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  1. Nursing Home / Assisted Living
  2. Work with Proto
Reference

Put an AI agent to work in Nursing Home / Assisted Living

Ask Proto to help prepare care operations while the team keeps clinical decisions.

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

  • Clinical Coordinator: Ask for a list of scheduled encounters, drafts awaiting charge review or patient tasks needing an owner.
  • Licensed Clinician: Ask to find assigned encounters and care tasks, then review the details before recording clinical evidence.
  • Clinical Reviewer: Ask for encounters awaiting review and the notes, observations or medication entries attached to each one.
  • Clinical Governance Administrator: Ask for pending privileges and active care team assignments with effective dates.

What stays with a person

  • People decide whether consent evidence is valid, whether a clinician's privilege should be verified, whether clinical documentation is complete and whether a charge is approved or a payment has been confirmed in its source.
  • Proto can help locate and prepare the records, but the named role makes and records the decision.

People decide whether consent evidence is valid, whether a clinician's privilege should be verified, whether clinical documentation is complete and whether a charge is approved or a payment has been confirmed in its source. Proto can help locate and prepare the records, but the named role makes and records the decision.

Set up Nursing Home / Assisted Living your way.

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

How to get started