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AI agent for pharmacists

Medication Therapy Review Agent

Complete a yearly review with every finding resolved or recorded.

Risk managementHealthcare
See how it worksGet access
Medication Therapy Review Agent: what goes in, what the agent does and what you get

What it does

A yearly medication review means gathering medicines, diagnoses and labs from several places before any thinking begins. This agent starts on each patient's schedule. It compiles the current medicines and conditions, checks for duplication, gaps in therapy such as no statin after a heart event, and cost options. It drafts a review document with the findings in priority order and prepares prescriber questions. The pharmacist approves the review and messages. The agent tracks prescriber replies. Each answer is read and the profile is updated before the next review date is set. Edge case: two prescribers gave conflicting plans, so the agent lists both and asks the pharmacist to choose how to raise it.

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 Patient's review date arrives 2 USES A TOOL Compile medicines, conditions and recent labs 3 DOES Check duplication, gaps and cost options 4 DOES Rank the findings by risk 5 DOES Draft the review and prescriber questions 6 YOU APPROVE Pharmacist approves the review and messages 7 USES A TOOL Send questions and track replies 8 CHECKS THE RESULT Has every prescriber replied? If not: remind after 10 days and flag the pharmacist.Back to step 7. 9 DOES Read each answer and update the profile 10 CHECKS THE RESULT Does the updated profile resolve each finding? If not: reopen the finding and draft another question.Back to step 5. 11 RESULT Review closed and next date set
Read the steps as a list
  1. Patient's review date arrives
  2. Compile medicines, conditions and recent labs
  3. Check duplication, gaps and cost options
  4. Rank the findings by risk
  5. Draft the review and prescriber questions
  6. Pharmacist approves the review and messagesThe agent waits here for your OK.
  7. Send questions and track replies
  8. Has every prescriber replied?If not: remind after 10 days and flag the pharmacist. Back to step 7.
  9. Read each answer and update the profile
  10. Does the updated profile resolve each finding?If not: reopen the finding and draft another question. Back to step 5.
  11. Review closed and next date set

How it decides

It ranks findings by risk and potential benefit, and only sets the next review after replies are applied.

  • Rank safety findings above cost findings
  • Group questions per prescriber
  • Remind after 10 days
  • Set next review only when all findings are closed

Make it yours

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

  • Review interval (default 12 months)
  • Reminder days (default 10)
  • Finding categories
  • Document format

What keeps you in control

It always asks you first

  • Pharmacist approves the review and each message

Hard limits

  • Never recommend a change directly to the patient
  • Never send without approval

It stops when

  • Done: findings closed and next date set
  • Stop: patient declines review

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 happensMrs. Chen's review found two duplicate acid reducers and no statin despite diabetes. The agent drafted one note per prescriber. The cardiologist replied but did not mention the statin, so the check failed. The agent reopened the finding and sent a short follow-up. The reply added a statin. The agent updated the profile and set the next review.

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