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Community Health Worker App
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Community Health Worker App · Available now

Keep household visits and follow-up connected.

Community Health Worker App connects household identity, assigned workers, scheduled visits, observations, notes, consent and follow-up work. A Clinical Coordinator maintains households and visits.

Start now Download Proto
  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewEncounter review inbox
Community Health Worker App · Household visits

Encounter review inbox

completion waits for the clinical coordinator

New household visit
Household visits in view
6
Awaiting review
6
HouseholdAssigned workerVisit typeStarted atEnded atStatus
Nadia IwataTomas ChenInitial home assessment24 Oct27 OctAwaiting review
Kofi RahmanTomas ChenRoutine wellness check03 Nov08 NovAwaiting review
Tomas ChenAmina DuarteMedication follow-up24 Oct02 NovAwaiting review
Amina DuarteLaila SinghPrenatal support visit17 Oct23 OctAwaiting review
Tomas ChenNadia IwataPostpartum check-in16 Oct23 OctAwaiting review
6 of 6 records
Initial home assessmentHousehold visits · HV-26893
Awaiting review
HouseholdNadia Iwata
Assigned workerTomas Chen
Started at24 Oct
Ended at27 Oct
Verify privilegeHV-26893 · Initial home assessment

Clinical Governance Administrator verifies the professional evidence and records the privilege decision.

Waiting for Clinical Governance Administrator
ApproveReturn
Example screen with sample data
Tables, ready to use
15
Saved views
15
Roles with set permissions
5
Reports and dashboards
8
Features

Care work, organized by household

Every feature works on the same records. Pick one to see the screen your team works in.

Households and care teams

Connect patient identity to the worker responsible for each household.

  • Patient identity
  • Care access
  • Worker directory
  • Households
  • Care team assignments
  • People
  • Users
Explore households and care teams
OverviewHousehold registry
Community Health Worker App · Households and care teams

Household registry

Households

New
Patient numberNameBirth dateConsent statusAssigned worker
HSH-65176Amina Duarte28 OctPendingMaya Flores
HSH-35965Kofi Rahman13 OctActiveOmar Mensah
HSH-66467Elena Banerjee15 OctWithdrawnAmina Duarte
HSH-74698Samir Okafor22 OctPendingKofi Rahman
HSH-70568Maya Flores04 NovActiveNadia Iwata
6 of 6 records
Amina DuarteHouseholds · HSH-65176
Pending
Birth date28 Oct
Assigned workerMaya Flores
Example screen with sample data
Process

From visit planning to follow-up

Household visit to follow-up ships ready to use. One step needs a named approval before the work moves on: Verify privilege (Clinical Governance Administrator).

Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.

  1. Prepare household

    Confirm patient identity, consent state and the assigned worker.

    Initial home assessmentHV-26893 · Clinical Coordinator
    Prepare householdBy Clinical Coordinator

  2. Verify privilege

    Clinical Governance Administrator checks license evidence and effective dates before marking a privilege Verified.

    Initial home assessmentHV-26893 · Clinical Governance Administrator
    Verify privilegeBy Clinical Governance Administrator
    ApprovalClinical Governance Administrator verifies the professional evidence and records the privilege decision.

  3. Schedule visit

    Set the household, worker, visit type and planned date.

    Initial home assessmentHV-26893 · Clinical Coordinator
    Schedule visitBy Clinical Coordinator

  4. Record encounter

    Capture actual visit timing, observations and an attributed note.

    Initial home assessmentHV-26893
    Record encounter

  5. Coordinate follow-up

    Assign the next household action with an owner and due date.

    Initial home assessmentHV-26893 · Clinical Coordinator
    Coordinate follow-upBy Clinical Coordinator

  6. Close visit

    Retain the completed encounter with its linked care record.

    Initial home assessmentHV-26893 · Clinical Coordinator
    Close visitBy Clinical Coordinator

Start with Household visit to review

Inside a record

Plan the handoffs your program uses

Open any household visit to see its charges, the roles that work on it, its process stages and its approvals on one page.

  1. 1
    Record details

    Household, Assigned worker, Started at and Ended at.

  2. 2
    Charges

    Each line is linked to this household visit.

  3. 3
    Who works on it

    Licensed Clinician, Clinical Coordinator and Clinical Reviewer, each with their own permissions.

  4. 4
    Process stages

    Every status change, in order.

  5. 5
    Approvals

    Verify privilege, with who decides.

