1. Ayurveda / Wellness Center
  2. Use Proto with this system
Reference

Put an AI agent to work in Ayurveda / Wellness Center

Prepare working screens and operational reviews with the people responsible for care.

Set it up

  1. Teach your agent ERP.AI

    Load the ERP.AI skill and paste the output into your agent. It explains how to read and update records in your workspace.

    curl -fsSL https://www.erp.ai/skill.md
  2. Give it a role

    Assign the agent its own user and one of the 5 roles. It gets exactly the access that role has, and no more.

  3. Check what it can reach

    Confirm which records, actions and connections the agent can use in your workspace before you point it at real data.

  4. Review its work and usage

    Check the drafts and changes it proposes, and watch its usage receipts as you give it more to do. Agent work uses prepaid credits.

What the agent can do

  • Clinical Coordinator: Prepare an encounter workboard and identify patient tasks whose due dates have passed.
  • Licensed Clinician: List Draft notes and assigned follow-up for review under the clinician's access.
  • Clinical Governance Administrator: Organize Pending privilege evidence and effective dates for the administrator's decision.
  • Clinical Reviewer: Gather the encounter records awaiting review without changing their clinical content.

What stays with a person

  • The patient provides consent.
  • Clinical Governance Administrator decides whether professional evidence supports verification.
  • Licensed Clinician authors clinical documentation and makes care decisions within their responsibilities.
  • Clinical Reviewer reviews the evidence before the coordinator records the outcome.

The patient provides consent. Clinical Governance Administrator decides whether professional evidence supports verification. Licensed Clinician authors clinical documentation and makes care decisions within their responsibilities. Clinical Reviewer reviews the evidence before the coordinator records the outcome. Proto helps prepare configuration and permitted operational information; the responsible people make these decisions.

Set up Ayurveda / Wellness Center your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started