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Blood Bank Management
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Blood Bank Management · Available now

Keep each donation connected to its screening and blood units.

Blood Bank Management connects donor registration with donation appointments, screening notes, laboratory results and blood unit processing. A Clinical Coordinator maintains donor identity and assigns a screener to each donation.

Start now Download Proto
  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewDonation Schedule
Blood Bank Management · Donations

Donation Schedule

Donations in one list

New donation
Donations in view
6
Scheduled
2
Arrived
2
In progress
2
Scheduled2
DNT-2026-0418Talia Okoro
12 Oct
PAY-2026-0840Arjun Patel
28 Oct
Add
Arrived2
UNT-2026-1427Isaac Mensah
02 Nov
LAB-2026-0722Isaac Mensah
19 Oct
Add
In progress2
ISS-2026-0311Sofia Reyes
15 Oct
SCR-2026-0913Nora Bell
29 Oct
Add
DNT-2026-0418Donations · DNT-79789
Scheduled
DonorTalia Okoro
ScreenerTomas Silva
Scheduled at12 Oct
Started at19 Oct
Ended at28 Oct
Review donationDNT-79789 · DNT-2026-0418

The Clinical Reviewer authorizes donation completion after examining the screening and laboratory evidence.

Waiting for Clinical Reviewer
ApproveReturn
Example screen with sample data
Tables, ready to use
15
Saved views
14
Roles with set permissions
5
Reports and dashboards
10
Features

Keep the donor visit in view

Every feature works on the same records. Pick one to see the screen your team works in.

Donor registration

Give each donor and donation appointment a clear identity and screener.

  • Identity check
  • Visit planning
  • Arrival and start
  • Donors
  • Donations
  • Team members
Explore donor registration
OverviewDonor Directory
Blood Bank Management · Donor registration

Donor Directory

Donors

New
Patient numberDonor nameBirth dateContact phoneConsent statusAssigned screener
DNR-53060Maya Serrano12 Oct+1 202-555-0101PendingAmina Rahman
DNR-29955Omar Haddad24 Oct+1 202-555-0102ActiveAmina Rahman
DNR-72573Lena Cho25 Oct+1 202-555-0103WithdrawnTomas Silva
DNR-63326Isaac Mensah03 Nov+1 202-555-0104PendingPriya Shah
DNR-74184Nora Bell11 Oct+1 202-555-0105ActiveRavi Menon
6 of 6 records
Maya SerranoDonors · DNR-53060
Pending
Birth date12 Oct
Contact phone+1 202-555-0101
Assigned screenerAmina Rahman
Example screen with sample data
Process

Follow a donation through the team

From donor registration to follow-up ships ready to use. One step needs a named approval before the work moves on: Review donation (Clinical Reviewer).

Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.

  1. Register donor

    Check donor identity and contact details before preparing the visit.

    DNT-2026-0418DNT-79789 · Clinical Coordinator
    Register donorBy Clinical Coordinator

  2. Prepare donation

    Assign the screener and record the scheduled and actual visit times.

    DNT-2026-0418DNT-79789 · Clinical Coordinator
    Prepare donationBy Clinical Coordinator

  3. Record screening

    Keep attributed notes and laboratory observations with the donation.

    DNT-2026-0418DNT-79789 · Clinical Coordinator
    Record screeningBy Clinical Coordinator

  4. Review donation

    The Clinical Reviewer examines the evidence and authorizes completion; the Clinical Coordinator records the outcome.

    DNT-2026-0418DNT-79789 · Clinical Coordinator
    Review donationBy Clinical Coordinator
    ApprovalThe Clinical Reviewer authorizes donation completion after examining the screening and laboratory evidence.

  5. Process blood units

    Follow collection, receipt and the processing outcome by accession number.

    DNT-2026-0418DNT-79789 · Licensed Clinician
    Process blood unitsBy Licensed Clinician

  6. Coordinate follow-up

    Give donor tasks an owner and due date, then record completion or escalation.

