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Telemedicine Platform
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Telemedicine Platform · Available now

Every consult requested, authorized, attested and evidenced.

Telemedicine Platform coordinates remote care from the first request to an attested service. The Care Coordinator records each care request with its subject, the patient reference and consent reference from the clinical system, the requested date and units, and the provider organization that will deliver it.

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  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewRequest Register
Telemedicine Platform · Care requests

Request Register

Care requests in one list

New care request
Care requests in view
6
Total requested units
3,260
Requested
1
Review
1
Requested1
Follow-up for persistent coughPAT-2026-01842
930
18 Oct
Add
Review1
Postoperative wound checkPAT-2026-01843
450
24 Oct
Add
Authorized1
Blood pressure medication reviewPAT-2026-01844
470
24 Oct
Add
Scheduled1
Diabetes care plan consultationPAT-2026-01845
490
13 Oct
Add
Attested1
Pediatric fever assessmentPAT-2026-01846
60
20 Oct
Add
Follow-up for persistent coughCare requests · CR-66601
Requested
Patient referencePAT-2026-01842
CounterpartyCedar Vale Virtual Clinicians
Requested at18 Oct
Requested units930
Authorized at21 Oct
Clinical authorizationCR-66601 · Follow-up for persistent cough

Clinical Reviewer, never the coordinator, authorizes each request revision.

Waiting for Clinical Reviewer
ApproveReturn
Example screen with sample data
Tables, ready to use
10
Saved views
15
Roles with set permissions
6
Reports and dashboards
9
Features

Screens for coordinators, clinicians and operations

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

Care requests

Record each care request with its patient and consent references, verify identity, and follow it from intake to attestation.

  • Intake with references
  • Verify before review
  • One owner, one revision
  • Care requests
  • Record attachments
  • Provider organizations
  • Team members
Explore care requests
OverviewReview Queue
Telemedicine Platform · Care requests

Review Queue

Care requests

New
Record numberSubjectPatient referenceConsent referenceCounterpartyRequested units
CR-28271Follow-up for persistent coughPAT-2026-01842CONS-2026-0321Clearwater Behavioral Health450
CR-71131Postoperative wound checkPAT-2026-01843CONS-2026-0322Cedar Vale Virtual Clinicians780
CR-73819Blood pressure medication reviewPAT-2026-01844CONS-2026-0323Stonebridge Dermatology Group240
CR-33371Diabetes care plan consultationPAT-2026-01845CONS-2026-0324Stonebridge Dermatology Group50
CR-36337Pediatric fever assessmentPAT-2026-01846CONS-2026-0325Clearwater Behavioral Health870
6 of 6 records
Follow-up for persistent coughCare requests · CR-28271
Patient referencePAT-2026-01842
Consent referenceCONS-2026-0321
CounterpartyClearwater Behavioral Health
Requested units450
Revision600
Example screen with sample data
Process

From care request to attested service

Care request to attested service ships ready to use. 2 steps need a named approval before the work moves on: Clinical authorization (Clinical Reviewer) and Session close (Clinical Reviewer).

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

  1. Care request intake

    Record the request with patient and consent references and an eligible provider.

    Follow-up for persistent coughCR-66601 · Care Coordinator
    Care request intakeBy Care Coordinator

  2. Request verification

    Verify patient and provider identity and consent, then route to review.

    Follow-up for persistent coughCR-66601 · Care Coordinator
    Request verificationBy Care Coordinator

  3. Clinical authorization

    A clinician who did not prepare it approves, returns or rejects the request.

    Follow-up for persistent coughCR-66601 · Clinical Reviewer
    Clinical authorizationBy Clinical Reviewer
    ApprovalClinical Reviewer, never the coordinator, authorizes each request revision.

  4. Consultation scheduling

    Schedule the session with provider, start date and duration.

    Follow-up for persistent coughCR-66601 · Care Coordinator
    Consultation schedulingBy Care Coordinator

  5. Session close

    Close the session only when it matches verified encounter evidence.

    Follow-up for persistent coughCR-66601 · Clinical Reviewer
    Session closeBy Clinical Reviewer
    ApprovalClinical Reviewer approves each provider-attested session close.

  6. Service attestation

    Attest the service on verified evidence from the provider.

    Follow-up for persistent coughCR-66601
    Service attestation

Start with Request to clinical authorization

Inside a record

One request from intake to evidence

Open any care request to see its clinical evidence, the roles that work on it, its process stages and its approvals on one page.

  1. 1
    Record details

    Patient reference, Counterparty, Requested at and Requested units.