Encounter review inboxInitial home assessment
Community Health Worker App · Household visits

Initial home assessment

Nadia Iwata · Awaiting review

Log activity
1
Record details
HouseholdNadia Iwata
Assigned workerTomas Chen
Started at24 Oct
Ended at27 Oct
2
Charges

Initial home assessment

Household visitService descriptionAmount
Tomas Chen, wound care check-inHome blood pressure check740
Tomas Chen, wound care check-inCare coordination visit820
Laila Singh, postpartum visitSpecimen collection400
Charges
6
Total amount
3,900
3

Who works on it

  • Licensed ClinicianManage clinical notes, Consents, follow-up actions, pharmacy…
  • Clinical CoordinatorManage Charges, Consents, follow-up actions, household visits…
  • Clinical ReviewerView care team assignments, clinical notes, clinical…
5

Approvals

  • Verify privilegeClinical Governance Administrator
    Approved
Example screen with sample data
Approvals

Privilege verification with a named owner

Clinical Reviewer reads care evidence at the review stage.

OverviewApprovals
Community Health Worker App · Overview

Approvals

Signed in as Clinical Governance Administrator

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • HV-26893Initial home assessment
    Nadia IwataRequested by Tomas Chen
    Awaiting review2dActions
  • HV-95971Routine wellness check
    Kofi RahmanRequested by Tomas Chen
    Awaiting review4dActions
  • HV-52517Medication follow-up
    Tomas ChenRequested by Amina Duarte
    Awaiting review4dActions
  • HV-35266Prenatal support visit
    Amina DuarteRequested by Laila Singh
    Awaiting review3dActions

Who approves what

DecisionApprover
Verify privilegeClinical Governance Administrator checks license evidence and effective dates before marking a privilege Verified.Clinical Governance Administrator
1 approval rule · set per role in Proto
Example screen with sample data
Who can approve what
Roles

A workspace for each role

Everyone opens Community Health Worker App to the work that is theirs. Pick a role to see what it starts with.

Licensed Clinician

Captures assigned care operations work and evidence.

This is the first screen this role sees.

OverviewScheduled visits

Scheduled visits

Household visits · Licensed Clinician

Scheduled3
Initial home assessmentKofi Rahman
27 Oct
Medication follow-upKofi Rahman
12 Oct
Postpartum check-inAmina Duarte
18 Oct
Add
Arrived3
Routine wellness checkAmina Duarte
25 Oct
Prenatal support visitAmina Duarte
22 Oct
Referral follow-upAmina Duarte
17 Oct
Add
Example screen with sample data

Roles and permissions

Reports

See visits, tasks and evidence in context

Review encounter progress, care tasks and clinical evidence from the underlying records.

Overview
Community Health Worker App · Overview

Community Health Worker App dashboard

This quarter

Consents in view
6
Pending
2
Expired
2
Withdrawn
2

Household visits by status

How far records got this quarter

StageReachedStep
Scheduled40
Arrived2460%
In progress1771%
Awaiting review847%

Number of household visits by status

Sample counts per stage

900
50Scheduled
80Arrived
50In progress
80Awaiting review
90Completed
Example screen with sample data
  1. 01Visit status by assigned worker

    Which workers have scheduled, active or review-stage encounters?

  2. 02Completed visits by visit type

    Count completed visits by visit type over a chosen period.

  3. 03Follow-up actions due

    Which household actions need attention by their due date?

  4. 04Consent status by household

    Which patients need a purpose-specific consent review?

  5. 05Notes awaiting signature

    Show draft notes with their author and linked visit.

  6. 06Privilege verification queue

    Show pending privileges and their assigned worker and expiry date.

  7. 07Specimen processing status

    Which specimen records are awaiting receipt or an outcome?

  8. 08Charges by status

    Sum charge amounts by draft, approved, invoiced and voided state.

All reports and dashboards

Who it's for

Built around community care work

See how Community Health Worker App fits your kind of team.

Community health programs

Coordinate household visits and follow-up across community care teams.

Clinic outreach teams

Connect outreach encounters to clinical review and care coordination.

Home visit services

Plan home encounters and retain a clear record of work completed.

Controls

Keep consent and authority visible

Each stage of household visit to follow-up names the role that acts and the status it records, so a change is never anonymous.

