Connects to the tools you use
Set up connections through ERP.AI and Proto workflows, with every change logged.
- Health Screening Camp Mgmt
- Laboratory system
- Participant messaging
- Billing and payment systems
- Clinical record system
Health Screening Camp Mgmt organizes participant registration, scheduled screening camps, assigned staff, consent, clinical evidence and follow-up in one operational record. A coordinator registers each participant and schedules a camp.
Screening camps in one list
Screening Governance Administrator checks the license, issuer, evidence and effective dates before marking a privilege Verified.
Every feature works on the same records. Pick one to see the screen your team works in.
Register participants and keep purpose-specific consent beside the screening record.
Approval conditions
| Id | Participant | Purpose | Version | Expires at | Status | |
|---|---|---|---|---|---|---|
| SC-2026-1012 | Priya Nair | Screening and result reporting | Consent v1.0 | 02 Nov | Pending | |
| FU-2026-0441 | Priya Nair | Specimen collection and testing | Consent v1.1 | 15 Oct | Pending | |
| SP-2026-0837 | Daniel Foster | Referral to primary care | Consent v2.0 | 25 Oct | Pending | |
| CN-2026-0214 | Amina Yusuf | Follow-up contact after screening | Consent v2.1 | 02 Nov | Pending | |
| CS-2026-0108 | Mina Hassan | Anonymous program reporting | Consent v3.0 | 13 Oct | Pending |
Schedule each screening with a participant, staff member and clear operating status.
Completion waits for the screening camp coordinator
| Id | Screening date | Participant | Screening staff | Status | |
|---|---|---|---|---|---|
| SC-2026-1012 | 24 Oct | Mina Hassan | Carlos Vega | Awaiting review | |
| FU-2026-0441 | 02 Nov | Elena Cruz | Carlos Vega | Awaiting review | |
| SP-2026-0837 | 15 Oct | Luis Moreno | Mariam Saleh | Awaiting review | |
| CN-2026-0214 | 14 Oct | Daniel Foster | Elise Martin | Awaiting review | |
| CS-2026-0108 | 29 Oct | Priya Nair | Rafael Costa | Awaiting review |
Keep clinician privileges and participant assignments visible before screening work starts.
Verified waits for the screening governance administrator
| Id | Screening staff | Privilege type | License number | Issuing authority | Effective from | |
|---|---|---|---|---|---|---|
| SC-2026-1012 | Asha Menon | Document | CP-66228 | State nursing board | 03 Nov | |
| FU-2026-0441 | David Okafor | Prescribe | CP-88605 | Regional medical council | 28 Oct | |
| SP-2026-0837 | Kofi Mensah | Review | CP-90354 | County public health department | 17 Oct | |
| CN-2026-0214 | Carlos Vega | Study investigator | CP-83281 | State laboratory authority | 22 Oct | |
| CS-2026-0108 | Zara Malik | Document | CP-67152 | National allied health council | 19 Oct |
Keep measured observations and signed notes tied to the screening that produced them.
Approval conditions
| Id | Screening camp | Author | Note type | Signed at | Status | |
|---|---|---|---|---|---|---|
| SC-2026-1012 | Westbrook senior screening, Dec 5 | Eunji Park | Intake assessment | 25 Oct | Draft | |
| FU-2026-0441 | Oakfield respiratory screening, Nov 14 | Mariam Saleh | Vital signs note | 16 Oct | Draft | |
| SP-2026-0837 | Oakfield respiratory screening, Nov 14 | Rafael Costa | Screening result note | 12 Oct | Draft | |
| CN-2026-0214 | Northside women's health camp, Nov 2 | Kofi Mensah | Specimen collection note | 15 Oct | Draft | |
| CS-2026-0108 | Northside women's health camp, Nov 2 | Zara Malik | Referral note | 27 Oct | Draft |
Connect specimen progress and medication handoffs to the camp.
