1. Blood Bank Management
  2. Agent assistance
Reference

Put an AI agent to work in Blood Bank Management

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

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 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.

What 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.

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.

Agent activity follows the platform's usage pricing. Review the [pricing page](/blood-bank-management/pricing) and estimate usage from the imports, queries and connected service activity planned for the pilot.

Set up Blood Bank Management your way.

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

How to get started