AI Agents

The AI Agent works inside a patient's chart. Tell it what you need in plain words, and it does the work in the EMR for you. Anything that reaches the patient, books time, or deletes a record waits for your approval.

Note: "AI Agent" is only available on the Pro and Enterprise tiers. Each plan includes a set number of AI Agent requests per month. To find out your organization's limit, reach out to your Avon contact.

How it works

The AI Agent can:

1. Create and update tasks
2. Book appointments
3. Message the patient
4. Post internal notes and page team members
5. Draft lab orders and requisitions
6. Create documents, visit notes, and care plans
7. Delete records
8. Answer questions about the chart

It only works on the patient whose chart you have open.

To open the AI Agent:

• Go to the EMR (e.g. emr.avonhealth.com)
• Click on the hamburger menu on the top left corner > Patients > Click on "View chart" for the appropriate patient > Click on the "AI Agent" shortcut on the topbar
• Type your request and press Enter

You see each step as the agent works. Click a step to open the record it created or changed. When it's done, it sums up what it did.

If something is missing or unclear, like which team member or template you mean, the agent asks first.

Prerequisites

Tasks, internal notes, pages, deletions, and chart questions need no setup. The rest need the following.

Part 1: Create appointment types and set availability (EMR)

Needed to book appointments. Follow the instructions here for appointment types and here for availability.

Part 2: Set up your SMS integration (EMR)

Needed to send text messages. In-app messages work without it. Follow the instructions here.

Part 3: Set up the Junction integration

Needed for electronic lab orders. Requisitions work without it. Follow the instructions here.

Part 4: Create document, visit note, and care plan templates (EMR)

Needed to create documents, visit notes, and care plans. The agent only uses published templates you have access to. Follow the instructions here, here, and here.

Steps

Step 1: Create and update tasks (EMR)

The agent creates tasks and assigns them to your team. It can also change a task's name, assignee, due date, priority, or status, or mark it complete.

Examples:

• "Create a task for Alex to schedule the patient's A1c, due Friday"
• "Make that task high priority and assign it to Dr. Taylor"
• "Mark the A1c task complete"

Approval: Not needed.

Step 2: Book appointments (EMR)

The agent finds open times on your providers' calendars and books one.

Examples:

• "Book a Follow-up Visit with Dr. Taylor next Tuesday afternoon"
• "When is Dr. Taylor free for a Follow-up Visit this week?"

Name the appointment type, or the agent will ask for it. It looks up to 14 days ahead at a time. If several times fit, it asks you to pick.

Approval: Needed. Click "Approve and book".

Step 3: Message the patient (EMR)

The agent writes an in-app or text message to the patient, in their care team thread unless you name another one. You see the full message before it goes out.

Examples:

• "Send the patient an in-app message that their A1c results are in"
• "Text the patient a reminder to book their Follow-up Visit"

The agent only says what you ask. It doesn't add results, diagnoses, or advice.

Approval: Needed. Click "Approve and send".

Step 4: Post internal notes and page team members (EMR)

The agent posts an internal note to the patient's thread, or pages a team member. A page adds that person to the thread.

Examples:

• "Add an internal note that the patient prefers morning appointments"
• "Page Dr. Taylor that the patient's A1c came back at 9.2"

Approval: Not needed. Only your team sees these.

Step 5: Draft lab orders and requisitions (EMR)

The agent drafts a lab order or a general, lab, or imaging requisition. While it's a draft, the agent can also add or remove tests or change the details.

Examples:

• "Draft a lab order for an A1c with Dr. Taylor as the ordering provider"
• "Add a lipid panel to that lab order"

Approval: Not needed. It's only a draft.

Step 6: Create documents, visit notes, and care plans (EMR)

The agent creates a document, visit note, or care plan from one of your templates. It can also save a PDF you attach.

Examples:

• "Create an Intake Form for the patient"
• "Start a Progress Note and fill it out from the chart"
• "Create a Diabetes Care Plan and fill in the patient's latest A1c"
• "Save this PDF to the patient's chart"

When it fills one out, it only uses what you told it and what's in the chart. It leaves the rest blank and tells you what it filled. The result is an unsigned draft for you to review and sign.

Approval: Not needed. It's only a draft.

Step 7: Delete records (EMR)

The agent can delete a task, a draft lab order, or a draft requisition. Deleting a task also deletes its sub-tasks.

Examples:

• "Delete the A1c task"
• "Delete the draft lab order"

Approval: Needed. Click "Approve deletion".

Step 8: Ask questions about the chart (EMR)

The agent searches the chart and answers with its sources. If the chart doesn't have the answer, it says so.

Examples:

• "What was the patient's last A1c?"
• "What medications is the patient on?"
• "Does the patient have any open tasks?"

Approval: Not needed.

Approve or cancel a step

These actions wait for your approval:

To approve or cancel:

• Wait for the agent to finish
• Review the step
• Click the approve button, or click "Cancel"

Only the person who made the request can approve it. If something changed in the meantime, like the time slot being taken, the step fails and tells you why.

Permissions

• The agent acts as you. Records show you as the person who made the change, and automations run as usual.
• It only works on the patient whose chart you have open.
• Tasks and pages only go to members of your organization.