1. Medical Equipment Tracking
  2. Get started
Get started

Get Medical Equipment Tracking running in four steps.

Prepare your account and the first equipment service cycle.

  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 Medical Equipment Tracking. It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open Medical Equipment Tracking 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 open Medical Equipment Tracking. Add the people who coordinate equipment, perform service and review evidence. Confirm their access before bringing in a larger equipment register.

Prepare the first operating cycle

Choose a location and a small group of devices with known asset tags. Add the assigned technicians, current permits and certification dates. Create a maintenance task and work order for a service visit the team can trace from scheduling to a signed work log.

Review before release

Ask the Clinical Coordinator to find the due task and the Licensed Clinician to find the correct asset and order. Let the Clinical Reviewer inspect the resulting evidence. Check the permit expiry, the service completion date and any service amount against the source records. Use the implementation plan for the next location.

Set up Medical Equipment Tracking your way.

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

How to get started