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IVF / Fertility Clinic Mgmt

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  1. IVF / Fertility Clinic Mgmt
  2. Agent assistance
Reference

Put an AI agent to work in IVF / Fertility Clinic Mgmt

Use Proto to help configure and review clinic operations.

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: Ask for a patient intake checklist and an encounter handoff based on the records your clinic uses.
  • Clinician: Ask for the next documentation steps for an encounter and the fields needed for an observation or note.
  • Governance administrator: Ask for the evidence to examine before a privilege is verified.
  • Reviewer: Ask which encounter records should be inspected before a visit is completed.

What stays with a person

  • Proto can help configure records and explain the workflow, but a person must verify clinician evidence, capture a patient's actual consent and sign clinical documentation.
  • Confirm all record changes against your own access rules and source evidence.
  • A question about an individual patient should stay within the authorized clinic team.

Proto can help configure records and explain the workflow, but a person must verify clinician evidence, capture a patient's actual consent and sign clinical documentation. Confirm all record changes against your own access rules and source evidence. A question about an individual patient should stay within the authorized clinic team.

Set up IVF / Fertility Clinic Mgmt 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