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AI agent for occupational therapists

Caregiver Training Completion Agent

The caregiver can safely perform every needed skill before the patient goes home.

LearningHealthcare
See how it worksGet access
Caregiver Training Completion Agent: what goes in, what the agent does and what you get

What it does

Many patients go home with a caregiver who has never practiced a transfer, a dressing or a safe lift. From the day a discharge date is set, the agent lists the skills the caregiver needs from the care plan, schedules training sessions before discharge and records each skill's competence. After each session the therapist records whether the caregiver could demonstrate the skill. If not, the agent adds a practice session and checks again before discharge. It flags any skill still not safe close to the date and tells the therapist and the discharge team. The therapist approves the plan, sessions and the final competence record. Edge case: a caregiver with a physical limit, such as back pain, is offered an alternative method or equipment.

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.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
ApprovedYes, continueYes, continueNoNo 1 STARTS WHEN Discharge date set 2 USES A TOOL Read the care plan and caregiver details 3 DOES List the skills the caregiver needs 4 DOES Schedule training sessions before the discharge date 5 YOU APPROVE Therapist approves the plan and sessions 6 USES A TOOL Send the invitations and materials 7 USES A TOOL Read the therapist's competence record after eachsession 8 CHECKS THE RESULT Can the caregiver demonstrate each skill safely? If not: Add a practice session and a simpler method orequipment for that skill. Back to step 3. 9 DOES Update the skill tracker 10 CHECKS THE RESULT Are all skills competent with 2 days beforedischarge? If not: Alert the therapist and discharge team toconsider a delay or home support. Back to step 3. 11 RESULT Caregiver competence record
Read the steps as a list
  1. Discharge date set
  2. Read the care plan and caregiver details
  3. List the skills the caregiver needs
  4. Schedule training sessions before the discharge date
  5. Therapist approves the plan and sessionsThe agent waits here for your OK.
  6. Send the invitations and materials
  7. Read the therapist's competence record after each session
  8. Can the caregiver demonstrate each skill safely?If not: Add a practice session and a simpler method or equipment for that skill. Back to step 3.
  9. Update the skill tracker
  10. Are all skills competent with 2 days before discharge?If not: Alert the therapist and discharge team to consider a delay or home support. Back to step 3.
  11. Caregiver competence record

How it decides

It tracks each skill as not started, in practice or competent, and adds sessions until competent.

  • Every skill needs a demonstrated competence
  • A failed skill gets an added session
  • A skill not competent 2 days before discharge is escalated
  • Physical limits trigger an alternative

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Skills list
  • Sessions needed
  • Escalation days before discharge
  • Equipment alternatives
  • Who is notified

What keeps you in control

It always asks you first

  • Therapist approves the plan and sessions
  • Therapist signs the final competence record

Hard limits

  • Never mark competence without a therapist's record
  • Never delay a flagged skill
  • Never share the care plan beyond the team

It stops when

  • Done: all skills competent before discharge
  • Stop: discharge is cancelled or the caregiver cannot take part

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.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • 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
Get access to this agent

An example run

What happensA patient needs bed transfers, dressing changes and a wheelchair fold. The agent books 3 sessions. After session 2 the caregiver can fold the chair and change the dressing but cannot do the transfer safely because of a bad shoulder. The agent adds a session and suggests a transfer board. By the check two days before discharge, all skills are competent.

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