1. Veterinary Practice Mgmt
  2. Use Proto with your practice
Reference

Put an AI agent to work in Veterinary Practice Mgmt

Prepare the visit cycle and inspect operational questions with your permitted assistant.

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 6 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

  • Coordinator: Prepare the scheduled encounter context and identify purpose-specific consent records needing attention before admission.
  • Veterinarian: Show due vaccination records with their animal, administration date and lot reference; prepare attributed documentation for review.
  • Clinical Reviewer: List encounters awaiting review and organize the permitted signed clinical evidence for the completion decision.
  • Follow-up Coordinator: Find open or escalated patient tasks and check their assignee and due date before routing the next action.

What stays with a person

  • Proto cannot replace clinical judgment, sign a patient's consent or turn an unverified privilege into professional authority.
  • Clinical Reviewer makes the encounter completion decision under effective access.
  • The assistant uses the acting person's permissions and must preserve the workflow's consent, identity and care-team checks.
  • Before billing, inspect the encounter completion decision.

Proto cannot replace clinical judgment, sign a patient's consent or turn an unverified privilege into professional authority. Clinical Reviewer makes the encounter completion decision under effective access. The assistant uses the acting person's permissions and must preserve the workflow's consent, identity and care-team checks.

Before billing, inspect the encounter completion decision. Assign due-vaccination follow-up to the responsible person, and reconcile confirmed provider outcomes for any connected payment channel. Inspect uncertain results before repeating a write.

Set up Veterinary Practice Mgmt your way.

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

How to get started