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TalentXM

AI Agent · Healthcare · Clinical operations

RefillXM

Prepare routine refill requests so clinicians review them in minutes.

Validated POC

Built and tested end to end against demo systems.

Outcome

Reads incoming prescription refill requests, gathers the information a clinician needs and queues each request for review.

Intended user
Clinical support and nursing teams in primary and specialty care.
Status
Validated POC
Inputs
  • Refill requests from patients and pharmacies
  • Medication list and recent visit history
  • Practice refill protocols

Workflow

Today, and with the agent.

Current workflow

  1. Refill requests arrive in several queues
  2. Staff look up history and protocol for each one
  3. Clinicians review incomplete requests and send them back

Assisted workflow

  1. Each request arrives with history and protocol checks attached
  2. Out-of-protocol requests are flagged first
  3. Clinicians approve or decline from one summary

Capabilities

What the agent does.

  • Reads and classifies each refill request
  • Gathers medication history and protocol criteria
  • Prepares a summary for clinician review
  • Flags requests that fall outside protocol

What it does not do

  • Approve or deny a prescription
  • Change doses or medications
  • Contact the pharmacy without clinician sign-off

Architecture

How information moves.

Inputs are read with scoped access. The agent prepares the work. A person decides before anything is written back.

  1. Inputs

    Refill requests from patients and pharmacies

  2. Agent

    Reads and classifies each refill request

  3. Human decision

    Refill decision

  4. Systems

    Large language model

Human oversight

Where a person decides.

These decision points are part of the design, not an optional setting.

  1. Refill decision

    Licensed clinician

    Every prescription decision is made by a clinician.

Security, evaluation and deployment

Security controls

  • Read-only access to medication history
  • No prescription actions available to the agent
  • Audit trail for every summary produced

Evaluation measures

  • Time from request to clinician decision
  • Summaries accepted without correction
  • Out-of-protocol requests correctly flagged

Deployment options

  • Client cloud account
  • Managed service

Technologies

Built with, and connects to.

Tested means used in the proof of concept. Designed for means the connection is designed but not yet tested with live data.

AI

  • Large language modelTested

FAQ

Common questions.

Does RefillXM make prescribing decisions?

No. It prepares information for a clinician, who makes every decision.

Request an Agent Pilot

Pilot RefillXM on your workflow.

Tell us about your systems and timeline. We will scope a pilot with agreed measures and the human decision points above.

For example your EHR, ERP, integration platform or Microsoft 365.

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