 11, 2026