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  1. IVF / Fertility Clinic Mgmt
  2. Get started
Get started

Get IVF / Fertility Clinic Mgmt running in four steps.

Set up a focused clinic pilot with the people who run patient visits.

  1. Create your account

    Click Start now and create your ERP.AI account.

    Start now
  2. Download Proto

    Proto is the desktop app you use to set up IVF / Fertility Clinic Mgmt. It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open IVF / Fertility Clinic Mgmt in Proto and adjust fields, steps, roles and approvals to match how your team works.

    Implementation plan
  4. Bring your data and team

    Import your records, then invite your team and assign their roles.

    See the roles

Create your account

Click Get started to create your ERP.AI account. Use Proto to configure the clinic records, roles and visit flow for your team. Choose a coordinator, licensed clinician, reviewer and governance administrator for the first rehearsal.

Prepare the first operating cycle

Collect a small set of patient identities, staff records, clinician privilege evidence and consent documents. Choose one visit type and define when an encounter moves through arrival, documentation, review and completion. Include a specimen or dispensation only when it belongs to the pilot visit. Decide who enters charges and who confirms patient payments.

Review before release

Rehearse a complete visit with the people who will use the system. Check the patient and clinician links on every record, the signed consent, the authored note and any follow-up task. Review access under each role and resolve mismatches before importing a larger patient history. Open implementation for the setup sequence.

Set up IVF / Fertility Clinic Mgmt your way.

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

How to get started