All applications583

Find your application

583 applications

Open full catalog

Browse applications by category or open the full catalog.

OT / Surgery Scheduling
Start now
More

Features

Industries

Reference

More

OT / Surgery Scheduling · Available now

Coordinate each patient encounter from booking through follow-up.

OT / Surgery Scheduling organizes patient encounter scheduling and the care activity around each visit. A Clinical Coordinator creates the patient and encounter, assigns a clinician and scheduled date, and follows the encounter from Scheduled through Arrived, in progress, awaiting review and Completed.

Start now Download Proto
  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewScheduled encounters
OT / Surgery Scheduling · Encounters

Scheduled encounters

Encounters in one list

New encounter
Encounters in view
6
Scheduled
3
Arrived
3
Scheduled3
ENC-2026-0412Amina Nwosu
30 Oct
SPEC-2026-0073Mateo Salcedo
04 Nov
NOTE-2026-0321Mateo Salcedo
29 Oct
Add
Arrived3
TASK-2026-0184Amina Nwosu
19 Oct
CONS-2026-0096Luca Benitez
04 Nov
CHG-2026-0148Luca Benitez
25 Oct
Add
ENC-2026-0412Encounters · ENC-19090
Scheduled
Scheduled at30 Oct
PatientAmina Nwosu
ClinicianPriya Venkataraman
Visit typePreoperative assessment
Privilege verificationENC-19090 · ENC-2026-0412

Clinical Governance Administrator checks the clinician's license evidence and effective period, then records the verification decision.

Waiting for Clinical Governance Administrator
ApproveReturn
Example screen with sample data
Tables, ready to use
15
Saved views
14
Roles with set permissions
5
Reports and dashboards
9
Features

Keep every patient visit in view

Every feature works on the same records. Pick one to see the screen your team works in.

Patients and care teams

Keep patient identity and the people responsible for care in one place.

  • Patient intake
  • Team access
  • Ongoing work
  • Patients
  • People
  • Care team assignments
  • Users
Explore patients and care teams
OverviewPatients by consent state
OT / Surgery Scheduling · Patients and care teams

Patients by consent state

Patients

New
Patient numberDisplay nameAssigned clinicianConsent status
PTN-32806Clara BellamyMaya SorianoPending
PTN-64276Mateo SalcedoTomas IbarraActive
PTN-33767Imani FarrowElias OkaforWithdrawn
PTN-53207Noah IyerMaya SorianoPending
PTN-71758Sofia KareemBrynna ChoActive
6 of 6 records
Clara BellamyPatients · PTN-32806
Pending
Assigned clinicianMaya Soriano
Example screen with sample data
Process

Follow the visit from booking to follow-up

Scheduled encounter to follow-up ships ready to use. One step needs a named approval before the work moves on: Privilege verification (Clinical Governance Administrator).

Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.

  1. Patient intake

    Confirm the patient number and assigned clinician before creating the next visit.

    ENC-2026-0412ENC-19090 · Clinical Coordinator
    Patient intakeBy Clinical Coordinator

  2. Encounter scheduling

    Book the patient, clinician, date and visit type on an encounter.

    ENC-2026-0412ENC-19090 · Clinical Coordinator
    Encounter schedulingBy Clinical Coordinator

  3. Consent review

    Check the purpose, version and signed document for this patient.

    ENC-2026-0412ENC-19090 · Clinical Coordinator
    Consent reviewBy Clinical Coordinator

  4. Privilege verification

    Governance checks clinician evidence and effective dates before recording verification.

    ENC-2026-0412ENC-19090 · Clinical Governance Administrator
    Privilege verificationBy Clinical Governance Administrator
    ApprovalClinical Governance Administrator checks the clinician's license evidence and effective period, then records the verification decision.

  5. Care documentation

    Record signed notes and measured observations against the visit.

    ENC-2026-0412ENC-19090 · Licensed Clinician
    Care documentationBy Licensed Clinician

  6. Follow-up assignment

    Give the next patient action a named owner and due date.

    ENC-2026-0412ENC-19090 · Licensed Clinician
    Follow-up assignmentBy Licensed Clinician

Start with Prepare a patient encounter

Inside a record

Keep care handoffs connected

Open any encounter to see its charges, the roles that work on it, its process stages and its approvals on one page.

  1. 1
    Record details

    Scheduled at, Patient, Clinician and Visit type.

  2. 2
    Charges

    Each line is linked to this encounter.

  3. 3
    Who works on it

    Clinical Reviewer, Licensed Clinician and Clinical Coordinator, each with their own permissions.

  4. 4
    Process stages

    Encounter scheduling and Arrival and care, with the role that acts.

  5. 5
    Approvals

    Privilege verification, with who decides.

