Integrations
Connects to the tools you use
Set up connections through ERP.AI and Proto workflows, with every change logged.
- Infection Control System
- Identity
- Laboratory
- Pharmacy
- Billing
Infection Control System · Available now
Example screen with sample data
Keep each infection investigation and its evidence together.
Infection Control System keeps a case, its assigned investigator and its investigation record connected. The Clinical Coordinator sets up the case and schedules investigation work.
- No per-user fees
- Manual work is free
- Configure it in Proto
OverviewInvestigation review inbox×
Infection Control System · Infection investigations
New infection investigation
Investigation review inbox
Infection investigations in one list
Infection investigations in view
6Awaiting review
6| Id | Case record | Investigator | Started at | Ended at | Status | |
|---|---|---|---|---|---|---|
| INV-2026-0412 | Asha Tan | Jin Park | 28 Oct | 01 Nov | Awaiting review | |
| INV-2026-0413 | Elias Duarte | Talia Haddad | 01 Nov | 09 Nov | Awaiting review | |
| INV-2026-0414 | Elias Duarte | Omar Bekele | 27 Oct | 31 Oct | Awaiting review | |
| INV-2026-0415 | Farah Nwosu | Omar Bekele | 20 Oct | 25 Oct | Awaiting review | |
| INV-2026-0416 | Rafiq Haddad | Leena Qadir | 29 Oct | 01 Nov | Awaiting review |
6 of 6 records
INV-2026-0412Infection investigations · II-11358
Awaiting reviewCase recordAsha Tan
InvestigatorJin Park
Started at28 Oct
Ended at01 Nov
Review investigationII-11358 · INV-2026-0412
Clinical Reviewer examines the evidence; Clinical Coordinator records completion after approval.
Waiting for Clinical Coordinator
ApproveReturn
- Tables, ready to use
- 15
- Saved views
- 12
- Roles with set permissions
- 5
- Reports and dashboards
- 8
Features
Keep case work in view
Every feature works on the same records. Pick one to see the screen your team works in.
Case intake
Identify each case, assign its investigator and keep consent decisions close to the work.
- Case identity
- Investigator ownership
- Consent trail
- Cases
- Consents
- Infection investigations
- Investigation team assignments
OverviewActive case consent×
Infection Control System · Case intake
New
Active case consent
Cases
| Patient number | Display name | Consent status | Assigned investigator | |
|---|---|---|---|---|
| CSS-52419 | Celia Marin | Pending | Harun Iqbal | |
| CSS-99557 | Farah Nwosu | Active | Nina Alvarez | |
| CSS-75078 | Elias Duarte | Pending | Harun Iqbal | |
| CSS-71962 | Mina Rahman | Active | Adela Mensah | |
| CSS-36373 | Jonah Varela | Pending | Maya Okafor |
6 of 6 records
Celia MarinCases · CSS-52419
PendingAssigned investigatorHarun Iqbal
Investigation work
Schedule investigations and keep notes and observations with the episode they explain.
- Schedule
- Documentation
- Review point
- Infection investigations
- Investigation notes
- Metric observations
- Cases
- People
OverviewMy investigations×
Infection Control System · Investigation work
New
My investigations
Infection investigations
| Id | Case record | Scheduled at | Status | Investigator | |
|---|---|---|---|---|---|
| INV-2026-0412 | Jonah Varela | 14 Oct | Scheduled | Adela Mensah | |
| INV-2026-0413 | Elias Duarte | 12 Oct | Arrived | Ruben Flores | |
| INV-2026-0414 | Leonie Okeke | 27 Oct | In progress | Sofia Petrov | |
| INV-2026-0415 | Farah Nwosu | 27 Oct | Awaiting review | Sofia Petrov | |
| INV-2026-0416 | Asha Tan | 12 Oct | Completed | Talia Haddad |
6 of 6 records
INV-2026-0412Infection investigations · II-52357
ScheduledCase recordJonah Varela
Scheduled at14 Oct
InvestigatorAdela Mensah
Team and privileges
Track case team assignments and the evidence behind clinician privileges.
