AI agent for pharmacists
Adherence Gap Outreach Agent
Bring lapsed patients back on therapy, or document why they stopped.
What it does
Patients on chronic medicines often stop quietly, and the pharmacy only learns when something goes wrong. Each week this agent reads fill data and finds patients with late refills. It checks the likely reason: cost, side effects, supply problems, or a change by the prescriber. It drafts a short message and options to match the reason, such as a cheaper alternative, a 90-day supply or a synchronized fill date. The pharmacist approves each message. The agent tracks replies. If the patient does not respond, or if cost is the reason, it checks for a cheaper option before the pharmacist calls. Edge case: the patient was hospitalized, so the agent holds outreach and tells the pharmacist.
How it works
Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.
Read the steps as a list
- Weekly fill data arrives
- Find chronic medicines with refills more than 7 days late
- Check the likely reason from notes and history
- Is cost or supply the likely reason?If not: check for a cheaper option or a different supplier before drafting. Back to step 3.
- Draft a message with options matched to the reason
- Pharmacist approves the messageThe agent waits here for your OK.
- Send the message and log the date
- Did the patient respond within 5 days?If not: try a second contact method, then queue a pharmacist call. Back to step 6.
- Record the answer and update the plan
- Outreach outcome logged
How it decides
It marks a refill late at 7 days beyond the expected date and picks the outreach by reason code. Cost cases get a price check first.
- Mark late at 7 days past due
- Run a price check for any cost reason before the call
- Hold outreach after a recent hospital stay
- Stop after 3 attempts and note it
Make it yours
Every agent is a starting point. You choose these settings for your own situation.
- Late threshold (default 7 days)
- Contact methods and order
- Attempt limit (default 3)
- Medicine classes included
What keeps you in control
It always asks you first
- Pharmacist approves each message
- Pharmacist makes any call about a change
Hard limits
- Never suggest a different drug to the patient without the pharmacist
- Respect contact preferences
It stops when
- Done: patient refilled or reason documented
- Stop: patient opts out of messages
Set it up
We guide you through the set-up, step by step
Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.
- One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
- The agent then walks you through connecting your own data, one source at a time
- A downloadable copy with the flow chart, the rules and the full guide
