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Home Healthcare Management
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Home Healthcare Management · Available now

Keep visits and care evidence connected to each patient.

Home Healthcare Management connects patient records, scheduled encounters, assigned clinicians and follow-up tasks. A Clinical Coordinator registers the patient and schedules the visit.

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  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewScheduled Visits
Home Healthcare Management · Encounters

Scheduled Visits

Encounters in one list

New encounter
Encounters in view
6
Scheduled
3
Arrived
3
Scheduled3
VIS-2026-1041Nadia Rahman
24 Oct
SP-2026-0184Grace Lin
11 Oct
CONS-2026-0047Ravi Shah
19 Oct
Add
Arrived3
TASK-2026-0738Martha Bennett
12 Oct
NOTE-2026-0921Martha Bennett
04 Nov
CHG-2026-0629Amina Yusuf
21 Oct
Add
VIS-2026-1041Encounters · ENC-33298
Scheduled
PatientNadia Rahman
ClinicianLuis Moreno
Visit typeSkilled nursing visit
Scheduled at24 Oct
Approve chargeENC-33298 · VIS-2026-1041

The Clinical Coordinator checks the encounter and amount, then approves the draft charge.

Waiting for Clinical Coordinator
ApproveReturn
Example screen with sample data
Tables, ready to use
15
Saved views
15
Roles with set permissions
5
Reports and dashboards
8
Features

See visits and follow-up work in context

Every feature works on the same records. Pick one to see the screen your team works in.

Patients and care teams

Keep patient identity, assigned clinicians and care-team access together.

  • Identity
  • Assignment
  • Follow-up
  • Patients
  • People
  • Care team assignments
  • Consents
  • Users
Explore patients and care teams
OverviewCare Team Assignments
Home Healthcare Management · Patients and care teams

Care Team Assignments

Approval conditions

New
IdPatientClinicianAccess purposeEffective fromEffective to
VIS-2026-1041Elena MoralesHana LeeDirect patient care23 Oct31 Oct
TASK-2026-0738Ravi ShahLuis MorenoVisit scheduling16 Oct18 Oct
SP-2026-0184Elena MoralesSofia CruzClinical documentation26 Oct04 Nov
NOTE-2026-0921Daniel FosterHana LeeMedication reconciliation15 Oct17 Oct
CONS-2026-0047Grace LinNina PatelCare plan coordination20 Oct22 Oct
6 of 6 records
VIS-2026-1041Care team assignments · CTA-22147
Active
PatientElena Morales
ClinicianHana Lee
Access purposeDirect patient care
Effective from23 Oct
Effective to31 Oct
Example screen with sample data
Process

From scheduled visit to care record

Scheduled visit to completed care record ships ready to use. One step needs a named approval before the work moves on: Approve charge (Clinical Coordinator).

Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.

  1. Register patient

    Create the patient record and assign a clinician.

    VIS-2026-1041ENC-33298 · Clinical Coordinator
    Register patientBy Clinical Coordinator

  2. Schedule visit

    Set the patient, clinician, visit type and date.

    VIS-2026-1041ENC-33298 · Clinical Coordinator
    Schedule visitBy Clinical Coordinator

  3. Record care

    Attach notes and measurements to the encounter.

    VIS-2026-1041ENC-33298 · Licensed Clinician
    Record careBy Licensed Clinician

  4. Review visit

    Read the care evidence while the visit awaits review.

    VIS-2026-1041ENC-33298 · Clinical Coordinator
    Review visitBy Clinical Coordinator

  5. Complete visit

    Record the end of the encounter after review.

    VIS-2026-1041ENC-33298 · Clinical Coordinator
    Complete visitBy Clinical Coordinator

  6. Approve charge

    Check the encounter and amount before recording an approved charge.

    VIS-2026-1041ENC-33298 · Clinical Coordinator
    Approve chargeBy Clinical Coordinator
    ApprovalThe Clinical Coordinator checks the encounter and amount, then approves the draft charge.

Start with Patient intake and access

Inside a record

Plan billing and specialty handoffs

Open any encounter to see its charges, the roles that work on it, its process stages and its approvals on one page.

  1. 1
    Record details

    Patient, Clinician, Visit type and Scheduled at.

  2. 2
    Charges

    Each line is linked to this encounter.

  3. 3
    Who works on it

    Clinical Reviewer, Licensed Clinician and Clinical Coordinator, each with their own permissions.

  4. 4
    Process stages

    Schedule visit and Start encounter, with the role that acts.

  5. 5
    Approvals

    Approve charge, with who decides.

