Integrations
Connects to the tools you use
Set up connections through ERP.AI and Proto workflows, with every change logged.
- Nutrition & Diet Planning App
- Payment service
- Billing service
- Laboratory service
- Pharmacy service
Nutrition & Diet Planning App · Available now
Example screen with sample data
Keep nutrition intake and clinical follow-up together.
Nutrition & Diet Planning App keeps patient identity, visits, food intake and dietary restrictions in the same care record. A Clinical Coordinator creates the patient and encounter.
- No per-user fees
- Manual work is free
- Configure it in Proto
OverviewPrivileges pending verification×
Nutrition & Diet Planning App · Clinical privileges
New clinical privilege
Privileges pending verification
Approval conditions
Clinical privileges in view
6Document
2Prescribe
2Review
1| Clinician | Privilege type | License number | Issuing authority | Effective to | Status | |
|---|---|---|---|---|---|---|
| Lucia Costa | Document | CP-33525 | California Dietetics Licensing Board | 04 Nov | Pending | |
| Leila Haddad | Prescribe | CP-32868 | Nevada Board of Dietetics | 21 Oct | Pending | |
| Daniel Okafor | Review | CP-94821 | Oregon Health Licensing Office | 03 Nov | Pending | |
| Omar Rahman | Study investigator | CP-97086 | Washington Dietitian Commission | 29 Oct | Pending | |
| Daniel Okafor | Document | CP-20886 | Arizona Board of Dietetics | 29 Oct | Pending |
6 of 6 records
California Dietetics Licensing BoardClinical privileges · CP-33525
DocumentClinicianLucia Costa
Effective to04 Nov
StatusPending
Note signingCP-33525 · California Dietetics Licensing Board
The Licensed Clinician signs the note after review.
Waiting for Licensed Clinician
ApproveReturn
- Tables, ready to use
- 17
- Saved views
- 14
- Roles with set permissions
- 5
- Reports and dashboards
- 8
Features
See patient intake and visit work together
Every feature works on the same records. Pick one to see the screen your team works in.
Patient intake
Keep patient identity, assigned clinician and consent status together.
- Identity
- Assignment
- Consent
- Patients
- Consents
- Care team assignments
- People
OverviewPatient intake list×
Nutrition & Diet Planning App · Patient intake
New
Patient intake list
Patients
| Patient number | Display name | Consent status | Assigned clinician | |
|---|---|---|---|---|
| PTN-93334 | Nora Valdez | Pending | Sofia Alvarez | |
| PTN-68235 | Elias Rahman | Active | Hana Park | |
| PTN-84052 | Maya Bennett | Pending | Leila Haddad | |
| PTN-94812 | Iris Okafor | Active | Daniel Okafor | |
| PTN-94920 | Leo Park | Pending | Daniel Okafor |
6 of 6 records
Nora ValdezPatients · PTN-93334
PendingAssigned clinicianSofia Alvarez
Food intake
Record consumed foods, portions and energy against a patient.
- Patient link
- Consumption time
- Quantities
- Food diary
- Patients
- Dietary restrictions
- Clinical notes
OverviewFood diary by patient×
Nutrition & Diet Planning App · Food intake
New
Food diary by patient
Food diary
| Patient | Consumed at | Food name | Portion | Unit | Energy k cal | |
|---|---|---|---|---|---|---|
| Priya Nair | 23 Oct | Oatmeal with berries and yogurt | 280 | Cup | 800 | |
| Maya Bennett | 16 Oct | Grilled chicken grain bowl | 900 | Gram | 330 | |
| Maya Bennett | 17 Oct | Lentil soup with whole wheat bread | 140 | Ounce | 800 | |
| Nora Valdez | 15 Oct | Salmon with roasted vegetables | 380 | Tablespoon | 780 | |
| Iris Okafor | 15 Oct | Apple with almond butter | 270 | Slice | 670 |
6 of 6 records
Oatmeal with berries and yogurtFood diary · FD-64676
PatientPriya Nair
Consumed at23 Oct
Portion280
UnitCup
Energy k cal800
Dietary restrictions
Capture substances and restriction type with a verifier.