Screening camps
| Id | Screening date | Participant | Screening type | Status | |
|---|---|---|---|---|---|
| SC-2026-1012 | 20 Oct | Priya Nair | Blood pressure screening | Scheduled | |
| FU-2026-0441 | 02 Nov | Luis Moreno | Diabetes risk assessment | Arrived | |
| SP-2026-0837 | 28 Oct | Ravi Shah | Vision acuity screening | In progress | |
| CN-2026-0214 | 11 Oct | Grace Park | Cardiovascular risk screening | Awaiting review | |
| CS-2026-0108 | 30 Oct | Elena Cruz | Respiratory health screening | Completed |
Give each next action an owner and keep service charges visible.
Follow-up actions
| Id | Participant | Task | Due date | Completed at | Status | |
|---|---|---|---|---|---|---|
| SC-2026-1012 | Daniel Foster | Call participant about elevated reading | 17 Oct | Open | ||
| FU-2026-0441 | Luis Moreno | Send referral for eye examination | 18 Oct | In progress | ||
| SP-2026-0837 | Elena Cruz | Confirm repeat glucose test | 18 Oct | 20 Oct | Completed | |
| CN-2026-0214 | Mina Hassan | Arrange primary care follow-up | 31 Oct | Escalated | ||
| CS-2026-0108 | Grace Park | Review incomplete consent form | 25 Oct | Open |
Screening camp to follow-up ships ready to use. One step needs a named approval before the work moves on: Verify clinician privilege (Screening Governance Administrator).
Record the person, contact details and current consent decision before scheduling.
The governance administrator checks professional evidence and effective dates.
Put the participant, staff member, date and type on one camp record.
Record measurements, notes and applicable specialty work against the camp.
The reviewer inspects linked evidence before the coordinator completes the camp.
Give later work an assignee and due date tied to the participant.
Open any screening camp to see its charges, the roles that work on it, its process stages and its approvals on one page.
Screening date, Screening type, Participant and Screening staff.
Each line is linked to this screening camp.
Screening Staff, Screening Reviewer and Screening Camp Coordinator, each with their own permissions.
Register participant and Capture consent, with the role that acts.
Verify clinician privilege, with who decides.
Blood pressure screening · Scheduled
| Id | Screening camp | Service description |
|---|---|---|
| SC-2026-1012 | Cedar Park wellness camp, Nov 21 | Blood pressure and pulse check |
| FU-2026-0441 | Harborview heart health camp, Nov 7 | Fingerstick glucose screening |
| SP-2026-0837 | Westbrook senior screening, Dec 5 | Vision chart assessment |
Screening Reviewer reads screening records and evidence to inspect a camp before completion.
Signed in as Screening Governance Administrator
| Decision | Approver | |
|---|---|---|
| Verify clinician privilegeThe governance administrator checks professional evidence and effective dates. | Screening Governance Administrator |
Everyone opens Health Screening Camp Mgmt to the work that is theirs. Pick a role to see what it starts with.
Captures assigned screening operations work and evidence.
This is the first screen this role sees.
Screening camps · Screening Staff
Reviews evidence and authorizes eligible screening outcomes. Read only across all screening-domain tables.
This is the first screen this role sees.
Specimens · Screening Reviewer
Maintains verified professional privileges and screening team assignments. Record entry: Clinical Privileges, Screening Team Assignments, People. Read only: Participants. Pages: Clinical Privileges and Details.
This is the first screen this role sees.
Clinical privileges · Screening Governance Administrator
| Id | Screening staff | Privilege type | License number | Issuing authority | Effective from | |
|---|---|---|---|---|---|---|
| SC-2026-1012 | Asha Menon | Document | CP-66228 | State nursing board | 03 Nov | |
| FU-2026-0441 | David Okafor | Prescribe | CP-88605 | Regional medical council | 28 Oct | |
| SP-2026-0837 | Kofi Mensah | Review | CP-90354 | County public health department | 17 Oct | |
| CN-2026-0214 | Carlos Vega | Study investigator | CP-83281 | State laboratory authority | 22 Oct | |
| CS-2026-0108 | Zara Malik | Document | CP-67152 | National allied health council | 19 Oct |
Owns screening operations setup, planning and assigned operational work. Record entry: Participants, Screening Camps, Follow Up Actions, Consents, Charges. Read only: People, Payments. Pages: Health Screening Camp Mgmt Overview, Screening Camps Workspace.
