Templates

Document Templates

HiDocument's document templates let you upload any document and receive AI-organized output in a specific professional format. Choose from 11 templates covering medical letters, prior authorizations, legal reports, and more.

Quick Answer: Pick a template, upload a document, and Claude AI fills every field of the template using content extracted from your file. Output renders as a print-ready letter and exports to PDF or Word.

Medical Letters

Primary Care Referral Letter

Formats document content as a formal physician referral letter from a primary care provider to a specialist. Extracts patient info, referring provider details, clinical history, and reason for referral.

For: Physicians, medical assistants, or patients who need to organize clinical notes or summaries into a structure…

Medical Letters

Annual Wellness Summary

Structures content as an annual wellness visit summary letter sent from a preventive medicine or primary care provider to the patient.

For: Healthcare providers summarizing annual visit results, lab values, lifestyle recommendations, and next appoin…

Pro
Prior Authorization

Prior Authorization Request — BCBS Style

Formats content as a BlueCross BlueShield-style prior authorization request form covering member info, requested service, diagnosis codes, and attestation.

For: Medical billers, office managers, or providers preparing prior auth submissions for BCBS insurance plans.

Medical Letters

Clean Minimal Referral Letter

A clean, minimal-format referral letter for orthopedic, surgical, or specialist consultations. Emphasizes the clinical problem, imaging findings, prior treatment, and consultation request.

For: Orthopedic surgeons, specialists, and referring physicians who prefer a concise, modern letter format.

Pro
Prior Authorization

Prior Authorization Request — UHC Style (Urgent)

Formats content as a UnitedHealthcare-style prior authorization form with an urgency/expedited strip. Includes clinical criteria checkboxes and step therapy fields.

For: Providers and billing staff submitting urgent prior auth requests to UHC plans, particularly for pulmonology,…

Clinical Documentation

Hospital Discharge Summary

Structures content as a formal hospital discharge summary with admission dates, primary and secondary diagnoses (ICD-10), hospital course narrative, discharge medications, and follow-up instructions.

For: Hospital case managers, hospitalists, and attending physicians preparing discharge documentation for patient …

Pro
Specialty Consult Letters

Neurology Consultation Report

Formats content as a neurology specialist consultation report including chief complaint, history, MRI and CSF findings, diagnosis, and treatment recommendations.

For: Neurologists and consulting specialists documenting new patient evaluations, MS workups, and neurological dia…

Pro
Insurance & Appeals

Insurance Denial & Appeal Letter

Formats content as an insurance adverse benefit determination notice or as a patient/provider appeal letter responding to a denial. Includes denial reason, cited policy, and appeal rights.

For: Insurance staff writing denial notices, or providers/patients drafting formal appeal letters responding to co…

Pro
Prior Authorization

Specialty Drug Prior Authorization

Structures content as a specialty pharmacy prior authorization form for biologic or specialty-tier medications. Includes step therapy documentation, allergy attestation, and clinical notes fields.

For: Specialty pharmacies, prior auth coordinators, and prescribers requesting coverage for biologics like dupilum…

Medical Letters

Medical Necessity Letter

Formats content as a formal medical necessity letter from a treating physician to an insurance company, supporting authorization for a specific treatment, drug, or procedure. Includes treatment history, failed alternatives, and AAD/clinical guideline references.

For: Dermatologists, specialists, and PCPs writing formal letters to insurers to support prior auth approval for a…

Pro
Social Services & Legal

CPS Investigation Report

Organizes document content into a structured Child Protective Services investigation report format including family information, referral details, interview summaries, home assessment, safety determination, and findings.

For: DCPP/CPS caseworkers, supervisors, or legal teams organizing case notes, interview transcripts, and field obs…

Business Contracts

Non-Disclosure Agreement (NDA)

Extracts and structures content as a mutual or unilateral NDA defining confidential information, obligations of the receiving party, term length, exclusions, and remedies for breach. Covers both business-to-business and employer-to-employee NDAs.

For: Businesses, startups, and legal teams reviewing or organizing NDAs with employees, contractors, vendors, part…

Business Contracts

Independent Contractor Agreement

Structures content as a formal independent contractor agreement defining the scope of work, payment terms, IP ownership, confidentiality, contractor status classification, and termination provisions.

For: Businesses, startups, and freelancers formalizing a contractor engagement, reviewing existing contractor agre…

Business Contracts

Service Agreement / Consulting Contract

Organizes content as a professional services or consulting agreement covering engagement scope, fee structure, timelines, warranties, limitation of liability, indemnification, and dispute resolution terms.

For: Consultants, agencies, law firms, and service businesses reviewing or summarizing a service contract, proposa…

Pro
Business Contracts

Promissory Note / Loan Agreement

Structures content as a formal promissory note or loan agreement detailing principal amount, interest rate, repayment schedule, default provisions, and collateral. Covers both secured and unsecured notes.

