Home Healthcare Management

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  1. Home Healthcare Management
  2. Work with an agent
Reference

Put an AI agent to work in Home Healthcare Management

Start by giving your assistant the app skill:

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

  • 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.

What 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.

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 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