AI agent for surgeons
Morbidity and Mortality Case Prep Agent
Ready, accurate case summaries for M&M
What it does
Morbidity and mortality conferences review complications so the team can learn, but preparing each case means hours of chart review. This agent takes the month's complication list from the registry and picks cases by severity and learning value. For each case it pulls the chart timeline: admission, operation, labs, imaging reports, notes and the complication itself. It drafts a factual timeline and discussion points without blame, and removes patient identifiers for slides. It then checks the timeline for gaps, such as missing days or results. If it finds a gap, it searches other note types, and anything still missing goes to the presenting surgeon. The surgeon approves the final summary. Edge case: cases under legal review are excluded and listed only by number for the department lead.
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.
Read the steps as a list
- Monthly M&M preparation
- Pull complications from the registry
- Pick cases by severity and teaching value
- Build timelines from charts, labs and notes
- Is the timeline complete?If not: search other note types for the gap. Back to step 4.
- Draft the case summary and learning points
- Surgeon approves the summaryThe agent waits here for your OK.
- Case summary ready for conference
How it decides
Cases picked by severity.
- De-identify
- Legal cases excluded
- Severity order
Make it yours
Every agent is a starting point. You choose these settings for your own situation.
- Selection
- Format
- Identifiers
- Timing
What keeps you in control
It always asks you first
- Content
Hard limits
- No blame language
It stops when
- Done: summaries
- Stop: none
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.
- 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