Scheduled VisitsVIS-2026-1041
Home Healthcare Management · Encounters

VIS-2026-1041

Nadia Rahman · Scheduled

Log activity
1
Record details
PatientNadia Rahman
ClinicianLuis Moreno
Visit typeSkilled nursing visit
Scheduled at24 Oct
2
Charges

VIS-2026-1041

IdEncounterService description
VIS-2026-1041Martha Bennett, wound care visitSkilled nursing home visit
TASK-2026-0738Martha Bennett, wound care visitPhysical therapy session
SP-2026-0184Samuel Price, post-discharge checkMedication reconciliation visit
Charges
6
Total amount
3,910
3

Who works on it

  • Clinical ReviewerView care tasks, care team assignments, clinical notes…
  • Licensed ClinicianManage care tasks, clinical notes, Consents, Observations…
  • Clinical CoordinatorManage care tasks, Charges, Consents, Encounters, Patients
4

Process stages

  • Schedule visitClinical Coordinator, Licensed Clinician
  • Start encounterClinical Coordinator, Licensed Clinician
5

Approvals

  • Approve chargeClinical Coordinator
    Approved
Example screen with sample data
Approvals

Review a charge before billing

The Clinical Reviewer reads care-domain evidence to assess a visit without editing those records.

OverviewApprovals
Home Healthcare Management · Overview

Approvals

Signed in as Clinical Coordinator

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • ENC-72708VIS-2026-1041
    Grace LinRequested by Jonah Reed
    Awaiting review2dActions
  • ENC-89404TASK-2026-0738
    Martha BennettRequested by Amara Diallo
    Awaiting review2dActions
  • ENC-66275SP-2026-0184
    Grace LinRequested by Jonah Reed
    Awaiting review4dActions
  • ENC-58514NOTE-2026-0921
    Martha BennettRequested by Omar Nasser
    Awaiting review6dActions

Who approves what

DecisionApprover
Approve chargeCheck the encounter and amount before recording an approved charge.Clinical Coordinator
1 approval rule · set per role in Proto
Example screen with sample data
Who can approve what
Roles

A workspace for each role

Everyone opens Home Healthcare Management to the work that is theirs. Pick a role to see what it starts with.

Clinical Governance Administrator

Maintains verified professional privileges and care-team assignments. Record entry: Clinical Privileges, Care Team Assignments, People. Read only: Patients. Pages: Clinical Privileges and Details.

This is the first screen this role sees.

OverviewPending Privileges

Pending Privileges

Clinical privileges · Clinical Governance Administrator

IdClinicianPrivilege typeIssuing authorityEffective fromEffective to
VIS-2026-1041Sofia CruzDocumentState nursing board04 Nov08 Nov
TASK-2026-0738Sofia CruzPrescribeState physical therapy board22 Oct28 Oct
SP-2026-0184Evan BrooksReviewRegional medical council14 Oct21 Oct
NOTE-2026-0921Evan BrooksStudy investigatorCounty health authority04 Nov12 Nov
CONS-2026-0047Nina PatelDocumentState laboratory authority22 Oct29 Oct
6 of 6 records
Example screen with sample data

Roles and permissions

Reports

Read visit, task and documentation progress

Review visit progress, follow-up, documentation and specialty evidence.

Overview
Home Healthcare Management · Overview

Home Healthcare Management dashboard

This quarter

Care tasks in view
6
Open
2
In progress
2
Escalated
2

Encounters by status

How far records got this quarter

StageReachedStep
Scheduled38
Arrived1334%
In progress323%
Awaiting review133%

Number of encounters by status

Sample counts per stage

200
-40Scheduled
-10Arrived
-40In progress
-60Awaiting review
20Completed
Example screen with sample data
  1. 01Visit progress

    Which scheduled visits are still open, awaiting review or complete by visit type and date?

  2. 02Clinician visit load

    Group encounters by clinician and scheduled date.

  3. 03Care task follow-up

    Which patient tasks are due, escalated or waiting on a named person?

  4. 04Documentation completion

    Which encounter notes remain drafts and who authored them?

  5. 05Observation history

    Group measured values and units by encounter and observation date.

  6. 06Consent register

    Which consent purposes have pending or expiring records?

  7. 07Charge status

    Which encounter charges are still drafts and what amounts do they carry?

  8. 08Specimen progress

    Which accession numbers remain in collection or receipt states?

All reports and dashboards

Who it's for

Built for teams delivering care at home

See how Home Healthcare Management fits your kind of team.

Visiting nurse teams

Coordinate clinician visits and patient follow-up in a visiting care team.

Multidisciplinary home care

Keep patient assignments and purpose-specific care access clear.

Home care with specialty services

Trace specimen and dispensation details back to the patient visit.

Controls

Keep consent and clinician authority visible

Each stage of scheduled visit to completed care record names the role that acts and the status it records, so a change is never anonymous.

