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AI agent for nurses

Patient Teach-Back Documentation Agent

Each key teaching point is confirmed understood and documented before discharge.

Patient Teach-Back Documentation Agent: what goes in, what the agent does and what you get

What it does

Patient education is often documented as given, but nobody confirms that the patient understood. For each patient's teaching plan, the agent lists the topics due, such as medicines, wound care or warning signs, and builds teach-back questions in plain language. After the nurse teaches, the nurse records the patient's answers and the agent compares them with the key points. If the patient cannot repeat a key step, it builds a simpler explanation with a different example and prompts the nurse to ask again. It loops until each key point is understood or the nurse flags it for follow-up. The nurse approves the questions and the final record. Edge case: a patient with a language barrier is given materials in their language and an interpreter prompt.

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, continueApprovedNo 1 STARTS WHEN Teaching plan opened 2 USES A TOOL Read the plan, key points and the patient's language 3 DOES Build plain-language teach-back questions 4 YOU APPROVE Nurse approves the questions 5 DOES Nurse teaches and records the patient's answers 6 USES A TOOL Read the recorded answers 7 DOES Compare answers with the key points 8 CHECKS THE RESULT Did the patient correctly repeat every key point? If not: Build a simpler explanation with a new exampleand prompt the nurse to ask again. Back to step 3. 9 DOES Mark each point as understood or needing follow-up 10 YOU APPROVE Nurse approves the final education record 11 RESULT Education record
Read the steps as a list
  1. Teaching plan opened
  2. Read the plan, key points and the patient's language
  3. Build plain-language teach-back questions
  4. Nurse approves the questionsThe agent waits here for your OK.
  5. Nurse teaches and records the patient's answers
  6. Read the recorded answers
  7. Compare answers with the key points
  8. Did the patient correctly repeat every key point?If not: Build a simpler explanation with a new example and prompt the nurse to ask again. Back to step 3.
  9. Mark each point as understood or needing follow-up
  10. Nurse approves the final education recordThe agent waits here for your OK.
  11. Education record

How it decides

It compares the patient's recorded answers with the key points and re-explains the points missed.

  • Every key point needs a correct teach-back
  • A missed point is re-explained in simpler words
  • After 3 tries flag for follow-up or a family member
  • Use the patient's language

Make it yours

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

  • Topics and key points
  • Language and literacy level
  • Number of tries
  • Question style
  • Record format

What keeps you in control

It always asks you first

  • Nurse approves the questions
  • Nurse approves the final record

Hard limits

  • Never replace nurse teaching
  • Never mark a point understood without an answer
  • Never use jargon with the patient

It stops when

  • Done: all key points understood and documented
  • Stop: the patient cannot take part and a caregiver is used

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 happensFor a patient going home on insulin the agent builds 5 questions. The nurse records that the patient could state the dose but could not describe low blood sugar signs. The agent builds a simpler explanation with a picture and prompts the nurse. On the second try the patient names 3 signs. The nurse approves and the record shows all 5 points understood.

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