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HIPAA Compliance Manager

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  1. HIPAA Compliance Manager
  2. Agent assistance
Reference

Put an AI agent to work in HIPAA Compliance Manager

Use Proto to prepare records and surface decisions for review.

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: Show assessments awaiting review with owner and period dates.
  • Clinician: Find test results for an assessment and check the metric and unit entered on each result.
  • Reviewer: Gather the assessment's dated results, risks and incident records for inspection.
  • Administrator: List pending controls with effective dates and attached verification material.

What stays with a person

  • A person must inspect the evidence and decide whether a decision should be signed or a retest approved.
  • Proto can prepare the linked records and explain the state; it cannot replace the recorded reviewer and reason.

A person must inspect the evidence and decide whether a decision should be signed or a retest approved. Proto can prepare the linked records and explain the state; it cannot replace the recorded reviewer and reason.

Set up HIPAA Compliance Manager 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