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AI agent for therapists

Outcome Measure Progress Tracking Agent

Every client's progress reviewed before each session, with non-improvement and risk items flagged

MonitoringAnalysisScience and researchHealthcare
See how it worksGet access
Outcome Measure Progress Tracking Agent: what goes in, what the agent does and what you get

What it does

Many psychologists ask clients to complete short measures, such as depression or anxiety scales, before sessions, but trends are hard to see across weeks. When a client completes a measure, this agent scores it and checks that it is complete under the scoring rules. Measures with too many skipped items are marked incomplete, and the client is asked to finish before the session. Any answer on a risk item is flagged to the psychologist at once, outside the normal summary. The agent then adds the score to the client's trend chart and compares it with expected change for that point in treatment. Clients not improving or getting worse are flagged. It prepares a short pre-session note with the chart. The psychologist interprets the scores and decides what to do clinically. Edge case: a measure with skipped items is scored only if the rules allow 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 Client completes a measure 2 USES A TOOL Score the measure 3 CHECKS THE RESULT Is the measure complete under the scoring rules? If not: mark incomplete and ask the client to finish itbefore the session. Back to step 2. 4 DOES Flag any risk item answer to the psychologist atonce 5 DOES Compare trend with expected change 6 DOES Prepare pre-session note with chart 7 YOU APPROVE Psychologist reviews and decides on clinical action 8 RESULT Note filed in the client record
Read the steps as a list
  1. Client completes a measure
  2. Score the measure
  3. Is the measure complete under the scoring rules?If not: mark incomplete and ask the client to finish it before the session. Back to step 2.
  4. Flag any risk item answer to the psychologist at once
  5. Compare trend with expected change
  6. Prepare pre-session note with chart
  7. Psychologist reviews and decides on clinical actionThe agent waits here for your OK.
  8. Note filed in the client record

How it decides

It flags clients whose change is below the expected range for their session number, and flags any risk item answer immediately.

  • Flag risk item answers immediately
  • Flag change below the expected range
  • Never score measures with too many missing items

Make it yours

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

  • Measures used
  • Expected change benchmarks
  • How risk alerts are delivered
  • Days before session to prepare notes

What keeps you in control

It always asks you first

  • Any clinical decision or change to treatment

Hard limits

  • Never interprets scores clinically or contacts clients about risk
  • Keeps all data inside the practice system

It stops when

  • Done: pre-session note filed
  • Stop: measure not completed; tell the psychologist

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 happensA client's depression score stayed at 17 over six weekly sessions, while the expected change was a drop of at least 5 points. The agent flagged it in the pre-session note. In week 7, the completeness check failed with three items skipped, so it asked the client to finish before the session. That week the client marked a risk item, and the agent alerted the psychologist within minutes.

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