AI Occupational Therapy Goal Summary Drafter

WHAT IT DOES

This AI agent helps occupational therapists, clinicians, and rehabilitation professionals create clear, professional goal summaries that support care planning and patient engagement. It takes your occupational therapy goal summary details—patient name, diagnosis, areas of occupation, long-term goals, short-term goals, and target dates—and transforms them into a polished goal summary draft suitable for care plans, progress documentation, or patient communication. The output includes a patient overview that establishes context, occupation areas addressed that identify meaningful activities, long-term goals that define the desired outcomes, short-term objectives with target dates that track progress, and progress notes that document status. If your input is missing essential details like patient name, diagnosis, or areas of occupation, the agent will ask for those specifics rather than guessing. The result is a clear, professional goal summary that helps you document care plans, track progress, and communicate with patients and families.

HOW TO USE

Open the agent in BotSurf and paste your BotGentz key once—the host handles key management automatically. In the text area, enter your occupational therapy goal summary details in whatever format works for you. You can write free-form notes like "Linda Chen, CVA with left-sided weakness. Areas: ADLs (bathing, dressing), IADLs (meal prep, laundry), leisure (gardening). Long-term: independent with ADLs in 6 months, return to gardening with modified tools in 9 months. Short-term: 1. Donate shirt with left hand in 4 weeks; 2. Simple meal with setup assistance in 6 weeks; 3. Garden 10 min with adaptive tools in 8 weeks. Target dates: Sep 30, Oct 14, Oct 28." Or use a structured format with labeled fields. Press the "Draft summary" button. The agent will process your input and return a polished, professional goal summary. You can also use the "Use selection" button to grab selected text from any other page in BotSurf and insert it directly into the input area. Copy the final summary with the copy button, then paste it into your care plan, progress note, or patient communication.

WHAT IT SENDS

The agent sends only the text currently in the input box when you press the "Draft summary" button. It does not send anything on page load, on idle, or automatically. It does not access your clipboard, browser history, files, or any other data outside the input box. Usage logs record the number of generation requests for billing purposes—they do not store, log, or inspect the content of your requests or the AI's responses. The content is transmitted securely over the BotGentz bridge and is used solely to generate your summary in real time. No third party has access to your prompts or outputs.

SUBSCRIPTION

The agent is available for $19.99 per month with a 7-day free trial. Each subscription includes 100 runs per month. Unused runs do not roll over. You can cancel anytime from your BotGentz account dashboard. The free trial starts automatically when you first run the agent and requires no upfront payment. After the trial, you will be charged monthly unless you cancel. The trial includes the full 100 runs for the first month.

THE PANEL

The agent runs as a draggable, resizable panel within BotSurf. You can drag it by the header, snap it to any edge of the browser window, collapse it to a small bubble using the header button, and dismiss it with the Escape key. The panel remembers its position across sessions when you are signed in. It adapts to any window size and works alongside other agents and tools in your BotSurf workspace.

PLEASE NOTE

AI-generated goal summaries are based on the data you provide and may not capture every nuance of your patient's specific needs, functional abilities, or clinical context. Always review and customize summaries—especially goals, target dates, and progress notes—before using in clinical documentation or care planning. This agent provides general drafting assistance for educational purposes only and is not a substitute for professional medical, therapeutic, or clinical advice. The service provider is not liable for errors, omissions, or misuse of generated content. By using this agent, you accept that you are responsible for verifying and finalizing all clinical documentation.