1. Ayurveda / Wellness Center
  2. Get started
Get started

Get Ayurveda / Wellness Center running in four steps.

Prepare a consultation and follow-up cycle with the team who will operate it.

  1. Create your account

    Click Start now and create your ERP.AI account.

    Start now
  2. Download Proto

    Proto is the desktop app you use to set up Ayurveda / Wellness Center. It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open Ayurveda / Wellness Center in Proto and adjust fields, steps, roles and approvals to match how your team works.

    Implementation plan
  4. Bring your data and team

    Import your records, then invite your team and assign their roles.

    See the roles

Create your account

Click Get started, then use Proto to configure Ayurveda / Wellness Center for your business. Describe the patient intake process, the clinicians responsible and the visit you want to rehearse first. Invite the pilot team using the responsibilities agreed with the center.

Prepare the first operating cycle

Choose a representative consultation and continuing patient task. Bring the patient identifier, consent purpose and version, staff identities and relevant privilege evidence. Agree the encounter review handoff before entering the visit.

  • Prepare fictional patient and encounter records for the rehearsal.
  • Identify the note author, clinical reviewer and person recording completion.
  • Agree specimen accession and medication unit conventions where those activities are included.
  • Name the billing source and the person who confirms patient receipts.

Review before release

Carry the visit from scheduling through actual documentation and review. Include a note awaiting signature, an ended care assignment and a task requiring escalation. Confirm that each role can perform its own work and that restricted records remain protected under the agreed configuration. Reconcile the charge and receipt example against the external billing process before expanding the pilot.

Use the implementation plan, review roles and permissions, and check pricing.

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