  2. 2
    Clinical evidence

    Each line is linked to this care request.

  3. 3
    Who works on it

    Admin, Care Coordinator and Clinical Reviewer, each with their own permissions.

  4. 4
    Process stages

    Care request intake, with the role that acts.

  5. 5
    Approvals

    Clinical authorization and Session close, with who decides.

Request RegisterFollow-up for persistent cough
Telemedicine Platform · Care requests

Follow-up for persistent cough

PAT-2026-01842 · Requested

Log activity
1
Record details
Patient referencePAT-2026-01842
CounterpartyCedar Vale Virtual Clinicians
Requested at18 Oct
Requested units930
2
Clinical evidence

Follow-up for persistent cough

ParentEvidence typeOccurred at
Pediatric fever assessmentConsultation note21 Oct
Dermatology rash consultationPatient consent22 Oct
Physical therapy follow-upReferral letter30 Oct
Clinical evidence
6
3

Who works on it

  • AdminManage Organizations, team members, Users, provider…
  • Care CoordinatorManage care requests, consultation sessions, record attachments
  • Clinical ReviewerManage review decisions
4

Process stages

  • Care request intakeCare Coordinator
5

Approvals

  • Clinical authorizationClinical Reviewer
    Approved
  • Session closeClinical Reviewer
    Waiting
Example screen with sample data
Approvals

A clinician decides every authorization

OverviewApprovals
Telemedicine Platform · Overview

Approvals

Signed in as Clinical Reviewer

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • CS-11149Dr. Talia Noor
    Sleep concern evaluationRequested by Admin
    Waiting0dActions
  • CS-88004Dr. Mateo Cruz
    Diabetes care plan consultationRequested by Admin
    Waiting3dActions
  • CS-92616Dr. Iris Chen
    Pediatric fever assessmentRequested by Admin
    Waiting2dActions
  • CS-23870Dr. Dalia Saleh
    Sleep concern evaluationRequested by Admin
    Waiting5dActions

Who approves what

DecisionApprover
Clinical authorizationA clinician who did not prepare it approves, returns or rejects the request.Clinical Reviewer
Session closeClose the session only when it matches verified encounter evidence.Clinical Reviewer
Approve care requests, consultation sessionsClinical Reviewer
3 approval rules · set per role in Proto
Example screen with sample data
Who can approve what
Roles

A workspace for each role

Everyone opens Telemedicine Platform to the work that is theirs. Pick a role to see what it starts with.

Admin

Configures organizations, team members, users and access, and corrects records across the app.

  • Manage Organizations, team members, Users, provider organizations, care requests, consultation sessions, clinical evidence, review decisions, record attachments, operation receipts

Roles and permissions

Reports

Arrivals, turnaround and attested services

Review request states, weekly arrivals, authorization turnaround, review outcomes, evidence verification and session volume.

Overview
Telemedicine Platform · Overview

Telemedicine Platform dashboard

This quarter

Consultation sessions in view
6

Care requests by status

How far records got this quarter

StageReachedStep
Requested47
Review2757%
Authorized1867%
Scheduled1267%

Requested units by status

Sample totals per stage

10.0k0
10.0kRequested
10.0kReview
6.0kAuthorized
8.0kScheduled
5.0kAttested
Example screen with sample data
  1. 01Request state distribution

    Care requests by Status per Organization, matching the Operations Overview page.

  2. 02Weekly arrivals

    Care requests by week of requested at and Organization.

  3. 03Authorization turnaround

    Days from requested at to authorized at for Authorized requests.

  4. 04Review outcomes

    Review decisions by Decision, then by Reviewer, with Reason for Reject and Return.

  5. 05Requests by provider

    Care requests by Counterparty provider organization, then by Status.

  6. 06Evidence verification

    Clinical evidence lines by verification status and clinical system.

  7. 07Session volume and duration

    Consultation sessions by Provider with total and average duration minutes for a starts at range.

  8. 08Declined and cancelled requests

    Care requests at Declined or Cancelled by provider and month.

  9. 09Receipt exceptions

    Operation receipts at Pending, Failed or needs review by Action, with failure reason.

All reports and dashboards

Who it's for

Fit the care you coordinate

See how Telemedicine Platform fits your kind of team.

Virtual care practices

Telehealth practices delivering consults and follow-ups by video, with clinicians who authorize and close each session.

Care navigation services

Navigation and referral teams routing patients to partner providers and tracking each referral to an attested service.

Employer health programs

Employer and group programs offering virtual consults through contracted provider groups across several sites.