- People
- Assignments
- Privileges
- People
- Users
- Clinical privileges
- Investigation team assignments
- Cases
- Infection investigations
OverviewPrivilege verification×
Infection Control System · Team and privileges
New
Privilege verification
Approval conditions
| Clinician | Privilege type | License number | Issuing authority | Effective to | Status | |
|---|---|---|---|---|---|---|
| Sofia Petrov | Document | CP-84135 | State nursing board | 03 Nov | Pending | |
| Sofia Petrov | Prescribe | CP-96055 | Regional medical council | 12 Oct | Pending | |
| Jin Park | Review | CP-58983 | Clinical credentialing committee | 25 Oct | Pending | |
| Talia Haddad | Study investigator | CP-85452 | Infection prevention board | 02 Nov | Pending | |
| Ruben Flores | Document | CP-43951 | Hospital privileges committee | 29 Oct | Pending |
6 of 6 records
State nursing boardClinical privileges · CP-84135
DocumentClinicianSofia Petrov
Effective to03 Nov
StatusPending
Follow-up
Assign case actions, watch due dates and preserve their completion or escalation state.
- Ownership
- Timing
- Exception
- Follow-up actions
- Cases
- People
- Infection investigations
OverviewMy follow-up actions×
Infection Control System · Follow-up
New
My follow-up actions
Follow-up actions
| Title | Case record | Due date | Completed at | Status | |
|---|---|---|---|---|---|
| Call household contacts | Rafiq Haddad | 20 Oct | Open | ||
| Confirm isolation guidance received | Elias Duarte | 11 Oct | In progress | ||
| Collect repeat specimen | Leonie Okeke | 23 Oct | 23 Oct | Completed | |
| Review ward exposure roster | Farah Nwosu | 23 Oct | Escalated | ||
| Schedule symptom check | Rafiq Haddad | 12 Oct | Open |
6 of 6 records
Call household contactsFollow-up actions · FUA-81758
OpenCase recordRafiq Haddad
Due date20 Oct
Laboratory evidence
Track specimen processing and measured observations against the investigation.
- Specimen identity
- Processing status
- Observation context
- Specimens
- Metric observations
- Infection investigations
- Investigation notes
- People
OverviewDraft investigation notes×
Infection Control System · Laboratory evidence
New
Draft investigation notes
Approval conditions
| Investigation | Author | Note type | Signed at | Status | |
|---|---|---|---|---|---|
| Respiratory cluster, east ward | Maya Okafor | Exposure history | 12 Oct | Draft | |
| Postoperative wound infection review | Talia Haddad | Symptom update | 26 Oct | Draft | |
| Catheter-associated infection review | Maya Okafor | Laboratory result | 14 Oct | Draft | |
| Catheter-associated infection review | Ruben Flores | Contact interview | 12 Oct | Draft | |
| Dialysis unit exposure assessment | Omar Bekele | Isolation review | 04 Nov | Draft |
6 of 6 records
Exposure historyInvestigation notes · IN-91389
DraftInvestigationRespiratory cluster, east ward
AuthorMaya Okafor
Signed at12 Oct
Treatment records
Record medication, lot, quantity and authorizing person against an investigation.
- Episode link
- Product trace
- Authorization
- Treatment dispensations
- Infection investigations
- People
- Clinical privileges
- Investigation notes
OverviewInvestigation schedule×
Infection Control System · Treatment records
New
Investigation schedule
Infection investigations
Scheduled2
INV-2026-0412Leonie Okeke
24 Oct
INV-2026-0415Asha Tan
02 Nov
Add
Arrived2
INV-2026-0413Asha Tan
04 Nov
INV-2026-0416Leonie Okeke
28 Oct
Add
In progress2
INV-2026-0414Asha Tan
24 Oct
INV-2026-0417Mina Rahman
31 Oct
Add
Process
Follow the investigation
From case intake to clinical review ships ready to use. One step needs a named approval before the work moves on: Review investigation (Clinical Coordinator).
Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.
-
Identify case
Record case identity and name the investigator.