- Classification
- Substance
- Attribution
- Dietary restrictions
- Patients
- People
- Food diary
- Clinical notes
OverviewRestriction register×
Nutrition & Diet Planning App · Dietary restrictions
New
Restriction register
Dietary restrictions
| Patient | Restriction type | Substance | Verified by | |
|---|---|---|---|---|
| Maya Bennett | Allergy | Peanuts | Arjun Mehta | |
| Nora Valdez | Intolerance | Tree nuts | Amara Bello | |
| Camila Silva | Preference | Cow's milk | Hana Park | |
| Iris Okafor | Clinical | Wheat gluten | Elena Petrova | |
| Nora Valdez | Allergy | Shellfish | Amara Bello |
6 of 6 records
PeanutsDietary restrictions · DR-96348
AllergyPatientMaya Bennett
Verified byArjun Mehta
Clinical encounters
Track visits, observations and attributed notes.
- Visit state
- Measured evidence
- Authored interpretation
- Encounters
- Observations
- Clinical notes
- Patients
- People
- Charges
OverviewNotes awaiting signature×
Nutrition & Diet Planning App · Clinical encounters
New
Notes awaiting signature
Signed waits for the licensed clinician
| Encounter | Author | Note type | Status | Signed at | |
|---|---|---|---|---|---|
| Iris Okafor, food allergy consult | Leila Haddad | Initial nutrition assessment | Draft | 21 Oct | |
| Nora Valdez, initial nutrition assessment | Amara Bello | Food intake review | Draft | 20 Oct | |
| Iris Okafor, food allergy consult | Arjun Mehta | Meal plan adjustment | Draft | 26 Oct | |
| Leo Park, weight management visit | Elena Petrova | Dietary restriction note | Draft | 20 Oct | |
| Iris Okafor, food allergy consult | Daniel Okafor | Follow-up progress note | Draft | 26 Oct |
6 of 6 records
Initial nutrition assessmentClinical notes · CN-78115
DraftEncounterIris Okafor, food allergy consult
AuthorLeila Haddad
Signed at21 Oct
Care follow-up
Assign due work to a member of the care team.
- Action
- Owner and due time
- State
- Care tasks
- Care team assignments
- Patients
- People
- Encounters
- Clinical notes
OverviewMy staff profile×
Nutrition & Diet Planning App · Care follow-up
New
My staff profile
People
| Name | Role title | Active | User | |
|---|---|---|---|---|
| Leila Haddad | Registered dietitian | Leila Haddad | ||
| Arjun Mehta | Clinical nutritionist | Omar Rahman | ||
| Sofia Alvarez | Nutrition care coordinator | Daniel Okafor | ||
| Mina Chen | Dietetic technician | Lucia Costa | ||
| Amara Bello | Patient intake specialist | Elena Petrova |
6 of 6 records
Leila HaddadPeople · PPL-94979
Role titleRegistered dietitian
Active✓
UserLeila Haddad
Governance and billing
Review privileges, consent, charges and payment records.
- Professional authority
- Patient authority
- Financial record
- Clinical privileges
- Care team assignments
- Consents
- Charges
- Payments
- Patients
OverviewPending consent×
Nutrition & Diet Planning App · Governance and billing
New
Pending consent
Signed waits for the clinical coordinator
| Patient | Purpose | Version | Status | Expires at | |
|---|---|---|---|---|---|
| Priya Nair | Nutrition assessment consent | Nutrition consent v1.0 | Pending | 29 Oct | |
| Leo Park | Dietary history review | Telehealth consent v1.1 | Pending | 23 Oct | |
| Jonah Haddad | Care plan sharing | Data sharing consent v2.0 | Pending | 12 Oct | |
| Nora Valdez | Telehealth nutrition visit | Dietary history consent v1.2 | Pending | 31 Oct | |
| Leo Park | Food diary data collection | Referral consent v1.3 | Pending | 24 Oct |
6 of 6 records
Nutrition assessment consentConsents · CNS-62865
PendingPatientPriya Nair
VersionNutrition consent v1.0
Expires at29 Oct
Process
From patient intake to follow-up
Patient intake to documented follow-up ships ready to use. One step needs a named approval before the work moves on: Note signing (Licensed Clinician).
Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.
-
Patient intake
Identify the patient and assigned clinician.
California Dietetics Licensing BoardCP-33525 · Clinical CoordinatorPatient intakeBy Clinical Coordinator -
Consent
Check the purpose and record the signature.
California Dietetics Licensing BoardCP-33525 · Clinical CoordinatorConsentBy Clinical Coordinator -
Encounter
Schedule and document the visit.
California Dietetics Licensing BoardCP-33525 · Clinical CoordinatorEncounterBy Clinical Coordinator -
Food diary
Record reported intake against the patient.
California Dietetics Licensing BoardCP-33525Food diary -
Note signing
The author reviews and signs the clinical note.
California Dietetics Licensing BoardCP-33525 · Licensed ClinicianNote signingBy Licensed ClinicianApprovalThe Licensed Clinician signs the note after review. -
Follow-up
Assign the next action to a named person.
California Dietetics Licensing BoardCP-33525 · Licensed ClinicianFollow-upBy Licensed Clinician
Inside a record
Connect the services your clinic uses
Open any clinical privilege to see the roles that work on it, its process stages and its approvals on one page.
- 1Record details
Clinician, Effective to and Status.
- 2Linked records
Records linked to this clinical privilege.
- 3Who works on it
Clinical Governance Administrator, Clinical Reviewer and Licensed Clinician, each with their own permissions.
- 4Process stages
Every status change, in order.
- 5Approvals
Note signing, with who decides.
Privileges pending verificationCalifornia Dietetics Licensing Board×
Nutrition & Diet Planning App · Clinical privileges
Log activity
California Dietetics Licensing Board
Document
1
Record details
ClinicianLucia Costa
Effective to04 Nov
StatusPending
3
Who works on it
- Clinical Governance AdministratorManage care team assignments, clinical privileges, People
- Clinical ReviewerView care tasks, care team assignments, clinical notes…
- Licensed ClinicianManage care tasks, clinical notes, Consents, Observations…
5
Approvals
- Note signingLicensed ClinicianApproved
Approvals
Keep signed clinical decisions clear
A clinical reviewer reads care evidence without changing it.
OverviewApprovals×
Nutrition & Diet Planning App · Overview
Approvals
Signed in as Licensed Clinician
Waiting for you
4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
- CP-33525California Dietetics Licensing BoardDocument3dActions
- CP-32868Nevada Board of DieteticsPrescribe3dActions
- CP-94821Oregon Health Licensing OfficeReview5dActions
- CP-97086Washington Dietitian CommissionStudy investigator6dActions
Who approves what
| Decision | Approver | |
|---|---|---|
| Note signingThe author reviews and signs the clinical note. | Licensed Clinician |
1 approval rule · set per role in Proto
Roles
A workspace for each role
Everyone opens Nutrition & Diet Planning App to the work that is theirs. Pick a role to see what it starts with.
Clinical Governance Administrator
Maintains verified professional privileges and care-team assignments. Record entry: Clinical Privileges, Care Team Assignments, People. Read only: Patients. Pages: Clinical Privileges and Details.
This is the first screen this role sees.
OverviewPrivileges pending verification×
Privileges pending verification
Clinical privileges · Clinical Governance Administrator
| Clinician | Privilege type | License number | Issuing authority | Effective to | Status | |
|---|---|---|---|---|---|---|
| Lucia Costa | Document | CP-33525 | California Dietetics Licensing Board | 04 Nov | Pending | |
| Leila Haddad | Prescribe | CP-32868 | Nevada Board of Dietetics | 21 Oct | Pending | |
| Daniel Okafor | Review | CP-94821 | Oregon Health Licensing Office | 03 Nov | Pending | |
| Omar Rahman | Study investigator | CP-97086 | Washington Dietitian Commission | 29 Oct | Pending | |
| Daniel Okafor | Document | CP-20886 | Arizona Board of Dietetics | 29 Oct | Pending |
6 of 6 records
Clinical Reviewer
Reviews evidence and authorizes eligible domain outcomes. Read only across all care-domain tables.
