Referral Letter Assistant

Live Requires Standard plan or higher · Agent role

Industry: Medical — this app appears only on tenants provisioned for that vertical.

Specialist referral letters from clinical context.

Workspace fields

These labels match the live EZ4Youtech 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

• Log in as a user on your company tenant (admins set up BYOK separately).
• Confirm your tenant admin has saved at least one AI provider key (OpenAI, Together, or Anyscale).
• Verify your plan includes Standard apps — disabled apps show the plan required to unlock 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 BYOK provider your admin configured (OpenAI, Together, or Anyscale).
3. Upload document (optional) — Under Upload document, attach a file and click Upload. Enable Run after upload to fill the workspace and run in one step.
4. Use file history — Under File history, select a saved file and click Load file to populate your text field.
5. Use run history — Under Run history, pick a prior run and click View run to restore inputs and output.
6. Complete additional inputs — In Workspace, fill Specialty, Urgency before you run.
7. Enter Clinical narrative — In Workspace, add content to Clinical narrative (paste text or load from upload).
8. Run the app — Click Generate draft. Review the Result section 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 prompts 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 the tenant plan or confirm BYOK setup.

← Back to industry app tutorials · Getting started · FAQ