Medical practitioners · clinical notes and letters
Draft referral and follow-up letters from your notes in seconds
The problem
After each clinic, letters to GPs, consultants and patients pile up. Each one restates information that’s already in the notes.
What you get
A draft letter for each recipient in the right format, created from the consultation note and waiting for approval.
Three ways to do it
Indicative monthly running costs, not quotes. They exclude VAT and any one-off build or set-up work. Claude usage is based on Anthropic’s list prices for Claude Sonnet 5.5 and Haiku 5.5; other figures are rough estimates prepared in October 2026.
How it’s built
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Collect your letter templates
Referral, discharge, follow-up and patient summary. Mark the sections that change each time.
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Define the inputs
The consultation note, the recipient type and any attachments such as results.
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Generate the draft
The model writes the letter in your template, in the right tone for the reader.
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Review and sign
The clinician edits and approves, with e-signature if your system supports it.
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Send securely
Use NHSmail, secure email or your practice system, and file a copy in the record.
How it fits common tools
- Microsoft 365 Outlook, Teams, SharePoint and Excel connect through Power Automate, and n8n, Make and Zapier all support them. Microsoft Bookings is included in most business plans.
- Google Workspace Gmail, Calendar, Sheets and Drive have well-documented APIs and ready-made connectors in n8n, Make and Zapier.
- Zoho Zoho Bookings, Forms, CRM and Sign all have APIs, and Zoho Flow links them together. Make and n8n have Zoho connectors too.
- EMIS or SystmOne NHS GP systems only allow third-party integration through approved routes such as the IM1 programme. Automations usually sit alongside them rather than writing into them directly.
- Private practice system Many private practice systems (e.g. Cliniko, Semble, WriteUpp) offer an API or Zapier/Make integration for appointments and patients. Check what your plan exposes before designing the workflow.
- Xero or QuickBooks Both have open APIs and connectors in Make, n8n and Zapier, so invoices, payments and reminders can be automated.
- Spreadsheets Fine as a starting point. Once the automation is live, move the data into a proper database or list so it doesn’t break when someone renames a column.
- Paper forms Usually the biggest quick win: replacing paper with a phone or web form removes the re-typing entirely.
Watch-outs
- Check every clinical fact, especially medications and dates.
- Ordinary email isn’t suitable for clinical letters. Use a secure channel.
Want this built for your firm?
Blue Tea is a UK-based software partner. We start with the problem, not the software: if an existing system already does the job, we’ll configure it. If it doesn’t fit, we’ll design and build something that does.
- ISO 9001 and ISO 27001 certified
- Strategy, design and engineering under one roof
- No obligation. Just a conversation about your process.