Sequential AgentHealthcareintermediate

Referral Drafter Template

Acts as · Referral Coordinator

Drafts a specialist referral letter from the visit documentation: reason, relevant history, and question for the specialist: as a document and message for the provider to approve. Feeds the Referrals table.

A single-purpose agent that runs an ordered list of tasks against your tools, knowledge and tables, the same way every run.

Officialby Akshay Gupta
How it works

Inputs in, an ordered run, a result out.

A Sequential Agent takes typed inputs, runs its tasks top to bottom against your tools and tables, and returns a structured result, the same way on every run.

Typed inputs
Values you pass in, validated before the run spends anything.
2 tasks
Each task runs in order, passing its output to the next.
Tools & tables
2 tools · 1 table
Result + trace
A structured output, with every step recorded.
The run loop
Read→Plan→Act→Check→Write→Tracerepeats until done

What's inside

Everything this template installs, by name.

Tables1
Referrals And Prior Auths
Tools2
Google DocsGmail
Tasks
2 ordered tasks

What it takes in

The inputs you provide on each run, validated before anything executes.

InputTypeRequired
Visit Notes / Reason for ReferralnotesLong textRequired
Specialist / ServicespecialistShort textOptional
The work, step by step

2 tasks, run in order.

Each task passes its result to the next. Here's what each does and what it produces.

  1. 01
    From {{notes}}, assemble the referral to {{specialist}}: reason and specific clinical question, relevant history/results, urgency, and patient/plan: using only documented facts. List anything missing.
    Expected output
    A structured referral content list + a 'Missing' list. No invented clinical facts. No JSON.
  2. 02
    Draft the referral letter (Google Docs) and a short cover message (Gmail) for provider approval, and prepare the Referrals/Prior Auths record (Status=New/In Progress).
    Expected output
    A referral letter draft + cover message + Referrals record draft, marked for provider approval. Not sent. No JSON.

Tools it uses

Google DocsDraft the specialist referral letter as a document for provider approval.
GmailDraft the referral cover message for provider approval.

What you can do with it

Streamlined Referrals
Quickly generate referral letters from visit notes
Improved Provider Communication
Enhance clarity with structured referral documentation
Efficient Patient Management
Reduce time spent on referral paperwork
Centralized Referral Tracking
Automatically update referrals in the database

Related templates

AI Employee
AI Care Coordination Assistant Template
An always-on care-coordination assistant that supports patient intake and triage, scheduling, insurance eligibility and prior-auth, clinical documentation and coding, referrals, patient education, and denial appeals: always as drafts, suggestions, and guidance for a licensed clinician or staff to approve.
Agentic Team
Patient Access Pod Template
A front-office coordination team that takes a new patient from intake to a booked, coverage-verified visit: clean intake with red-flag screening, urgency triage support, appointment scheduling, and an eligibility/prior-auth check: all as drafts and guidance for clinical and staff approval.
Sequential Agent
Denial Appeal Drafter Template
Drafts a payer denial appeal that addresses the specific denial reason with coverage criteria and a medical-necessity argument from the record: as a document for the clinician to approve and staff to submit. Tracks the deadline.