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OT / Surgery Scheduling

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  1. OT / Surgery Scheduling
  2. Work with Proto
Reference

Put an AI agent to work in OT / Surgery Scheduling

Ask Proto to help prepare encounter records and review handoffs.

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: 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.

What 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.

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. Review the current [pricing](/ot-surgery-scheduling/pricing) before expanding the rollout.

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