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Remote Patient Monitoring
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Remote Patient Monitoring · Available now

Keep remote readings connected to patient care.

Remote Patient Monitoring keeps the patient, assigned clinician, consent, enrolled device and transmitted reading connected. A care coordinator can follow the reading into an encounter, a clinical note and any assigned follow-up task.

Start now Download Proto
  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewSigned consents
Remote Patient Monitoring · Consents

Signed consents

Consents in one list

New consent
Consents in view
6
Signed
6
PatientPurposeVersionSigned atExpires atStatus
David OkoyeRemote vital sign monitoring1.022 Oct31 OctSigned
Elena RuizCare team data sharing1.116 Oct18 OctSigned
Rafael CostaDevice data transmission2.004 Nov07 NovSigned
Sofia PetrovClinical follow-up calls2.123 Oct28 OctSigned
Elena RuizTreatment plan coordination3.020 Oct22 OctSigned
6 of 6 records
Remote vital sign monitoringConsents · CNS-93205
Signed
PatientDavid Okoye
Version1.0
Signed at22 Oct
Expires at31 Oct
Review readingCNS-93205 · Remote vital sign monitoring

The Monitoring Clinician makes the clinical review decision.

Waiting for Monitoring Clinician
ApproveReturn
Example screen with sample data
Tables, ready to use
14
Saved views
15
Roles with set permissions
6
Reports and dashboards
8
Features

Patient care and readings in one working view

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

Patients and consent

Keep monitored patients, care assignments and purpose-specific consent together.

  • Identity
  • Permission to proceed
  • Care responsibility
  • Patients
  • Consents
  • Care team assignments
  • People
Explore patients and consent
OverviewPatients awaiting consent
Remote Patient Monitoring · Patients and consent

Patients awaiting consent

Approval conditions

New
Patient numberDisplay nameConsent statusAssigned clinician
PTN-98319Elena RuizPendingSofia Petrov
PTN-95276David OkoyePendingElena Ruiz
PTN-93066Mira PatelPendingSofia Petrov
PTN-62440Jonas BeckerPendingNoor Rahman
PTN-71147Amina KhalilPendingDavid Okoye
6 of 6 records
Elena RuizPatients · PTN-98319
Pending
Assigned clinicianSofia Petrov
Example screen with sample data
Process

From consent to documented follow-up

Reading to reviewed care ships ready to use. 2 steps need a named approval before the work moves on: Review reading (Monitoring Clinician) and Review and sign note (Monitoring Clinician).

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

  1. Confirm consent

    Check patient identity and current signed purpose-specific consent.

    Remote vital sign monitoringCNS-93205 · Care Coordinator
    Confirm consentBy Care Coordinator

  2. Enroll device

    Associate the device identifier and metric with the patient.

    Remote vital sign monitoringCNS-93205 · Device Coordinator
    Enroll deviceBy Device Coordinator

  3. Capture reading

    Record observed time, value, unit and quality against the enrollment.

    Remote vital sign monitoringCNS-93205 · Device Coordinator
    Capture readingBy Device Coordinator

  4. Review reading

    A clinician reviews the value and chooses the care response.

    Remote vital sign monitoringCNS-93205 · Monitoring Clinician
    Review readingBy Monitoring Clinician
    ApprovalThe Monitoring Clinician makes the clinical review decision.

  5. Document encounter

    Record visit observations and an attributed draft note.

    Remote vital sign monitoringCNS-93205 · Monitoring Clinician
    Document encounterBy Monitoring Clinician

  6. Review and sign note

    Review the documentation and sign it before closing care.

    Remote vital sign monitoringCNS-93205 · Monitoring Clinician
    Review and sign noteBy Monitoring Clinician
    ApprovalThe Monitoring Clinician reviews and signs the encounter note.

Start with Device to reading

Inside a record

Link each reading to its device and patient

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

  1. 1
    Record details

    Patient, Version, Signed at and Expires at.

  2. 2
    Linked records

    Records linked to this consent.

