AI agent for surgeons
Preoperative Readiness Agent
No day-of-surgery cancellations for missing items
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.
Read the steps as a list
- Weekly list
- Check chart items
- Flag missing items
- Surgeon approves requestsThe agent waits here for your OK.
- Send requests
- Is everything complete 48 hours before?If not: escalate or reschedule. Back to step 2.
- 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.
- 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