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AI agent for surgeons

Operative Note Completion Agent

Complete, matching operative notes on time

Quality controlAdministrationWritingHealthcare
See how it worksGet access
Operative Note Completion Agent: what goes in, what the agent does and what you get

What it does

Operative notes must be completed quickly and include indication, findings, procedure steps, implants, estimated blood loss, specimens and complications. Gaps affect billing, implant tracking and patient safety. This agent reads the draft or dictation after each case and checks every required element. It compares implants and specimens with the OR record. Mismatches and missing items are turned into short questions for the surgeon. After the surgeon edits, it checks again. Unsigned notes get a reminder at the set hour and are reported to the department if still open after the deadline. The surgeon signs every note. Edge case: an implant recorded by the OR team but not mentioned in the note is flagged, because implant tracking and recalls depend on 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
Yes, continueApprovedNo 1 STARTS WHEN Case ends 2 USES A TOOL Read the draft or dictation 3 USES A TOOL Pull implant, specimen and anesthesia records 4 DOES Check required elements and records 5 CHECKS THE RESULT Complete and matching? If not: draft questions for the surgeon on each gap.Back to step 4. 6 DOES Prepare the note for signature 7 YOU APPROVE Surgeon signs 8 RESULT Note filed
Read the steps as a list
  1. Case ends
  2. Read the draft or dictation
  3. Pull implant, specimen and anesthesia records
  4. Check required elements and records
  5. Complete and matching?If not: draft questions for the surgeon on each gap. Back to step 4.
  6. Prepare the note for signature
  7. Surgeon signsThe agent waits here for your OK.
  8. Note filed

How it decides

Elements and records matched.

  • Implants must match
  • 24-hour completion
  • Gaps listed

Make it yours

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

  • Elements
  • Timing
  • Reminders
  • Format

What keeps you in control

It always asks you first

  • Signing

Hard limits

  • No clinical content added

It stops when

  • Done: signed
  • 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.

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 colectomy on July 9, the agent read Dr. Eva Grant's dictation. It found no specimen listed and an estimated blood loss of 100 mL, while anesthesia recorded 250 mL. The check failed. The agent drafted two questions for Dr. Grant, who corrected both. The re-check passed. Dr. Grant signed the note at 4:15 p.m.

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