  3. 3
    Who works on it

    Monitoring Clinician, Care Coordinator and Device Coordinator, each with their own permissions.

  4. 4
    Process stages

    Confirm consent and Schedule encounter, with the role that acts.

  5. 5
    Approvals

    Review reading and Review and sign note, with who decides.

Signed consentsRemote vital sign monitoring
Remote Patient Monitoring · Consents

Remote vital sign monitoring

David Okoye · Signed

Log activity
1
Record details
PatientDavid Okoye
Version1.0
Signed at22 Oct
Expires at31 Oct
3

Who works on it

  • Monitoring ClinicianManage Encounters, Observations, clinical notes, care tasks
  • Care CoordinatorManage Patients, Consents, care team assignments, care tasks
  • Device CoordinatorManage device enrollments, remote readings
4

Process stages

  • Confirm consentCare Coordinator
  • Schedule encounterCare Coordinator, Monitoring Clinician
5

Approvals

  • Review readingMonitoring Clinician
    Approved
  • Review and sign noteMonitoring Clinician
    Waiting
Example screen with sample data
Approvals

Clinicians review the care decision

Check current consent, a verified clinical privilege and an active care team assignment before protected care actions.

OverviewApprovals
Remote Patient Monitoring · Overview

Approvals

Signed in as Monitoring Clinician

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • CP-46003CP-46003
    Requested by Jonas Becker
    Document0dActions
  • CP-98712CP-98712
    Requested by Elena Ruiz
    Prescribe1dActions
  • CP-16761CP-16761
    Requested by Rafael Costa
    Review2dActions
  • CP-26358CP-26358
    Requested by Elena Ruiz
    Study investigator4dActions

Who approves what

DecisionApprover
Review readingA clinician reviews the value and chooses the care response.Monitoring Clinician
Review and sign noteReview the documentation and sign it before closing care.Monitoring Clinician
Approve clinical notesClinical Reviewer
Approve ChargesBilling Specialist
4 approval rules · set per role in Proto
Example screen with sample data
Who can approve what
Roles

A workspace for each role

Everyone opens Remote Patient Monitoring to the work that is theirs. Pick a role to see what it starts with.

Admin

Maintains staff identities and access for the monitoring program.

  • Manage Users, People
  • View Patients, care team assignments, clinical privileges

Roles and permissions

Reports

See reading quality and care progress

Read patient enrollment, reading quality, care progress and billing results.

Overview
Remote Patient Monitoring · Overview

Remote Patient Monitoring dashboard

This quarter

Clinical privileges in view
6
Document
2
Prescribe
2
Review
1

Consents by status

How far records got this quarter

StageReachedStep
Pending38
Signed1334%
Withdrawn538%
Expired240%

Number of consents by status

Sample counts per stage

100
-60Pending
-20Signed
0Withdrawn
10Expired
Example screen with sample data
  1. 01Patients by consent state

    Group patient records by consent state and assigned clinician.

  2. 02Device enrollments by metric

    Compare enrolled devices by metric type and enrollment date.

  3. 03Reading quality

    Count valid, questionable and missing quality flags by observation date.

  4. 04Encounter progress

    Show encounter status by clinician and scheduled date.

  5. 05Care task follow-up

    Show open, escalated and completed tasks by assignee and due date.

  6. 06Clinical note completion

    Compare draft, signed and amended notes by encounter.

  7. 07Approved service charges

    Summarize approved and invoiced amounts by encounter.

  8. 08Payment confirmations

    Show confirmed and refunded payment amounts by receipt date.

All reports and dashboards

Who it's for

Fit the monitoring program you run

See how Remote Patient Monitoring fits your kind of team.

Chronic care programs

Organize longitudinal readings, clinician reviews and follow-up work.

Post-discharge monitoring

Track device readings and follow-up after a care encounter.

Specialty monitoring teams

Coordinate purpose-scoped clinician access to remote measurements.

Controls

Check consent, privilege and assignment

Each stage of reading to reviewed care names the role that acts and the status it records, so a change is never anonymous.

