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Configuring AI referral letter templates and recipients

When a provider completes an encounter, they can use AI to generate a referral letter based on relevant content in the History, Examination, and/or Assessment and Plan sections. For more information, refer to Using the referral letter AI agent or CHR AI-powered: Writing encounters and letters using AI tools.


By default, the AI agent drafts the letter using our default AI referral letter template. However, you can configure a different default template, and specialty-specific templates and recipients to standardize referral workflows by medical specialty. Once configured, your specified template and recipient is automatically applied, eliminating manual provider selection and ensuring consistency. This happens at the time of letter generation, not when the encounter is created.
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Steps

  1. From the main menu, click Settings > AI-Powered Features > AI features.
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  2. Under Patient chart, click the down arrow beside Referral letter to expand that section.

  3. In the AI referral letter suggestions for all encounters section, select a Default Template from the list. By default, the CHR AI referral letter template is selected. If the specialty in the encounter doesn't match any configured override, this default template is used.


    ​📌Note: Templates configured here take priority over the header and footer settings in the General section.

  4. In the Specialty Overrides section, click Add to configure templates and recipients for each medical specialty. When the specialty in the encounter matches a configured override, the AI applies those settings to the letter.

  5. To configure a specialty override, complete the following fields:

    1. Specialty: Select a medical specialty from the list (required).

    2. Template: Select a referral letter template for this specialty. Leave the default template if you only want to configure a recipient.

    3. Recipient: Search your clinic's external Contacts and select the recipient for this specialty. You can also click New contact to create one. Leave blank if you only want to configure a template.

      📌 Note: If a contact has multiple locations or roles, each appears as a separate option in the list.
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  6. To save the specialty configuration, click the checkmark icon. The table sorts alphabetically by specialty by default.

    📌 Note: The Add specialty button is disabled until you save the current row.

    💡Tip: Click the X icon to cancel without saving.
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  7. To sort by a column, click the column header. An arrow indicates the active sort order.

  8. To edit an existing specialty configuration, hover over the row and click the pencil icon.

  9. To remove a specialty configuration, hover over the row and click the trash can icon.
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    Updated November 2, 2026

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