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AI agent for dietitians

Nutrition Care Team Update Agent

Keep the care team informed and referrals current

Nutrition Care Team Update Agent: what goes in, what the agent does and what you get

What it does

Dietitians must send recommendations back to the referring doctor and keep referrals current so visits stay covered, and both slip in a busy week. After each consultation this agent drafts a short update for the care team with the assessment summary, recommendations and next visit date. Once the dietitian approves, it sends the update and tracks whether the doctor's office acknowledged it. If there is no acknowledgment within five business days, it resends through another channel and flags it for a phone call. Each week it also checks referral expiry dates and visit limits and drafts renewal requests 30 days ahead. The dietitian approves every update. Edge case: urgent concerns, such as rapid unplanned weight loss or signs of refeeding risk, are flagged for the dietitian to call the doctor directly.

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 Consultation completed 2 USES A TOOL Read assessment notes and the referral record 3 DOES Draft a short update with findings andrecommendations 4 DOES Check referral expiry and add a renewal request ifdue 5 YOU APPROVE Dietitian approves the update 6 USES A TOOL Send the update to the care team 7 CHECKS THE RESULT Was it acknowledged within 5 business days? If not: resend through another channel and flag for aphone call. Back to step 6. 8 RESULT Update and acknowledgment logged
Read the steps as a list
  1. Consultation completed
  2. Read assessment notes and the referral record
  3. Draft a short update with findings and recommendations
  4. Check referral expiry and add a renewal request if due
  5. Dietitian approves the updateThe agent waits here for your OK.
  6. Send the update to the care team
  7. Was it acknowledged within 5 business days?If not: resend through another channel and flag for a phone call. Back to step 6.
  8. Update and acknowledgment logged

How it decides

Expiry within 30 days triggers renewal.

  • Expiry 30 days triggers renewal
  • Urgent concerns call
  • Acknowledgment tracked

Make it yours

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

  • Template
  • Renewal window
  • Contacts
  • Channel

What keeps you in control

It always asks you first

  • Updates

Hard limits

  • Privacy rules

It stops when

  • Done: acknowledged
  • Stop: care ends

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 a consultation on August 12, the agent drafted an update for Dr. Helen Moore about patient Carl Young: weight down 3 kg, sodium goal set, next visit in 6 weeks. It noticed his referral expires September 1 and added a renewal request. Dietitian Jo Kim approved and it was sent. By August 19 there was no acknowledgment, so the agent looped back and resent it by fax. The office confirmed August 20.

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