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Telehealth · Prebuilt agent · buy now

Renewal Agent

Knows when supply ends and books the review. Treatment plans run out on a schedule and nobody has time to chase every patient.

Agent facts

Renewal Agent

Telehealth · Prebuilt, runs inside HubSpot

Reads
Prescription dates, quantities, repeats, the clinic calendar
May change
Reminder messages, a booked review consult
Never
Renews, extends or changes a script
Approval
A doctor approves every script
Written to
The HubSpot record, every action, with a timestamp
Run cost
Your HubSpot credits, with a cap you set
Off switch
One toggle. Nothing is lost

An example run, start to finish.

Press replay to watch each step, and where a person approves.

The work
Treatment plans run out on a schedule and nobody has time to chase every patient.
The agent
Works out when supply ends, starts the conversation in time, and books the review.
A person approves
A doctor approves every script. Always.
Example run
  • Supply runs out in 27 daysDetected
Renewal Agent · SMSHi Sam, your plan is due for review soon. Would Thursday 2:30pm or Friday 9am suit?
PatientThursday works.
  • Review consult booked · Thu 2:30pmDone
  • Renewal prepared for the doctorWaiting on a person

$1,000 to set up.

Runs on your HubSpot credits, with a cap you set. All prices in Australian dollars, excluding GST.

How long until it is live?

Usually within a week. It is configured inside your HubSpot, tested on your real records, then switched on with a cap.

What happens when it gets something wrong?

Anything that matters stops at a named person before it takes effect. Every action is written to the HubSpot record with a timestamp, so mistakes are visible and reversible, and one toggle switches the agent off.

Who approves its work?

A doctor approves every script.

What does it need from us?

A HubSpot account on Professional or Enterprise, someone who knows the process today, and an hour to agree the rules: what it may touch, and what it must never do.

Agents that read the same record.

They share one HubSpot record, so each picks up where the other left off.

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