Clinic Management

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  1. Clinic Management
  2. Work with an agent
Reference

Put an AI agent to work in Clinic Management

Use Proto to inspect clinic work and prepare the next action.

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 6 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

  • Front Desk Coordinator: Show scheduled encounters for a patient and prepare the arrival handoff.
  • Clinician: Find assigned visits and care tasks that need attention.
  • Clinical Lead: Gather encounters awaiting review with their linked notes and orders.
  • Billing Specialist: List draft charges and pending patient payments for review.

What stays with a person

  • A person makes clinical, consent, privilege and financial decisions.
  • The agent can retrieve and organize the relevant records, then ask the responsible role to inspect them.
  • Staff should confirm the patient and encounter before applying a change and review any external acknowledgement separately.

A person makes clinical, consent, privilege and financial decisions. The agent can retrieve and organize the relevant records, then ask the responsible role to inspect them. Staff should confirm the patient and encounter before applying a change and review any external acknowledgement separately.

Set up Clinic 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