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Research and decisions · Healthcare teams

Draft a referral note from the record page

Use selected browser sources to draft a referral note from the record page. DeepShell assists with draft work; you prepare the inputs, verify the evidence, and complete any external action.

Process guideIllustrative — extension test pendingUpdated 2026-09-06

Before you start

Inputs: Authorised record extract and approved referral requirements.

Define: the audience, date or version, comparison criteria, and intended destination.

Access: open the sources yourself and select only content you are authorised to send to a model provider. Inaccessible or unselected pages are outside the task.

The process, step by step

  1. 1
    You complete

    Prepare authorised record extract and approved referral requirements. Confirm you can share the selected material with a model provider.

  2. 2
    You complete

    Open the relevant pages or attachments, select the sources in the panel, and set the scope. Log in or navigate to any required pages yourself.

  3. 3
    DeepShell assists

    Prepare an editable draft using only the supplied facts. Request: Referral reason, Relevant documented facts, Missing information, Reviewer.

  4. 4
    You complete

    Verify recipient, names, facts, tone, and approval before copying or sending.

  5. 5
    You complete

    Review the final text, then copy it into the intended application. You approve and send or publish it yourself.

Requires another tool: sending, publishing, form submission, CRM updates, purchases, and schedules are outside this extension workflow. Use the destination application yourself.

Your reusable workflow pack

Replace bracketed fields before use. Keep the sources and output together for the next reviewer.

Reusable prompt
Task: Draft a referral note from the record page.
Use only these selected sources: Authorised record extract and approved referral requirements.
Audience: [add the intended reader].
Scope: [add dates, criteria, versions, or exclusions].
Return these fields or sections: Referral reason, Relevant documented facts, Missing information, Reviewer.
Cite the source and page or section for factual statements. Mark missing information as "Not stated". Separate facts from assumptions. Do not invent figures, decisions, or events.
Finish with unresolved questions and a review checklist. Do not send, submit, purchase, or update another system.
Output template
Referral reason: [fill from the selected source; otherwise Not stated]
Relevant documented facts: [fill from the selected source; otherwise Not stated]
Missing information: [fill from the selected source; otherwise Not stated]
Reviewer: [fill from the selected source; otherwise Not stated]

Output structure

Healthcare adminIllustrative workflow
Example output

Referral reason / Relevant documented facts / Missing information / Reviewer

  1. 01Referral reason: [source-grounded referral reason]
  2. 02Relevant documented facts: [source-grounded relevant documented facts]
  3. 03Missing information: [source-grounded missing information]
  4. 04Reviewer: [source-grounded reviewer]
Reusable output template. Bracketed fields are placeholders, not observed results. Replace them only with information supported by your selected sources.

Review, then complete the process

  • Verify recipient, names, facts, tone, and approval before copying or sending.
  • Have the appropriate domain professional review the original material and the output before acting on it.
  • Every material claim has a source you can open and inspect.
  • Missing information is explicitly marked; no placeholders remain in the final deliverable.
  • A named person has approved the result before it is shared or used.

Review the final text, then copy it into the intended application. You approve and send or publish it yourself.

Done means: the intended reviewer can trace the result to its sources, all missing details are resolved or explicitly flagged, and any external action has been completed by an authorised person.

If the result is incomplete

Check source selection and access first. Narrow the question, specify the missing field, or supply an authorised source. For long or scanned documents, verify that the relevant text is readable. If evidence is still missing, record the gap rather than accepting an invented answer.

Time, cost, and validation

No measured run time, cost benchmark, or end-to-end extension test is recorded for this guide. Actual cost depends on source length, model, and retries. Use the settled receipt from a real run; do not treat the example as a performance promise.

Practical questions

What should I prepare?

Authorised record extract and approved referral requirements. Define the audience, scope, and required fields before you start.

Which steps are automated?

Prepare an editable draft using only the supplied facts. Source selection, review, and any sending, submission, or system update remain your responsibility.

What if the source is incomplete?

Keep missing values marked as Not stated. Add an authorised source or narrow the task; do not ask the model to fill gaps with plausible facts.

Has this workflow been tested in the extension?

This is an illustrative process guide. No end-to-end extension test or measured cost benchmark is recorded for this guide.

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