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AI agent for dental hygienists

Sealant and Fluoride Eligibility Agent

Eligible patients receive preventive care at the right visit and the next due date is set.

AutomationHealthcare
See how it worksGet access
Sealant and Fluoride Eligibility Agent: what goes in, what the agent does and what you get

What it does

Many eligible children and high-risk adults never get sealants or fluoride because nobody checks eligibility at the right time. The agent reads the charts for age, caries risk and past treatment, finds who is eligible for a sealant or fluoride varnish, and checks the benefit rules, such as age limits or frequency. It builds a list for the hygienist with the reason and the coverage. It drafts a note for the visit. After each visit, it checks that the procedure was recorded and updates the next eligibility date. If the patient was eligible but nothing was recorded, it asks the hygienist why. The hygienist approves the list and any message. Edge case: a tooth that already has a filling is not listed for a sealant.

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 Day before the schedule 2 USES A TOOL Read charts, risk scores and benefit rules 3 DOES Find patients eligible for sealants or fluoride 4 DOES Check the benefit age limit and frequency 5 DOES Build a list with reasons for the hygienist 6 YOU APPROVE Hygienist approves the list and visit notes 7 USES A TOOL Add the notes to the visit and send patient messagesif needed 8 USES A TOOL Check the chart after the visit 9 CHECKS THE RESULT Was the procedure recorded or was the reason for notreatment documented? If not: Ask the hygienist for the reason, then updatethe eligibility date. Back to step 3. 10 DOES Set the next eligibility date 11 RESULT Preventive care list
Read the steps as a list
  1. Day before the schedule
  2. Read charts, risk scores and benefit rules
  3. Find patients eligible for sealants or fluoride
  4. Check the benefit age limit and frequency
  5. Build a list with reasons for the hygienist
  6. Hygienist approves the list and visit notesThe agent waits here for your OK.
  7. Add the notes to the visit and send patient messages if needed
  8. Check the chart after the visit
  9. Was the procedure recorded or was the reason for no treatment documented?If not: Ask the hygienist for the reason, then update the eligibility date. Back to step 3.
  10. Set the next eligibility date
  11. Preventive care list

How it decides

It matches risk and age to the procedure eligibility and the benefit frequency rules.

  • High caries risk qualifies for fluoride every 3 to 6 months
  • Teeth with a restoration are excluded from sealants
  • Benefit frequency limits are checked
  • Declined care is recorded with a reason

Make it yours

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

  • Eligibility ages and risk levels
  • Benefit frequency
  • Lead time
  • Message wording
  • Who approves

What keeps you in control

It always asks you first

  • Hygienist approves the list
  • Hygienist approves any patient message

Hard limits

  • Never decide treatment
  • Never claim a benefit is covered, only estimate
  • Never message without approval

It stops when

  • Done: all eligible patients are treated or documented
  • Stop: the benefit rules are not available

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 happensFor tomorrow's schedule the agent lists 7 eligible patients, including a 7 year old with unsealed molars. It checks the benefit for sealants at age 7 and finds one tooth already has a filling, so it removes it. After the visit, the chart shows the sealants were done but one fluoride varnish was not recorded. It asks the hygienist, who confirms the patient declined.

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