Patient Referral Management

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  1. Patient Referral Management
  2. Work with Proto
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Put an AI agent to work in Patient Referral Management

Use Proto to prepare referral workflows and inspect patient care 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

  • Referral Coordinator: Ask for a received referral queue by specialty and priority, then review the records before contacting a provider.
  • Referral Reviewer: Ask for the patient, assignment and privilege context associated with a case awaiting review.
  • Clinician: Ask for assigned care tasks and the encounter record related to a scheduled visit.
  • Care Operations Manager: Ask which follow-ups are due and which care tasks are escalated.

What stays with a person

  • A person decides whether a referral should advance, whether consent covers the intended work and whether clinical documentation is ready to sign.
  • Staff should inspect the underlying records before changing a status or communicating a result.
  • Configure account and patient permissions before using patient details in an assisted workflow.

A person decides whether a referral should advance, whether consent covers the intended work and whether clinical documentation is ready to sign. Staff should inspect the underlying records before changing a status or communicating a result. Configure account and patient permissions before using patient details in an assisted workflow.

Set up Patient Referral Management 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