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AI agent for psychologists

Safety Plan Follow-up Agent

Every risk protocol step completed and documented on time

ComplianceMonitoringAdministrationScience and researchHealthcare
See how it worksGet access
Safety Plan Follow-up Agent: what goes in, what the agent does and what you get

What it does

When a psychologist notes elevated risk, the practice protocol usually requires a written safety plan, a follow-up contact within a set time, and a documented review. Under pressure, steps can slip. This agent watches for the psychologist's risk flag in the record. It then sets up the protocol tasks: safety plan documented, follow-up contact scheduled, and consultation recorded if required. It reminds you as each task comes due and checks that each one is documented. If a task is overdue, it sends an urgent reminder and, if your protocol says so, alerts the clinical supervisor or a backup clinician. It does not assess risk or contact clients; that stays with you. You close the protocol once all steps are done. Edge case: a missed follow-up appointment is flagged the same day.

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 Risk flag entered in the record 2 USES A TOOL Load the practice protocol for this risk level 3 DOES Create protocol tasks with deadlines 4 USES A TOOL Send reminders to the psychologist as tasks come due 5 CHECKS THE RESULT Is each task documented by its deadline? If not: send an urgent reminder and alert the clinicalsupervisor. Back to step 4. 6 DOES Prepare a protocol summary for review 7 YOU APPROVE Psychologist closes the protocol 8 RESULT Protocol record complete
Read the steps as a list
  1. Risk flag entered in the record
  2. Load the practice protocol for this risk level
  3. Create protocol tasks with deadlines
  4. Send reminders to the psychologist as tasks come due
  5. Is each task documented by its deadline?If not: send an urgent reminder and alert the clinical supervisor. Back to step 4.
  6. Prepare a protocol summary for review
  7. Psychologist closes the protocolThe agent waits here for your OK.
  8. Protocol record complete

How it decides

It creates protocol tasks and checks documentation by each deadline.

  • Escalate overdue tasks
  • Flag missed follow-ups same day
  • Follow the practice protocol

Make it yours

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

  • Protocol tasks and deadlines
  • Backup clinician
  • Escalation timing
  • Reminder channel

What keeps you in control

It always asks you first

  • Closing the protocol

Hard limits

  • Never assesses risk or contacts clients
  • Never closes the protocol

It stops when

  • Done: protocol closed
  • Stop: psychologist unavailable; escalate to backup

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 a Tuesday at 3 pm a psychologist flagged elevated risk after a session. The agent created three tasks: safety plan within 24 hours, follow-up call within 48 hours, and consultation within a week. The plan was documented that evening. At the 48-hour mark the check found no call recorded, so it sent an urgent reminder and alerted the supervisor. The call was logged an hour later. The psychologist reviewed the summary and closed the protocol.

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