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AI agent for medical assistants

Post-Discharge Follow-Up Within Seven Days Agent

Make sure every discharged patient has a confirmed visit within 7 days.

SchedulingHealthcare
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Post-Discharge Follow-Up Within Seven Days Agent: what goes in, what the agent does and what you get

What it does

A follow-up visit within seven days after discharge lowers the risk of readmission, but patients leave without an appointment or lack a ride. This agent watches for new discharges. It books a visit inside the window, sends a confirmation and reminder, and arranges transport if the patient needs it. If the patient has not confirmed 48 hours before, it calls again and arranges a ride. If no visit is booked, it escalates to the clinician. The clinician approves the booking choices and any contact outside the normal list. Edge case: the patient has no phone, so the agent uses the discharge contact or the care team listed in the chart.

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, continueYes, continueNoNoNo 1 STARTS WHEN A discharge is posted 2 USES A TOOL Read the discharge and patient contacts 3 DOES Find open slots within 7 days 4 YOU APPROVE Clinician approves the booking choice 5 USES A TOOL Book the visit and send a confirmation 6 CHECKS THE RESULT Is a visit booked within the 7-day window? If not: offer other slots, other clinicians or a phonevisit and escalate to the clinician. Back to step 3. 7 USES A TOOL Send a reminder and arrange transport 8 CHECKS THE RESULT Has the patient confirmed 48 hours before? If not: call again, arrange a ride and tell the careteam. Back to step 7. 9 CHECKS THE RESULT Did the patient attend? If not: rebook and escalate the miss to the clinician.Back to step 2. 10 RESULT Visit attended and logged
Read the steps as a list
  1. A discharge is posted
  2. Read the discharge and patient contacts
  3. Find open slots within 7 days
  4. Clinician approves the booking choiceThe agent waits here for your OK.
  5. Book the visit and send a confirmation
  6. Is a visit booked within the 7-day window?If not: offer other slots, other clinicians or a phone visit and escalate to the clinician. Back to step 3.
  7. Send a reminder and arrange transport
  8. Has the patient confirmed 48 hours before?If not: call again, arrange a ride and tell the care team. Back to step 7.
  9. Did the patient attend?If not: rebook and escalate the miss to the clinician. Back to step 2.
  10. Visit attended and logged

How it decides

A visit must be on the calendar and confirmed 48 hours ahead. If not, the agent contacts again or escalates.

  • Book within 7 days of discharge
  • Reminder at 48 hours
  • Arrange transport if needed
  • Escalate to the clinician if no slot exists

Make it yours

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

  • Visit window (default 7 days)
  • Reminder time (default 48 hours)
  • Transport provider
  • Who is told when no slot exists

What keeps you in control

It always asks you first

  • Clinician approves bookings and escalation contacts

Hard limits

  • Never share discharge details beyond the contact approved
  • Never cancel an existing appointment

It stops when

  • Done: patient attended the visit
  • Stop: patient declines care or moves

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 happensMr. Weiss was discharged on a Friday. The first open slot was Monday at 10 a.m., within the window. At 48 hours before, he had not confirmed, so the check failed. The agent called him, learned he had no ride and booked transport. It then sent a reminder, he attended, and the visit was logged.

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