AI agent for occupational therapists
Plan of Care Re-evaluation Agent
No therapy visit happens outside a valid, signed plan of care
What it does
Therapy plans of care have end dates, visit counts and physician signature rules, and payers deny visits outside them. Each day this agent lists plans within 14 days or 2 visits of their limit. It pulls the latest outcome scores and goal status. If goals are already met, it suggests discharge planning instead of recertification. Otherwise it drafts a progress summary for re-evaluation. The therapist completes and signs the re-evaluation and owns all clinical content. The agent then checks that the referring provider's signature and the new authorization are in place before more visits are booked. If either is missing, it sends the request and rechecks daily. No visits are booked past the limit without both. Edge case: a patient who meets goals early gets discharge planning rather than a new plan.
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.
Read the steps as a list
- Daily plan review
- List plans near date or visit limits
- Pull outcome scores and goal status
- Are goals still open?If not: suggest discharge planning to the therapist. Back to step 3.
- Draft progress summary for re-evaluation
- Therapist completes and signs the re-evaluationThe agent waits here for your OK.
- Are the referring provider signature and new authorization in place?If not: send the signature or authorization request and recheck daily. Back to step 6.
- Release new visits for booking
- Plan renewed or patient discharged
How it decides
Plans within 14 days or 2 visits of their limit are flagged. Booking past the limit is blocked until signature and authorization are confirmed.
- Flag at 14 days or 2 visits before the limit
- Goals met suggests discharge
- No visits booked beyond the limit without signature and authorization
Make it yours
Every agent is a starting point. You choose these settings for your own situation.
- Warning window (days and visits)
- Outcome measures to include
- Signature reminder schedule
- Payer-specific rules
What keeps you in control
It always asks you first
- Re-evaluation content
- Discharge decision
Hard limits
- The agent never writes clinical judgments
- Visits past the limit are not booked
It stops when
- Done: plan renewed or discharge signed
- Stop: physician does not sign within 21 days, alert the clinic manager
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.
- 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
