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Menopause patient intake and triage agent

Who are the users of the agents

  • Women experiencing menopause-related symptoms

What does the agent do

The agent performs a structured conversational intake for menopause-related care. It collects symptom information, menopause history, medical risk factors, contraindications for menopausal hormone therapy (MHT), and treatment-related information before clinical assessment.

The agent:

  • Conducts conversational symptom assessments
  • Collects menopause and gynecological history
  • Strictly follow the guideline to perform triage recommendation, identify risks.
  • Generates structured summaries for clinicians
  • Produces JSON output for downstream AI workflows and EHR systems
  • Requests patient consent for accessing relevant medical records
  • Supports triage and treatment planning workflows

The agent follows Swedish SFOG menopause and MHT recommendations.

What are needed to setup the agent

Required Files and Knowledge Sources:

  • By default: Swedish SFOG menopause and MHT guidelines (updated 2025)

How can you setup and customise the agent

Step 1 — download Clinical Guidelines

  • You can download Swedish SFOG menopause and MHT guideline documents following this link

Step 2 — upload Guidelines 

  • In canvas, locate the component ‘Knowledge Base – File’, upload the pdf file from step 1

Expected Outputs

  • The patient initiate the conversation, then the agent conduct a structured dialog to collect intake information, and as well as consent for a clinic to access the patient’s medical journal in order to process the case
  • The agent outs 1) a structured clinical summary for patients. 2) the structured json output that can be used by any downstream AI workflows, EHR and other systems.

Structured Clinical Summary

Includes:

  • Chief complaint
  • Menopause status
  • Symptom severity
  • Risk factors
  • Contraindications
  • Current medications
  • Triage recommendations
  • Clinical considerations

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