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AI agent for surgeons

Surgeon Preference Card Update Agent

Preference cards match what is actually used, with fewer wasted items and fewer missing ones.

DecisionsAutomationHealthcareOperations
See how it worksGet access
Surgeon Preference Card Update Agent: what goes in, what the agent does and what you get

What it does

Preference cards list what each surgeon wants for each procedure, but they go out of date, so supplies are wrong or wasted. After each case, the agent compares the items opened with the card and finds items that were unused or missing from the card. It checks several cases before proposing a change so that a one-off request does not change the card. It drafts the edit and shows the cost effect. The surgeon approves each updated card. Edge case: an item used only when a complication occurs, which the agent keeps as an on-request item.

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, continueApprovedYes, continueNoNo 1 STARTS WHEN Case finished 2 USES A TOOL Read the card and the list of opened and used items 3 DOES Mark unused and missing items 4 USES A TOOL Store the case in the surgeon's history 5 CHECKS THE RESULT Does the same item repeat in at least 3 of 5 similarcases? If not: Hold the item and wait for more cases. Back tostep 3. 6 DOES Draft the card edit with the cost effect 7 YOU APPROVE Surgeon approves each updated card 8 USES A TOOL Update the card 9 USES A TOOL Review the next cases using the new card 10 CHECKS THE RESULT Is the waste or the missing item gone? If not: Draft another edit and recheck. Back to step 5. 11 RESULT Updated card and savings log
Read the steps as a list
  1. Case finished
  2. Read the card and the list of opened and used items
  3. Mark unused and missing items
  4. Store the case in the surgeon's history
  5. Does the same item repeat in at least 3 of 5 similar cases?If not: Hold the item and wait for more cases. Back to step 3.
  6. Draft the card edit with the cost effect
  7. Surgeon approves each updated cardThe agent waits here for your OK.
  8. Update the card
  9. Review the next cases using the new card
  10. Is the waste or the missing item gone?If not: Draft another edit and recheck. Back to step 5.
  11. Updated card and savings log

How it decides

It proposes a change only when the same item is wasted or missing in at least 3 of the last 5 similar cases.

  • Change a card only after 3 of 5 matching cases
  • Keep complication items as on-request items
  • Show the cost of waste per case
  • Never remove safety items

Make it yours

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

  • Number of cases needed to change (default 3 of 5)
  • Procedures covered
  • Items always kept
  • How often cards are reviewed

What keeps you in control

It always asks you first

  • Surgeon approves each updated card

Hard limits

  • Never change a card without the surgeon
  • Do not remove implants or safety items

It stops when

  • Done: cards reflect usual use
  • Stop: the surgeon asks to keep a card unchanged

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 happensAfter 5 knee cases, the agent finds a $38 suture was opened and discarded in 4, and a different drain was needed in 3. It drafts removing the suture and adding the drain. The surgeon approves. In the next 3 cases waste drops to zero, but the drain is again missing once. The agent adds a note to keep it on request.

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