Dental referral letters and AI confidentiality: what a specialist referral gives away in ChatGPT or Claude.

A general dentist writes a referral letter whenever a tooth needs an endodontist, a periodontist, an oral surgeon or an orthodontist, and the letter has to be clear to a busy specialist. That is why it is often pasted into ChatGPT or Claude to be tightened or reordered. It carries the patient’s identity, the history of the tooth, the medical conditions and medications that matter, the radiographs enclosed and often a line about what the patient wants or can afford. This page marks every item in a routine referral that the Privacy Act and the Dental Board’s Code of conduct bear on, and shows how the same letter is drafted on Ermos inside the practice.

The specialist referral letter

Sent when a general dentist asks a specialist to see a patient. Section 4.2 of the Code of conduct (item 6) asks practitioners to inform patients of the benefits as well as the associated costs or risks when referring them for further investigation or treatment.

Tallowwood Dental
Shop 4, 17 Wombat Lane, Lane Cove NSW 2066 · 14 October 2026

Re:

Dear Dr Venkatesan,

Thank you for seeing Mrs Abernethy for assessment and retreatment of tooth 46.

History.

Findings.

Medical history.

Enclosed.

Patient circumstances.

Request.

Kind regards,

An invented referral. The practices, dentists and patient are fictional; the phone number, file names and provider number are placeholders. Hover or tap any highlighted item for the analysis; the full list is below.

What leaves the practice

  1. 1
    The patient

    Name, date of birth, address and mobile, in the heading of a clinical letter. Health information under the Privacy Act, because it is collected in providing a health service. Patient data guide.

  2. 2
    Examination and radiograph findings

    What is wrong with a named person’s tooth. Clinical content the Code (section 8.3) expects to be accurate and held securely. Patient data guide.

  3. 3
    Medical history and medications

    Diabetes, an HbA1c result and osteoporosis medication, given to the specialist because they change the treatment. Sensitive information under the Privacy Act. Patient data guide.

  4. 4
    The tooth’s history and a previous practice

    Past treatment by a named type of practice in a named suburb, and a flare-up. Clinical history, and a statement about another dentist’s earlier work. Patient data guide.

  5. 5
    Enclosed images

    The names and dates of radiographs sent with the letter. A pointer to health information held elsewhere, with the patient’s initials in the file names. Privacy Act guide.

  6. 6
    The patient’s circumstances and what the specialist will charge

    Unemployment, cost concerns and a note that the specialist’s fee is separate. Personal information, and the cost explanation the Code (section 4.2, item 6) asks for. Privacy Act guide.

  7. 7
    The request and the instruction before extraction

    What the dentist wants done and the condition for a second conversation. The practice’s clinical judgement and part of the continuity of care the Code asks records to support.

  8. 8
    The referring dentist

    A named dentist with a provider number. Bound by the Code of conduct, and the person responsible for what the letter says.

  9. 9
    The specialist and the specialist practice

    A named specialist and an address. Public information about a practice, though it shows which referral pathways this practice uses.

What happens in Frontier Models (ChatGPT, Claude)

  • The whole document is transmitted to the provider’s servers. On personal plans the user cannot choose where it is stored or processed, and for the major providers that has generally meant outside Australia, under that country’s legal process. Some business plans offer storage in Australia, but the provider still receives the content.
  • On consumer tiers, prompts can be retained and used to train future models.
  • The provider’s staff and systems can reach the content under the provider’s own policies.
  • Once sent, the practice no longer controls it. Retention and deletion happen on the provider’s terms.

The same document on Ermos

Ermos Dominion

The document is drafted on a unit in your office, from your own templates and the patient record. Every marked item stays on the unit, which keeps working with the internet switched off. Nothing in it is transmitted to an AI provider, so there is no disclosure to analyse: the confidentiality work is the same as for your file server.

Ermos Edge

Your documents, the index and your access boundaries stay on your own instance in an Australian data centre. When a staff member asks for this draft, only their question and the excerpts they are permitted to see go to a named Australian provider, who is contractually barred from keeping the content or training any model on it. Nothing is processed outside Australia.