    DNT-2026-0418DNT-79789 · Clinical Coordinator
    Coordinate follow-upBy Clinical Coordinator

Start with Donor intake and screening

Inside a record

Prepare laboratory and financial handoffs

Open any donation to see its blood units, the roles that work on it, its process stages and its approvals on one page.

  1. 1
    Record details

    Donor, Screener, Scheduled at and Started at.

  2. 2
    Blood units

    Each line is linked to this donation.

  3. 3
    Who works on it

    Clinical Reviewer, Licensed Clinician and Clinical Coordinator, each with their own permissions.

  4. 4
    Process stages

    Prepare donation and Record screening, with the role that acts.

  5. 5
    Approvals

    Review donation, with who decides.

Donation ScheduleDNT-2026-0418
Blood Bank Management · Donations

DNT-2026-0418

Talia Okoro · Scheduled

Log activity
1
Record details
DonorTalia Okoro
ScreenerTomas Silva
Scheduled at12 Oct
Started at19 Oct
2
Blood units

DNT-2026-0418

IdAccession numberDonation
DNT-2026-0418BU-12581Omar Haddad, platelet collection
UNT-2026-1427BU-59862Isaac Mensah, whole blood collection
ISS-2026-0311BU-24755Maya Serrano, whole blood collection
Blood units
6
3

Who works on it

  • Clinical ReviewerView blood units, Donations, donor care assignments, donor…
  • Licensed ClinicianManage blood units, donor consents, donor follow-ups…
  • Clinical CoordinatorManage Donations, donor consents, donor follow-ups, Donors…
4

Process stages

  • Prepare donationClinical Coordinator
  • Record screeningClinical Coordinator, Licensed Clinician
5

Approvals

  • Review donationClinical Reviewer
    Approved
Example screen with sample data
Approvals

Put clinical review with the responsible person

The Clinical Reviewer reads the donation evidence and makes the review decision. The Clinical Coordinator records the resulting donation status after that decision under the agreed procedure.

OverviewApprovals
Blood Bank Management · Overview

Approvals

Signed in as Clinical Reviewer

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • DC-71960DNT-2026-0418
    Sofia ReyesRequested by Clinical Governance Administrator
    Pending2dActions
  • DC-29270UNT-2026-1427
    Arjun PatelRequested by Clinical Governance Administrator
    Pending2dActions
  • DC-24862ISS-2026-0311
    Nora BellRequested by Clinical Governance Administrator
    Pending5dActions
  • DC-61371PAY-2026-0840
    Talia OkoroRequested by Clinical Governance Administrator
    Pending6dActions

Who approves what

DecisionApprover
Review donationThe Clinical Reviewer examines the evidence and authorizes completion; the Clinical Coordinator records the outcome.Clinical Reviewer
1 approval rule · set per role in Proto
Example screen with sample data
Who can approve what
Roles

A workspace for each role

Everyone opens Blood Bank Management to the work that is theirs. Pick a role to see what it starts with.

Clinical Governance Administrator

Maintains verified professional privileges and care-team assignments. Record entry: Clinical Privileges, Care Team Assignments, People. Read only: Patients. Pages: Clinical Privileges and Details.

This is the first screen this role sees.

OverviewActive Care Assignments

Active Care Assignments

Donor care assignments · Clinical Governance Administrator

IdDonorScreenerAccess purposeEffective fromEffective to
DNT-2026-0418Arjun PatelRavi MenonDonation screening13 Oct17 Oct
UNT-2026-1427Omar HaddadAmina RahmanCollection care27 Oct04 Nov
ISS-2026-0311Maya SerranoElena PetrovLaboratory review16 Oct20 Oct
PAY-2026-0840Omar HaddadSora KimUnit issue verification16 Oct23 Oct
LAB-2026-0722Maya SerranoSora KimDonor follow-up04 Nov08 Nov
6 of 6 records
Example screen with sample data

Roles and permissions

Reports

Find the work that needs attention

Ask practical questions about donation progress, unit processing and follow-up.

