1. Cosmetic Surgery Practice
  2. Work with Proto
Reference

Put an AI agent to work in Cosmetic Surgery Practice

Ask Proto to help configure the practice around its records and handoffs.

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 a consultation queue by state and a pilot intake handoff for patients and consent.
  • Licensed Clinician: Ask how to record a note, observation, specimen and follow-up task against the correct patient visit.
  • Governance administrator: Ask for a review of active assignments and privilege effective dates.
  • Clinical Coordinator: Ask for a report of draft charges and confirmed patient receipts.

What stays with a person

  • Proto needs the practice's real rules for consent purposes, privilege evidence, visit types and charge review.
  • A person must make the clinical and financial decisions and verify the records before release.

Proto needs the practice's real rules for consent purposes, privilege evidence, visit types and charge review. A person must make the clinical and financial decisions and verify the records before release.

Set up Cosmetic Surgery Practice your way.

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

How to get started