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Diet & Nutrition Planner
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Diet & Nutrition Planner · Available now

Keep patient visits and follow-up accountable.

Nutrition clinics can use Diet & Nutrition Planner to organize patient consultations as clinical encounters. A Clinical Coordinator registers the patient and schedules a visit.

Start now Download Proto
  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewEncounter Schedule
Diet & Nutrition Planner · Encounters

Encounter Schedule

Encounters in one list

New encounter
Encounters in view
6
Scheduled
2
Arrived
2
In progress
2
Scheduled2
Anika VermaENC-11223
14 Oct
Sofia RahmanENC-30439
12 Oct
Add
Arrived2
Dario MendesENC-30718
31 Oct
Ibrahim SalehENC-78363
19 Oct
Add
In progress2
Celia ParkENC-20912
29 Oct
Ibrahim SalehENC-68590
14 Oct
Add
Anika VermaEncounters · ENC-11223
Scheduled
ClinicianTomas Rivera
Scheduled at14 Oct
Started at20 Oct
Ended at27 Oct
Review chargeENC-11223 · Anika Verma

With charge authority configured, Admin checks the draft service charge against the encounter before approving it.

Waiting for Admin
ApproveReturn
Example screen with sample data
Tables, ready to use
15
Saved views
13
Roles with set permissions
5
Reports and dashboards
8
Features

Patient work at a glance

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

Patient records

Keep patient identity and clinician responsibility clear.

  • Patient identity
  • Clinical owner
  • Consent position
  • Patients
  • People
  • Users
Explore patient records
OverviewPatient Register
Diet & Nutrition Planner · Patient records

Patient Register

Patients

New
Patient numberDisplay nameConsent statusAssigned clinician
PTN-43232Nora EllisPendingTomas Rivera
PTN-33688Ibrahim SalehActiveJoon Seo
PTN-32122Celia ParkPendingDr. Amira Saleh
PTN-29397Dario MendesActiveDr. Marcus Bell
PTN-64715Anika VermaPendingRavi Menon
6 of 6 records
Nora EllisPatients · PTN-43232
Pending
Assigned clinicianTomas Rivera
Example screen with sample data
Process

From consultation to follow-up

Consultation to follow-up ships ready to use. One step needs a named approval before the work moves on: Review charge (Admin).

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

  1. Register patient

    Identify the patient and assigned clinician.

    Anika VermaENC-11223 · Clinical Coordinator
    Register patientBy Clinical Coordinator

  2. Schedule encounter

    Set the consultation date and clinician.

    Anika VermaENC-11223 · Clinical Coordinator
    Schedule encounterBy Clinical Coordinator

  3. Record visit

    Capture the note and measured observations on the encounter.

    Anika VermaENC-11223 · Clinical Coordinator
    Record visitBy Clinical Coordinator

  4. Review charge

    With charge authority configured, Admin checks the service and amount before approval.

    Anika VermaENC-11223 · Admin
    Review chargeBy Admin
    ApprovalWith charge authority configured, Admin checks the draft service charge against the encounter before approving it.

  5. Complete encounter

    Review linked evidence before finishing the visit.

    Anika VermaENC-11223 · Clinical Coordinator
    Complete encounterBy Clinical Coordinator

  6. Coordinate follow-up

    Assign the next patient task with a due date.

    Anika VermaENC-11223 · Clinical Coordinator
    Coordinate follow-upBy Clinical Coordinator

Start with Consultation intake

Inside a record

Bring existing records into the clinic

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

  1. 1
    Record details

    Clinician, Scheduled at, Started at and Ended at.

  2. 2
    Charges

    Each line is linked to this encounter.

  3. 3
    Who works on it

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

  4. 4
    Process stages

    Record visit and Prepare charge, with the role that acts.

  5. 5
    Approvals

    Review charge, with who decides.

