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AI agent for caregivers

Doctor Visit Prep Agent

Every visit covers the key changes and questions

Doctor Visit Prep Agent: what goes in, what the agent does and what you get

What it does

Doctor visits are short, and caregivers often leave with questions unasked or answers half remembered. This agent pulls recent entries from the care log, medication changes and earlier open questions, and drafts a one-page visit sheet with the most important changes first. After the visit, the caregiver enters what was said. The agent checks whether every question on the sheet was answered and updates the medication list and to-do list. Any question still open goes into a draft message for the doctor's patient portal, which the caregiver reviews and sends. It keeps the sheet for the next visit, so open items carry forward. Edge case: if the doctor changed a medicine, the agent asks the caregiver to confirm the new dose and timing with the pharmacy before updating the list.

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, continueNo 1 STARTS WHEN Appointment in 3 days 2 USES A TOOL Pull care log and medicines 3 DOES Draft visit sheet 4 YOU APPROVE Caregiver reviews sheet 5 DOES Record visit notes 6 CHECKS THE RESULT Were all questions answered? If not: draft follow-up message. Back to step 3. 7 RESULT Updated to-do list
Read the steps as a list
  1. Appointment in 3 days
  2. Pull care log and medicines
  3. Draft visit sheet
  4. Caregiver reviews sheetThe agent waits here for your OK.
  5. Record visit notes
  6. Were all questions answered?If not: draft follow-up message. Back to step 3.
  7. Updated to-do list

How it decides

Questions ranked by urgency.

  • Urgent questions first
  • Medicine changes confirmed
  • Follow-up draft for gaps

Make it yours

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

  • Sheet format
  • Days ahead
  • Questions
  • Recipients

What keeps you in control

It always asks you first

  • Sending messages

Hard limits

  • No medical advice

It stops when

  • Done: visit closed
  • Stop: appointment cancelled

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 happensThree days before a March 18 visit, the agent pulled two weeks of care log notes and a new blood pressure pill. It drafted a sheet with 5 questions. The caregiver approved it. After the visit the caregiver entered the notes. The check found the question about dizziness at night was not answered. The agent added it to the to-do list as a call to the nurse line, and updated the medication list.

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