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Patient Portal

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  1. Patient Portal
  2. Agent assistance
Reference

Put an AI agent to work in Patient Portal

Use Proto to prepare clinical work for a human to check.

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: Show scheduled encounters, open care tasks and draft charges for daily review.
  • Licensed Clinician: Gather the patient's current encounter, observations and pending follow-up tasks before documentation.
  • Clinical Reviewer: Present encounters awaiting review with signed notes and related specialty evidence.
  • Clinical Governance Administrator: Find pending privileges, effective dates and active care-team assignments for examination.

What stays with a person

  • A person checks identity, clinical evidence, professional privilege and money before making the corresponding decision.
  • Proto can organize the records and prepare a review list.
  • The clinical reviewer decides whether an encounter is complete, governance staff verify privileges, and the Clinical Coordinator checks charges against encounters and reads payment records against the clinic's collection references.

A person checks identity, clinical evidence, professional privilege and money before making the corresponding decision. Proto can organize the records and prepare a review list. The clinical reviewer decides whether an encounter is complete, governance staff verify privileges, and the Clinical Coordinator checks charges against encounters and reads payment records against the clinic's collection references.

Set up Patient Portal 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