---
name: al-140-collect-a-patient-payment-inside-the-ehr
description: "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. Use when the user wants help with healthcare admin (operations) for a small business."
---

# Collect a patient payment inside the EHR

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.

## Inputs to collect first
Ask the user for anything below that they haven't already given you. Don't guess missing facts.

- MRN / name
- Card on file / send link / note only
- Click path or screenshots of the billing screens
- Limit
- Your own material (text, notes or data)

## Instructions

Do the task below with the user's inputs in place of each [bracket].

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.

## Safety checks (share these with the user)

- 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.
- Say clearly which parts need a person to review or approve before anything is sent, paid, posted or filed.

## About this skill

- Works with: Claude computer use, Asteroid, ChatGPT computer use
- Based on this real-world example: https://asteroid.ai/blog/computer-use-in-healthcare/
- Free prompt from AgentPlaybook Real Estate: https://agentic-library.netlify.app/prompt/al-140-collect-a-patient-payment-inside-the-ehr/
- To install in an agent that supports Agent Skills, save this file as SKILL.md in a folder with the same name as `name` above (for example in your skills directory). Install steps for Claude.ai, Claude Code, Cursor and Codex: https://agentic-library.netlify.app/skills/