AI agent for nurse practitioners
Controlled Substance Refill Monitoring Agent
Every controlled refill is reviewed with all required checks current
What it does
Prescribing stimulants, benzodiazepines or opioids comes with rules: drug monitoring database checks, treatment agreements, urine screens and refill intervals. Keeping track by hand is error-prone. This agent reviews each refill request for a controlled drug. It checks days since the last fill, the state monitoring database report, the agreement date and the date of the last screen. It flags early refills, overlapping prescribers and missing checks, and prepares a short summary for the prescriber. If a required check is missing, it schedules it or reminds the patient before the refill is due, then checks again. The prescriber makes every refill decision and any change to dose or drug. Edge case: a lost-prescription request is never processed automatically; it goes to the prescriber with the full fill history.
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
- Controlled refill request arrives
- Pull fill history and monitoring database report
- Check interval, agreement and screen dates
- Are all required checks current?If not: schedule the missing check or remind the patient, then recheck. Back to step 3.
- Write a one-page refill summary
- Prescriber decides on the refillThe agent waits here for your OK.
- Decision documented
How it decides
Each refill is tested against interval, monitoring check, agreement and screen rules. Any failed rule goes to the prescriber with the evidence.
- Refills more than 3 days early are flagged
- More than one prescriber in 90 days is flagged
- Agreements older than 12 months need renewal
Make it yours
Every agent is a starting point. You choose these settings for your own situation.
- Drug classes in scope
- Early refill tolerance
- Agreement renewal interval
- Screen frequency
What keeps you in control
It always asks you first
- Every refill decision
- Any change to dose or drug
Hard limits
- The agent never sends prescriptions
- No refill is approved by default
It stops when
- Done: decision documented
- Stop: monitoring database unavailable, prescriber decides with a note
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
