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AI agent for dental hygienists

Oral Cancer Screening Follow-Up Agent

Every suspicious finding is followed to a documented result.

Oral Cancer Screening Follow-Up Agent: what goes in, what the agent does and what you get

What it does

A lesion noted in the exam is written in the chart, and then nobody makes sure the patient came back or saw a specialist. After each exam where a lesion or suspicious finding is recorded, the agent creates a follow-up task. It books the recheck or drafts a referral to a specialist with the exam note, then tracks the date. If the patient does not attend, it contacts them again. When the result letter or biopsy report does not arrive by the due date, it chases the specialist office. It closes the item only when a result is in the chart. The dentist approves every referral and message. Edge case: a finding rated urgent goes to the dentist the same day, not into the weekly list.

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 Exam with a finding recorded 2 USES A TOOL Read the exam note and referral options 3 DOES Set the follow-up type and due date by urgency 4 DOES Draft the recheck booking or specialist referral 5 YOU APPROVE Dentist approves the plan and referral 6 USES A TOOL Book the visit or send the referral and track it 7 USES A TOOL Check attendance and results at the due date 8 CHECKS THE RESULT Is a result in the chart? If not: Contact the patient or the specialist office andset a new due date. Back to step 3. 9 DOES Update the follow-up list 10 CHECKS THE RESULT Is any open finding past due? If not: Flag it to the dentist and add a call task. Backto step 3. 11 RESULT Closed finding with result
Read the steps as a list
  1. Exam with a finding recorded
  2. Read the exam note and referral options
  3. Set the follow-up type and due date by urgency
  4. Draft the recheck booking or specialist referral
  5. Dentist approves the plan and referralThe agent waits here for your OK.
  6. Book the visit or send the referral and track it
  7. Check attendance and results at the due date
  8. Is a result in the chart?If not: Contact the patient or the specialist office and set a new due date. Back to step 3.
  9. Update the follow-up list
  10. Is any open finding past due?If not: Flag it to the dentist and add a call task. Back to step 3.
  11. Closed finding with result

How it decides

It treats a finding as open until a result is recorded, and chases by due date and urgency.

  • Urgent findings go to the dentist the same day
  • Recheck due in 2 weeks for non-urgent lesions
  • No result 14 days after referral means a chase
  • An item closes only with a result

Make it yours

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

  • Recheck interval
  • Chase days after referral
  • Specialist list
  • Urgent rules
  • Message wording

What keeps you in control

It always asks you first

  • Dentist approves referrals and patient messages
  • Dentist decides the urgency level

Hard limits

  • Never make a diagnosis
  • Never close an item without a result
  • Never send without approval

It stops when

  • Done: all findings have documented results
  • Stop: the patient refuses follow-up and it is documented

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 an exam notes a white patch on the tongue, the agent books a 2 week recheck. The patient attends and the dentist refers to an oral surgeon. At 14 days no report has arrived, so the agent chases the surgeon's office and learns the letter was sent to the wrong fax. The corrected report arrives and the agent closes the item.

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