Agree who maintains each record and who makes the collection review decision.
The Clinical Coordinator maintains donor identities, donations, documents, follow-up actions and service charges. Payment records are available for viewing during reconciliation.
The Licensed Clinician maintains blood units, laboratory results, custody entries, review decisions and assigned evidence work. The clinician can inspect the donation context when preparing those entries.
The Clinical Governance Administrator maintains team members, privilege verification and donor care assignments.
The Clinical Reviewer examines clinical records and makes the human review decision. The Licensed Clinician records the decision and the Clinical Coordinator updates the collection outcome.
Agree Admin responsibilities for user setup and payment maintenance during implementation. Keep professional verification and the clinical decision with their named owners.
| Role | Donor Registry | Team Access | Collection Operations | Blood Unit Processing | Review and Follow-up | Custody and Charges |
|---|---|---|---|---|---|---|
| Licensed Clinician | Edit | View | View | Edit | Edit | Edit |
| Clinical Coordinator | Edit | View | Edit | — | Edit | Edit |
| Clinical Governance Administrator | View | Edit | — | — | — | — |
| Clinical Reviewer | View | View | View | View | View | View |
| Admin | View | Edit | View | View | View | Edit |
Captures assigned care operations work and evidence.
Starts on: Pending Privilege Checks
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: Pending Payment Confirmation
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: Pending Privilege Checks
Reviews evidence and authorizes eligible domain outcomes. Read only across all care-domain tables.
Starts on: Pending Privilege Checks
Proposed administrator for account setup and payment maintenance, without replacing the clinical decision owners.
Start free, then use Proto to change fields, steps and approvals before your team goes live.