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AI agent for surgeons

OR Case Booking Agent

Every case has its equipment ready

Risk managementHealthcareOperations
See how it worksGet access
OR Case Booking Agent: what goes in, what the agent does and what you get

What it does

Booked surgical cases need the right implants, instruments, special equipment and sometimes extra staff, and a missing tray can delay or cancel a case. This agent reads each booking and the surgeon's preference card and lists every required item. It checks with supply, sterile processing and vendors that each item is confirmed for the date. It tracks vendor loaner sets so they arrive in time to be processed. It chases gaps, and the day before surgery it checks again. If an item is still not confirmed 24 hours out, it contacts backup vendors or loaner sources and alerts the surgeon with options. Changes to preference cards need the surgeon's approval. Edge case: a card not updated in over a year, or one that conflicts with the booked procedure, is sent to the surgeon to confirm first.

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 booked 2 USES A TOOL Read the booking and surgeon preference card 3 USES A TOOL List required implants, instruments and equipment 4 USES A TOOL Confirm items with supply and vendors 5 CHECKS THE RESULT Is everything confirmed 24 hours before? If not: contact backup vendors or loaner sets and listoptions. Back to step 4. 6 DOES Draft changes to the case plan 7 YOU APPROVE Surgeon confirms changes 8 RESULT Case ready
Read the steps as a list
  1. Case booked
  2. Read the booking and surgeon preference card
  3. List required implants, instruments and equipment
  4. Confirm items with supply and vendors
  5. Is everything confirmed 24 hours before?If not: contact backup vendors or loaner sets and list options. Back to step 4.
  6. Draft changes to the case plan
  7. Surgeon confirms changesThe agent waits here for your OK.
  8. Case ready

How it decides

Required items confirmed by date.

  • Loaners 48 hours before
  • Preference card current
  • Gaps escalate

Make it yours

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

  • Lead time
  • Vendors
  • Card
  • Reminder

What keeps you in control

It always asks you first

  • Card changes

Hard limits

  • No orders without approval

It stops when

  • Done: ready
  • Stop: case moved

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 happensDr. Nina Park booked a hip replacement for Tuesday. The agent listed 14 items from her preference card and confirmed 13 with supply. The vendor had not confirmed the size 52 cup. The check failed, so the agent looped back and asked a second vendor rep, who had one. Dr. Park approved the different brand. The case was marked ready on Monday at noon.

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