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AI agent for dentists

Pre-Visit Health History Agent

Have a current health history before every visit

Risk managementAdministrationHealthcare
See how it worksGet access
Pre-Visit Health History Agent: what goes in, what the agent does and what you get

What it does

A patient's health history must be current before treatment, especially for blood thinners, joint replacements, heart conditions and allergies. Outdated forms can lead to unsafe care. This agent sends an update form before each visit, compares the answers with the chart, and highlights what changed. It flags items that may need action, like a new anticoagulant, a recent joint replacement that may need premedication review, or a drug allergy that affects anesthetic choice. If the form is not returned, it reminds the patient and marks the chart for a chairside update. It prepares a short summary of changes for the dentist. The dentist decides any change in care and any premedication. Edge case: a new medication name it cannot identify is listed for staff to check rather than guessed.

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 Appointment in 3 days 2 USES A TOOL Send update form 3 CHECKS THE RESULT Was the form returned? If not: send reminder and mark for chairside update.Back to step 2. 4 DOES Compare answers with chart 5 DOES Flag changes with dental impact 6 YOU APPROVE Dentist reviews flags 7 RESULT Chart updated
Read the steps as a list
  1. Appointment in 3 days
  2. Send update form
  3. Was the form returned?If not: send reminder and mark for chairside update. Back to step 2.
  4. Compare answers with chart
  5. Flag changes with dental impact
  6. Dentist reviews flagsThe agent waits here for your OK.
  7. Chart updated

How it decides

Answers are compared with the chart. Changes with dental impact are flagged.

  • New anticoagulants flag
  • Joint replacement under 2 years flags
  • Unknown drugs go to staff

Make it yours

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

  • Days before visit
  • Flag list
  • Form version
  • Reminder timing

What keeps you in control

It always asks you first

  • Care changes
  • Premedication decisions

Hard limits

  • No medical advice to patients
  • Chart not changed without staff

It stops when

  • Done: history updated
  • Stop: patient declines to update, note

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 happensThree days before a June 12 crown visit, the agent sent the health history form. The check found no reply after 48 hours, so it sent a text reminder. The returned form showed a new apixaban prescription and a knee replacement in April, neither in the chart. The agent flagged both with notes on bleeding and the antibiotic question. The dentist reviewed the flags and called the orthopedic surgeon before treatment.

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