Overview
Blood Bank Management · Overview

Blood Bank Management dashboard

This quarter

Blood units in view
6
Collected
3
Received
3

Donations by status

How far records got this quarter

StageReachedStep
Scheduled34
Arrived2574%
In progress1976%
Awaiting review1368%

Number of donations by status

Sample counts per stage

1000
50Scheduled
80Arrived
90In progress
100Awaiting review
100Completed
Example screen with sample data
  1. 01Donation Progress

    Which scheduled donations are still awaiting review, and which appointments have been completed or cancelled?

  2. 02Donor Consent Review

    Which consent purpose and version applies to the donor, and what expiry date needs attention?

  3. 03Professional Credential Review

    Which professional credentials require governance attention before further work is assigned?

  4. 04Screening Evidence by Donation

    Who authored the donation's notes, and which entries remain unsigned?

  5. 05Laboratory Results by Donation

    Which observations belong to the donation, with what units and recording professional?

  6. 06Blood Unit Lifecycle

    How are collected units distributed across their current processing states?

  7. 07Component Issues by Donation

    Which components and lots have issue entries against each donation?

  8. 08Follow-up Workload

    Who owns open and escalated donor tasks, and when are those tasks due?

  9. 09Processing Charge Summary

    Which donation service charges remain in Draft or await the billing handoff?

All reports and dashboards

Who it's for

Fit your donor collection operation

See how Blood Bank Management fits your kind of team.

Hospital blood bank teams

Coordinate donor visits and blood unit records across clinical handoffs.

Community donation centers

Prepare returning donor visits and keep follow-up responsibility clear.

Independent collection services

Connect donation evidence with processing service charges and payment follow-up.

Controls

Check consent and professional evidence

Each stage, from donor registration to follow-up, names the role that acts and the status it records, so a change is never anonymous.

OverviewFrom donor registration to follow-up
Blood Bank Management · Process

From donor registration to follow-up

Each stage, the role that acts and the status it records

Process stages
11
Approval steps
1
Roles involved
4
Tables touched
12
Establish care accessApproval
Clinical Governance Administrator
StatusPending → Verified
RecordsProfessional credentials, Donor care assignments
Confirm consent
Clinical Coordinator, Licensed Clinician
StatusPending → Signed
RecordsDonor consents, Donors
Prepare donation
Clinical Coordinator
StatusScheduled → Arrived → in progress
RecordsDonations, Donors
From donor registration to follow-up
  1. Start
    Establish care accessPending → Verified
    Professional credentials
  2. Step
    Confirm consentPending → Signed
    Donor consents
  3. Step
    Prepare donationScheduled → Arrived → in progress
    Donations
  4. Step
    Record screeningDraft → Signed
    Laboratory tests
  5. Approval
    Review donationAwaiting review → Completed
    Donations
Example screen with sample data

See each stage in detail

AI agent

Prepare the next action with Proto

Use Proto to prepare configuration and help your team inspect operating work.

It can

  • Clinical Coordinator: Prepare the donation schedule for review and identify visits awaiting a decision.
  • Licensed Clinician: Help locate draft screening notes and donation-linked observations for review.
  • Clinical Reviewer: Gather the donation's permitted screening and laboratory records so the reviewer can examine the evidence before deciding.
  • Clinical Governance Administrator: Prepare pending credential evidence and effective care assignments for the administrator's review.

Stays with a person

  • The Clinical Reviewer makes the clinical decision.
  • The donor gives consent, and the Clinical Governance Administrator verifies professional evidence.
  • Proto cannot supply those decisions or confirm an external payment from a local record alone.
  • Give the agent the same access boundaries as the person it assists and review changes before applying them to the operating cycle.

Set up an agent

Integrations

Connects to the tools you use

Set up connections through ERP.AI and Proto workflows, with every change logged.

  • Blood Bank Management
  • Laboratory service
  • Accounting service
  • Payment service
Data model

Your data, in tables you can change

Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.

Browse all 15 tables
15tables
  • Donor registration3
  • Consent and care access5
  • Donation screening4
  • Blood unit processing3
  • Unit issues and follow-up5
  • Processing charges and payments4
Implementation

Roll out one team at a time

Start with one team and one process, then add the rest once the basics are running.