For: Lenders, borrowers, small businesses, and individuals formalizing a personal or business loan, reviewing lend…

Pro
Business Contracts

Letter of Intent (LOI)

Organizes content as a business Letter of Intent outlining proposed transaction terms, parties involved, key deal points, exclusivity period, due diligence timeline, and binding vs. non-binding provisions.

For: Business buyers and sellers, real estate investors, M&A teams, and startups organizing acquisition discussion…

Employment & HR

Employment Contract

Structures content as a formal employment agreement covering job title, compensation, benefits, work hours, confidentiality, non-compete, IP assignment, at-will or fixed-term status, and termination provisions.

For: Employers, HR teams, and employees reviewing, drafting, or summarizing an employment offer letter or formal e…

Employment & HR

Employee Written Warning / PIP

Organizes content as a formal employee written warning or Performance Improvement Plan (PIP) documenting the violation or performance issue, prior warnings, expected corrections, timeline, and consequences of non-compliance.

For: HR managers, supervisors, and business owners documenting disciplinary actions, issuing written warnings, or …

Pro
Employment & HR

Separation Agreement & Release of Claims

Structures content as a formal employee separation agreement covering termination date, severance terms, release of claims, return of property, non-disparagement, ADEA/OWBPA compliance language, and post-employment obligations.

For: Employers, HR teams, and employment attorneys formalizing an employee termination, reviewing a severance pack…

Real Estate

Residential Lease Agreement

Organizes content as a complete residential lease agreement covering property address, lease term, rent amount, security deposit, tenant obligations, landlord obligations, maintenance responsibilities, pet policy, and termination terms.

For: Landlords, property managers, tenants, and real estate attorneys reviewing or summarizing a residential renta…

Pro
Real Estate

Commercial Lease Agreement

Structures content as a commercial lease agreement covering business premises, base rent, CAM charges, permitted use, build-out allowances, renewal options, personal guaranty, and co-tenancy provisions.

For: Business owners, commercial landlords, real estate attorneys, and brokers reviewing or summarizing commercial…

Pro
Real Estate

Real Estate Purchase Agreement

Organizes content as a residential or commercial real estate purchase agreement covering purchase price, earnest money, contingencies (financing, inspection, appraisal), closing date, and seller disclosures.

For: Buyers, sellers, real estate agents, and attorneys reviewing, summarizing, or analyzing a property purchase c…

Pro
Estate Planning

Last Will & Testament Summary

Extracts and organizes the key provisions of a Last Will and Testament including testator identification, executor designation, beneficiary designations, specific bequests, residuary estate distribution, guardian designations, and execution details.

For: Estate planning attorneys, paralegals, and individuals reviewing or summarizing a will for estate administrat…

Pro
Estate Planning

Durable Power of Attorney

Organizes content as a Durable Power of Attorney identifying the principal, agent (attorney-in-fact), scope of granted powers, durability provisions, effective date, and revocation terms.

For: Estate planning attorneys, individuals, and legal teams reviewing or organizing a financial or healthcare pow…

Pro
Estate Planning

Living Will / Advance Healthcare Directive

Structures content as an Advance Healthcare Directive or Living Will documenting the individual's healthcare wishes, life-sustaining treatment preferences, organ donation decisions, and healthcare proxy designation.

For: Individuals, estate planning attorneys, and healthcare providers reviewing or organizing end-of-life care doc…

Litigation & Dispute Resolution

Demand Letter

Organizes content as a formal demand letter from an attorney or party asserting a legal claim, describing the facts and legal basis, stating the specific demand, and setting a response deadline before litigation.

For: Attorneys, businesses, and individuals drafting or reviewing demand letters for debt collection, contract bre…

How Do Document Templates Work?

Templates are pre-built professional document formats — like medical referral letters, hospital discharge summaries, prior authorization forms, and CPS investigation reports. After uploading a document, you can apply a template, and Claude AI extracts content from your file and organizes it into the template's exact structure.

When you select a template, HiDocument sends your document's extracted text to Claude with a template-specific system prompt instructing it to identify and place each piece of information into the right field. Inferred values are clearly marked, and missing data is reported as "Not specified."

Yes. You can apply any of the 11 templates to any document you've uploaded — PDF, Word, image, or text. The AI works best when the document's subject matter is related to the template (e.g. clinical notes for a referral letter), but it will attempt to extract any relevant fields from any source.

Browsing and previewing all 11 templates is free for everyone. Free users can apply 6 of the 11 templates (Medical Letters and Clinical Documentation). Pro users can apply all templates including Prior Authorization, Insurance Appeals, Specialty Drug PA, Neurology Consult Reports, and CPS Investigation Reports.

Yes. After the AI fills the template, Pro users can download the output as a polished PDF or Word file. Free users can view the filled template on screen and print it directly from the browser.

Accuracy is typically 85–95% for well-structured documents (clinical notes, contracts, intake forms). When the source document is missing data, the AI clearly marks fields as "Not specified" or "(inferred)" so you know what to verify before sending the output. Always review AI output before submitting to insurers, courts, or regulatory bodies.