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AI agent for surgeons

Preoperative Readiness Agent

No day-of-surgery cancellations for missing items

Preoperative Readiness Agent: what goes in, what the agent does and what you get

What it does

Surgeons lose operating time when a case is cancelled on the morning because a lab, a clearance or a consent is missing. Before surgery a patient may need labs, an ECG, medical or cardiology clearance, a plan for stopping blood thinners, signed consent and fasting instructions. Each week this agent reads the coming surgical list, works out the required items from the procedure and the patient's risk factors, and checks each chart. It flags what is missing, ranks high-risk patients first, and drafts requests to other clinicians and reminders to patients for the surgeon or scheduler to approve. Forty-eight hours before surgery it checks the chart again. If a gap remains, it escalates and lists the options: chase, delay or reschedule. Clinical decisions always stay with the surgeon. Edge case: blood thinner stop dates are confirmed with the prescriber rather than assumed from a standard rule.

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, continueNo 1 STARTS WHEN Weekly list 2 USES A TOOL Check chart items 3 DOES Flag missing items 4 YOU APPROVE Surgeon approves requests 5 USES A TOOL Send requests 6 CHECKS THE RESULT Is everything complete 48 hours before? If not: escalate or reschedule. Back to step 2. 7 RESULT Case ready
Read the steps as a list
  1. Weekly list
  2. Check chart items
  3. Flag missing items
  4. Surgeon approves requestsThe agent waits here for your OK.
  5. Send requests
  6. Is everything complete 48 hours before?If not: escalate or reschedule. Back to step 2.
  7. Case ready

How it decides

Required items by procedure and risk.

  • Anticoagulant plans confirmed
  • Missing clearances escalate
  • High-risk patients first

Make it yours

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

  • Requirements
  • Timing
  • Contacts
  • Report

What keeps you in control

It always asks you first

  • Requests
  • Rescheduling

Hard limits

  • No clinical decisions

It stops when

  • Done: ready
  • Stop: case cancelled

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 happensOn Monday, Dr. Patel's list showed a hip replacement for Mrs. Lane on Friday with no cardiology clearance on file. The agent drafted a clearance request and a patient reminder, which the scheduler approved. At the 48-hour check on Wednesday the clearance was still missing, so the agent escalated to the cardiology office by phone task. The note arrived Thursday morning, the recheck passed, and the case went ahead.

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