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Diet & Nutrition Planner

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  1. Diet & Nutrition Planner
  2. Your clinic assistant
Reference

Put an AI agent to work in Diet & Nutrition Planner

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

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: 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.

What 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.

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 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