This is the first screen this role sees.
OverviewSigned notes×
Signed notes
Clinical notes · Clinical Reviewer
Signed3
Initial nutrition assessmentCamila Silva, prenatal nutrition review
02 Nov
Meal plan adjustmentElias Rahman, glucose meal review
02 Nov
Follow-up progress noteElias Rahman, glucose meal review
04 Nov
Add
Amended3
Food intake reviewJonah Haddad, meal planning check-in
31 Oct
Dietary restriction noteLeo Park, weight management visit
02 Nov
Referral summaryMaya Bennett, sports fueling follow-up
28 Oct
Add
Licensed Clinician
Captures assigned care operations work and evidence.
This is the first screen this role sees.
OverviewConsent history×
Consent history
Consents · Licensed Clinician
Signed2
Nutrition assessment consentIris Okafor
11 Oct
Telehealth nutrition visitPriya Nair
14 Oct
Add
Withdrawn2
Dietary history reviewElias Rahman
14 Oct
Food diary data collectionCamila Silva
20 Oct
Add
Expired2
Care plan sharingLeo Park
20 Oct
Referral coordinationIris Okafor
14 Oct
Add
Clinical Coordinator
Owns care operations setup, planning and assigned operational work. Record entry: Patients, Encounters, Care Tasks, Consents, Charges. Read only: People, Payments. Pages: Business Overview, Encounters.
This is the first screen this role sees.
OverviewConsent history×
Consent history
Consents · Clinical Coordinator
Signed2
Nutrition assessment consentIris Okafor
11 Oct
Telehealth nutrition visitPriya Nair
14 Oct
Add
Withdrawn2
Dietary history reviewElias Rahman
14 Oct
Food diary data collectionCamila Silva
20 Oct
Add
Expired2
Care plan sharingLeo Park
20 Oct
Referral coordinationIris Okafor
14 Oct
Add
Admin
Maintains user access and checks the clinic's operating configuration.
- Manage Users
- View People, Patients, Encounters, clinical privileges
Reports
Read recorded intake and outstanding care
Read recorded intake, restrictions, visit progress and follow-up work.
Overview×
Nutrition & Diet Planning App · Overview
Nutrition & Diet Planning App dashboard
This quarter
Consents in view
6Signed
2Withdrawn
2Expired
2Clinical privileges by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Pending | 38 | ||
| Verified | 27 | 71% | |
| Suspended | 18 | 67% | |
| Expired | 8 | 44% |
Number of clinical privileges by status
Sample counts per stage
- 01Food intake by patient
List each food, portion, energy amount and consumption date for a selected patient.
- 02Food entries by date
List each recorded food, portion, unit and energy amount with its patient and consumption date.
- 03Restriction register
Show the substance, restriction type and verifier for each patient.
- 04Encounter status
Group visits by clinician and current status.
- 05Follow-up due dates
Show open or escalated tasks with patient, assignee and due date.
- 06Note signing
Compare draft and signed notes by encounter and author.
- 07Consent status
Group consent records by patient and status.
- 08Charges by encounter
List each encounter's service description, amount and charge status.
Who it's for
For teams documenting nutrition care
See how Nutrition & Diet Planning App fits your kind of team.
Controls
Check consent and professional authority
Each stage of patient intake to documented follow-up names the role that acts and the status it records, so a change is never anonymous.
OverviewPatient intake to documented follow-up×
Nutrition & Diet Planning App · Process
Patient intake to documented follow-up
Each stage, the role that acts and the status it records
Process stages
10Approval steps
1Roles involved
2Tables touched
10Consent
Clinical CoordinatorStatusPending → Signed
RecordsConsents, Patients
Encounter
Clinical Coordinator, Licensed ClinicianStatusScheduled → Arrived → in progress
RecordsEncounters, Patients
Note signingApproval
Licensed ClinicianStatusDraft → Signed
RecordsClinical notes, Encounters
- StartConsentsConsentPending → Signed
- StepEncountersEncounterScheduled → Arrived → in progress
- ApprovalClinical notesNote signingDraft → Signed
- StepCare tasksFollow-upOpen → in progress → Completed
- ApprovalEncountersCharge approvalDraft → Approved
AI agent
Prepare the next visit with Proto
Ask Proto to help prepare and check nutrition care records.