Frontier Models (ChatGPT, Claude)Ermos EdgeErmos Dominion
Where the document is processedProvider servers, generally offshore on personal plansYour instance in an Australian data centre; answers generated in AustraliaThe unit in your office
Who can read itProvider staff and systems, under policyYour staff, within the boundaries you set. The named Australian provider processes only permitted excerpts, under contract, and keeps nothingYour staff only
Is it keptOn the provider’s termsKept on your instance; the provider is barred from retaining itStays on the unit
Can it train a modelOn consumer tiers, yesNo, by contractOnly your own unit learns from it, on your hardware

Part of AI data leakage in dental practices. See how this works in practice: Referral letters on Ermos.

Common questions

Do ChatGPT and Claude use the information in a specialist referral letter?
Yes, a pasted referral letter is sent to the AI company's servers and processed there to produce a reply. As at October 2026, whether a conversation on a personal plan (ChatGPT Free, Plus or Pro; Claude Free, Pro or Max) can be used to train the models depends on a setting each user controls. Business plans (ChatGPT Business and Enterprise, Claude Team and Enterprise) and the developer APIs sit under commercial terms, and OpenAI and Anthropic each say they do not train on that content by default (OpenAI, Anthropic). On either product, the thumbs up and thumbs down buttons can send a whole conversation back for training. This letter carries a patient's mobile number, an HbA1c of 7.4, osteoporosis medication and a note that she has been out of work since August.
Is it safe to paste a specialist referral letter into ChatGPT or Claude if we remove the patient's name?
No, because the letter still describes one patient. Removing names rarely makes a document anonymous. Information stays personal information while the person is reasonably identifiable, and the OAIC warns that information can be at risk of re-identification even when it has been de-identified or anonymised. A date of birth, a Lane Cove address, a root filling from 2019 at a Chatswood practice and radiograph file names carrying her initials let anyone who knows her pick her out. Her diabetes and osteoporosis are health information, which is sensitive information under the Privacy Act. The Office of the Australian Information Commissioner (OAIC) recommends in its guidance on commercially available AI products that organisations do not enter personal information, and particularly sensitive information, into publicly available generative AI tools, because of the significant and complex privacy risks.
Does deleting the chat remove a specialist referral letter from ChatGPT or Claude?
Not completely. Deleting a chat removes it from the user's history, but OpenAI and Anthropic each say they can keep a deleted chat on their systems for up to 30 days, and longer where safety or legal obligations apply (OpenAI, Anthropic). Both products also have memory features that can carry details from one conversation into later ones, and on a personal account each user decides whether they are switched on (ChatGPT, Claude). A deleted chat that held this letter would still have held the probable vertical root fracture, the diabetes and osteoporosis history and the patient's circumstances, and the practice could not tell her the letter had gone.
How can a dental practice use AI for a specialist referral letter without sending it to ChatGPT or Claude?
Ermos is built so the document stays under your control. On the Dominion AI unit it is drafted inside your office and none of it is sent to an AI provider. On Ermos Edge your documents and index stay on your own instance in an Australian data centre, and only the question and the excerpts the user is permitted to see go to a named Australian provider that is contractually barred from keeping them or training any model on them. The letter is drafted from the patient record and the practice's own referral template. The referring dentist checks every clinical detail and signs it.
Can a dentist send patient information to a specialist?
Generally yes, for the patient's care. Section 3.3 of the Code of conduct asks practitioners to seek informed consent before disclosing information, subject to exceptions for release required or authorised by law, and referral to a specialist is the ordinary case where a patient expects it. An AI company used to draft the letter is a separate recipient the patient did not expect.
Do referral letters raise costs for the patient?
They can. Section 4.2, item 6 of the Code asks practitioners to inform patients of the benefits as well as the associated costs or risks when referring them. A line saying the specialist's fee is separate is the practice's record that it did so, and is worth keeping accurate and in the practice's control.
Does the specialist's own AI use matter to our referral?
It is a separate question for the specialist, who has their own obligations under the Privacy Act and the Code. What a referring practice controls is what it sends and how the letter is drafted. Keeping drafting inside the practice means the patient's information leaves only for the purpose of the referral.

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