Encounter ScheduleAnika Verma
Diet & Nutrition Planner · Encounters

Anika Verma

Scheduled

Log activity
1
Record details
ClinicianTomas Rivera
Scheduled at14 Oct
Started at20 Oct
Ended at27 Oct
2
Charges

Anika Verma

EncounterService descriptionAmount
Leo Navarro, digestive health follow-upInitial nutrition assessment, 60 minutes860
Nora Ellis, initial nutrition consultDiabetes meal planning session430
Malik Brown, weight management visitSports fueling consultation850
Charges
6
Total amount
3,650
3

Who works on it

  • Clinical ReviewerView care tasks, care team assignments, clinical notes…
  • Licensed ClinicianManage care tasks, clinical notes, Consents, meal plan items…
  • Clinical CoordinatorManage care tasks, Charges, Consents, Encounters, Patients
4

Process stages

  • Record visitClinical Coordinator, Licensed Clinician
  • Prepare chargeClinical Coordinator
5

Approvals

  • Review chargeAdmin
    Approved
Example screen with sample data
Approvals

Assign charge review to Admin

Clinical Reviewers inspect evidence across care records before a case moves forward.

OverviewApprovals
Diet & Nutrition Planner · Overview

Approvals

Signed in as Admin

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • CN-17552Initial assessment
    Nora Ellis, initial nutrition consultRequested by Tomas Rivera
    Draft1dActions
  • CN-47490Meal plan review
    Ibrahim Saleh, diabetes meal reviewRequested by Nisha Kapoor
    Draft2dActions
  • CN-24237Food diary review
    Malik Brown, weight management visitRequested by Joon Seo
    Draft3dActions
  • CN-77132Lab result discussion
    Dario Mendes, heart-health check-inRequested by Tomas Rivera
    Draft4dActions

Who approves what

DecisionApprover
Review chargeWith charge authority configured, Admin checks the service and amount before approval.Admin
Approve ChargesAdmin
2 approval rules · set per role in Proto
Example screen with sample data
Who can approve what
Roles

A workspace for each role

Everyone opens Diet & Nutrition Planner to the work that is theirs. Pick a role to see what it starts with.

Clinical Governance Administrator

Maintains verified professional privileges and care-team assignments. Record entry: Clinical Privileges, Care Team Assignments, People. Read only: Patients. Pages: Clinical Privileges and Details.

This is the first screen this role sees.

OverviewCurrent Care Team

Current Care Team

Care team assignments · Clinical Governance Administrator

PatientClinicianAccess purposeEffective fromEffective toStatus
Leo NavarroNisha KapoorNutrition care planning18 Oct27 OctActive
Dario MendesDr. Amira SalehClinical handoff02 Nov10 NovActive
Leo NavarroJoon SeoLab result review29 Oct31 OctActive
Sofia RahmanIsabel CostaFollow-up scheduling21 Oct30 OctActive
Leo NavarroFarah MensahBilling support04 Nov10 NovActive
6 of 6 records
Example screen with sample data

Roles and permissions

Reports

See the work that needs attention

Answer operating questions from visits, tasks, evidence and payments.

Overview
Diet & Nutrition Planner · Overview

Diet & Nutrition Planner dashboard

This quarter

Clinical notes in view
6
Draft
6

Encounters by status

How far records got this quarter

StageReachedStep
Scheduled37
Arrived2773%
In progress1452%
Awaiting review857%

Number of encounters by status

Sample counts per stage

600
50Scheduled
30Arrived
20In progress
20Awaiting review
60Completed
Example screen with sample data
  1. 01Encounter status

    Which consultations are scheduled, underway, awaiting review or completed?

  2. 02Consultation activity

    Review scheduled, started and ended encounter dates by clinician.

  3. 03Follow-up workload

    Which care tasks remain open or escalated, and who owns them?

  4. 04Clinical observation history

    Review recorded metrics by encounter and patient.

  5. 05Consent position

    Which patient consent records need attention by purpose and status?

  6. 06Clinician privilege review

    List privilege status and effective dates by clinician.

  7. 07Service charge position

    What amounts remain in each charge status by service description?

  8. 08Patient payment history

    Review received amounts and statuses by patient.

