For Our Agency Partners
How We Deliver Clinically Bulletproof Assessments
An inside look at the AI-powered process behind every Task Health patient assessment - and why it produces consistently exceptional documentation.
Design principle: The RN remains the clinical author. AI assists with structure, suggestions, and real-time validation.
Assessment Quality, Reinvented
The RN Co-Pilot is an AI-powered clinical companion that guides registered nurses through every section of a patient assessment in real time. It doesn't replace clinical judgment - it reinforces it with structured workflows, contextual prompts, and multi-layer validation.
The Challenge with Traditional Assessments
Inconsistent quality across visits
Documentation quality varies by nurse experience, fatigue, and patient complexity. Agencies can’t guarantee a consistent clinical standard across every visit.
Errors caught too late to fix cheaply
Traditional review happens after submission — errors discovered days later mean costly rework, delayed billing, and compliance exposure.
Missing clinical connections between sections
Medications, diagnoses, and narrative findings often live in silos. Without cross-referencing, critical gaps slip through undetected.
How the RN Co-Pilot Works
Three phases, one seamless workflow. Build context first, then guide and validate each section in real time.
Foundation
Vitals, medications, and medical history build the patient context backbone.
Body Systems
5-step AI-guided workflow repeats for every clinical section.
Final Review
Full cross-assessment AI validation before submission.
Phase 1 - Foundation
Building Complete Clinical Context
Before any body system is assessed, the Co-Pilot builds a comprehensive patient context backbone - vitals, medications, and medical history that power every downstream validation.
What gets captured
- Vitals
Baseline clinical snapshot stored as context for later cross-checks
- Medications
AI photo recognition extracts and structures the med list; each med is linked to an indication
- Medical History
Free-text history parsed into a consolidated diagnosis list
5-step workflow per body system
- Structured clinical questions for this section
- Context-aware narrative guidance
- AI-suggested diagnoses — RN confirms
- Real-time validation against meds & history
- Personalized patient teaching, ready for review
Phase 2 - Body Systems
AI-Assisted, Section-by-Section Assessment
The same structured 5-step workflow runs inside every body system. Real-time validation catches issues while the RN is still in the section - not after submission.
Phase 3 - Final Review
Comprehensive Assessment Validation
Before submission, the Co-Pilot runs a full cross-assessment AI validation - checking every section against every other section for completeness and consistency.
Validation checks
- Within-section completeness — missing details, contradictions
- Cross-section consistency — conflicts between body systems
- Medication / history alignment — chart reflects documented meds
- Narrative vs. selections — written text matches structured data
Phase 2 Deep Dive
Inside the 5-Step Workflow
Every body system follows the same micro-workflow. Flags are resolved while you’re still in the section.
Questions
Section-specific clinical findings captured through structured prompts.
Narrative
Co-Pilot generates context-aware guidance based on findings and patient history.
Diagnoses
AI-suggested diagnoses relevant to this body system — RN confirms what applies.
AI Review
Immediate validation flags gaps, contradictions, and cross-checks against meds/history.
Teaching
AI-drafted patient teaching for this section — RN reviews, edits, and accepts.
Key insight: The medication context captured in Phase 1 powers every downstream validation. When the Co-Pilot flags a gap in the Cardiopulmonary section, it's cross-referencing against the patient's actual medication list - not a generic checklist.
What This Means for Your Agency
Clinically defensible files
Every assessment is cross-validated against medications, diagnoses, and history — producing documentation that stands up to audit.
Audit-ready from day one
Near-zero error rate
Dual-layer AI validation — within each section plus full cross-assessment review — catches inconsistencies before submission.
~0 target error rate
Consistent quality, every visit
The same structured workflow runs for every nurse, every patient, every visit — eliminating variability.
Standardized across all visits
Faster turnaround
Real-time guidance and validation means assessments are complete and correct the first time — no rework cycles.
Fewer returns and corrections
Full clinical alignment
Medications, diagnoses, vitals, and narrative findings are cross-referenced throughout — nothing exists in isolation.
Connected clinical picture
Built-in patient teaching
AI drafts personalized, section-specific patient education — clinically accurate and ready for RN review.
Teaching included, not bolted on
Comprehensive Clinical Coverage
Body Systems
Additional Sections
Every section gets the full workflow
Each body system runs through the complete 5-step workflow - structured questions, AI-guided narrative, diagnosis suggestions, real-time validation, and patient teaching. Nothing is skipped, nothing is left to chance.
The Result
Assessment Quality You Can Trust
Three principles that make every Task Health assessment clinically defensible.
Context-Aware AI
Every prompt, suggestion, and validation is powered by the patient’s actual medications, diagnoses, and clinical history.
Multi-Layer Validation
Dual-layer review — real-time within each section, then a comprehensive cross-assessment sweep before submission.
Clinically Bulletproof
The result: documentation that is complete, consistent, cross-validated, and audit-ready from the moment it’s submitted.
The Task Health Standard
See the Co-Pilot in action
Every assessment we deliver has passed through this process - AI-guided, multi-layer validated, and clinically reviewed. Schedule a walkthrough to see it yourself.