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AI agent for veterinarians

Treatment Estimate Agent

Accurate estimates and no surprise bills

Budgets and moneyHealthcare
See how it worksGet access
Treatment Estimate Agent: what goes in, what the agent does and what you get

What it does

Owners want a clear cost before treatment, and surprise bills damage trust. This agent reads the treatment plan and builds an estimate from the fee schedule with low and high ranges. It checks for often-missed items, such as anesthesia monitoring, pain medicines, pre-op bloodwork or extra radiographs, and compares the total with past similar cases. The vet approves the estimate before it is shared with the owner. During treatment, it tracks charges against the estimate. When charges reach 90% of the high range, it alerts the vet and drafts an updated estimate, so the owner can be called before the total goes over. Edge case: for insured pets, it also prepares the claim form with the items and codes the insurer needs.

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 Treatment plan made 2 USES A TOOL Build estimate from the fee schedule 3 DOES Check for often-missed items 4 YOU APPROVE Vet approves the estimate 5 USES A TOOL Track charges during treatment 6 CHECKS THE RESULT Are charges within estimate? If not: draft an updated estimate for the vet to discusswith the owner. Back to step 5. 7 DOES Prepare the final bill 8 RESULT Final bill
Read the steps as a list
  1. Treatment plan made
  2. Build estimate from the fee schedule
  3. Check for often-missed items
  4. Vet approves the estimateThe agent waits here for your OK.
  5. Track charges during treatment
  6. Are charges within estimate?If not: draft an updated estimate for the vet to discuss with the owner. Back to step 5.
  7. Prepare the final bill
  8. Final bill

How it decides

Items and ranges from fee schedule and past cases.

  • Ranges given
  • Alerts at 90%
  • Missed items checked

Make it yours

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

  • Ranges
  • Alert level
  • Items
  • Format

What keeps you in control

It always asks you first

  • Estimates

Hard limits

  • No price changes by agent

It stops when

  • Done: billed
  • Stop: plan 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.

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 a dog's dental cleaning, the agent built an estimate of $480 to $720. It added missing items: pre-anesthetic bloodwork and pain medication. Dr. Liam Ford approved and the owner signed. During the procedure, three extractions pushed charges to $865. The check failed, so the agent drafted an updated estimate. Dr. Ford called the owner, who approved before the bill was finalized.

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