Scheduled encountersENC-2026-0412
OT / Surgery Scheduling · Encounters

ENC-2026-0412

Amina Nwosu · Scheduled

Log activity
1
Record details
Scheduled at30 Oct
PatientAmina Nwosu
ClinicianPriya Venkataraman
Visit typePreoperative assessment
2
Charges

ENC-2026-0412

IdEncounterService description
ENC-2026-0412Imani Farrow, day surgery admissionSurgeon consultation
TASK-2026-0184Luca Benitez, discharge assessmentOperating room facility fee
SPEC-2026-0073Amina Nwosu, consent reviewAnesthesia services
Charges
6
Total amount
3,770
3

Who works on it

  • Clinical ReviewerView care tasks, care team assignments, clinical notes…
  • Licensed ClinicianManage care tasks, clinical notes, Consents, Observations…
  • Clinical CoordinatorManage care tasks, Charges, Consents, Encounters, Patients
4

Process stages

  • Encounter schedulingClinical Coordinator, Licensed Clinician
  • Arrival and careClinical Coordinator
5

Approvals

  • Privilege verificationClinical Governance Administrator
    Approved
Example screen with sample data
Approvals

Put verification with the right person

Clinical Reviewer reads the care record and its supporting evidence for a decision.

OverviewApprovals
OT / Surgery Scheduling · Overview

Approvals

Signed in as Clinical Governance Administrator

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • CNS-32713ENC-2026-0412
    Clara BellamyRequested by Clinical Governance Administrator
    Pending2dActions
  • CNS-51251TASK-2026-0184
    Luca BenitezRequested by Clinical Governance Administrator
    Pending3dActions
  • CNS-33677SPEC-2026-0073
    Sofia KareemRequested by Clinical Governance Administrator
    Pending4dActions
  • CNS-14912CONS-2026-0096
    Sofia KareemRequested by Clinical Governance Administrator
    Pending6dActions

Who approves what

DecisionApprover
Privilege verificationGovernance checks clinician evidence and effective dates before recording verification.Clinical Governance Administrator
1 approval rule · set per role in Proto
Example screen with sample data
Who can approve what
Roles

A workspace for each role

Everyone opens OT / Surgery Scheduling 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.

OverviewPrivilege verification inbox

Privilege verification inbox

Clinical privileges · Clinical Governance Administrator

IdClinicianPrivilege typeLicense numberEffective fromEffective to
ENC-2026-0412Priya VenkataramanDocumentCP-5915420 Oct28 Oct
TASK-2026-0184Soren PatelPrescribeCP-4497130 Oct05 Nov
SPEC-2026-0073Jonah VelascoReviewCP-1675726 Oct31 Oct
CONS-2026-0096Maya SorianoStudy investigatorCP-8466901 Nov08 Nov
NOTE-2026-0321Leila MensahDocumentCP-7366217 Oct26 Oct
6 of 6 records
Example screen with sample data

Roles and permissions

Reports

See what needs attention

Ask practical questions about visit progress, evidence and follow-up.

Overview
OT / Surgery Scheduling · Overview

OT / Surgery Scheduling dashboard

This quarter

Care tasks in view
6
Open
2
In progress
2
Escalated
2

Encounters by status

How far records got this quarter

StageReachedStep
Scheduled49
Arrived918%
In progress444%
Awaiting review250%

Number of encounters by status

Sample counts per stage

200
-20Scheduled
-50Arrived
-60In progress
20Awaiting review
-30Completed
Example screen with sample data
  1. 01Encounter status by clinician

    Group encounters by clinician and status to see each clinician's current visit load.

  2. 02Scheduled encounter dates

    List patient visits by scheduled at, visit type and Clinician.

  3. 03Consent expiry review

    Find consents by expires at, purpose and status for follow-up.

  4. 04Privilege verification register

    Review clinician privilege type, effective dates and verification status.

  5. 05Clinical documentation status

    Group notes by encounter, author and status.

  6. 06Specimen progress

    Group specimens by encounter and processing status.

  7. 07Care task due dates

    List open patient tasks by due at and assigned to.

  8. 08Encounter charges

    Group charge amounts and statuses by encounter.

  9. 09Patient payment register

    Review payment amount, received date, reference and status by patient.

All reports and dashboards

Who it's for

Fit the care setting you run

See how OT / Surgery Scheduling fits your kind of team.

Hospital care teams

Coordinate patient encounters and care evidence across hospital teams.

Ambulatory clinics

Run scheduled visits, documentation and patient follow-up in a clinic.

Procedure centers

Keep planned patient episodes and care records tied together.

Controls

Check identity, evidence and dates

Each stage of scheduled encounter to follow-up names the role that acts and the status it records, so a change is never anonymous.

OverviewScheduled encounter to follow-up
OT / Surgery Scheduling · Process

Scheduled encounter to follow-up

Each stage, the role that acts and the status it records

Process stages
11
Approval steps
1
Roles involved
4
Tables touched
11
Care team assignment
Clinical Governance Administrator, Licensed Clinician
StatusActive → Ended
RecordsCare team assignments, Patients
Consent review
Clinical Coordinator, Licensed Clinician
StatusPending → Signed
RecordsConsents, Patients
Privilege verificationApproval
Clinical Governance Administrator, Licensed Clinician
StatusPending → Verified
Scheduled encounter to follow-up
  1. Start
    Care team assignmentActive → Ended
    Care team assignments
  2. Step
    Consent reviewPending → Signed
    Consents
  3. Approval
    Privilege verificationPending → Verified
    Clinical Governance Administrator
  4. Step
    Arrival and careScheduled → Arrived → in progress
    Encounters
  5. Step
    Care documentationDraft → Signed
    Clinical notes
Example screen with sample data

See each stage in detail

AI agent

Ask Proto for the next useful view

Ask Proto to help prepare encounter records and review handoffs.

