These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
- IVF / Fertility Clinic Mgmt
- Frequently asked questions
Questions, answered
Answers to common setup and daily-use questions.
IVF / Fertility Clinic Mgmt
11 questions
Can't find it? Write to support@erp.ai.
How do I get started?
Click Get started, then use Proto to configure IVF / Fertility Clinic Mgmt for your business. Begin with a consultation pilot: load staff and patient records, define consent purposes and rehearse one visit from scheduling to review.
Who keeps patient records current?
The Clinical Coordinator manages patient details and the assigned clinician. Agree how your team checks duplicate patient identities before entering historical visits.
How is a visit tracked?
An encounter links patient, clinician, visit type and scheduled date. Its status and actual start and end dates show how the visit progressed.
Where do clinical notes go?
Clinical notes link to the encounter and identify the author. A clinician can distinguish draft, signed and amended notes.
How do we record consent?
A consent records the patient, purpose, version, signed document, signed date, expiration date and status. Review the record relevant to the visit.
Who verifies clinician privileges?
The Clinical Governance Administrator checks the license, issuing authority, evidence and effective dates before marking a pending privilege verified.
How are specimens followed?
A specimen links to an encounter and carries its type, accession number, collection date and processing status.
Can we record medication dispensation?
Yes. The encounter-linked record carries medication, lot number, quantity, unit and authorizing person.
How do follow-up tasks stay visible?
A care task links a patient to an assignee, due date and status. The responsible person can track open or escalated work.
How are charges and payments separated?
Charges describe encounter services and billing state. Payments record patient receipts, references and payment state.
What if we use a separate lab or accounting system?
Define the connection during implementation, including source ownership and reconciliation for each transferred record. Read integrations for the handoff points.
Set up IVF / Fertility Clinic Mgmt your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.