Collect a patient payment inside the EHR: AI agent prompt
Have a computer-use agent open your EHR desktop app, find the patient billing screen, and complete a payment collection flow when the system has no API—like Asteroid's Claude computer-use deployments that cut patient-payment task cost ~25% and hit 100% completion on tested workflows.
OperationsHealthcare adminadvancedThe prompt
You will operate our EHR on a sandboxed desktop (computer use). Task: collect payment for patient [MRN / name], amount [X], method [card on file / send link / note only]. Runbook: [paste click path or screenshots of the billing screens]. Rules: verify the on-screen MRN matches before typing amounts; if more than one patient matches, stop; if a dialog is unexpected, screenshot and pause for me; never clear a field that already has a real default value without confirming; never submit a charge above [limit] without approval. When done, report: screens visited, amount posted or link sent, confirmation number, and any warning you saw. Prefer exporting a receipt/report file over reading clinical codes from pixels.
How to use it
- Copy the prompt above.
- Replace every [bracket] with your own details (or fill in the blanks on AgentPlaybook Real Estate, which remembers your answers for the next prompt).
- Paste it into Claude computer use, Asteroid, ChatGPT computer use and review the answer before you use it.
Works with: Claude computer use, Asteroid, ChatGPT computer use
Real-world example: asteroid.ai/blog/computer-use-in-healthcare/
Before you use it: what to check
Already built into this prompt
- When done, report: screens visited, amount posted or link sent, confirmation number, and any warning you saw.
Check yourself
- Check every figure, price and total against your own records before anything is sent, posted or booked. A person approves refunds, discounts, payments and price changes.
- Remove names, contact details, account numbers and other personal data the task doesn't need before you paste, and check your AI tool's data and training settings.
- Read and edit the draft before it reaches a customer or goes public. If you later automate this prompt, start with "draft and notify me", not "send automatically".
- Check names, dates, numbers and any claim against your own source material before you use the answer. AI can misread or invent details.
Using an AI agent? Download this prompt as a SKILL.md agent skill with these checks built in, or get the .zip for Claude.ai. How to install skills.
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