Complete AI Training
Sign inGet my AI kit

Your job's AI kit

Get your AI kit

Tell us who you are and what you do. We show you your kit right away and email you the link: skills, prompts, AI agents, MCP servers and courses for your job.

500+ jobs ready, and we make a kit for any other job. No payment needed to look.

Share

AI agent for optometrists

Diabetic Eye Exam Report Loop Agent

Make sure every diabetic eye exam report reaches the right doctor and is confirmed.

Diabetic Eye Exam Report Loop Agent: what goes in, what the agent does and what you get

What it does

After a diabetic eye exam, the report to the patient's primary care doctor often goes out late or never, and nobody checks it arrived. This agent scans the schedule for diabetic exams, pulls the findings such as retinopathy grade, pressure and vision, and drafts the report in the format the doctor's office prefers. The optometrist reviews and approves it. The agent then sends it and records the date. It checks for a confirmation of receipt. If none arrives within seven days, it resends by another channel, such as fax, secure message or a phone task for staff. It keeps going through the channels until receipt is confirmed or the optometrist is told. Edge case: the primary care doctor listed on file has changed, so the agent asks the patient's record for the current doctor before resending.

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 A diabetic eye exam is closed 2 USES A TOOL Pull findings and the primary care doctor's contactdetails 3 DOES Check the doctor on file is current 4 DOES Draft the report in the office's preferred format 5 YOU APPROVE Optometrist reviews and approves the report 6 USES A TOOL Send the report and record channel and date 7 CHECKS THE RESULT Has the office confirmed receipt within 7 days? If not: resend by the next channel not tried and log theattempt. Back to step 6. 8 CHECKS THE RESULT Is the primary care doctor and contact stillcorrect? If not: ask front desk to confirm with the patient,update the record, then redraft the cover note. Back tostep 3. 9 RESULT Confirmed report logged in the chart
Read the steps as a list
  1. A diabetic eye exam is closed
  2. Pull findings and the primary care doctor's contact details
  3. Check the doctor on file is current
  4. Draft the report in the office's preferred format
  5. Optometrist reviews and approves the reportThe agent waits here for your OK.
  6. Send the report and record channel and date
  7. Has the office confirmed receipt within 7 days?If not: resend by the next channel not tried and log the attempt. Back to step 6.
  8. Is the primary care doctor and contact still correct?If not: ask front desk to confirm with the patient, update the record, then redraft the cover note. Back to step 3.
  9. Confirmed report logged in the chart

How it decides

It resends when no confirmation exists after 7 days and picks the next channel not yet tried. It stops when receipt is confirmed.

  • Treat an exam as diabetic if the chart has a diabetes diagnosis or the visit reason says so
  • Move to a new channel after each unconfirmed attempt
  • Flag urgent findings (severe retinopathy) to the optometrist the same day
  • After 3 failed channels, create a phone task for staff

Make it yours

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

  • Days to wait before resending (default 7)
  • Channel order (default secure message, fax, phone task)
  • Report format per doctor's office
  • Urgent finding rule (default severe retinopathy)

What keeps you in control

It always asks you first

  • Optometrist approves each report before it is sent
  • Optometrist approves sending to a new doctor or address

Hard limits

  • Never send a report the optometrist has not approved
  • Share only what the report format requires

It stops when

  • Done: receipt confirmed and logged
  • Stop: patient has no primary care doctor, tell the optometrist

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 happensMr. Alvarez had an exam on March 3 with moderate non-proliferative retinopathy. The report went by secure message to Dr. Lim. By March 10 no confirmation came, so the agent faxed it. The fax bounced because the number was old. The agent asked staff to check, found a new office number, resent, got confirmation March 12 and logged it.

More agents for optometrists