1. Physiotherapy Practice Mgmt
  2. Work with Proto
Reference

Put an AI agent to work in Physiotherapy Practice Mgmt

Run the shared agent instructions:

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

  • Care Coordinator: Find requests in Review and prepare the linked plan and provider handoff for a professional decision.
  • Authorized Clinical Reviewer: Show the submitted plan, current request revision and supporting evidence before the reviewer decides.
  • Operations Manager: List receipts needing attention and compare each original key with the linked request and effect references.

What stays with a person

  • A professional decides whether to approve a plan or authorize care.
  • A provider confirms its own availability and clinical evidence.
  • Proto can prepare context and guide a check, then the named person records the decision.

A professional decides whether to approve a plan or authorize care. A provider confirms its own availability and clinical evidence. Proto can prepare context and guide a check, then the named person records the decision.

Set up Physiotherapy Practice Mgmt your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started