It can
- Coordinator: Find visits awaiting review and prepare a list of patients with pending consent for the coordinator to check.
- Clinician: Summarize recorded food entries and restrictions for a selected patient before the visit.
- Governance administrator: Find privileges pending verification and assemble their dates and evidence references for a person to inspect.
Stays with a person
- A person decides whether a consent is valid for a purpose, a clinical note is ready to sign, a privilege is verified or a charge is approved.
- Proto can assemble the relevant records and surface inconsistencies; it should leave these decisions with the named role.
- Check patient and encounter identity before applying any change.
Show this patient's recorded foods in time order, then list their dietary restrictions and the verifier for each. I will review the encounter before writing a note.
A person decides whether a consent is valid for a purpose, a clinical note is ready to sign, a privilege is verified or a charge is approved.
Data model
Your data, in tables you can change
Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.
Browse all 17 tables17tables
- Patient intake4
- Food intake4
- Dietary restrictions5
- Clinical encounters8
- Care follow-up6
- Governance and billing8
Implementation
Roll out one team at a time
Start with one team and one process, then add the rest once the basics are running.
Set identity
Agree patient numbering, staff identities and assigned clinician conventions.
Set authority
Review clinical privileges, care-team assignments and consent purposes.
Run a visit
Enter a patient, food diary, restriction, encounter, observation and signed note.
Follow through
Assign a due task, enter a charge if needed and reconcile a patient payment through the clinic’s practice.
Expand
Review errors and access before bringing in more patients and clinicians.
Pricing
$0per user
The base account and everyday work in the ERP.AI app are free, for every user.
- No per-user or per-seat fees
- Viewing, editing, approving and exporting records in the app is free
- Pay only for machine work: API calls, imports, workflows and AI agents
- Prepaid credits from $5. Purchased credits never expire
Machine work rate card Included per $1 of credit
| Usage | Per $1 |
|---|---|
| Record reads (list, filter, get) | 20,000 |
| Search or aggregate queries | 4,000 |
| Record writes | 4,000 |
| Imported or synced records | 200,000 |
| Workflow runs | 2,000 |
| AI agent runs | 2,000 |
| Scheduled jobs or webhooks | 20,000 |
| File uploads (MB) | 2,000 |
| CSV or PDF exports | 100 |
How do I get started?
Click Get started, then use Proto to configure Nutrition & Diet Planning App for your business. Begin with one patient, a food diary entry, a dietary restriction, an encounter and a signed note. Add a due follow-up task when the case calls for one.
Where is food intake recorded?
Use the food diary for consumed foods, consumption time, portion, unit and energy amount. Each entry belongs to a patient.
How are dietary restrictions classified?
Each restriction has a substance and a type: allergy, intolerance, preference or clinical. A verifier is recorded with it.
What connects a note to a visit?
A clinical note belongs to an encounter and names its author. The encounter identifies the patient and clinician for that visit.
How do clinicians record measurements?
Add an observation to the encounter with its metric, value, unit, time and recorder. Use a note for interpretation.
How does follow-up stay visible?
A care task names the patient, assignee, due date and current state. Open, in-progress and escalated work can be reviewed together.
How is consent tracked?
The patient carries an intake consent status. Separate consent records hold the purpose, version, signature date, document and current state.
Who reviews clinician access?
The Clinical Governance Administrator maintains clinician privileges and care-team assignments, including their effective dates.
How are charges and payments handled?
A charge belongs to an encounter and has its own approval state. A payment belongs to a patient and carries its receipt time, amount, reference and state. The clinic reconciles them through its billing practice.
Set up Nutrition & Diet Planning App your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.