Prepare a referral-letter draft
Organize verified information into a referral for clinician approval.
For doctors · Editorial guide · Sources checked October 22, 2026
These are workflow examples, not medical advice. Use organization-approved systems, required patient consent and appropriate privacy agreements. A clinician must review clinical output before it enters the record or reaches a patient.
Before you start
Verified reason for referral, relevant history and approved organizational template.
Explore: Microsoft Dragon Copilot ↗
Use the product for the supported part of this workflow. Example prompts are adaptable writing instructions, not a promise that every tool accepts text prompts or implements every step.
Follow the workflow
- STEP 1
Use an approved clinical environment and the minimum necessary information.
- STEP 2
Draft the letter from supplied facts, explicitly marking missing fields.
- STEP 3
Review recipients, urgency and attachments before securely sending.
Example prompt / brief
Replace bracketed text with non-sensitive, authorized information.
Using this synthetic case and template, draft a referral. Do not invent examination findings, urgency or test results. Put [needs clinician input] where information is missing.
What you should have
A reviewed referral letter with verified attachments.
Review before using
The clinician decides urgency and destination; staff verify secure delivery.
Explore the source
Microsoft Dragon Copilot: official information ↗
This is an original workflow proposal, not a verified customer case study or a measured productivity claim. Check results on your own task.
What worked for you?
Share a tool, an improvement or a practical lesson. Do not include patient, student, client or account information.