All reports and dashboards

Who it's for

For care teams running consultations

See how Diet & Nutrition Planner fits your kind of team.

Nutrition clinics

Run patient consultations with named clinical and coordination owners.

Multidisciplinary care teams

Run patient consultations with named clinical and coordination owners.

Community clinics

Run patient consultations with named clinical and coordination owners.

Controls

Keep decisions with their owners

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

OverviewConsultation to follow-up
Diet & Nutrition Planner · Process

Consultation to follow-up

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

Process stages
10
Approval steps
1
Roles involved
3
Tables touched
6
Confirm arrival
Clinical Coordinator
StatusScheduled → Arrived
RecordsPatients
Record visit
Clinical Coordinator, Licensed Clinician
StatusArrived → in progress
RecordsObservations, Encounters
Sign clinical note
Licensed Clinician
StatusDraft → Signed
Consultation to follow-up
  1. Start
    Confirm arrivalScheduled → Arrived
    Patients
  2. Step
    Record visitArrived → in progress
    Observations
  3. Step
    Sign clinical noteDraft → Signed
    Licensed Clinician
  4. Approval
    Review chargeDraft → Approved
    Encounters
  5. Step
    Complete encounterIn progress → awaiting review
    Clinical Coordinator
Example screen with sample data

See each stage in detail

AI agent

Ask Proto about the next task

Ask Proto to help review patient work and prepare the next action.

It can

  • Clinical Coordinator: Find scheduled encounters and open care tasks for the day's work.
  • Licensed Clinician: Bring together an encounter's note and observation context for review.
  • Clinical Reviewer: Show encounters awaiting review and the linked evidence to inspect.
  • Admin: Show draft charges and their encounter references for a person with charge authority to review.

Stays with a person

  • A person checks patient identity, clinical evidence, consent and charge decisions.
  • Proto can prepare a list or draft a summary, but the responsible role reviews the source records and makes the decision.
  • Access still follows the user's role.
  • Ask for a record link when a summary is unclear.

Set up an agent

Integrations

Connects to the tools you use

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

  • Diet & Nutrition Planner
  • Patient roster
  • Payment collection
  • Clinical source documents
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
  • Patient records3
  • Encounter management3
  • Clinical documentation4
  • Care coordination4
  • Consent and privileges5
  • Charges and payments4
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. Map the clinic

    Identify active clinicians, patient-number rules, visit types and who owns each review decision.

  2. Prepare records

    Bring in staff and patient records, then check assignments and consent information.

  3. Configure work

    Set the operating views, role access, encounter statuses and charge review practice.

  4. Rehearse a visit

    Schedule a consultation, record a note and observation, prepare a charge and assign a follow-up task.

  5. Review the result

    Check the same patient and encounter from each role’s view, including an incomplete case that needs correction.

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 Diet & Nutrition Planner.

All questions
How do I get started?

Click Get started, then use Proto to configure Diet & Nutrition Planner for your business. Begin with a patient register, active clinicians, a representative consultation and the follow-up tasks that team members already perform.

Who schedules a consultation?

The Clinical Coordinator maintains the patient and encounter records, including the scheduled date, clinician and visit type.

Where do clinicians document a visit?

The Licensed Clinician records attributed clinical notes and measured observations against the encounter, then signs the note after review.

How are follow-up actions assigned?

A care task links to the patient and a named assignee. Its due date and status keep unfinished work visible.

Who maintains clinician privileges?

The Clinical Governance Administrator maintains privilege details, verification evidence and effective dates for each clinician.

How is consent recorded?

A consent record names the patient, purpose and version and can hold signed and expiry dates with a document.

How are consultation charges reviewed?

The coordinator records the service and amount against the encounter. Set up Admin charge authority, then have Admin check the draft before marking it approved.

Where are patient receipts recorded?

A payment record holds the patient, received date, amount, reference and status. Confirm the reference before marking the receipt confirmed.

Can the team review open cases?

The encounter and care-task views show work by current status. Clinical Reviewers can inspect the supporting care records.

Set up Diet & Nutrition Planner 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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