1. Blood Donation Management
  2. Work with Your Agent
Reference

Put an AI agent to work in Blood Donation Management

Start with the ERP.AI agent instructions:

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 collection schedule, find donations awaiting review and summarize donor actions due for attention.
  • Licensed Clinician: Find the unit and laboratory entries for a selected donation and identify which recorded fields need the clinician's attention.
  • Clinical Reviewer: Gather the collection evidence and draft a summary for the reviewer to examine before making a decision.
  • Clinical Governance Administrator: Prepare a list of pending professional verification records and assignments whose effective periods need review.

What stays with a person

  • The Clinical Reviewer makes the clinical review decision.
  • The Clinical Governance Administrator verifies professional evidence.
  • A person responsible for a payment checks the receipt before confirming it.
  • Give the agent a precise scope and review its proposed record changes before using them in the operating cycle.

The Clinical Reviewer makes the clinical review decision. The Clinical Governance Administrator verifies professional evidence. A person responsible for a payment checks the receipt before confirming it. Give the agent a precise scope and review its proposed record changes before using them in the operating cycle. Clinical criteria and laboratory interpretation come from the customer's authorized clinical team.

Set up Blood Donation Management your way.

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

How to get started