1. Healthcare Staff HRMS
  2. Agent assistance
Reference

Put an AI agent to work in Healthcare Staff HRMS

Ask Proto to prepare credential work while people retain the review 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 6 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

  • Credentialing Coordinator: Find Submitted packets with approaching license expiry and list their owner and outstanding follow-up.
  • Credential Reviewer: Bring together the packet revision, CME activity outcomes and attached document references for inspection.
  • HR Manager: Show active employees whose credential packets are Expired or awaiting review.
  • Learning Coordinator: Compare course completions and training records with the activities recorded on a staff packet.

What stays with a person

  • A person checks source documents and records the independent decision.
  • A person also decides when a packet is Current and resolves a returned review.
  • Proto can gather records, prepare a worklist and point out a mismatch for review; the named team member remains accountable for the decision.

A person checks source documents and records the independent decision. A person also decides when a packet is Current and resolves a returned review. Proto can gather records, prepare a worklist and point out a mismatch for review; the named team member remains accountable for the decision.

Set up Healthcare Staff HRMS your way.

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

How to get started