Referral Letter Assistant

Live Standard plan or higher · Team member

Industry: Medical: this app appears only in company workspaces set up for that vertical.

Specialist referral letters from clinical context.

Workspace fields

These labels match the live EZ4YouTech.com workspace (sidebar provider + main panel):

• Specialty (required), text field in the workspace
• Urgency (required), select field in the workspace
• Clinical narrative (required), textarea field in the workspace

Primary action button: Generate draft

Workspace overview

Before you start

• Sign in as a team member on your company workspace (admins connect AI accounts separately).
• Confirm your company admin has connected at least one supported AI provider: leading AI services such as OpenAI, Together, Groq, and xAI (Grok); see the full list and pricing comparison in admin BYOS setup.
• Verify your plan includes Standard apps: locked apps show which plan unlocks them.

Step-by-step

1. Open the app: In the workspace sidebar, select Referral Letter Assistant under Industry apps.
2. Choose your AI provider: In the sidebar, pick the AI provider your company admin connected (your admin sets try-order in BYOS setup).
3. Review Guide & support: Expand Guide & support at the top for what the app does, how-to steps, tips, and feedback.
4. Acknowledge AI use notice: On first workspace entry each browser session, read the AI use notice and click I understand: continue to workspace.
5. Use sample inputs (optional): Click Use sample inputs above the form to load demo values from the tutorial, then edit before you run.
6. Paste or type your document: On the Intake tab, add content to Clinical narrative: paste text or use Use sample inputs to load a demo, then edit before you run.
7. Complete additional inputs: In Workspace, fill Specialty, Urgency before you run.
8. Run the app: On the Intake tab, click Generate draft. Review output on the Result tab and download if needed.
9. Review before client use: Confirm facts, dates, and compliance language. Do not paste full SSN or card numbers.

Example inputs

Paste similar data in the workspace: use only data you are allowed to process. Field names match the live product.

Specialty

Cardiology, orthopedics, etc.

Urgency

Warm

Hot = ready now; Cold = nurture.

Clinical narrative

Avg revenue $42k/mo · Payroll $18k · Rent $6k · One-time equipment $12k in August

Facts, constraints, and sequence: the AI will not invent dollar amounts you omit.

Try these scenarios

Adapt these prompts to your client: do not paste payment card numbers, SSNs, or full IDs.

• Status update: waiting on third-party estimate: no payment promise.
• Request photos of damage with a secure upload link placeholder.
• Explain denial reason in empathetic tone using only provided facts.

Expected result

Shape of the AI output in the Result panel: review before client use.

Example output (client message)

• Subject line and short body aligned to your message goal
• Tone: Professional, no invented settlement amounts
• Call to action: e.g. upload photos, call adjuster, review documents

Tips

• Keep inputs specific: include dates, names, and constraints for better drafts.
• Do not paste full payment card or government ID numbers: use business-appropriate excerpts only.
• If the app is locked, ask your admin to upgrade your plan or confirm AI account setup.

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