INV-2026-0412II-11358 · Clinical CoordinatorIdentify caseBy Clinical Coordinator -
Confirm consent
Keep each purpose and signed version with the case.
INV-2026-0412II-11358 · Clinical CoordinatorConfirm consentBy Clinical Coordinator -
Schedule investigation
Set the episode date and owner.
INV-2026-0412II-11358 · Clinical CoordinatorSchedule investigationBy Clinical Coordinator -
Collect evidence
Attach notes, specimens and observations to the episode.
INV-2026-0412II-11358 · Licensed ClinicianCollect evidenceBy Licensed Clinician -
Review investigation
Bring the episode's evidence to the Clinical Reviewer.
INV-2026-0412II-11358 · Clinical CoordinatorReview investigationBy Clinical CoordinatorApprovalClinical Reviewer examines the evidence; Clinical Coordinator records completion after approval. -
Close follow-up
Resolve or escalate each assigned case action.
INV-2026-0412II-11358 · Licensed ClinicianClose follow-upBy Licensed Clinician
Inside a record
Connect the records you use
Open any infection investigation to see its charges, the roles that work on it, its process stages and its approvals on one page.
- 1Record details
Case record, Investigator, Started at and Ended at.
- 2Charges
Each line is linked to this infection investigation.
- 3Who works on it
Licensed Clinician, Clinical Coordinator and Clinical Reviewer, each with their own permissions.
- 4Process stages
Schedule investigation, with the role that acts.
- 5Approvals
Review investigation, with who decides.
Investigation review inboxINV-2026-0412×
Infection Control System · Infection investigations
Log activity
INV-2026-0412
Asha Tan · Awaiting review
1
Record details
Case recordAsha Tan
InvestigatorJin Park
Started at28 Oct
Ended at01 Nov
2
Charges
INV-2026-0412
| Investigation | Service description | Amount |
|---|---|---|
| Dining hall gastrointestinal cluster | Respiratory specimen collection | 120 |
| Postoperative wound infection review | Blood culture processing | 470 |
| Shared room contact tracing | Isolation room cleaning | 720 |
- Charges
- 6
- Total amount
- 3,150
3
Who works on it
- Licensed ClinicianManage Consents, follow-up actions, investigation notes, metric…
- Clinical CoordinatorManage Cases, Charges, Consents, follow-up actions, infection…
- Clinical ReviewerView Cases, clinical privileges, Consents, follow-up actions…
4
Process stages
- Schedule investigationClinical Coordinator
5
Approvals
- Review investigationClinical CoordinatorApproved
Approvals
Make clinical review explicit
The Clinical Reviewer reads the clinical record when an investigation is awaiting a decision.
OverviewApprovals×
Infection Control System · Overview
Approvals
Signed in as Clinical Coordinator
Waiting for you
4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
- II-11358INV-2026-0412Awaiting review0dActions
- II-94139INV-2026-0413Awaiting review3dActions
- II-24269INV-2026-0414Awaiting review3dActions
- II-58091INV-2026-0415Awaiting review6dActions
Who approves what
| Decision | Approver | |
|---|---|---|
| Review investigationBring the episode's evidence to the Clinical Reviewer. | Clinical Coordinator |
1 approval rule · set per role in Proto
Roles
A workspace for each role
Everyone opens Infection Control System to the work that is theirs. Pick a role to see what it starts with.
Licensed Clinician
Captures assigned care operations work and evidence.
This is the first screen this role sees.
OverviewInvestigation schedule×
Investigation schedule
Infection investigations · Licensed Clinician
Scheduled2
INV-2026-0412Leonie Okeke
24 Oct
INV-2026-0415Asha Tan
02 Nov
Add
Arrived2
INV-2026-0413Asha Tan
04 Nov
INV-2026-0416Leonie Okeke
28 Oct
Add
In progress2
INV-2026-0414Asha Tan
24 Oct
INV-2026-0417Mina Rahman
31 Oct
Add
Clinical Coordinator
Owns case setup, investigation planning, consent, charges and follow-up actions. Can read People and Payments.
