Set clear responsibilities for clinical recording, governance and encounter review.
| Role | Patient intake and consent | Encounters and clinical notes | Practitioner assessments | Herbal dispensations | Care team and follow-up | Charges and payments |
|---|---|---|---|---|---|---|
| Clinical Governance Administrator | View | — | — | Edit | Edit | — |
| Clinical Reviewer | View | View | View | View | View | — |
| Licensed Clinician | Edit | Edit | Edit | Edit | Edit | — |
| Clinical Coordinator | Edit | Edit | — | View | Edit | Edit |
| Admin | View | View | View | View | Edit | 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: Privilege review inbox
Reviews evidence and authorizes eligible domain outcomes. Read only across all care-domain tables.
Starts on: Encounter schedule
Captures assigned care operations work and evidence.
Starts on: Encounter schedule
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: Encounter schedule
Configures account access and controlled payment entry during clinic setup.
Start free, then use Proto to change fields, steps and approvals before your team goes live.