It can

  • Clinical Coordinator: Find scheduled encounters, check the patient and clinician link, and prepare a list of visits awaiting review.
  • Licensed Clinician: Find assigned care tasks, list encounter notes still in Draft and check specimen progress.
  • Clinical Reviewer: Summarize the encounter records and linked evidence for a named patient visit.
  • Clinical Governance Administrator: List pending privilege checks and active patient-clinician assignments.

Stays with a person

  • A person checks identity, signed consent, clinician verification evidence, clinical conclusions and billing decisions.
  • Proto can prepare the records and point out missing information for that review, but the named role records the decision.
  • Access follows the configured roles and the team's operating rules.
  • Usage depends on the team's selected plan and its actual agent activity.

Set up an agent

Integrations

Connects to the tools you use

Set up connections through ERP.AI and Proto workflows, with every change logged.

  • OT / Surgery Scheduling
  • Patient identity source
  • Laboratory
  • Pharmacy
  • Billing and payment
  • Staff identity
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 15 tables
15tables
  • Patients and care teams4
  • Encounter planning3
  • Consent and privileges4
  • Clinical documentation4
  • Specimens and dispensations4
  • Follow-up care4
  • Charges and payments4
Implementation

Roll out one team at a time

Start with one team and one process, then add the rest once the basics are running.

  1. Identify the pilot

    Choose a clinical service, its coordinator, clinicians, reviewer and governance administrator.

  2. Prepare reference records

    Confirm staff identities, patient numbers, assigned clinicians, care-team access and privilege evidence.

  3. Configure the visit

    Agree visit types, encounter status ownership, consent purposes and note types.

  4. Rehearse care activity

    Run a visit from Scheduled through review, with a signed note, observation and any specimen or dispensation evidence.

  5. Close the loop

    Assign a patient follow-up task, prepare a charge where appropriate and inspect the reports.

Read the implementation plan

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

Pricing details

Machine work rate card Included per $1 of credit

Machine work rate card
UsagePer $1
Record reads (list, filter, get)20,000
Search or aggregate queries4,000
Record writes4,000
Imported or synced records200,000
Workflow runs2,000
AI agent runs2,000
Scheduled jobs or webhooks20,000
File uploads (MB)2,000
CSV or PDF exports100
FAQ

Questions, answered

Scope, rollout and pricing for OT / Surgery Scheduling.

All questions
How do I get started?

Click Get started, then use Proto to configure OT / Surgery Scheduling for your business. Pilot one clinical service with a coordinator, clinician, reviewer and governance administrator, and rehearse a visit from booking through follow-up.

Who schedules patient visits?

Clinical Coordinator creates and manages encounters with a patient, clinician, scheduled date and visit type. The status shows whether the visit is scheduled, arrived, in progress, awaiting review, completed or cancelled.

Can we keep a returning patient's visit history?

Yes. Create a new encounter against the existing patient for each later visit. Check the patient number before entry so the clinical record remains connected to the same identity.

How is consent recorded?

A consent record carries the patient, purpose, version, signed date, expiry date, document and status. Your team should agree who obtains the signed document and who reviews expired or withdrawn consent before care.

Who verifies clinician privileges?

Clinical Governance Administrator manages the privilege record, checks the license and verification evidence, and records the verification decision. The record also carries effective dates and a current status.

Where do notes and observations go?

Clinical notes and observations attach to the encounter. Notes identify the author and signed state; observations identify the metric, value, unit, observed date and recorder.

How are specimens tracked?

A specimen belongs to an encounter and carries its type, collection date, accession number and processing status. Use the accession number when coordinating with a laboratory.

Can a clinician assign follow-up work?

Licensed Clinician can create a care task for a patient, select a person responsible and set a due date. The team can track Open, in progress, Escalated, Completed and Cancelled work.

How are charges and payments related?

Charges attach to encounters and payment records attach to patients. Agree a reference convention with your billing process so staff can reconcile each collection to the intended service.

What should we check before wider use?

Rehearse patient identity, visit status changes, signed consent, privilege verification, documentation review, open tasks and the billing handoff with the staff who own those decisions.

Set up OT / Surgery Scheduling 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

A personal agent for your business

Get started with Proto

Your app is selected. Download Proto, then open it with this context.

Selected appOT / Surgery Scheduling

Choose your computer’s platform.

Download Proto

Install Proto, then return to this panel.

Already installed? Open Proto

Free to use. Your own model provider may charge for usage.