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  1. Clinical Trial Management
  2. Agent assistance
Reference

Put an AI agent to work in Clinical Trial Management

Give each team member help finding and preparing clinical operations work.

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 scheduled encounters for a clinician, show visits awaiting review and prepare the next day's patient handoff.
  • Licensed Clinician: Find assigned care tasks and assemble the notes, observations and specimen state for a named encounter.
  • Clinical Reviewer: Bring together the patient's consent, attributed notes and specialty evidence for a visit review.
  • Clinical Governance Administrator: Surface pending privileges with their evidence and effective dates for a human verification decision.

What stays with a person

  • The responsible person checks patient identity, professional standing, consent and clinical evidence before a status change that depends on them.
  • The governance administrator decides privilege verification; the clinician signs their own documentation; the coordinator owns the encounter state.
  • An assistant can gather records and prepare a handoff, but the named person makes the decision.
  • Agent use follows the account's metering terms.

The responsible person checks patient identity, professional standing, consent and clinical evidence before a status change that depends on them. The governance administrator decides privilege verification; the clinician signs their own documentation; the coordinator owns the encounter state. An assistant can gather records and prepare a handoff, but the named person makes the decision.

Agent use follows the account's metering terms. Review the records it selects before relying on a clinical or financial answer.

Set up Clinical Trial Management your way.

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

How to get started