AI agent for medical records clerks
Referral Packet Readiness Agent
Every referral is administratively complete, with documents for the right patient.
What it does
Specialist clinics often receive referrals without required documents or with patient identifiers that do not match. When a referral or attachment arrives, this agent first checks that every document belongs to the same patient, comparing name, date of birth and ID. Any document that does not match is quarantined, and the coordinator is alerted. It then matches the remaining documents to the clinic's administrative checklist. For each missing item it creates a follow-up task, and it rechecks completeness when new documents arrive. The referral coordinator accepts or rejects the referral, and the agent never makes clinical decisions or contacts patients. Edge case: an imaging report has a different date of birth, so it is quarantined even though the name matches.
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
- Referral or attachment arrives
- Validate patient identifiers on each document
- Do all documents belong to this patient?If not: quarantine the mismatched document and alert the coordinator. Back to step 2.
- Match documents to the checklist
- Is the packet complete?If not: create a follow-up task for the missing item. Back to step 4.
- Referral coordinator accepts the referralThe agent waits here for your OK.
- Complete referral packet or exception list
How it decides
It checks the next gap on the checklist and identifier match for every document; mismatches are quarantined.
- Identifier match: name, date of birth and ID must agree.
- Quarantine: any mismatch.
- Complete: all checklist items present.
Make it yours
Every agent is a starting point. You choose these settings for your own situation.
- Checklist per clinic or referral type
- Identifiers that must match (default name, date of birth and record ID)
- Hours before an incomplete referral is flagged (default 48)
- Who receives quarantine alerts
- Exception list format
What keeps you in control
It always asks you first
- Patient contact
- Clinical prioritization
- Accepting or rejecting referrals
Hard limits
- No clinical decisions.
- Mismatched documents are never filed to the record.
It stops when
- Done: packet complete.
- Blocked: identity mismatch unresolved.
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