This is the first screen this role sees.
OverviewInvestigation schedule×
Investigation schedule
Infection investigations · Clinical Coordinator
Scheduled2
INV-2026-0412Leonie Okeke
24 Oct
INV-2026-0415Asha Tan
02 Nov
Add
Arrived2
INV-2026-0413Asha Tan
04 Nov
INV-2026-0416Leonie Okeke
28 Oct
Add
In progress2
INV-2026-0414Asha Tan
24 Oct
INV-2026-0417Mina Rahman
31 Oct
Add
Clinical Governance Administrator
Maintains clinical privileges, investigation team assignments and People. Can read Cases and use the Clinical Privileges and Details page.
This is the first screen this role sees.
OverviewPrivilege verification×
Privilege verification
Clinical privileges · Clinical Governance Administrator
| Clinician | Privilege type | License number | Issuing authority | Effective to | Status | |
|---|---|---|---|---|---|---|
| Sofia Petrov | Document | CP-84135 | State nursing board | 03 Nov | Pending | |
| Sofia Petrov | Prescribe | CP-96055 | Regional medical council | 12 Oct | Pending | |
| Jin Park | Review | CP-58983 | Clinical credentialing committee | 25 Oct | Pending | |
| Talia Haddad | Study investigator | CP-85452 | Infection prevention board | 02 Nov | Pending | |
| Ruben Flores | Document | CP-43951 | Hospital privileges committee | 29 Oct | Pending |
6 of 6 records
Clinical Reviewer
Reviews evidence and authorizes eligible domain outcomes. Read only across all care-domain tables.
This is the first screen this role sees.
OverviewSpecimen queue×
Specimen queue
Specimens · Clinical Reviewer
Ordered2
Nasal swabOutpatient clinic exposure review
24 Oct
Urine sampleOutpatient clinic exposure review
27 Oct
Add
Collected2
Throat swabDining hall gastrointestinal cluster
28 Oct
Wound swabOutpatient clinic exposure review
19 Oct
Add
Received2
Blood cultureCatheter-associated infection review
21 Oct
Stool sampleOutpatient clinic exposure review
03 Nov
Add
Admin
Maintains configuration and access across the case operation.
- Manage Cases, Charges, clinical privileges, Consents, follow-up actions, infection investigations, investigation notes, investigation team assignments, metric observations, Payments, People, Specimens, treatment dispensations, Users
- View exchange rates
Reports
See what needs attention
Read investigation state, overdue actions, specimen progress and clinical evidence.
Overview×
Infection Control System · Overview
Infection Control System dashboard
This quarter
Follow-up actions in view
6Open
2In progress
2Escalated
2Infection investigations by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Scheduled | 44 | ||
| Arrived | 25 | 57% | |
| In progress | 12 | 48% | |
| Awaiting review | 9 | 75% |
Number of infection investigations by status
Sample counts per stage
- 01Investigation status by type
Group investigations by investigation type and Status to see current work.
- 02Follow-up due by owner
List unfinished follow-up actions by assigned to and due date.
- 03Specimen processing state
Group Specimens by specimen type and Status for each Investigation.
- 04Consent position by case
Show Cases with related Consents and their Status and expires at.
- 05Clinical privilege expiry
List clinical privileges by Clinician, Status and effective to.
- 06Measured observations by investigation
Show each infection investigations record with metric observations, Value, Unit and observed at.
- 07Treatment lot record
Show treatment dispensations by Investigation, Medication, lot number and Quantity.
- 08Investigation service charges
Group Charges by Investigation and Status and total Amount.
Who it's for
Fit the way your team works
See how Infection Control System fits your kind of team.
Hospital infection control teams
Coordinate case investigations, specimen states and clinical review across a care team.
Outpatient clinic teams
Keep repeat visits, consent versions and follow-up actions clear for clinic investigations.
Regional response teams
Track assigned investigators and case follow-up across a distributed team.
Controls
Keep evidence attributable
Each stage, from case intake to clinical review, names the role that acts and the status it records, so a change is never anonymous.
