1. Clinic + Pharmacy + Lab
  2. Work with an assistant
Reference

Put an AI agent to work in Clinic + Pharmacy + Lab

Ask Proto to help staff find and prepare clinic work for review.

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: Find encounters awaiting review and draft charges needing the coordinator's decision.
  • Licensed Clinician: Find assigned patient tasks and draft notes that need the author's attention.
  • Clinical Governance Administrator: List privileges marked Pending with their clinician and effective dates for evidence review.
  • Clinical Reviewer: Summarize an encounter's linked notes, observations, specimens, and dispensations before human review.

What stays with a person

  • A person must confirm patient identity, signed consent, clinician verification, and charge approval.
  • Staff should inspect the linked record and its dates before changing a status.
  • Use the clinic's role access when asking an assistant to locate or summarize patient information.

A person must confirm patient identity, signed consent, clinician verification, and charge approval. Staff should inspect the linked record and its dates before changing a status. Use the clinic's role access when asking an assistant to locate or summarize patient information.

Set up Clinic + Pharmacy + Lab your way.

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

How to get started