OverviewScheduled visit to completed care record
Home Healthcare Management · Process

Scheduled visit to completed care record

Each stage, the role that acts and the status it records

Process stages
10
Approval steps
1
Roles involved
4
Tables touched
9
Register patient
Clinical Coordinator, Licensed Clinician
StatusPending → Active
RecordsConsents, Patients
Set care team access
Clinical Governance Administrator, Licensed Clinician
StatusActive → Ended
RecordsCare team assignments
Schedule visit
Clinical Coordinator, Licensed Clinician
StatusScheduled → Arrived
RecordsEncounters, Patients
Scheduled visit to completed care record
  1. Start
    Register patientPending → Active
    Consents
  2. Step
    Set care team accessActive → Ended
    Care team assignments
  3. Step
    Schedule visitScheduled → Arrived
    Encounters
  4. Step
    Start encounterArrived → in progress
    Encounters
  5. Step
    Record careDraft → Signed
    Clinical notes
Example screen with sample data

See each stage in detail

AI agent

Ask for the next visit or task

Ask Proto to help inspect visits, tasks and care evidence within your access.

It can

  • Clinical Coordinator: Show scheduled encounters and due care tasks for the next operating day.
  • Licensed Clinician: Find assigned visits and patient tasks, then open the linked encounter before recording evidence.
  • Clinical Reviewer: Gather notes, observations, specimens and dispensations for an awaiting-review visit.
  • Clinical Governance Administrator: Find pending privilege records and active patient care-team assignments.

Stays with a person

  • A person must review clinical evidence and decide whether a charge is approved.
  • Give the agent access through the appropriate role and inspect the patient and encounter reference before accepting a proposed change.
  • Treat consent, privilege and payment decisions as team responsibilities.
  • Review agent usage and metering with the operating team as part of setup.

Set up an agent

Integrations

Connects to the tools you use

Set up connections through ERP.AI and Proto workflows, with every change logged.

  • Home Healthcare Management
  • Billing
  • Laboratory
  • Pharmacy
  • Identity
Data model

Your data, in tables you can change

Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.

Browse all 15 tables
15tables
  • Patients and care teams5
  • Visits5
  • Care tasks4
  • Clinical documentation4
  • Consent and privileges5
  • Service charges4
  • Specialty operations4
Implementation

Roll out one team at a time

Start with one team and one process, then add the rest once the basics are running.

  1. Set up people and access

    Enter staff, users and roles, then rehearse clinician, reviewer and governance access.

  2. Prepare patient intake

    Agree patient-number rules, consent purposes and the handling of assignment changes.

  3. Run a visit cycle

    Schedule a patient encounter, record arrival, care evidence, review and completion.

  4. Add follow-up and charges

    Assign a dated care task and prepare a charge against a completed encounter.

  5. Extend specialty work

    Add specimen and dispensation records where those activities occur, then plan external handoffs.

Read the implementation plan

Pricing

$0per user

The base account and everyday work in the ERP.AI app are free, for every user.

  • No per-user or per-seat fees
  • Viewing, editing, approving and exporting records in the app is free
  • Pay only for machine work: API calls, imports, workflows and AI agents
  • Prepaid credits from $5. Purchased credits never expire

Pricing details

Machine work rate card Included per $1 of credit

Machine work rate card
UsagePer $1
Record reads (list, filter, get)20,000
Search or aggregate queries4,000
Record writes4,000
Imported or synced records200,000
Workflow runs2,000
AI agent runs2,000
Scheduled jobs or webhooks20,000
File uploads (MB)2,000
CSV or PDF exports100
FAQ

Questions, answered

Scope, rollout and pricing for Home Healthcare Management.

All questions
How do I get started?

Click Get started, then use Proto to configure Home Healthcare Management for your business. Begin with staff, patient numbering and one visit cycle from scheduling through documentation and review.

Can I schedule a visit for a patient?

Yes. Create an encounter with the patient, clinician, visit type and scheduled date. The visit can move through arrival, in-progress, awaiting-review and completed states.

How are clinicians assigned to patients?

The patient record has an assigned clinician. Each encounter also names its clinician, and a care-team assignment records a patient-specific access purpose and effective period.

Where do visit notes and measurements go?

Clinical notes and observations both link to the encounter. Notes keep the author and signing details; observations keep the recorder, metric, value, unit and observation date.

How is follow-up work tracked?

A care task names the patient, assignee and due date. Its status shows open, in-progress, completed, escalated or cancelled work.

How do we track consent?

A patient has a current consent indicator. A purpose-specific consent record holds its version, document, signed date, expiry and status.

Can we check clinician privileges?

The governance team can maintain clinician privilege records with a type, issuing authority, verification evidence, effective period and status.

Can a visit include specimens or medication dispensations?

Yes. Specimens track processing status and accession details. Pharmacy dispensations record medication, lot, quantity, unit and authorizing person against the encounter.

How are charges and payments related?

A charge references an encounter. A payment references a patient and has its own receipt details and status. Use the patient and payment reference when reconciling them.

Can other systems participate?

Billing, laboratory and pharmacy handoffs can be planned during implementation. Agree identifiers and record ownership for each connection before using it in an operating cycle.

Set up Home Healthcare Management 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

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