  1. Agree the operating scope

    Choose the donor collection team, donation types and component wording for the first cycle. Identify the Clinical Coordinator, Licensed Clinician, Clinical Reviewer and Clinical Governance Administrator who will rehearse the work.

  2. Prepare people and access

    Configure team accounts and professional evidence. Agree care assignment purposes and effective periods, then rehearse account access with the people who will use it. Set up Admin responsibilities for controlled imports and payment records.

  3. Bring in donor records

    Review donor numbers, contact details and assigned screeners. Load applicable consent evidence and upcoming donation appointments in the migration order. Resolve ambiguous donor matches before importing dependent records.

  4. Rehearse the clinical handoff

    Take a donor through arrival, screening and review. Record laboratory observations and a blood unit’s collection and receipt. Repeat with an unresolved review question and a rejected unit so staff understand the next action.

  5. Rehearse financial and follow-up work

    Review a draft processing charge, confirm a payment from its external evidence and complete an assigned donor task. Agree the service connections and repeat uncertain or duplicate incoming messages before routine use.

Read the implementation plan

Pricing

$0per user

The base account and everyday work in the ERP.AI app are free, for every user.

  • No per-user or per-seat fees
  • Viewing, editing, approving and exporting records in the app is free
  • Pay only for machine work: API calls, imports, workflows and AI agents
  • Prepaid credits from $5. Purchased credits never expire

Pricing details

Machine work rate card Included per $1 of credit

Machine work rate card
UsagePer $1
Record reads (list, filter, get)20,000
Search or aggregate queries4,000
Record writes4,000
Imported or synced records200,000
Workflow runs2,000
AI agent runs2,000
Scheduled jobs or webhooks20,000
File uploads (MB)2,000
CSV or PDF exports100
FAQ

Questions, answered

Scope, rollout and pricing for Blood Bank Management.

All questions
How do I get started?

Click Get started, then use Proto to configure Blood Bank Management for your business. Begin with a donor collection team, its consent documents and an upcoming appointment cycle. Rehearse screening, unit processing and donor follow-up with the people who will perform the handoffs.

How do we handle returning donors?

The Clinical Coordinator checks the donor number, name and birth date before selecting the identity for a new donation. Update contact details on the intended donor record and assign the screener responsible for the appointment.

Where do consent documents belong?

Record the consent purpose and version with its document, signed date and expiry date. The Clinical Coordinator or Licensed Clinician records Signed, Withdrawn or Expired as applicable under the team's consent procedure.

Who completes a donation review?

The Clinical Reviewer examines the screening and laboratory evidence and authorizes completion. The Clinical Coordinator records the donation outcome after that decision. Agree how the decision is communicated and retained during setup.

How are laboratory observations recorded?

The Licensed Clinician records the test type, value, unit and test time against the donation, with the recording professional identified. Set up a laboratory service connection if results arrive from an external system and agree the matching procedure before imports begin.

What does Operations Overview show?

Operations Overview presents blood unit intake, the distribution of current lifecycle states and recent collection evidence. Use the working unit record to investigate an accession number or processing state that needs attention.

How do we record a rejected blood unit?

The Licensed Clinician records Rejected on the intended blood unit under the team's processing procedure. Check the accession number and donation first, then review the associated donation evidence with the Clinical Reviewer when needed.

How is follow-up work assigned?

The Clinical Coordinator creates a donor task with an assigned team member and due date. The Licensed Clinician records progress and completion, or escalates the task when further attention is required. Agree who reviews escalated work during each operating cycle.

How do processing charges and payments work?

The Clinical Coordinator reviews service charges against donations and records the billing handoff. The Admin maintains donor payment records using external receipt references and confirmation evidence. Set up the accounting connection for allocation and reconciliation.

What should we prepare before the pilot?

Bring donor identities, consent evidence, professional credential information and the people responsible for review. Agree donation and component wording, rehearse a cancelled appointment and rejected unit, and inspect the role access before the first operating cycle.

Set up Blood Bank Management your way.

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

Start now Download Proto

How to get started

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