Follow up on care plan next steps
How you could use an agent
Use an agent to pull together client notes, prior reminders, and recent contact records, then draft a follow-up message or call list for people who still need a visit, test, or referral. It helps you keep track of who has completed the next step and who still needs support.
Where you stay involved
You check what the client says, confirm the next step with the records you have, and decide when a clinician or agency needs to take over. You handle the outreach and note-taking, but not clinical advice.
