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  1. Diet & Nutrition Planner
  2. Get started
Get started

Get Diet & Nutrition Planner running in four steps.

Prepare the first patient consultation cycle.

  1. Create your account

    Click Start now and create your ERP.AI account.

    Start now
  2. Download Proto

    Proto is the desktop app you use to set up Diet & Nutrition Planner. It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open Diet & Nutrition Planner in Proto and adjust fields, steps, roles and approvals to match how your team works.

    Implementation plan
  4. Bring your data and team

    Import your records, then invite your team and assign their roles.

    See the roles

Create your account

Click Get started to create your ERP.AI account. Use Proto to configure Diet & Nutrition Planner around your clinic’s patient numbers, clinicians and visit types. Choose who will own patient registration, clinical documentation, review and charge decisions.

Prepare the first operating cycle

Bring a small set of patient and staff records with known identities. Schedule a representative consultation. Have the clinician record a note and observation on the encounter, then assign a follow-up task. Check consent and clinician privilege records before relying on them during review.

Review before release

Ask each role to open the same case from its own working view. Confirm the encounter links, note author, observation unit, task assignee and charge amount. Try a case with an incorrect patient or clinician link and decide who corrects it. Review the implementation steps and roles with the team before expanding use.

Set up Diet & Nutrition Planner your way.

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

How to get started