OverviewFrom case intake to clinical review×
Infection Control System · Process
From case intake to clinical review
Each stage, the role that acts and the status it records
Process stages
9Approval steps
1Roles involved
4Tables touched
7Confirm consent
Clinical CoordinatorStatusPending → Signed
RecordsConsents
Assign investigation team
Clinical Governance AdministratorStatusActive → Ended
RecordsInvestigation team assignments
Schedule investigation
Clinical CoordinatorStatusScheduled → Arrived
RecordsInfection investigations
- StartConsentsConfirm consentPending → Signed
- StepInvestigation team assignmentsAssign investigation teamActive → Ended
- StepInfection investigationsSchedule investigationScheduled → Arrived
- StepInvestigation notesDocument investigationArrived → in progress
- StepSpecimensCollect evidenceOrdered → Collected → Received → Tested
AI agent
Ask for the next case step
Give each team member help finding the next case, evidence item or review decision.
It can
- Clinical Coordinator: Find cases with pending consent and investigations scheduled for today, then prepare the next handoff.
- Licensed Clinician: Show assigned follow-up actions and specimens that have not reached Tested.
- Clinical Governance Administrator: Find privileges awaiting verification or near their effective end date.
- Clinical Reviewer: Gather an investigation's notes, observations, specimen states and dispensations for review.
Stays with a person
- A person makes the clinical decision and checks the source evidence.
- Ask the agent to identify the record and the next action, then review the case, consent and investigation before changing status.
- The Clinical Reviewer decides whether the evidence supports completion; the Clinical Coordinator records the status change.
Show investigations awaiting review. For each one, show the case, signed notes, measured observations with units, specimen states and any treatment dispensation. Keep unresolved follow-up actions visible.
A person makes the clinical decision and checks the source evidence.
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 tables15tables
- Case intake4
- Investigation work5
- Team and privileges6
- Follow-up4
- Laboratory evidence5
- Treatment records5
Implementation
Roll out one team at a time
Start with one team and one process, then add the rest once the basics are running.
Agree the case rule
Choose patient number ownership, duplicate handling and consent purposes. Map the first cases and the people who will investigate them.
Set access
Link users to People, confirm configured role permissions, and enter team assignments and privilege evidence.
Run an investigation
Schedule an episode, record arrival, notes, observations, specimens and a case follow-up action.
Rehearse review
Move the episode to AwaitingReview. Have the Clinical Reviewer inspect dates, author and evidence before completion.
Check ongoing work
Review open actions and specimen states after the episode closes. Correct ownership or due dates before the next operating cycle.
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
Machine work rate card Included per $1 of credit
| 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 |
How do I get started?
Click Get started, then use Proto to configure Infection Control System for your business. Begin with one case, its consent, an assigned investigator and one investigation that reaches clinical review.
Can a case have more than one investigation?
Yes. Each investigation links to the case and has its own investigator, schedule, status and evidence records.
Where is consent recorded?
The case has a consent position. Each purpose-specific consent also records its version, dates, document and status.
How is an investigator assigned?
The case and investigation name an investigator. A team assignment records the person's access purpose and effective period for the case.
How are clinical privileges checked?
The Clinical Governance Administrator records privilege type, license, issuing authority, verification evidence, dates and status for the clinician.
How do specimens move through processing?
A specimen belongs to an investigation. Its status can move from Ordered to Collected, Received and Tested, or be marked Rejected.
What happens when an investigation needs review?
The investigation is marked awaiting review. The Clinical Reviewer examines its notes, observations, specimen states and treatment records and decides whether completion is appropriate. The Clinical Coordinator then updates the investigation status.
Can follow-up continue after an investigation is complete?
Yes. Follow-up actions belong to the case and retain their own assignee, due date and status.
Where are treatment details recorded?
A dispensation belongs to an investigation and records medication, lot, quantity, unit and authorizing person.
How do we plan outside connections?
Agree which system owns identity, laboratory, pharmacy and billing data. Rehearse how those values enter the linked case and investigation records during implementation.
Set up Infection Control System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.