Compare
Refdocs vs. the alternatives
If you're writing letters by hand or wrestling with PMS templates, here's where Refdocs lands relative to both.
Swipe the table sideways to see each option.
| Capability | Manual writing | PMS templates | Refdocs |
|---|---|---|---|
Drafts a full report from your notes Refdocs writes structured letters; PMS templates only fill blanks. | |||
Adapts to your tone and structure | |||
Same-day turnaround on consult letters | |||
Hygiene and staff can prep drafts safely Role-based access scopes who can author vs. approve. | |||
Branded, formatted output ready to sign | |||
Centralized log of every sent letter | |||
Runs without touching your PMS No integration project, no IT involvement. | |||
HIPAA and PIPEDA compliance, with a BAA for U.S. practices |
The shortcut summary
When each option makes sense
Stick with manual
If your practice writes one or two letters a week and your team has time to spare, writing by hand works fine.
Use PMS templates
If your PMS templates already produce letters your referrers like, and your team can keep them up to date, keep using them.
Switch to Refdocs
If you write a handful of letters per specialist per day and you want them out before the next patient, this is what Refdocs is built for.
7-day free trial
Leave the letters at the office.
Never lose an evening or weekend to paperwork again. Set up your first template, run one visit through Refdocs, and read the letter before your next patient.