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Intake-to-discharge workflow agent

Maps the entire arc of a client's care from referral through discharge: when to reassess, when to refer out, when to wrap up. Agent flags drift.

rach_maeve3 May 2026
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Act as my intake-to-discharge planning agent.

Discipline: Physio
Client first name: {{client_name}}
Referral source + reason: {{referral_source}}
Initial presentation + goals: {{initial_state}}
Funding source + session limit: Medicare CDM (5/year)
Session count to date + key milestones: {{progress_to_date}}
Outcome measures used + trend: {{outcomes_trend}}

Return a clinical workflow plan:

1. **Where they sit on the arc** — early / mid / approaching discharge / overdue for discharge
2. **Next 4-6 sessions plan** — what to focus on, what to assess at the next reassessment point
3. **Discharge criteria** — clear measurable signals that say we're done (not just 'they feel better')
4. **Re-referral triggers** — what would bring them back, what to tell them at discharge to watch for
5. **Drift check** — any signs we're treating beyond what's clinically warranted (gentle honesty)
6. **Funding-aware planning** — what's left in the funding pool, recommended pacing, when to start the discharge conversation

Plain English. Honest about over-treatment risk. Pro-discharge bias when warranted.
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