Use AI to draft a clear summary letter for referring physicians after complex specialty consultations.
When a patient returns from a specialist, keeping the referring physician in the loop strengthens collaboration and continuity of care. But summarizing complex specialty notes, recommendations, and follow-up plans into a concise, actionable letter takes time you often don't have. AI can help you draft these letters quickly by organizing the key findings, treatment changes, and next steps into a professional format. This workflow walks you through turning a specialist's note into a clear, colleague-friendly summary letter in under 5 minutes. You'll paste de-identified information, let AI organize it, then personalize and verify before sending. This keeps your referring relationships strong and ensures everyone stays aligned on the patient's care plan. Reminder: Never paste real patient names, dates of birth, medical record numbers, or any identifiable information into ChatGPT or Claude. Use placeholder text like 'Patient' or 'Dr. Smith.' Always review and verify AI-generated content before using it — this is a drafting tool, not a clinical decision-making tool.
Try this prompt today
“You are a primary care physician drafting a summary letter to a referring colleague after your patient returned from a cardiology consultation. Based on the following de-identified information, draft a professional letter that thanks the specialist, summarizes the key findings, highlights the treatment plan changes, and outlines what I need to do for follow-up. Keep it concise and actionable. Specialty: Cardiology Reason for referral: Atypical chest pain and abnormal EKG Key findings: Stress test normal, EKG changes benign, no ischemia detected Recommendations: Continue current medications, lifestyle modifications discussed, no further cardiac workup needed Follow-up needed: Routine primary care follow-up in 3 months”
March 10, 2026
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