Mental Health Practice Mgmt

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  1. Mental Health Practice Mgmt
  2. Agent assistance
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Put an AI agent to work in Mental Health Practice Mgmt

Use Proto to help staff find and prepare the right work.

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: Show scheduled encounters for a selected day and identify those awaiting review.
  • Clinician: Find open care tasks assigned to the clinician and show their due dates.
  • Reviewer: Gather encounter, signed note and observation references for a review case.
  • Governance administrator: List pending clinician privileges with effective dates and evidence references.

What stays with a person

  • A person must make the care, consent, privilege and charge decisions.
  • Ask the assistant to present the linked records, then have the authorized role check the patient identity and evidence before recording a decision.

A person must make the care, consent, privilege and charge decisions. Ask the assistant to present the linked records, then have the authorized role check the patient identity and evidence before recording a decision.

Set up Mental Health Practice 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