1. Community Health Worker App
  2. Work with Proto
Reference

Put an AI agent to work in Community Health Worker App

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

What 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.

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. Review usage during the pilot as you set up the care cycle.

Set up Community Health Worker App your way.

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

How to get started