AI agent for psychologists
Treatment Plan Review Due Agent
Every active treatment plan is reviewed and signed before it expires
What it does
Payers and licensing bodies require treatment plans to be reviewed on a set schedule with client input, and missed reviews risk payment. Each day this agent lists plans due within 14 days. It first checks whether the client has had a session in the review window. If not, it flags possible disengagement for outreach instead of drafting a review. For active clients, it gathers progress note highlights, scores and goal status, and drafts a review summary listing goals that look met, stalled or no longer relevant, with stalled goals first. The clinician reviews the plan with the client and signs it, writing the final plan. The agent then checks that the signed review is in the record by the due date. If not, it reminds the clinician and flags the chart. Edge case: a client with no sessions in the window gets outreach, not a review.
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.
Read the steps as a list
- Daily due-date check
- List plans due within 14 days
- Has the client had a session in the review window?If not: flag possible disengagement for outreach. Back to step 2.
- Pull notes, scores and goal status
- Draft review summary
- Clinician reviews plan with the client and signsThe agent waits here for your OK.
- Is the signed review in the record by the due date?If not: remind the clinician and flag the chart. Back to step 6.
- Plan renewed
How it decides
Plans due within 14 days get a draft summary. Goals are marked met, stalled or unchanged based on notes and scores.
- Review window per payer rule
- No sessions in window means outreach, not review
- Stalled goals are listed first
Make it yours
Every agent is a starting point. You choose these settings for your own situation.
- Review interval per payer
- Days ahead to start
- Reminder schedule
- Summary template
What keeps you in control
It always asks you first
- Final treatment plan
- Closing a case
Hard limits
- The agent never signs or finalizes a plan
- Client words are quoted only from notes
It stops when
- Done: signed review on file
- Stop: client discharged
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.
- 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
An example run
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