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AI agent for psychologists

Treatment Plan Review Cycle Agent

Every treatment plan reviewed on time with progress data at hand

ComplianceAdministrationScience and researchHealthcare
See how it worksGet access
Treatment Plan Review Cycle Agent: what goes in, what the agent does and what you get

What it does

Many settings require treatment plans to be reviewed every set number of weeks or sessions, and gathering the evidence takes time a psychologist rarely has. This agent tracks when each plan review is due. A week before, it gathers progress data: outcome measure trends, attendance, goals marked in notes, and any risk flags. If a goal has no progress data, it lists that goal and asks you to add a note or measure. It then prepares a review summary next to the current plan goals. After the review, it checks the plan was updated and signed by you and, where required, by the client. Missing signatures get reminders and a follow-up date. You do the review and make every clinical decision. Edge case: a client with many missed sessions is flagged for a talk about engagement.

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 Plan review due in one week 2 USES A TOOL Gather outcome measures and attendance 3 USES A TOOL Pull goal progress notes and risk flags 4 DOES Prepare review summary next to each plan goal 5 CHECKS THE RESULT Is progress data available for every goal? If not: list goals with no data and ask the psychologistto add a note or measure. Back to step 3. 6 YOU APPROVE Psychologist reviews and updates the plan 7 CHECKS THE RESULT Is the updated plan signed by all required parties? If not: send signature reminders and set a follow-update. Back to step 6. 8 RESULT Plan review complete
Read the steps as a list
  1. Plan review due in one week
  2. Gather outcome measures and attendance
  3. Pull goal progress notes and risk flags
  4. Prepare review summary next to each plan goal
  5. Is progress data available for every goal?If not: list goals with no data and ask the psychologist to add a note or measure. Back to step 3.
  6. Psychologist reviews and updates the planThe agent waits here for your OK.
  7. Is the updated plan signed by all required parties?If not: send signature reminders and set a follow-up date. Back to step 6.
  8. Plan review complete

How it decides

It schedules reviews by the required cycle and gathers data linked to each goal.

  • Flag low attendance
  • Link data to each goal
  • Track required signatures

Make it yours

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

  • Review cycle (default 90 days)
  • Data to include
  • Signature rules
  • Reminder lead time

What keeps you in control

It always asks you first

  • All treatment plan changes

Hard limits

  • Never changes treatment plans

It stops when

  • Done: review complete
  • Stop: plan missing

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 happensA plan review for a client was due on March 20. The agent gathered 8 weekly anxiety scores falling from 16 to 9 and attendance of 7 of 8 sessions. Its check found no progress notes for the sleep goal, so it asked the psychologist, who added a note. After the review the client had not signed the updated plan. The agent sent a reminder, the client signed on March 24, and the review closed.

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