Templates for Administrative Writing

Templates take the friction out of routine administrative work—so clinicians can spend less time on paperwork and more time with patients.



  1. Access Templates

    Reach templates from the sidebar or the prompt box, wherever you're already working.


  2. Start a Prior Authorization Request

    Type the request in the prompt box, and the template's instructions guide the rest.


  3. Read the Template Instructions

    The guidance behind each letter is visible and editable, so you know how it will be written.


  4. Attach Supporting Documents

    Documents you add give the letter the clinical details to draw on.


  5. Upload Reference Documents

    Documents added here carry into the response.


  6. Generate the prior authorization request

    One request turns your documents into a draft letter.


  7. Review the letter

    Request, diagnosis, and medication details are combined in a letter for your review.


  8. Draft an Insurance Appeal Letter

    Reuse the same template for denial appeals instead of starting from scratch.


  9. Follow the Same Steps for Accommodations

    Describe the request and attach a progress note, and the template drafts the letter.


  10. Wrap Up Paperwork Without Extra Steps

    The tools for editing, sharing, and printing sit right beside the finished letter.


  11. View in Rich Text/EMR Friendly

    Toggle between two formats of the same letter, depending on where you plan to use it.


  12. Copy/Paste into EMR

    Use the Copy button, then paste without retyping.


  13. Edit and Refine the Letter

    The Edit button lets you correct and polish the draft in place.


  14. Send via Text/Fax

    Share a finished letter by secure text or fax from the same screen.


  15. Use Your Doximity Dialer

    Secure texts and faxes go out through your own Dialer account, with cover page and attachment options for faxes.


  16. Download and Print

    Save the letter as a PDF or Word file, or print it.