Admin
Maintains users, people, clinician assignments and access setup.
Can
- Manage Users, People, care team assignments, clinical privileges
- View Patients, Encounters, Consents
- Clinic Management
- Roles and permissions
Who can do what in Clinic Management
Give each clinic role the records needed for its handoffs.
Who can do what
| Role | Patient and care teams | Visit coordination | Clinical documentation | Prescriptions and privileges | Care follow-up | Charges and payments |
|---|---|---|---|---|---|---|
| Admin | Edit | Edit | Edit | Edit | Edit | — |
| Front Desk Coordinator | Edit | Edit | View | View | View | — |
| Clinician | View | Edit | Edit | Edit | Edit | — |
| Clinical Lead | Edit | Approve | View | Edit | View | — |
| Billing Specialist | View | View | — | — | — | Edit |
| Care Coordinator | Edit | View | View | View | Edit | — |
Each role in detail
Front Desk Coordinator
Registers patients, schedules visits and records arrivals.
Can
- Manage Patients, Encounters
- View care team assignments, Consents, People
Starts on: Scheduled Visits
Clinician
Documents care for assigned visits and handles follow-up work.
Can
- Manage Encounters, visit reasons, Observations, clinical notes, prescription orders, care tasks
- View Patients, Consents, clinical privileges
Starts on: Draft Clinical Notes
Clinical Lead
Reviews encounter documentation and clinician privileges before clinical completion.
Can
- Manage clinical privileges, Encounters
- View clinical notes, Observations, visit reasons, prescription orders, care tasks
Reviews and approves
- Approve Encounters
Starts on: Privileges to Verify
Billing Specialist
Reviews visit charges and records patient payments.
Can
- Manage Charges, Payments
- View Patients, Encounters
Starts on: Pending Payments
Care Coordinator
Tracks consent, care-team assignments and assigned follow-up.
Can
- Manage Consents, care team assignments, care tasks
- View Patients, Encounters, People
Starts on: Open Follow-up
Set up Clinic Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.