📌 Note: There is a monthly fee for CHR AI-powered features based on usage. Contact the TELUS Health Sales team for more information (refer to Contact us).
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.
If your administrator has configured default or specialty-specific templates and recipients in Settings > AI-Powered Features, the AI automatically selects the appropriate template and recipient based on those settings and the encounter's identified specialty. For more information, refer to Configuring AI referral letter specialty templates and recipients.
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.
Click Run Agents in the encounter header to trigger suggestions. You can enable automatic mode to generate suggestions automatically during documentation. Refer to Configuring encounter agents run settings for more information.
Click the count tag next to the Referrals section header.
The AI copilot window opens on the right side of your screen and displays the Suggestions tab. Hover over any suggestion badge to preview the proposed addition and its source from the encounter note to help you quickly assess each suggestion.
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 Dismiss all.
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.
Review and edit the pre-filled information. The referral letter agent pulls the header and footer from the clinic's settings template and automatically pre-populates the Recipient field based on the specialty identified in the encounter if your clinic has configured a default template, specialty override, or specialty-specific recipient. If no templates or recipients are configured, you need to select them manually. For more information, refer to Configuring AI referral letter specialty templates and recipients.
Click Save. The suggestion is marked as accepted and the new letter is added to the Referrals section of the encounter.
Once you sign the encounter, the suggestion badges disappear. If you unlock the encounter, the suggestion badges reappear.
Updated October 28, 2026