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- Clinic Management
- Get started
Get Clinic Management running in four steps.
Prepare one clinic visit from patient intake to billing review.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up Clinic Management. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Clinic Management in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Create your account
Click Get started to create your ERP.AI account. Use Proto to configure Clinic Management for the clinic’s people, patients and visit process. Name a Front Desk Coordinator, Clinician, Clinical Lead, Care Coordinator and Billing Specialist for the first rehearsal.
Prepare the first operating cycle
Choose one visit type and a real sequence the team understands. Enter the patient and clinician, review consent and privilege evidence, then schedule an encounter. Record arrival, reason, observations and a note. The Clinical Lead reviews the encounter before completion. Add a follow-up task if care continues, and review a charge and patient payment as separate financial records.
Review before release
Ask each role to perform its own handoff. Check the patient number and encounter label where similar visits exist. Confirm that a withdrawn consent, an expired privilege, a Draft note and a Draft charge reach the right person for a decision. Rehearse any external pharmacy, laboratory, communication or accounting connection that the clinic chooses to use.
Set up Clinic Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.