Referral templates

8 templates · merge fields auto-fill from the active patient chart

Smart referrals: When you generate a referral from an exam, Claude pulls VA, IOP, OCT, and chart history into the merge fields automatically. You review, edit, and send — fax or secure portal.

All merge fields below in {{double_braces}} get auto-filled at send time.

Urgency

Default recipient

Default fax

Subject line

Body

Available fields: {{patient_name}}{{age}}{{sex}}{{diagnosis}}{{va_od}}{{va_os}}{{iop_od}}{{iop_os}}{{medications}}{{findings}}{{plan}}{{provider_name}}{{recipient}}

Default attachments

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Subject

Referral: Glaucoma evaluation — Eleanor Whitfield

Body

Dear Dr. ___, I am referring Eleanor Whitfield, a 79-year-old female, for your evaluation of POAG. KEY FINDINGS • Best-corrected VA: ___ OD / ___ OS • IOP (GAT): ___ mmHg OD / ___ mmHg OS • CCT: ___ / ___ µm • C/D ratio: ___ OD / ___ OS • OCT RNFL: ___ • HVF 24-2: ___ CURRENT MEDICATIONS Latanoprost 0.005% 1 drop qhs OU; Metformin 500mg BID REASON FOR REFERRAL ___ I would appreciate your assessment regarding ongoing management. Imaging and prior visit notes attached. Thank you, Dr. Austin Ekeoba, OD Sky Chamber Vision

Replace `___` placeholders before sending. Claude can auto-fill from chart on send.