OverviewReading to reviewed care
Remote Patient Monitoring · Process

Reading to reviewed care

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

Process stages
11
Approval steps
2
Roles involved
4
Tables touched
14
Confirm consent
Care Coordinator
StatusPending → Signed
RecordsConsents, Patients
Schedule encounter
Care Coordinator, Monitoring Clinician
StatusScheduled → Arrived
RecordsEncounters, Consents, Patients
Document encounter
Monitoring Clinician
StatusArrived → in progress → awaiting review
RecordsClinical notes, Observations, Encounters
Reading to reviewed care
  1. Start
    Confirm consentPending → Signed
    Consents
  2. Approval
    Review readingMonitoring Clinician
    Monitoring Clinician
  3. Step
    Schedule encounterScheduled → Arrived
    Encounters
  4. Step
    Document encounterArrived → in progress → awaiting review
    Clinical notes
  5. Approval
    Review and sign noteDraft → Signed
    Clinical notes
Example screen with sample data

See each stage in detail

AI agent

Prepare the next care review with Proto

Use Proto to prepare patient, device and care work for human review.

It can

  • Care Coordinator: Show patients awaiting consent and encounters awaiting review with their assigned clinician.
  • Device Coordinator: Check a device identifier and patient association before enrollment.
  • Monitoring Clinician: Prepare questionable readings and assigned care tasks for review.
  • Billing Specialist: Summarize approved charges by encounter and confirmed payment references by patient.

Stays with a person

  • A clinician decides the care response, signs documentation and confirms task completion.
  • Proto can prepare linked records and surface exceptions, but the responsible person reviews identity, consent, privilege, assignment and clinical context before acting.
  • Billing approval also stays with the authorized person.

Set up an agent

Integrations

Connects to the tools you use

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

  • Remote Patient Monitoring
  • Patient source
  • Device source
  • Invoice service
  • Payment source
  • Identity service
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 14 tables
14tables
  • Patients and consent4
  • Device enrollment5
  • Remote readings6
  • Encounters and observations6
  • Clinical notes and privileges5
  • Care coordination6
  • Charges and payments5
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. Set care policy

    Agree consent purposes, privilege checks, care assignments, review cadence and escalation owners.

  2. Prepare identities

    Link staff to users, import patient numbers and confirm assigned clinicians.

  3. Load authority

    Add signed consent, verified privileges and active care team assignments with dates.

  4. Pilot devices

    Enroll known devices, submit real-format readings and reconcile units and source events.

  5. Rehearse care

    Move a reading through clinician review, task assignment, encounter documentation, signature and completion.

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 Remote Patient Monitoring.

All questions
How do I get started?

Click Get started, then use Proto to configure Remote Patient Monitoring for your business. Start with one care team, a small patient roster, current consent and a known device feed.

What identifies a patient?

The patient record carries a patient number, display name, contact phone and assigned clinician. Reconcile those details to your enrollment source before importing devices or encounters.

How is consent checked?

The team checks the patient's current signed consent for the relevant purpose, version and effective dates before the encounter proceeds.

How does a device connect to a patient?

A device enrollment stores its identifier, metric type and dates against the selected patient. Incoming readings link to that enrollment.

What does a questionable reading mean?

It flags a measurement for quality review. The clinician decides what care action, if any, follows after checking patient and device context.

Who can review a reading?

The care workflow checks the acting person's staff identity, current verified review privilege and active patient care assignment.

How are encounter measurements different from remote readings?

An encounter observation belongs to a visit and names its recorder. A remote reading belongs to a device enrollment and records the reviewing person.

When is an encounter complete?

The clinician records the actual end time after documentation is signed and outstanding care tasks are resolved.

How is a service billed?

Billing staff review the encounter's patient, clinician and service dates, approve the service charge, reconcile the invoice in the billing system and record a confirmed patient payment with its reference.

Can we connect our device and billing systems?

Yes. Map the device source and the invoice and payment handoffs during implementation, then rehearse duplicate and late events with your team.

Set up Remote Patient Monitoring 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

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