These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
- Clinic + Pharmacy + Lab
- Frequently asked questions
Questions, answered
Answers about setting up visits, evidence, specialty work, and billing.
Clinic + Pharmacy + Lab
10 questions
Can't find it? Write to support@erp.ai.
How do I get started?
Click Get started, then use Proto to configure Clinic + Pharmacy + Lab for your business. Begin with one patient, one scheduled encounter, the clinician who will document it, and the coordinator who will manage its status.
How is a returning patient handled?
Keep the patient’s record and number, then create a new encounter for the new care episode. Check the patient number when similar names appear.
Where do clinical notes and observations go?
Both link to the encounter. A note records author, type, text, signing date, and status. An observation records metric, value, unit, time, and recorder.
How is consent recorded?
A consent belongs to a patient and identifies its purpose, version, document, signed date, expiry, and status. Review that record for the purpose in question.
Who checks clinician privileges?
Clinical Governance Administrator maintains privilege records with license details, verification evidence, effective dates, and status.
Can staff see specimen progress?
A specimen linked to an encounter can be Ordered, Collected, Received, Tested, or Rejected. Its accession number helps staff reconcile the physical handoff.
What does a pharmacy dispensation contain?
It records the encounter, medication, lot number, quantity, unit, and authorizing person.
How is follow-up assigned?
A care task belongs to the patient and an assigned person. It carries due and completion dates and can be Open, in progress, Completed, Escalated, or Cancelled.
How do charges and payments relate?
A charge belongs to an encounter; a payment belongs to a patient. Use the payment reference in the clinic’s reconciliation process before assuming which visit it settled.
Where should we begin with connected systems?
Choose the lab, pharmacy, payment, and accounting handoffs used by your clinic. Agree which team owns each identifier and status change, then rehearse an exception before broader use.
Set up Clinic + Pharmacy + Lab your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.