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  1. Eye Care / Optometry
  2. Work with Proto
Reference

Put an AI agent to work in Eye Care / Optometry

Ask Proto to prepare clinic work and surface records for human 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

  • Coordinator: Find scheduled visits, consent follow-up and open patient care tasks for the day's work.
  • Clinician: Gather an encounter's existing notes, observations and specimen status before documentation.
  • Reviewer: Summarize the linked care evidence for an encounter awaiting review, with source records available to inspect.
  • Governance administrator: List pending clinician privilege records and assignments near their end dates.

What stays with a person

  • Proto can prepare information and suggested next actions.
  • A Licensed Clinician signs a clinical note, the Clinical Reviewer makes the care review decision and the Clinical Coordinator checks a charge before invoicing.
  • Staff verify patient identity, consent and outside lab or payment evidence.
  • Access to the records follows the configured role permissions.

Proto can prepare information and suggested next actions. A Licensed Clinician signs a clinical note, the Clinical Reviewer makes the care review decision and the Clinical Coordinator checks a charge before invoicing. Staff verify patient identity, consent and outside lab or payment evidence. Access to the records follows the configured role permissions.

Agree the team's agent usage and metering arrangements during setup, then review any automation against the same clinical and billing decisions used by staff.

Set up Eye Care / Optometry your way.

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

How to get started