You’ve hit on the exact problem with "AI assistants". They are often read-only. They can pull data from external systems, but they can't act on them. This is the main difference with the new "AI agents". Agents are built for integration. They are designed to interact with their environment directly through APIs and digital tools. So, an AI agent wouldn't just suggest a follow-up. It would access the EHR via its API, write the note, update the patient record, and then interact with the CRM API to schedule the follow-up email. It’s a totally different level of capability. You're not looking for an "assistant," you need an "agent." This article explains that exact capability:
https://orangesoft.co/blog/ai-agents-in-healthcare Look at the "Integration" row in their comparison table. It’s exactly what you’re describing.