This is the first screen this role sees.
Screening camps · Screening Camp Coordinator
Maintains user access and application configuration while supporting controlled corrections.
Answer operational questions from camp status, clinical evidence and due follow-up.
This quarter
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Scheduled | 30 | ||
| Arrived | 9 | 30% | |
| In progress | 3 | 33% | |
| Awaiting review | 1 | 33% |
Sample counts per stage
Show scheduled and completed screenings by screening date and type.
Find participants with pending or withdrawn consent alongside their camp records.
Review staff privilege type, evidence, status and effective dates.
Follow each accession number from order through testing or rejection.
Group recorded metrics and values by camp and recording staff member.
Show open and escalated actions with assignee and due date.
Compare camp service charges with participant payment records without assuming a payment-to-charge link.
Show medication, lot and quantity by camp and authorizing staff member.
See how Health Screening Camp Mgmt fits your kind of team.
Coordinate participant intake, screening evidence and assigned follow-up across camp dates.
Bring clinic staff, consent and clinical observations into a dated outreach screening.
Keep screening work traceable when staff and participants move between camp dates.
Each stage of screening camp to follow-up names the role that acts and the status it records, so a change is never anonymous.
Each stage, the role that acts and the status it records
Use Proto to configure the camp workflow and help staff find the right records.
Set up connections through ERP.AI and Proto workflows, with every change logged.
Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.
Browse all 15 tablesStart with one team and one process, then add the rest once the basics are running.
Choose a screening type, participant group, camp date and staff team. Define consent purpose and review ownership.
Set up users and people, verify clinician privileges, register participants and record assignments.
Schedule a screening, record arrival, capture clinical evidence and inspect it from Awaiting camp review.
Assign due follow-up, review service charges and reconcile participant payment records with the finance owner.
Add more screening types, dates and external connections after the first cycle is understood.
$0per user
The base account and everyday work in the ERP.AI app are free, for every user.
| Usage | Per $1 |
|---|---|
| Record reads (list, filter, get) | 20,000 |
| Search or aggregate queries | 4,000 |
| Record writes | 4,000 |
| Imported or synced records | 200,000 |
| Workflow runs | 2,000 |
| AI agent runs | 2,000 |
| Scheduled jobs or webhooks | 20,000 |
| File uploads (MB) | 2,000 |
| CSV or PDF exports | 100 |
Click Get started, then use Proto to configure Health Screening Camp Mgmt for your business. Start with one screening type, a dated camp, named staff, current consent and a representative participant.
Keep the participant's patient number stable and create the relevant dated camp for each screening. Link new clinical evidence to the correct camp.
Yes. A consent record includes purpose, version, signed date, expiration date, document and status. The participant has a separate consent state for intake review.
Use the screening team assignment with its staff member, access purpose and effective dates. The camp also names the staff member for that screening.
The Screening Governance Administrator maintains privilege evidence, dates and status. The team should agree how that check affects staffing decisions.
Screening Staff can capture observations, clinical notes, specimens and pharmacy dispensations linked to the camp.
A specimen record holds its type, collection date, accession number, camp and processing status, from Ordered through Tested or Rejected.
The Screening Reviewer can inspect camp-linked evidence when a camp is awaiting review. Agree the handoff with the coordinator who manages the camp status.
Create a follow-up action for the participant with an assignee, due date and status. Staff can record completion or escalation.
A charge is linked to a camp. A payment is linked to a participant. Your finance procedure should reconcile those entries using their details and references.
Start free, then use Proto to change fields, steps and approvals before your team goes live.