1. Blood Donation Management
  2. Get Started
Get started

Get Blood Donation Management running in four steps.

Prepare a focused collection pilot with clear owners and reviewable evidence.

  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 Blood Donation Management. It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open Blood Donation Management 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 Blood Donation Management for your business. Name the Clinical Coordinator who will organize the pilot and the Licensed Clinician and Clinical Reviewer responsible for its evidence and decisions. Have the Clinical Governance Administrator prepare the staff identities and professional verification responsibilities.

Prepare the first operating cycle

Choose a returning donor cohort and an upcoming collection session. Gather donor codes and identifying details, current consent documents and the team members who will own each donation. Agree how the collection schedule records actual start and end dates and how blood unit numbers connect to the donation.

Prepare a review case with laboratory evidence and a follow-up question. If the pilot includes service charges or payment receipts, agree the external financial handoff and who confirms its outcome. Use the implementation guide to plan any laboratory or document connections.

Review before release

Run the pilot case from scheduling through collection review. Have the reviewer explain the decision and the coordinator identify any donor action that remains open. Repeat with a cancelled visit, a rejected unit and a changed consent position. Confirm each person’s access using their own account and agree who resolves any rehearsal finding before the operating cycle starts.

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