Controls

Attested only on verified evidence

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

OverviewCare request to attested service
Telemedicine Platform · Process

Care request to attested service

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

Process stages
10
Approval steps
2
Roles involved
4
Tables touched
10
Request verification
Care Coordinator
StatusRequested → Review
Clinical authorizationApproval
Clinical Reviewer
StatusReview → Authorized
RecordsReview decisions, Organizations, Team members
Consultation scheduling
Care Coordinator
StatusAuthorized → Scheduled
RecordsConsultation sessions
Care request to attested service
  1. Start
    Request verificationRequested → Review
    Care Coordinator
  2. Approval
    Clinical authorizationReview → Authorized
    Review decisions
  3. Step
    Consultation schedulingAuthorized → Scheduled
    Consultation sessions
  4. Approval
    Session closeDraft → Submitted
    Review decisions
  5. Step
    Service attestationScheduled → Attested
    Clinical evidence
Example screen with sample data

See each stage in detail

AI agent

Prepare the day's consults with Proto

Prepare and review care requests, sessions and evidence with Proto.

It can

  • Care Coordinator: List my requested care requests that have no consent reference yet.
  • Clinical Reviewer: Show requests in review with their evidence lines and flag any that are not verified.
  • Provider Network Manager: List scheduled requests with no verified evidence seven days after the session.
  • Operations Analyst: Group failed and needs-review receipts by action and reason.

Stays with a person

  • Clinical authorization and session close belong to the Clinical Reviewer.
  • Proto works with the signed-in person's permissions and organization.
  • It can find gaps, prepare lists and draft records for review; it does not authorize care, close a session or attest a service on anyone's behalf.

Set up an agent

Integrations

Connects to the tools you use

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

  • Telemedicine Platform
  • Telehealth video service
  • Electronic health record
  • E-prescribing
  • Identity provider
  • Billing
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 10 tables
10tables
  • Care requests4
  • Clinical review5
  • Consultation sessions3
  • Clinical evidence and attestation3
  • Provider network4
  • Operation receipts2
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. Agree the operating boundary

    The app coordinates care requests, clinical review, consultation sessions, clinical evidence, providers and receipts. Video, the clinical record, e-prescribing and billing remain connected systems. Your clinicians decide authorization; Proto prepares information and configuration for review.

  2. Map the source data

    Gather organizations, team members and reviewers, provider organizations with eligibility, and the reference formats for patients, consent and encounters.

  3. Configure a bounded pilot

    Pilot one specialty or provider group for one month. Run every request through verification, authorization, scheduling, close and attestation.

  4. Rehearse the exceptions

    A coordinator must not authorize care. A reviewer must not approve their own request. A request must not be attested without verified evidence. Delivered care must be corrected only through an approved compensating action.

  5. Reconcile and release

    Compare attested services with the providers’ encounter lists. Obtain sign-off from the clinical lead and operations lead, keep an export of the source and agree the rollback window before cutover.

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 Telemedicine Platform.

All questions
How do I get started?

Click Get started, then use Proto to configure Telemedicine Platform for your business. Pilot one specialty or provider group for one month. Run every request through verification, authorization, scheduling, close and attestation, and compare attested services with your providers' encounter lists before extending.

Does it run the video call?

No. Consultations take place in your telehealth video service. This app records the session's provider, start date and duration, and closes it on the provider's attestation.

Does it issue prescriptions?

Prescriptions are issued in your e-prescribing system. This app coordinates the request, the authorization and the evidence around the consult.

Who authorizes care?

A Clinical Reviewer in the same organization who did not prepare the request. Coordinators prepare and route requests but never hold clinical authority.

Where is patient information kept?

Patient and consent are held as references to your clinical system. Evidence lines point to the external record that holds the clinical detail.

When is a service attested?

Only when verified evidence arrives from the provider's clinical system. Rejected or missing evidence leaves the request unresolved.

How are follow-ups scheduled?

A request can carry several units. Each follow-up is scheduled as a session for the same authorized request.

Can we cancel care?

Care not yet delivered is cancelled. Delivered care is corrected through a compensating action approved by a clinical reviewer, and the evidence is kept.

Can we migrate from spreadsheets?

Prepare organizations, providers, team members and open requests with their references. Rehearse one month and reconcile it before extending the migration.

What drives the cost?

Ordinary manual use has no per-user charge under the platform policy. Imports, integrations, agent execution and other machine work consume prepaid credits; implementation is scoped separately. The pricing page lists the current rates.

Set up Telemedicine Platform 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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