Agree who maintains records, who reviews care and who manages access.
| Role | Patient intake and consent | Encounter documentation | Clinical governance | Specimens and dispensations | Care follow-up | Charges and payments |
|---|---|---|---|---|---|---|
| Licensed Clinician | Edit | Edit | View | Edit | Edit | — |
| Clinical Governance Administrator | Edit | Edit | Edit | Edit | Edit | — |
| Clinical Reviewer | View | View | View | View | View | — |
| Clinical Coordinator | Edit | Edit | View | View | Edit | Edit |
| Admin | View | View | Edit | View | View | Edit |
Captures assigned care operations work and evidence.
Starts on: Encounter schedule
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 verification inbox
Reviews evidence and authorizes eligible domain outcomes. Read only across all care-domain tables.
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
Configuration role for user access and payment administration, with read access for setup verification.
Start free, then use Proto to change fields, steps and approvals before your team goes live.