Give transport coordination, clinical evidence and credential administration clear owners.
| Role | Load intake and authorizations | Crew credentials and assignments | Stops and dispatch follow-up | Run notes and vital signs | Samples and medical dispensations | Service charges and settlements |
|---|---|---|---|---|---|---|
| Clinical Governance Administrator | View | Edit | — | — | Edit | — |
| Clinical Reviewer | View | View | View | View | View | — |
| Licensed Clinician | Edit | View | Edit | Edit | Edit | — |
| Clinical Coordinator | Edit | View | Edit | — | — | Edit |
| Admin | View | Edit | View | View | View | Edit |
Maintains verified professional privileges and care-team assignments. Record entry: Clinical Privileges, Care Team Assignments, People. Read only: Patients. Pages: Clinical Privileges and Details.
Starts on: Crew credential review
Reviews evidence and authorizes eligible domain outcomes. Read only across all care-domain tables.
Starts on: Crew credential review
Captures assigned care operations work and evidence.
Starts on: Crew credential review
Owns care operations setup, planning and assigned operational work. Record entry: Patients, Encounters, Care Tasks, Consents, Charges. Read only: People, Payments. Pages: Business Overview, Encounters.
Starts on: Settlement register
Configuration administrator who maintains user access and agreed financial reconciliation responsibilities.
Start free, then use Proto to change fields, steps and approvals before your team goes live.