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AI agent for dental hygienists

Home Care Plan Follow-up Agent

Improve home care follow-through between visits

CommunicationMonitoringHealthcare
See how it worksGet access
Home Care Plan Follow-up Agent: what goes in, what the agent does and what you get

What it does

Hygienists give home care advice, like interdental brushes or a fluoride rinse, but follow-through at home is low. This agent records the home care plan agreed at the visit and sends the patient a short plan summary. It checks in at two and six weeks with simple questions about how it is going. It logs the answers. If the patient reports trouble, such as sensitivity from a product or difficulty using a brush, it alerts the hygienist to adjust the plan. At the next visit, it gives the hygienist a summary of the answers next to the bleeding scores from the chart, so progress is easy to see. The hygienist approves any plan change. Edge case: patients who opted out of messages are tracked chairside only.

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
Yes, continueApprovedNo 1 STARTS WHEN Hygiene visit ends with a plan 2 USES A TOOL Send plan summary 3 USES A TOOL Check in at 2 and 6 weeks 4 CHECKS THE RESULT Is the patient following the plan without problems? If not: alert hygienist to adjust. Back to step 3. 5 DOES Summarize before next visit 6 YOU APPROVE Hygienist updates plan 7 RESULT Plan updated
Read the steps as a list
  1. Hygiene visit ends with a plan
  2. Send plan summary
  3. Check in at 2 and 6 weeks
  4. Is the patient following the plan without problems?If not: alert hygienist to adjust. Back to step 3.
  5. Summarize before next visit
  6. Hygienist updates planThe agent waits here for your OK.
  7. Plan updated

How it decides

Check-in answers and bleeding scores show if the plan works.

  • Sensitivity reports go to hygienist
  • No reply after 2 messages stops check-ins
  • Bleeding scores compared

Make it yours

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

  • Check-in timing
  • Questions
  • Channel
  • Summary format

What keeps you in control

It always asks you first

  • Plan changes

Hard limits

  • Respect consent
  • No product sales

It stops when

  • Done: next visit
  • Stop: patient opts out

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 happensAfter an October 3 visit with 34% bleeding on probing, the hygienist set a plan of interdental brushes nightly. At the 2-week check-in the patient said the brushes hurt and she stopped. The agent went back, sent a short tip on a smaller brush size and checked again at 6 weeks, when she reported daily use. Before the next visit it summarized this, and the hygienist updated the plan.

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