1. Dental Practice Management
  2. Use Proto with this practice
Reference

Put an AI agent to work in Dental Practice Management

Ask Proto to prepare record reviews and configuration while staff retain clinical decisions.

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: Prepare a view of Appointments awaiting review and list unfinished treatment tasks with due at and assigned to.
  • Licensed Clinician: Find the clinician's Draft chart notes and show the linked Appointment before preparing a documentation review.
  • Clinical Governance Administrator: List Pending clinical privileges with verification evidence and the effective period for human verification.
  • Clinical Reviewer: Gather the permitted notes, measurements and specialty records for the selected visit without changing the appointment outcome.

What stays with a person

  • Proto works within configured permissions.
  • It cannot supply patient consent, verify a professional license from a label, decide clinical treatment or substitute for Clinical Reviewer's judgment.
  • A generated recommendation must not turn a read-only role into an editor.
  • Review the decision handoff before allowing an automated transition to Completed.

Proto works within configured permissions. It cannot supply patient consent, verify a professional license from a label, decide clinical treatment or substitute for Clinical Reviewer's judgment. A generated recommendation must not turn a read-only role into an editor. Review the decision handoff before allowing an automated transition to Completed.

Ask Proto to prepare an admission or follow-up change for staff review before using it in daily work. Obtain laboratory results, pharmacy acknowledgments and invoice matching through the responsible external systems. Check personal work lists and Admin access with ordinary staff accounts during setup.

Set up Dental Practice Management your way.

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

How to get started