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AI agent for nurse practitioners

Medication Reconciliation Agent

A single, verified medication list with every discrepancy resolved

Medication Reconciliation Agent: what goes in, what the agent does and what you get

What it does

At every transition of care, someone must compare what the patient takes at home with what is ordered now, and gaps cause harm. This agent pulls the medication list from the chart, pharmacy fill history and patient interview notes. It lines them up and flags drugs that are missing, duplicated, changed in dose or held without a reason. High-risk drugs such as anticoagulants, insulin and opioids are listed first. It runs interaction and allergy checks. Each discrepancy goes to the clinician with the evidence. After the clinician resolves it, the agent checks that every item has a documented reason. It then drafts patient instructions from the final list and checks they match it exactly. The clinician approves the final list and instructions. Edge case: a drug the patient says they stopped but still fills is marked for a direct question.

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 Care transition starts 2 USES A TOOL Pull medication lists from chart, pharmacy andinterview 3 DOES Line up drugs and note mismatches 4 USES A TOOL Run interaction and allergy checks 5 YOU APPROVE Clinician resolves each discrepancy 6 CHECKS THE RESULT Are all discrepancies resolved with a reason? If not: send open items back to the clinician withevidence. Back to step 3. 7 DOES Draft patient instructions from the final list 8 CHECKS THE RESULT Do the instructions match the final list exactly? If not: correct the instructions. Back to step 7. 9 RESULT Reconciled list and patient instructions
Read the steps as a list
  1. Care transition starts
  2. Pull medication lists from chart, pharmacy and interview
  3. Line up drugs and note mismatches
  4. Run interaction and allergy checks
  5. Clinician resolves each discrepancyThe agent waits here for your OK.
  6. Are all discrepancies resolved with a reason?If not: send open items back to the clinician with evidence. Back to step 3.
  7. Draft patient instructions from the final list
  8. Do the instructions match the final list exactly?If not: correct the instructions. Back to step 7.
  9. Reconciled list and patient instructions

How it decides

Sources are compared drug by drug. Any mismatch in drug, dose, frequency or status is a discrepancy until a clinician resolves it.

  • Unexplained held home medicines are always flagged
  • High-risk drugs (anticoagulants, insulin, opioids) are listed first
  • Patient-reported stops are confirmed, not assumed

Make it yours

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

  • Which transitions trigger it
  • High-risk drug list
  • Sources to include
  • Instruction reading level

What keeps you in control

It always asks you first

  • Every resolution of a discrepancy
  • Final discharge medication list

Hard limits

  • The agent never changes an order
  • Allergy conflicts are never suppressed

It stops when

  • Done: list reconciled and signed
  • Stop: patient unable to provide history, document and flag

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 happensAt discharge on April 2, the agent found warfarin missing from the discharge list though it was a home medicine. The physician confirmed it was held for a procedure and should restart on day 3, and documented the reason. The instruction check then failed: the draft instructions omitted the restart date. The agent added it, and the physician approved the final list and instructions.

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