Stop Dreading Collaborative Plan Development

Easily build tailored rehab and instructional plans with AI assistance, based on each client's unique assessments and goals.

Every plan requires hours of reviewing assessments, client input, and documentation. Manual coordination leads to delays, missed details, and less time for direct client care.

The hidden cost

What this is really costing you

Developing effective rehabilitation or instructional plans means juggling assessment results, client needs, and goal-setting—often across multiple documents and tools. Manually updating and personalizing each plan is tedious and time-consuming. This repetitive work drains your focus from client interaction.

Time wasted

1.9 hrs/week

Every week, burned on work an AI agent handles in minutes.

Money lost

$2,755/year

In salary, missed revenue, and operational drag — annually.

If you keep ignoring it

If you keep doing this manually, you'll lose valuable time each week, risk overlooking important client details, and struggle to keep plans up-to-date and collaborative.

Return on investment

The math speaks for itself

Today — without agent

1.9 hrs/week

of manual work

$2,755/year/ year

With your AI agent

0.4 hrs/week

agent-handled

$580/year/ year

You save

$2,175/year

every year, reinvested into growing your business

Jobs your agent handles

What this agent does for you

Complete jobs, handled end-to-end — so your team focuses on what matters.

Summarizing Assessment Results

You ask your agent to extract key findings from recent vision assessments and present them in a client-friendly summary.

Drafting a New Instructional Plan

You ask your agent to create an initial plan draft for a client, based on their assessment data and stated goals.

Updating Plans After Client Feedback

You ask your agent to revise an existing plan to reflect new client input and progress updates.

Preparing Progress Review Materials

You ask your agent to generate a report highlighting goal progress and next steps for an upcoming client meeting.

How to hire your agent

1

Connect your tools

Link your assessment software, document editors, and accessibility tools to centralize client data and resources.

2

Tell your agent what you need

Type: 'Draft a rehabilitation plan for my client using their latest assessment results and goals. Make it accessible and ready for client review.'

3

Agent gets it done

The agent delivers a personalized, formatted plan draft with clear milestones, ready to share and discuss with your client.

You doing it vs. your agent doing it

Manually review multiple reports and extract key points.
Agent synthesizes and summarizes data instantly.
30 min/week
Write plans from scratch for each client, referencing various documents.
Agent generates tailored drafts based on client data.
45 min/week
Edit plans line-by-line to incorporate client changes.
Agent revises plans and tracks updates automatically.
20 min/week
Adjust document settings and formats manually for accessibility compliance.
Agent formats and checks accessibility instantly.
15 min/week

Agent skill set

What this agent knows how to do

Assessment Data Synthesis

Compiles and summarizes results from various client assessments into a clear, actionable overview.

Personalized Plan Drafting

Generates customized rehabilitation or instructional plan drafts tailored to each client's specific needs and goals.

Progress Tracking Suggestions

Recommends measurable milestones and progress indicators based on client objectives.

Client Collaboration Support

Prepares easy-to-share plan drafts and feedback templates for collaborative review with clients.

Documentation Formatting

Formats finalized plans for accessibility and compliance, ready for sharing or record-keeping.

AI Agent FAQ

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