Agents are intelligent messengers embedded directly within the patient note. They know exactly when to activate and whom to notify—whether it's someone within your clinic, a patient via the portal, or another clinic through their EHR system.
You can configure Agents to activate days, weeks, or even months later. For example, an Agent can remind staff to call a patient and schedule a follow-up MRI six months from today. Agents can also be conditionally triggered—such as upon the patient's next visit to the clinic. When the right conditions are met, the Agent knows whom to contact and when, making the appropriate adjustment even in cases of staff turnover.
Naturally, you don’t need a notification if the intended recipient—whether an assistant, a provider, or the patient—has read your message. But you do want to be alerted if it hasn’t been read within the timeframe you define. The same applies to action: if your order isn’t carried out on time, the Agent returns to notify you. In short, if you don’t hear back from the Agent, everything was completed as requested.
The best part? You only need to create the Agent once. The next time a similar case arises, the right Agent is placed automatically right there in the chart, ready to perform the same task automatically as soon as the chart is closed. You can also edit any Agent on the fly, and the updated version will appear immediately for this and future patients who present with similar conditions. No other EHR can do this—because doing so would require you to micromanage messages for each patient and encounter. And unless you want to waste hours every day (as, sadly, many do), that's simply not an option.