Plans, letters and referrals

The plan for the patient, the letter to the colleague and the referral are drafted from the note and the chart, ready for your signature.

The patient plan

Tasks, appointments, medications and the next visit, drafted from the decision, dated where the decision names a date. The patient sees it in the app as her plan; the tasks can be ticked off; appointments carry reminders.

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A patient plan as the physician sees it before signing: three medications with dose and time, four tasks with dates, two appointments, and the note 'Draft, not yet shared'.

Letters and referrals

A referral letter or a letter to a colleague draws on the whole chart: the reason, the relevant history, the findings with their dates, the question you want answered. It is written in the structure the receiving colleague expects and cites the documents it summarizes, so that the colleague can check it.

Draft a patient plan from today's decision

Answered on the chart of Anna Keller, 47

Drafted from the decisions in today's note, in patient language, for your review. Ordering, prescribing and the referral stay with you. Visit 16.09.2026 Ambient note 16.09.2026

More on patient plan, Anna Keller, 47

A patient plan and a referral letter, drafted from the chart of Anna Keller.

Draft a referral letter for a coronary calcium scanSee the full response

Drafts until signed

Every document Mosaic writes is a draft with your name on it only after you have signed it. Signing puts the document into the chart, dated, and makes it shareable.