OverviewHousehold visit to follow-up
Community Health Worker App · Process

Household visit to follow-up

Each stage, the role that acts and the status it records

Process stages
10
Approval steps
1
Roles involved
4
Tables touched
3
Verify privilegeApproval
Clinical Governance Administrator
StatusPending → Verified
Check consent
Clinical Coordinator
StatusPending → Signed
RecordsHouseholds, Consents
Record arrival
Clinical Coordinator, Licensed Clinician
StatusScheduled → Arrived
Household visit to follow-up
  1. Start
    Verify privilegePending → Verified
    Clinical Governance Administrator
  2. Step
    Check consentPending → Signed
    Households
  3. Step
    Record arrivalScheduled → Arrived
    Clinical Coordinator
  4. Step
    Document encounterDraft → Signed
    Licensed Clinician
  5. Step
    Review encounterIn progress → awaiting review
    Consents
Example screen with sample data

See each stage in detail

AI agent

Ask Proto about the next care action

Use an assistant to prepare records and help the team inspect care work.

It can

  • Clinical Coordinator: Ask for visits waiting for review or household actions due soon.
  • Licensed Clinician: Ask for assigned visits and draft notes that need attention.
  • Clinical Governance Administrator: Ask for pending privilege verifications and active care assignments.
  • Clinical Reviewer: Ask for encounter evidence linked to a visit before checking the care record.

Stays with a person

  • A person must confirm patient identity, sign clinical documentation, verify a privilege and update an encounter after reviewing its evidence.
  • The assistant should show the linked record and owner so the team can inspect the source.
  • It should not infer consent from a general household label when a purpose-specific consent record must be checked.
  • Usage depends on the actions your team runs and the connections you configure.

Set up an agent

Integrations

Connects to the tools you use

Set up connections through ERP.AI and Proto workflows, with every change logged.

  • Community Health Worker App
  • Patient identity source
  • Laboratory
  • Pharmacy
  • Accounting
Data model

Your data, in tables you can change

Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.

Browse all 15 tables
15tables
  • Households and care teams4
  • Visits and observations4
  • Clinical documentation4
  • Consent and privileges5
  • Follow-up and specimens5
  • Dispensations and charges7
Implementation

Roll out one team at a time

Start with one team and one process, then add the rest once the basics are running.

  1. Agree operating rules

    Define patient numbers, visit types, consent purposes, note types and observation units with the clinical team.

  2. Set up people and access

    Link people to users, check role access and record care assignments and professional privileges.

  3. Load households

    Import a small patient set with contact details, current worker and consent state; inspect duplicate identities.

  4. Rehearse visits

    Schedule an encounter, record arrival, observations and a signed note, then review and close it.

  5. Add specialty and finance

    Test a specimen, dispensation, charge and household payment when those records are part of the program’s scope.

Read the implementation plan

Pricing

$0per user

The base account and everyday work in the ERP.AI app are free, for every user.

  • No per-user or per-seat fees
  • Viewing, editing, approving and exporting records in the app is free
  • Pay only for machine work: API calls, imports, workflows and AI agents
  • Prepaid credits from $5. Purchased credits never expire

Pricing details

Machine work rate card Included per $1 of credit

Machine work rate card
UsagePer $1
Record reads (list, filter, get)20,000
Search or aggregate queries4,000
Record writes4,000
Imported or synced records200,000
Workflow runs2,000
AI agent runs2,000
Scheduled jobs or webhooks20,000
File uploads (MB)2,000
CSV or PDF exports100
FAQ

Questions, answered

Scope, rollout and pricing for Community Health Worker App.

All questions
How do I get started?

Click Get started, then use Proto to configure Community Health Worker App for your business. Pilot a small household list, one care team and a complete visit from scheduling through review and follow-up.

Who prepares the household record?

Clinical Coordinator maintains the household's patient number, contact details, consent state and assigned worker.

How are field visits tracked?

A visit carries its household, assigned worker, visit type, planned date, actual start and end dates, and current state.

Can a clinician record observations?

Licensed Clinician can enter measured observations linked to a visit, including value, unit, observation date and recorded-by person.

How are clinical notes reviewed?

The clinician writes and signs an attributed note linked to the visit. Clinical Reviewer reads the encounter evidence at the review stage. Clinical Coordinator updates the visit state after checking it.

Where is consent kept?

The household has a current consent state. Purpose-specific consent records keep the signed document, version, dates and status.

How do workers see follow-up tasks?

Each action has a household, assignee, title, due date and state. The assigned worker can use My follow-up actions, and the coordinator can review the open queue.

Can the team track specimens?

Specimen records link to visits and include type, collection date, accession number and processing state.

What does a dispensation record contain?

It records medication, lot number, quantity, unit, visit and authorizing person.

How do charges and payments relate?

A service charge links to a visit. A received payment links to a household and retains its amount, reference and state.

Set up Community Health Worker App 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

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